We’ve expanded eligibility requirements for Clients with the 2025 Term and CII Special Offer, so they can now replace their term policy and maintain the offer’s CII premium discount!
The 2025 Term and CII Special Offer provided Clients with a 5% discount on the CII premiums for the life of the policy.
The offer initially included a restriction that if a Client replaced their term policy in the future, the CII premium discount would be removed.
We’ve improved this eligibility requirement for all Term and CII Special Offers, and Clients can now replace their term life policy if required and keep their CII premium discount.
In the coming weeks, we’re mailing letters to Clients with the Term and CII Special Offer to advise them of this change. The letter will serve as an amendment to their CII policy. See a sample letter.
Sun Life’s Special Offers will continue to evolve to meet the needs of Clients and your business. You’ll see this improvement in our new 2026 Term and Perm Special Offer as well, providing Clients with greater flexibility and providing you with simpler conversations regarding replacements.