News

Important information on doing business with Sun Life.

If you’re signed in to our secure site you can view more, including articles on changes to procedures.

We’re updating the Transfer of Ownership process for Inforce life insurance policies. This change will better align with Anti-Money Laundering (AML) requirements under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA).

At Sun Life, we are proud of the strong, longstanding relationships we’ve built with you over many years. You play an important role in our shared success, and we remain deeply committed to supporting your continued growth.

October is Small Business Month, with Small Business Week running October 18 to 24. Use new research insights and the Business Owner Journey to better understand business-owner priorities, strengthen your advice and guide more meaningful Client conversations.

A message from Anne Topping, Vice-President, Independent Insurance Distribution.

Sun Life offers a built-in eSignature solution you can use when it fits your process. To make that option more convenient, we’ve enhanced our eSignature capability with multi-form bundling, allowing you to send multiple eligible forms in a single package across the same line of business.

Year-end is coming up fast! It’s important to be aware of these dates to guarantee pending cases are part of your 2026 commissions.

To aid our sustainability efforts, we’re transitioning some Clients who haven’t selected a document delivery preference to online-only delivery in 2027. Learn how we’ll notify these Clients and the steps they’ll be provided if they want to continue receiving paper documents.

Using a needs based approach, learn how to compare participating life insurance, non-participating permanent life insurance, and universal life insurance. This new 60-minute eLearning explores key product characteristics, Client priorities, trade-offs and planning considerations to support more effective Client conversations.

We’ve enhanced SunUniversalLife II with competitive rates, expanded product flexibility and a compensation structure that recognizes the ongoing service you provide to Clients. These enhancements, and our limited-time advisor bonus campaign, are now live!

The Life Insurance & CII Bundle Offer gives you a timely reason to expand protection conversations beyond life insurance. From October 5 until December 31, eligible Clients can save 10% on Sun Critical Illness Insurance premiums when they bundle with a qualifying non-participating life insurance solution through Sun eApp.

Important information on doing business with Sun Life.

If you’re signed in to our secure site you can view more, including articles on changes to procedures.