We are quickly approaching the deadlines for generating commission for the 2019 sales year. The deadline for settling a case is Tuesday, December 17, 2019. To count for year-end, all delivery requirements, including cheques, must be received at Sun Life Financial by noon on Friday, December 13, 2019.
Starting December 31, transaction notifications you receive through Service Now, and that are specific to full redemptions of guaranteed interest investments prior to the maturity date in an SLF Trust GIC, will include the following details:
We’ve made updates to the Sun Life GIFs annual and semi-annual Client statements. Starting with the 2019 year-end statement, the rate of return calculation will change from time-weighted to money-weighted. The statements have also been updated to help Clients better understand the information they receive.
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We’re decreasing dividends on deposit and par non-withdrawable premium fund interest rates due to the continued low interest rate environment. The new rates will take effect December 9, 2019.
We’re decreasing dividends on deposit and par non-withdrawable premium fund interest rates due to the continued low interest rate environment. The new rates will take effect December 9, 2019.
Effective November 22, 2019, CI Investments made changes to some investment account options available on legacy policies.
A message from Stephane Vigneault, VP, Insurance Distribution, Wholesale Channel, Sun Life
From paperless to online payments, here are the latest enhancements on sunlife.ca and the my Sun Life mobile app.
It’s a great time to take a fresh look at what makes Sun Life Par one of the strongest par accounts in Canada. Whether you’re a par pro or starting to explore it, here are some new updates and resources that will take your par knowledge to the next level.
On October 28, we launched a new platform for your continuing education (CE) credits: Advisor Learning Navigator.
Build your tax knowledge to have more in-depth wealth planning conversations with Clients by earning continuing education (CE) credits. Check out our updated Tax in Practice modules.