With Sun Life’s rethink, our Professional Insights team provides valuable insights into points of interest that matter the most to you, including:
Our goal is to provide timely information and concepts. Be sure to check back every month for updates.
Last updated: October 2022
Do you find it difficult to broach the subject of CII with Clients? In under 5 minutes, learn a 3-step strategy for having winning CII conversations.
Related product: CII
Last updated: July 2022
See how a cascading insurance strategy can mitigate risk, offer tax-advantaged growth and allow transfer of ownership and benefit payment between generations tax-free.
Related products: Par, UL, Sun Permanent Life
Last updated: July 2022
See how, with the right alternative, Clients could save money by growing excess cash within their policy. And the rate at which that cash needs to grow is lower than you might think.
Related product: UL
Last updated: July 2022
Understand how we manage the Par Account assets to achieve our optimal mix of long-term returns and low volatility, and rethink which indicators should give you the most confidence in the illustrations you provide to Clients.
Related product: Par
Last updated: November 2022
Explore how Canadians can donate assets, like life insurance, to ensure they make the biggest impact.
Related product: UL
Last updated: July 2022
You can incorporate long term insurance needs into the well-known strategy of an insured annuity by adding Sun Retirement Health Assist (RHA) insurance. See how clients’ situations are greatly improved by this more holistic solution.
Related products: UL, payout annuities, and Sun RHA
Last updated: April 2022
Help Clients rethink their options for keeping the recreational property in the family.
Related products: UL, Sun Permanent Life and Par
Last updated: February 2022
This overview of Par, UL and Sun Permanent Life offers an easy tool to help you match product features and options to the Client in front of you.
Related products: Par, UL and Sun Permanent Life
Last updated: January 2022
See how redirecting a small portion of excess income to a term life insurance policy can be a low MER approach that allows for growth and security.
Related products: Term
Last updated: November 2021
See how Sun Retirement Health Assist (RHA) can support Clients’ plans by helping prepare them for the cost of long-term care.
Related products: Sun Retirement Health Assist
Last updated: November 2020
When a Client decides on the length of their term policy, they’re forecasting how long their need for insurance will be. See how by adding the renewal protection benefit, some Clients could pay less than if they initially selected a longer term policy.
Related products: Sun term with RPB
Podcast
Watch time: 22 mins
One of the greatest benefits of universal life (UL) insurance is its flexibility. But if it’s not positioned well, Clients may struggle to understand it, and to make use of its full potential. See the advantages of UL when it’s used as part of a flexible portfolio.
Related products: UL
Watch time: 5 mins
Insurance premiums are often perceived as an expense. Does the high base premium of participating life insurance mean it is expensive? Watch to learn about this common misconception.
Related products: Par
Watch time: 7 mins
When it comes to generating income after retirement, many Canadians are concerned about their financial security. As life expectancy continues to rise, they are worried about outliving their money. Watch to see how Canadians can address this concern with a payout annuity.
Related products: Payout annuities
Watch time: 5 mins
Watch a comparison of 3 common options for structuring a 10-pay policy and highlights important considerations for Clients.
Related products: Par
Last updated: 2020
Knowing how to protect and access your investments is becoming as important as choosing where to invest. Use the following guide to help advise Clients during tough times.
Related products: Investments, Par, and UL
Last updated: 2020
Client’s often feel they’re losing money on insurance unless they claim soon. See how to address this emotional concern with return of premium on death (ROPD) benefit on Sun Perm.
Related products: Sun Perm with ROPD
Last updated: 2020
Could Clients afford to take unpaid leave if one of their children became critically ill?
Related products: CII
Want to share this information on social media? Select the appropriate link below.
© Sun Life Assurance Company of Canada. All rights reserved.
