Learn how to start tough conversations about legacy planning with clients, and their loved ones, and help them achieve successful wealth transfers.
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New business and underwriting
Canada Post mail disruption
Due to the current Canada Post labour dispute, please expect delays in mail delivery. Service to our Clients remains our top priority. Clients can use our mobile app or log in to my Sun Life to submit claims and/or check on investments.
Advice and Stewardship
Deepening relationships to create clients for life.
Collaborating with COIs
Overcome the barriers to collaboration and effectively build your network of strategic alliances.
Advice for Life
You are in the business of building trust. Showcase your value, create meaningful conversations and develop long-term relationships with your clients by utilizing these tools and resources.
Aging and Incapacity
Learn to recognize the signs of cognitive decline, prepare for client incapacity, and protect clients, yourself and your business.
Mental Health
Mental health and financial health go hand in hand. Learn how to support yourself, your team and your clients by spotting the signs, speaking up and knowing where to direct clients for additional support.