Toolkit

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 US

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