Starting October 28, we’re launching a new platform for your continuing education (CE) credits: Advisor Learning Navigator. Earning CE credits will be easier than before with Advisor Learning Navigator’s modern design and intuitive navigation.
We’re launching a new contest to encourage Clients to use the my Sun Life Mobile app.
Many Canadians aren’t taking the right actions to improve their financial situations. That includes making and following a budget – and working with a financial advisor.
Sun Life is offering a 5-year term rate in an Insurance GIC1 that is currently beating our Insurance competitors’ rates, and can compete with non-redeemable Bank GIC rates. Why sell a regular non-redeemable GIC when you can get a great rate on a redeemable** Insurance GIC and gain the advantages of owning an insurance product?
Purpose built with business owners in mind, it’s easy to manage, has the guarantees they want and can help meet long-term planning needs.
With the goal of making things easier for you and your Clients, Sun Life is now offering an improved paper application form for life and critical illness insurance that is easier to read and understand – eliminating confusion and speeding up application processing.
Accelerated Underwriting speeds up underwriting by using AI (artificial intelligence) to determine which Clients require labs, and which Clients can be approved without. That means we’re processing applications faster, and asking up to 50% fewer Clients for labs.
We recently reviewed the pricing of Adjustable Whole Life policies and we are making changes. On September 1, we began mailing letters to all AWL Clients about changes to their policies.
A new desktop version of Sun Life Illustrations is coming your way in late September. Users who haven’t yet signed in to the desktop version will be prompted to do so. We recommend doing this now to ensure a seamless experience, and to avoid prompts that are set to start with the coming release.
A message from Stephane Vigneault, VP, Insurance Distribution, Wholesale Channel, Sun Life