Our enhanced SunUniversalLife II is here
We’ve enhanced SunUniversalLife II with competitive rates, expanded product flexibility and a compensation structure that recognizes the ongoing service you provide to Clients. These enhancements, and our limited-time advisor bonus campaign, are now live!
We previously let you know about the enhancements to SunUniversalLife II (UL).
These include:
- a new YRT 100 COI option,
- updated pricing for YRT 70/85 to help Clients create more value from the policy over time,
- a new asset-based commission structure to recognize the ongoing service you provide to Clients, and
- a bonus campaign designed to help advisors deliver enhanced value to Clients*.
*Reminder: Some firms are not eligible for the bonus. Contact your head office for further details.
All these enhancements are now live to help you support Client needs.
Resources to help you support Clients
To access all the information about the enhancements to SunUniversalLife, visit the SunUniversalLife II page for:
- Transition rules
- Terms and conditions for the bonus campaign
- UL modules and more
Get more with Universal Life: Marketing kit
Universal Life insurance can be a comprehensive solution for Clients seeking choice, flexibility, tax-preferred growth, liquidity and personalized advisor-led planning. Share this video with Clients and download the full marketing kit, including a Client info sheet, email templates and more.
Universal Life learning series
The Universal Life learning series gives you practical, advisor-focused learning to help you explain the opportunity, position solutions with confidence and identify where Universal Life may fit in a Client’s broader financial roadmap.
Ready to sharpen your UL knowledge and strengthen your Client conversations?
- Build a stronger understanding of how Universal Life works.
- Learn how to connect product features to Client needs and planning opportunities.
- Access learning designed to support confident, compliant and needs-based conversations.
- Use the series as a practical refresher before product updates, Client meetings or team coaching sessions.
It’s time to take another look at SunUniversalLife II.
Calls-to-action:
- Consider SunUniversalLife II to meet the right Client needs and circumstances.
- Register for and attend the October 20 CE Series webinar to learn more.
- Share the Get more from Universal Life video with Clients.
- Review the full marketing kit.
- The full six-part Universal Life Learning Series is now available on the SunUniversal Life II page. Scroll down to the Training Material section to start learning today.
Resources
- Visit the SunUniversalLife II page for full details, transition rules, training and support materials.
- Commission bonus offer