A guide to deeper Client discovery

  • Use this guide to discover what really matters to Clients.
    • For access to this resource, connect with your Sun Life relationship manager.

Client engagement process map

  • Use this template to create your own engagement process and share it with Clients and prospects to establish trust and confidence in you and your business. 

Trust Assessment

  • Take this assessment to see if you demonstrate the key components trust.


Contact your Sun Life relationship manager to learn more about this program and the resources available to you.