3 simple steps to working with couples

  • Practical tips for being inclusive and achieving success with the couples you advise.
    • For access to this resource, connect with your Sun Life relationship manager.

Meeting Template

  • Build an agenda for productive meetings and show Clients you value their time and priorities.

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.


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