Underwriting Matters

December 21, 2023

Detailed list for Advisors outlining which products or scenarios require a signed illustration.

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Age-nearest pricing

December 21, 2023

We’ve shifted many of our life and health products to age-nearest pricing, enabling you to offer your clients the most competitive rates possible and making it easier for you to do business with us.

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Backdating to save age

December 21, 2023

Learn about backdating Clients’ insurance applications with Sun Life.

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Suncentral access types

August 08, 2023

There are various types of access you and your team can have on Suncentral. Depending on your access, you’ll be able to use different features.

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Helpful tips for Suncentral

August 08, 2023

We know working with each insurance carrier is different. Here are some tips that can help you navigate Suncentral. 

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Conversions: Life and Critical Illness Insurance 

August 08, 2023

Conversions allow you to change Clients’ coverage often without providing evidence. Here’s what you need to know when you request a conversion for a Client’s insurance policy. 

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Cover letters: The importance of telling Clients’ stories

August 08, 2023

Submitting insurance applications can be easy now that we’ve introduced our pre-approval feature in Sun eApp. 

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