May 29, 2024

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:

*Dependent on province and accrediting bodies.

Marketing materials

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