Quick links
Other sites
© Sun Life Assurance Company of Canada. All rights reserved.
- Search
Regions
Regions
Language
-
Consulting
-
Products
-
Client Service
New business and underwriting
Client engagement
-
Support
How we help you grow
Learning and development
- Search
-
Products
- Back
- Products
- Products overview
- Health
- Life
- Investments
- Marketing materials
-
Strategies and Concepts
- Back
- Strategies and Concepts overview
- Taxation
- Canadian Health Insurance Tax Guide
- Insurance Tax Solutions
- Asset Protection – critical illness insurance
- Seminar - Buy - Sell agreement SP
- Corporate asset transfer
- Corporate investment strategy
- Corporate retirement strategy
- Sample Board Resolution for a grouped CII plan
- Family protection solutions
- Individual Asset Transfer
- Individual investment strategy
- Key person protection
- Lifetime gift annuity
- Mortgage protection insurance
- Individual retirement strategy
- Shared ownership - critical illness insurance
- Shared ownership - life insurance
- The corporate retirement strategy with SunUniversalLife II
- Corporate ownership of a life insurance policy
- Refundable Dividend Tax on Hand (RDTOH)
- U.S. taxes for Canadians with U.S. assets
-
Client Service
- Back
- Client Service
- Client Service overview
- New business and underwriting
-
In-force business
- Back
- In-force business overview
- Pre-authorized chequing
- Customer Access
- In-force client service standards
- Life insurance conversions
- Locating clients who are missing or have unclaimed property
- Collecting information about non-owner payors of insurance policies
- Participating insurance and dividends
- Statements and their frequency
- How to add Estate and/or Income Series units to an existing contract
- Annuitant changes
- Death claims
- How to pay a fee
- Automated deposits and withdrawals
- Large case rate enhancements
- Legacy settlement option
- Non PAC payment options
- Policy loan tax reporting
- Post issue fees for Individual products
- Process for maturing non-registered guaranteed savings annuities
- Specialty withdrawals and requests
- Subsequent trades
- Transfers
- Withdrawals
- Investment directions
- Juvenile Smoking Status Change
- Client engagement
- Claims
-
Support
- Back
- Support
- Support overview
-
Contracts & Compensation
- Back
- Contracts & Compensation overview
- Important Facts: Multi-Corporation
- How to access your commission statement through EIMweb
- Cross-channel advisor of record changes for insurance products
- Cross channel conversion rules
- 2023 remuneration disbursement schedule - Canada
- 2022 remuneration disbursement schedule - Canada
-
Compliance
- Back
- Compliance overview
- Permissible activities - For a life licensed person
- Investor/Stranger Owned Life Insurance - Industry on alert
- Legislative supervisory requirements for new life insurance agents and trainees
- Policy replacements
- Privacy standards
- PCMLTFA
- Address changes
- Canada’s Anti-Spam Legislation (CASL)
- Disclosure
- National do not call list
- Sample "Reasons Why" Letters
- Simple and practical tips when using social media
- Information on third party client authorizations
- Unethical advisor behaviour for trading in policies
- Viatical and life settlements - trading in policies is not permitted
- Law 14 (previously known as Bill 96) in Quebec
- How we help you grow
- Learning and development
-
News
- Back
- News
- News overview
- Use Sun Life Illustrations version 5.8.0 for par
- Wondering when to use the PUA or Enhanced dividend option? We’ve got you covered
- Start a conversation about long-term care insurance with updated Cost of Care reports
- Live webinar - Sun Critical Illness Insurance (CII) for Children
- We won’t send printed copies of Annual Policyholder Statements to firms for some products starting March 10
- The 2023 Strategic Partner Program is live
- What does the Silicon Valley Bank collapse mean for Canadian investors?
- Show Clients the power of Sun Par over time with a new video
- New website alert! Get ready for Suncentral
- 2023 federal budget commentary
- Live webinar - The Corporate Conversation
- Get an early look at Suncentral
- Earn CE credits at Sun Life’s free webinar series
- Client mailings for policy loan tax reporting errors – May update
- Now available: updated Par Facts & Figures marketing materials and a new fact sheet
- New emergency travel medical coverage provider for PHI and HCC
- Introducing Suncentral - the central connection for your insurance business
- Updating Clients’ expired credit cards for Personal Health Insurance (PHI) and Health Coverage Choice (HCC)
- Discover the proven practices of leading advisors
- PHI & HCC Client Guides now available in Simplified Chinese
- Staying compliant with Law 14 in Quebec
- Live webinar: ABCs of chronic diseases in Canada
- Important Reminder: Dynacare order tracking available online
- Build powerful connections with the COI toolkit
- 3 new resources to help you sell Par for children
- New PHI and HCC emergency travel medical provider: Client letter mailing
- Give Term Clients ultimate flexibility with industry leading conversion options
- Understand how to illustrate the Sun Life Diversified Account
- New Contact Centre experience for insurance callers starts August 14
- FAQ for staying compliant with Law 14 in Quebec
- Client mailings for policy loan tax reporting errors – August update
- Weve refreshed our sales strategy materials
- Registrations are open for Marketing Associate Forum 2023
- Get decisions 10-12 days faster in Sun eApp
- National Accounts year-end: Take note of these key dates
- Introducing e-paramedical service through Dynacare
- Alerts
-
Contact us
- Back
- Contact us
- Contact us overview
- Document and distribution centre
-
Independent insurance distribution
- Back
- Independent insurance distribution overview
- Alan Lio
- Ashley Jones
- Allester Arellano
- Andrea Saffrey-Lewis
- Bryan Adachi
- Edwina Chan
- Diane Dubé
- Éric La Charité
- Holly Diep
- Jason Leveille
- Jenny Chan
- Jon Hansen
- Kitty Estrella
- Lidia Pirrie
- Zack Zhi
- Mike Harris
- Mona Yam
- Yusudan Ren
- Wai H. Leung
- Viola Lam
- Victoria Kwa
- Travis Witt
- Tracy To
- Terry Ray
- Sue De Sousa
- Nevila Lato-Tershana
- Nicholas Pateras
- Nicolas Bernier
- Patrick Than
- Renée Ho
- Stefanie Ozbalt
- Stephen Szikora
- Steven Kim
- André Paradis
- Mark Davis
- Samuel Platel
- Ryan Young
- Neil Kellock
- Arnab Roy
- Pascale Leblond
- VP insurance distribution
- Your wealth sales support team
- Forms
-
Consulting
- Group Plan Advisor sign-in
-
EN
Regions
RegionsLanguage
Welcome to Suncentral
Start of dialog window
End of dialog window
Loading...
One moment please
Current alerts
Urgent
Urgent
Support for Clients impacted by Alberta wildfires
May 11, 2023Information
Information
Apr 05, 2023
How we help
At Sun Life, we understand that it's the real connection - between people - that truly makes the difference.
Want to learn more?
News
Earn CE credits at Sun Life’s free webinar series September 20, 2023
See and do more with your Suncentral profile September 20, 2023
Get decisions 10-12 days faster in Sun eApp September 06, 2023
Continuing Education Credits
Advisor learning navigator offers a bright way to earn your continuing education (CE) credits.
Our CE course topic include:
- Product information
- Professional development
- Industry regulations and compliance
- Investment and inurance solutions and strategies.
Recognition and Events
Exclusive programs for advisors.
Sun Life Financial knows advisors work hard for their clients.
We regard that hard work through program designed to offer recognition, benefits and support to advisors who qualify.