Effective January 1, 2023, we're increasing the Clarica dividend interest rate to 6.65% (from 6.25%). This applies to participating policies issued by Mutual Life, MetLife, Clarica, Allstate and Prudential. This change is largely due to increases in interest rates and strong real estate and equity performance.
Quebec Bill 18 is new legislation to help Clients in vulnerable situations. It goes into effect on November 1, 2022.
The Sun Life Independent Insurance Distribution team is proud to announce it will induct three new members into its prestigious Hall of Fame at the 2022 event.
Check out the video to see how easy it is to submit a Sun Critical Illness Insurance (Sun CII) application using Sun eApp and take advantage of the limited-time Sun CII premium discount before it ends on December 31, 2022.
Help Clients interested in Sun RHA act before the reprice.
Clients often decide to convert part of their term policies to permanent insurance. These Clients can now keep all their remaining term coverage as a term insurance benefit (TIB). Even better – we won’t require underwriting!
Marketing isn’t a one-time effort – it’s an ongoing process that requires strategy and careful planning. Sun Life Consulting offers a toolkit that can help you start marketing today and grow your business tomorrow.
Compliance with privacy laws and the safeguarding of Client information has always been paramount. This webinar will help you understand how privacy affects you and your practice. CE credits included.
We made some changes to the Transfer of ownership (E82) form to help shorten the time it takes to complete your request.
Help Clients get the coverage they need and grow your business with a new limited-time premium discount for Sun Critical Illness Insurance (Sun CII). Act soon – this offer ends December 31, 2022.