© Sun Life Assurance Company of Canada. All rights reserved.
- Search
Regions
Regions
Language
-
Consulting
Advice and Stewardship
-
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
- Protection bundle offer
-
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
- 2024 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
- Bill 18 Vulnerable Clients - Assistant Measure
- 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
- See and do more with your Suncentral profile
- Earn CE credits at Sun Life’s free webinar series
- Advisors: You can now find your Sun Life codes on your Suncentral profile
- Show Clients the power of Sun Par over time with this video
- A note of support regarding events in the Middle East
- The Practice Development Summit is back!
- MGA year-end: Take note of these key dates
- Simplifying our age and amount charts
- New Sun eApp features you and Clients will love
- New this week: Advisory team information is now on your Suncentral profile
- Sun Life to maintain the Clarica dividend scale
- Upgraded Contact Centre menu starts November 20
- Expanded exclusions now available for juvenile critical illness policies
- Federal fall economic statement 2023
- We’re looking for Clients who are missing or have unclaimed property
- Build and lead your multi-disciplinary team with new resources from Sun Life Consulting
- Corporate Clients can now reset their password on sunlife.ca. - FAQ
- Law 14 in Quebec: Delivering both French and English contracts to English Clients
- PHI and HCC reprice effective April 1, 2024
- Time your business with the new 2024 disbursement schedule
- Corporate Clients can now reset their password on sunlife.ca.
- Ready to learn more about Sun eApp? These drop-in sessions are for you!
- Keep learning about Sun eApp
- Current PHI and HCC rates available until March 31
- The latest Suncentral profile update is here
- We're maintaining the 2024/2025 Sun Life dividend scale
- Trying to reach Sun Life Marketing? We have a new email!
- What the Canadian Dental Care Plan means for you and Clients
- Review Child Term Benefit on in-force policies – Clients will thank you
- Increase coming to the credited rate for SLDA, SLDA Pro and LTMP
- Earn CE credits on Advisor Learning Navigator
- New Sun eApp videos now available on Suncentral
- Updates to our out-of-country delivery process
- PHI and HCC rates increasing April 1
- We have new material to help illustrate Bolstering the balance sheet to Clients!
- For a limited time, give Clients more protection and a discount on bundled CII and permanent life insurance
- Welcome our new Vice-President, Chief Underwriter and Claims Risk Officer, Jennifer Dahl
- Sun eApp PDF issue has been resolved
- Announcing the new Sun Life CE Series (formerly the National Sales Webinar)
- The 2024 Strategic Partner Program is here
- We’ve updated our policy reinstatement letters for Clients
- How personal health insurance impacts Canadian Dental Care Plan eligibility
- Sun Life is on WeChat!
-
Alerts
- Back
- Alerts
- Alerts overview
- Get to know Suncentral
- Browser compatibility for forms and tools
- Suncentral unavailable Saturday August 19th at 1pm to Sunday August 20th at 2pm
- Suncentral tool headers
- Service Delay Alert – Inforce Illustrations and Calculations
- Upgrade - Saturday, April 13 - Sunday, April 14, 2024
- Website maintenance starting Friday April 19 @ 9pm ET
-
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
- Younes Filal
- Melanie Vachon
- Miguel Cid
- Jamie Steinfield
- Josée Lemelin
- Abhi Sharma
- Bonny Zheng
- Carlett Hunt
- Leon Kisliuk
- Michelle Cai
- Monica Li
- Neil Valles
- Nellie Melo-Correia
- Sherry Lee
- Sissy Zhang
- Doug Archibald
- Lulu Wang
- Katherine Colosimo
- Yanjun Liu
- Kaitlyn Hoeksema
- Anson Lo
- Bernard Mok
- Dina Katsavos
- Hashmat Arshad
- June Wang
- Michelle Chia
- Ravinesh Narayan
- Julie Lapostolle
- Jay Sankoff
- Humberto Da Silva Tang
- VP insurance distribution
- Your wealth sales support team
- Forms
-
Consulting
- Group Plan Advisor sign-in
-
EN
Regions
RegionsLanguage
Legacy settlement option