Kickstart 2026 with the limited-time Term and CII Special Offer

Until February 27, help Clients get an instant and long-lasting discount on their CII premiums for the life of the policy when bundled with term insurance. Over time, this discount can save Clients thousands of dollars in premiums! Terms and conditions apply. 

Earn a bonus!* 

In appreciation for putting this solution in place for Clients, and for adopting the new Product bundling feature of the Sun eApp, we’ve introduced a commission bonus on the Term and CII Special Offer:  

• Submit five bundle applications during the campaign period (October 6, 2025 – February 27) and be eligible for a 15% commission bonus on both the Term and CII policies. Once eligibility has been met, the bonus will apply to all bundles sold during the entire campaign window. 

*Approved policies must remain in-force for six months to be eligible. See details under Advisor commission bonus rules on the Special Offer page. Some firms are not eligible for the bonus; please contact your head office for details. 

Resources 

Connect using a Client Activation email: 

• Customize and send emails to Clients: Email template (Can also be used for prospects)
• Use the follow up script and/or email template to reach out to Clients you targeted: Script | Email
• Optional - 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. 
  • Updated! This tool now also highlights the impressive, long-term savings available to Clients over time.
• 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 updated Special Offers page for details and resources.