Reminder: With our new term insurance offerings, SunTerm closed to new sales on May 13.
Training resources
Learn all about the new term solutions:
- CE accredited* self-directed training modules
- Evolve Term (eligible for 1 CE credit after successful completion)
- Term for Diabetes & Bridge Term (eligible for 0.5 CE credit after successful completion)
- Term Insurance at Sun Life is Evolving webinar
- We recommend you complete the self-directed training prior to viewing the webinar
*Dependent on province and accrediting bodies.
Marketing materials
- Client guides:
- Quick reference guides:
- Client engagement kits:
- Evolve Term - Advisor to Client engagement kit - individuals:
- Advisor to business owner engagement kit:
- 810-5249 - Client-facing one-pager
- 870-5249 - Client-facing one-pager (Simplified Chinese)
- Email template: English︱Simplified Chinese
Details, transition rules and product details:
- Advisor guides:
- Product pages:
Recent communications:
- Introducing Term insurance like you’ve never seen before
- Engage with Canadians on our new term insurance solutions
- News release: Groundbreaking insurance solution from Sun Life helps remove barriers for Canadians living with diabetes
Additional resources:
- Top reasons to choose Evolve Term
- Client engagement
- Sales process
- Diabetes Care Program
- How to illustrate
- Mortgage protection insurance
Questions? Reach out for support.
