** There are exceptions to the Online Statements section. While most statements are available online, certain unique circumstances or redirection scenarios may prevent the statement from being available online.
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Statements and their frequency
| Product | Client | Advisor | MGA/NA Office | Duplicates | Comments | Online statements |
|---|---|---|---|---|---|---|
SUN UL/Sun Limited Pay, Sun Spectrum UL2 and Sun UL2 |
Yes |
No |
Hard copy sent to MGA who delivers to advisor |
Back to 2001 (on the anniversary date) |
Special statement can also be requested (precise date) within the last 2 years for some policies. Current dated can be requested and anniversary date statement can be requested. |
Yes** Annual statements are available on Customer Access. |
Flexiplus, Optimet, Interest Plus, Universal Plus, UL50, VIAPP, UL2000, SunSpectrum UL, Flexible Premium Life and Executive Universal Plus |
Yes |
No |
No |
Back to 2003 (on the anniversary date) |
Special statement can also be requested (precise date) within the last 2 years for some policies. Current dated can be requested and anniversary date statement can be requested. |
Yes ** Annual statements are available on Customer Access. |
Sun Par, SUN Accumulate |
Yes |
PDF sent to the advisor |
No |
Current or a copy of the PDF |
Only current dated or last anniversary, cannot go back before the last policy anniversary. |
Yes ** Annual statements are available on Customer Access. |
Sun Term and Sun Life Evolve Term |
|
|
|
|
Not a statement but a policy information notice - sent to Client only - Duplicate of notice is available |
|
Sun Old Permanent |
Yes |
No |
No |
Advisor can request an anniversary statement. |
Only current dated or last anniversary, cannot go back before the last policy anniversary. |
Yes ** Annual statements are available on Customer Access. |
Sun Old Term |
Yes |
No |
No |
Anniversary or current dated statements can be ordered. |
If contract is annual, a statement will come out every anniversary. If policy is on PAC, a statement will come out at renewal point. |
Yes ** Annual statements are available on Customer Access. |
PHI |
No |
No |
No |
No |
There are no statements for PHI. The Client receives a renewal notice and the advisor receives a copy. |
No |
Critical Illness T10, T75 |
Yes* |
No |
No |
A general letter can be produced upon request. |
* If policy is annual or on PAC, a statement will come out at renewal point & sent to Client. |
Yes ** Annual statements are available on Customer Access. |
Critical Illness Lifetime (T100) and Long Term Care |
Yes |
No |
No |
Anniversary or current dated statements can be ordered. |
Annual policyholder statement is generated. |
Yes ** Annual statements are available on Customer Access. |