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A recent decision from the Supreme Court of Canada about a class-action suit involving Sun Life Financial may prompt questions from Clients. If you receive any questions, please reference the following information when responding.
A recent decision from the Supreme Court of Canada about a class-action suit involving Sun Life Financial may prompt questions from Clients. If you receive any questions, please reference the following information when responding.
As announced in the April 4 issue of NewsFlash, we’ve improved the registration process for the sunlife.ca secure site. We now have another option available to Clients during the registration process: those using their mobile devices to register can use the Verified.Me app from SecureKey to help verify their identity.
Sun Life GIFs are a key and flexible choice for Clients’ wealth portfolios. Each year, Sun Life Financial is required to re-file the point-of-sale materials and, as communicated in NewsFlash on March 21, 2019, we’re also revising and enhancing our fund lineup.
Check out the latest enhancement to the sunlife.ca secure site! Clients with Sun Life universal life products and Clarica universal life products can now access their quarterly and annual statements in the Document Centre, as they become available. Also, they can now stop receiving them in the mail if they choose to go paperless (they need to be registered at sunlife.ca and have a valid email address on file with us).
Marketing materials for the Sun Life participating whole life insurance products have been updated to include financial information as of December 31, 2018.
Passion, a great sense of humour, hard work and an intense love for his community are just a few things that come to mind when you think of Sun Life Financial Hall of Fame advisor Richard ‘Dick’ Bourne. After a stellar career spanning nearly 40 years of helping individuals, families and businesses with their insurance and investment needs, Richard recently retired from his Montreal-based business – handing over the reins of Bourne Financial Group to his son, Andrew.
Have you seen this remarkable statistic about the “Great Wealth Transfer” in Canada?
Sun Life Financial is pleased to announce the appointment of Pascal Liboiron, MBA, Pl. Fin., AVA to the position of Regional Vice-President - Quebec, Insurance Distribution, effective April 15, 2019.