Practice assessment

  • Use this tool to see where your practice is ready for millennial Clients, and where there’s room to grow.
    • For access to this resource, connect with your Sun Life relationship manager.

Trust assessment

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

Client engagement process template

  • 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.

LinkedIn Guide

  • Learn how to get started on LinkedIn, and put your profile to work.


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