
© Sun Life Assurance Company of Canada. All rights reserved.
This workbook will guide you through putting your purpose down on paper. It’ll help you bring your vision into focus, define your mission, craft your value proposition and create your tagline.
Use this tool to identify your ideal client, also known as your target market.
Email Marketing Guide for Top Advisors
Comprehensive guide to all steps of creating and launching an email marketing strategy.
Use this worksheet to plan your email marketing strategy.
Ask your Sun Life relationship manager for access to the SMART Marketing Plan template
Contact your Sun Life relationship manager to learn more about this program and the resources available to you.
© Sun Life Assurance Company of Canada. All rights reserved.