Benefits that take your business to the next level
Here are a few of the top-rated services Strategic Partner Program advisors use to catalyze opportunity.
Dedicated Contacts
The dedicated contact list is a Strategic Partner Program advisors' go-to for unparalleled support. 85% of surveyed advisors rated this as the number one program benefit. Contacts go above and beyond to help you exceed Client expectations and run your business with ease. Your access to skilled underwriters and case managers is the best in the industry.
Available to Partner, Select and Premier.
Proven Practices consultation
A Sun Life Consulting practice management expert will take you through a Proven Practices Opportunity Discovery. They’ll give you with a scorecard of your progress against the 26 Proven Practices of Leading Advisors. You walk away with personalised recommendations on where to focus based on your unique goals.
"The support I received through Sun Life this year has been exceptional. I was introduced to Sun Life Consulting who talked to my whole team about strategies to improve our Client relationships and internal efficiency. It was an hour well-spent, and I received some great tools to take away after our meeting.” – Select Strategic Partner Program advisor.
Available to Select and Premier.
Business Family Dynamics
We’re proud to offer Business Family Dynamics, a CE accredited course. It's the first of seven modules required to earn the Family Enterprise Advisor designation.
Available to Partner, Select and Premier.
Explore the full suite of benefits and find out how you can qualify!
