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We have launched a review of our tax reporting practices. As part of this initiative, we will no longer be reporting amounts from policy loan interest. This means some Clients will not receive a T5 or R3 slip going forward, and they will not need to include this amount in their taxable income. Others may receive a tax slip for a smaller amount than they may have been expecting.
We have launched a review of our tax reporting practices. As part of this initiative, we will no longer be reporting amounts from policy loan interest. This means some Clients will not receive a T5 or R3 slip going forward, and they will not need to include this amount in their taxable income. Others may receive a tax slip for a smaller amount than they may have been expecting.
Your Marketing Associate plays an important role in your business and is a key link to Sun Life Financial. Invest in their professional development.
Get ready for an exciting year! The 2019 Strategic Partner Program kicks off March 1 and continues through February 28, 2020.
A message from Jacques Goulet, President, Sun Life Financial Canada
It has been just over a year since I became President of Sun Life Financial (SLF) Canada and I am excited by the strategy we have in place, and by our focus on putting Clients at the centre of everything we do. With this focus on creating Clients for Life, we are taking the next steps in our strategy by adopting an owner’s mindset and delivering a One Sun Life experience. With the foundation set, now it is time to make some changes to Canada’s organizational structure to help accelerate our progress.
Searching the web for trusted content can be time consuming, overwhelming, and sometimes sites can be difficult to navigate. Your time is valuable. That’s why we’ve created SunHub — Sun Life Financial’s new digital library for advisors.
We’re maintaining the Sun Life dividend scale, including the dividend interest rate of 6.25%, effective April 1, 2019.
Are Clients asking when they’ll get their Sun Life Guaranteed Investment Funds (GIFs) statements and tax slips?
Starting January 17, 2018, we’ll be mailing the Client copy of the Sun Life Financial guaranteed wealth statements for Insurance GICs* and Guaranteed Investment Certificates (GICs). All statement mailings will be completed before the end of February.