November 30, 2023
Offering both investment and insurance advice can lead to a higher level of Client trust and have a positive effect on your business growth.
Successfully build and lead your multi-disciplinary team to better serve Clients with both insurance and investment expertise under one roof. We’ve developed some resources to help you do just that.
Get the new resources now
Take the first step to build your team by downloading our simple, 5-step Hiring Guide.
And for even more in-depth support, meet with a Sun Life Relationship Manager to access our Exercise Booklet for an interactive and comprehensive reference to guide your team development.
Are you a member of the Strategic Partner Program?
Your benefits include more in-depth consultations. Connect with your Regional Sales Director to find out more.
Questions? Reach out to your Sun Life relationship manager.
