Starting August 29, you’ll start to get lists of Clients affected by the Sun Retirement Health Assist (RHA) in-force reprice.
On August 19, we’re increasing the credited rate on the Sun Life Diversified Account (SLDA), SLDA Pro and Long-term managed portfolio fund.
A special message from Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc., Senior Vice-President, Retail Advice & Solutions
I have now reached the four-month mark of leading Sun Life Financial Distribution (SLFD – our career channel) and Insurance Solutions (IS – our insurance manufacturer) together as one combined organization. I am truly both proud and honoured to work alongside such a talented, diverse, and passionate group of advisors and colleagues. And now I am excited to announce our new integrated SLFD and IS organization – Retail Advice & Solutions.
Earn CE credits and level up your living benefits expertise. Take the Sun RHA course in Advisor Learning Navigator.
Sun eApp is upgrading the underwriting process and adding more opportunities for pre-approval.
On January 1, 2023, Sun Retirement Health Assist rates are changing. Lists of affected Clients will be issued to advisors starting August 29. Get more details for in-force Clients and new business . You’ll find tools to help you connect with existing Clients or to start the conversation with prospects.
It’s now easier to make changes to Plus premium benefits on new and in-force Sun Par policies.
The latest edition of our trend report is now live! Explore the key insights from what you’ve told us in recent engagements.
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See when Clients with preferred term life insurance rates qualify for preferred rates when converting to a longer-term length.