November 05, 2025
Five tips to help position the Term and CII Special Offer
Help Clients understand the benefits of the Term and CII Special Offer and how they can save money at the same time.
With the Term and CII special offer, Clients may be eligible to receive an instant 5% discount on Sun Critical Illness Insurance (CII) premiums for the life of the policy when bundled with Evolve Term insurance. Offer ends December 31, 2025. Terms and conditions apply.
Reminder: To access the discount, both Evolve Term and Sun CII policies must be applied for simultaneously using the Product bundling feature in Sun eApp.
Five ways to position the Term and CII Special Offer
The Term and CII Special Offer can benefit multiple Client segments, including home buyers, couples, young families, professionals, new graduates and newcomers. Use these conversation starters:
- Get comprehensive protection — This bundle helps protect both your life and your health. It covers your loved ones if something happens to you and helps with costs to recover if you get seriously ill.
- Fill the gaps — Employee benefits might not cover everything. This package helps fill those gaps, giving you and your family more complete protection.
- Quality coverage — Sun Life’s term and critical illness insurance offers some of the most comprehensive plans on the market.
- Lock in your insurability — Secure your insurability now, so you're protected even if your health changes later.
- Save money — For a limited time, get a 5% discount on your CII premiums for the life of the policy when bundled with term insurance.
Resources to help you position the offer
- Download the 2025 Term and CII Special Offer Excel tool to calculate the discounted premium price and show Clients the savings before starting the application.
- Use the Essential for families marketing kits in discussions with couples and families.
- Reach out to mortgage protection Clients and prospects using the mortgage protection marketing material
- Visit the Special Offers page on Suncentral to see details and resources available to you.
- Explore the Frequently asked questions to find answers to common questions about the Term and CII Special Offer.