We’ve rolled out some exciting Sun eApp upgrades this week, and they’re ready for you to try.
If a Client isn't comfortable with an examiner coming into their home during the COVID-19 pandemic there may be options for them.
In response to the COVID-19 pandemic, at the end of March, we mailed all life claim cheques directly to beneficiaries. We’re now offering electronic funds transfer (EFT) for life claims payments.
This campaign will illustrate how you can adopt digital tools at all stages of the Client Engagement journey: prospecting, discovery and recommendations, implementation and stewardship. Watch the program introduction video.
As of November 23, you will need to log in using your Advisor site ID and password before running illustrations for Sun GIF Solutions and Sun Lifetime Advantage GIF.
We communicated to you earlier this year that important changes were coming to our Private Client Program. The effective date of these changes is coming soon: November 1, 2020.
As new forms and applications gradually become available, please start to use them right away and destroy any previous copies you might have – digital or printed.
The Canadian Institute of Actuaries (CIA) will implement new standards on December 1, 2020 that effect how commuted values from registered pension plans (RPPs) are calculated.
As an advisor, you play a key role in helping us remain compliant with Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) obligations.
As COVID-19 cases begin to rise in certain areas of the country, Sun Life will continue applying our temporary underwriting guidelines. Our vendors also continue to modify their protocols to support the safety of Clients.