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Effective date: 2025-04-25
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- 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
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- 2023 federal budget commentary
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- 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!
- Sun Life payout annuities
- The evolution is coming: Term insurance like you’ve never seen before
- Save your seat for the next session of Sun Life CE Series on April 30
- Coming soon: One number to reach Sun Life!
- Upcoming Suncentral outage
- There’s still time to promote the protection bundle offer
- Engage with Canadians about our new term insurance solutions
- Review new wording in applications and annual policyholder statements with Clients
- Increases coming to credited rates for DOD, WPF and other accounts
- Everything you need to know about our new term insurance solutions
- Introducing the smart, intuitive Sun Life eClaims portal
- Coming soon! Suncentral Favourites: your personal quick link navigation
- Register now for the remaining 2024 Sun Life CE Series webinars!
- Register now for the upcoming Sun Life CE Series webinars!
- Earn CE credits on ALN
- Client mailings for policy loan tax reporting errors – Final package
- Your ideas matter! Watch for an advisor journey survey in your inbox
- Newfoundland and Labrador – Principles for the Sale of Insurance: A Consumer Protection Document
- 2FA is coming to Suncentral
- Updated Par Facts & Figures, SLDA Facts and Figures and UL investment booklets now available
- National Accounts year-end: Take note of these key dates
- Earn a CE credit through new Critical Illness Insurance learning modules
- Evolve Term and Term for Diabetes advisor guides now available in PDF format
- Get a better experience from Sun eApp with new updates coming soon
- Shorter days. Bigger bundled savings!
- Preview of Evolve Term simplified underwriting questions
- New option for PHI/HCC plans with built-in dental coverage
- Sun Life Illustrations 6.0.1 release now available
- October 7-11 is Culture of Caring week!
- Register now for the last 3 Sun Life CE Series webinars of 2024
- Last chance for Clients to submit authorization forms for policy loan tax reporting refund program
- Grow your business with new Term for Diabetes resources
- Coming soon: updates to our temporary resident guidelines
- We’re retiring Sun Life’s desktop illustration tool on December 2
- New Essentials for Couples marketing kit
- Discover exclusive benefits for Strategic Partners
- You’re the driver. Shift gears into simplified business planning.
- Coming soon! Three updates to the Sun Life eClaims portal
- Advisor Experience Team to support Personal Health Insurance inquiries
- MGA year-end: Take note of these key dates
- Possible Canada Post mail disruption
- Requirement to onboard within APEXA for MGA advisors coming soon
- Clients have more options with conversions to our new Evolve Term
- Show Canadians with diabetes you care
- Sun Life to maintain the 2025 Clarica dividend scale
- 3 resources to enhance intergenerational wealth conversations
- Discover how to cover more temporary residents
- New digital access: Policy booklets now available on mysunlife.ca and mobile app
- Time your business with the new 2025 disbursement schedule
- PHI and HCC reprice coming in 2025
- Announcing the 2025 Sun Life Continuing Education (CE) Series!
- New 2025 tax rate cards
- PHI and HCC reprice effective April 1, 2025
- *Save Clients up to 25% when converting their term policies
- We’re maintaining the Sun Life dividend scale for 2025-2026
- Reach new heights while stacking up your CE credits
- Evolve Term: pricing for additional coverage layers
- Review the Child term benefit on in-force policies
- These Sun eApp updates will help create a more user-friendly experience
- *You still have time to save Clients up to 25% on term conversions
- The 2025 Strategic Partner Program is here
- New Client story video for the Chinese market
- Visualize term insurance solutions like never before
- PHI and HCC – new rates coming April 1, 2025
- Insurance forms are now easier to view and open on Suncentral
- Get your Book of Business reports now through Suncentral
- Teladoc to be replaced by Sun Life Medical Second Opinion, by Dialogue
- Rules for using the title “Financial Planner” or “Financial Advisor” in Ontario
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- Browser compatibility for forms and tools
- Suncentral unavailable Saturday August 19th at 1pm to Sunday August 20th at 2pm
- Suncentral tool headers
- We’re retiring the desktop version of Sun Life Illustrations
- Suncentral Favourites and forms integration
- Suncentral users must add two-step verification to their accounts
- Sun eApp Upgrade
- Sun eApp upgrade on Sunday March 23
- Sun eApp Upgrade - Friday May 2 - Saturday May 3
- Warning: Website Maintenance
- Sun eApp Upgrade April
- Get your Book of Business reports now through Suncentral
- Sun eApp upgrade on Sunday April 27
- Increase in fraud targeting Canadians
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SunUniversalLife rates - With investment bonus
| N/A | Policies with rate series pre Jan 29, 2011 | Policies with rate series Jan 29, 2011 - Sept 17, 2012 |
Policies with rate series Sept 17, 2012 - Dec 31, 2016 | |||
|---|---|---|---|---|---|---|
| Accounts | Guaranteed minimum interest rate | Current credited rate | Guaranteed minimum interest rate | Current credited rate | Guaranteed minimum interest rate | Current credited rate |
| DIA | 0.00% | 0.87% | 0.00% | 0.87% | 0.00% | 0.87% |
| GIA 1 year | 0.00% | 1.20% | 0.00% | 1.20% | 0.00% | 1.20% |
| GIA 3 year | 1.00% | 1.65% | 0.00% | 1.65% | 0.00% | 1.65% |
| GIA 5 year | 2.00% | 2.00% | 1.50% | 2.00% | 0.50% | 1.95% |
| GIA 10 year | 3.00% | 3.00% | 2.00% | 3.00% | 1.50% | 2.10% |
| GIA 20 year | 3.00% | 3.00% | 2.50% | 3.00% | 1.50% | 2.35% |