Toolkit
Presentations & training
We are pleased to introduce a series of administrative presentations and helpful resources to enhance your experience when working with Sun Life Financial. Making business simple.
Topic | Duration (minutes) |
| Illustration tool demo (English) | 4.52 |
| Advisor Site Navigation (Chinese) | 9:34 |
| Long Term Care Insurance Updates | 3:54 |
CE accredited presentations can be found at the link below:
- Education Hub (log-in required)
Related materials:
- 2017 Life Insurance Tax Changes
- Sun Life Illustrations
- Payout annuities - Getting an Illustration
- LTCI in-force premium increases
Please contact the Sales Desk for additional information & training.
For questions pertaining to Wealth and Annuities, please send your email to supportwealth@sunlife.com.