Everything you need to know about our new term insurance solutions
Get more familiar with Evolve Term, Term for Diabetes and Bridge Term and start the conversation with Clients. Together, we can help give Clients better solutions – right when they need it most.
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
Quick reference guides:
Client engagement kits:
Evolve Term - Advisor to Client engagement kit - individuals:
810-5248 Client-facing one-pager
870-5248 Client-facing one-pager (Simplified Chinese)
Email template: English︱ Simplified Chinese
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:
Details and transition rules
Questions? Reach out for support.
