Mark your calendars! From now until July 8, you can register once for all the upcoming CE Series sessions in 2024. It’s your opportunity to plan ahead for the rest of the year and choose the webinars you’d like to attend with one easy-to-use form.

If you miss the July 8 deadline, you’ll still be able to sign up for each session individually on Suncentral.

Save your seat for the next webinar

Join us on July 2 for these topics:

Topic 1: A deep dive on PAR

Understand the drivers of value within a PAR product with a detailed study of the Sun Life Par Account’s underlying assets. The mechanics of the Par dividend scale interest rate is discussed.

Time:  12 p.m. ET
Presenter: Emily Hsu, Director, Professional Insights

Topic 2: The Art of Needs-Based Selling: Ensuring Suitability

Participants will learn to incorporate needs-based selling practices, including the appropriate creation and delivery of Reason Why letters, to ensure Fair Treatment of Clients principles are considered and respected. Participants will also receive recommended best practices from the Compliance team.

Time: 1:15 p.m. ET
Presenter: Margaret Hennebury, CFP, Compliance Best Practices Consultant

Future webinar topics

Session times are 12:00 – 2:30 p.m. ET (English) and 9:00 – 11:30 a.m. ET (French). Mandarin translation is available for the July 30, October 1 and December 3 sessions.

Visit Suncentral to view full session descriptions and accreditation details.


Topic 1

Topic 2

July 30

Evolution of UL

Collaborating with COIs – building your network of strategic alliances

September 3

Planning for farming and fishing Clients

Estate freezes and family trusts for business owners

October 1

Planning for incorporated professionals (2024)

Planning for someone with a disability

October 29

Compounding relationships: the power of intergenerational strategies

2024 Year-end tax tips and planning

November 19

Millennials: the future of wealth

Bolstering the Balance Sheet

December 3

Advisor business planning - A roadmap for success

Underwriting your cases before submission

About Sun Life CE Series

Build your knowledge on a wide range of topics including insurance, wealth and practice management, financial planning and industry trends.
You’ll have the chance to earn up to two CE credits per session. Note: You must pass a mandatory quiz for each session to qualify for this incentive.


If you have any questions, reach out to your Sun Life relationship manager.