Could your Clients afford to take unpaid leave if one of their children became critically ill? Learn how Sun CII can grow with a child by using optional benefits.
Booking the Insurance Transaction is a new whitepaper that helps you work with business owners. This one-of-a-kind piece is a valuable resource for you to share with Canadian accounting professionals.
In addition to our Sun eApp solution, we will now be accepting digital signatures from select third party platforms including DocuSign, Adobe Sign and OneSpan. This provides you additional flexibility to collect digital signatures for new business and in-force PDF forms and applications available on our Advisor Site.
In July, SLGI was pleased to launch the Manage Uncertainty advisor-facing site. The site provides you with videos and materials to help manage Client uncertainty when markets are volatile, like during the Covid-19 pandemic.
We’re pleased to introduce the Lumino Health Centre on the secure sunlife.ca site. Individual insurance Clients can navigate, access and consume exclusive products and services to help them live healthier lives.
We are pleased to formally introduce Gen Re as a new life insurance reinsurance partner, providing more options to meet the financial needs of Clients.
Sun eApp, our new platform for life and critical illness applications, was built with extensive advisor feedback. We continue to listen to your feedback and make further improvements…
We’re excited to announce our virtual 2020 Practice Development (PD) Summit and Marketing Associate (MA) Forum. These events promise to connect participants to the innovative ideas, industry experts, and inspirational thinking that will help take their business to the next level. Registration closes on Monday, September 14.
Details for participating life insurance policies (Sun Par) are now on the my Sun Life mobile app. Clients can see the following details: policy effective date, total death benefit amount, cash surrender value amount, name of the insured person(s), name of the policy owner and advisor of record.
We want to let you know about changes coming to our Private Client Program. Firstly, to better reflect the benefits this program provides to investors, we’re changing its name to “Private Client Pricing.” On November 1, 2020, we’ll also be simplifying the program and making our pricing more competitive generally by making some key changes.