Sun Life CE Series: Level up your Client conversations
Elevate your practice with the Sun Life CE Series through monthly expert-led webinars. Gain valuable insights and actionable takeaways to boost your professional growth. Don't miss out on this free opportunity for career development.
Sign up for multiple webinars in advance with a single form.
| Date | Topic 1 | Topic 2 | Register |
|---|---|---|---|
August 12 |
Deep dive: an in-depth look at Universal Life |
The WOW effect in business development (featuring keynote speaker Jasmin Bergeron, Ph.D.) |
|
August 13 (Mandarin only) |
Best of both worlds |
- | |
September 9 |
Accessing cash value of life insurance |
Charitable giving strategies |
|
October 14 |
The power of the contract — segregated fund contract case studies |
Discovering opportunities in financial statements |
|
November 4 |
Breaking down the barriers: Reshaping views on life and CI claim |
Fundamentals of group underwriting |
|
November 12 (Mandarin only) |
Silk road to success: Navigating Asian underwriting challenges |
- | |
December 9 |
Journey to greatness: Reigniting your potential |
Will, estate, and probate planning tips: Things an advisor should know |
Session times are 9:00 – 11:30 a.m. ET (French) and 12:00 – 2:30 p.m. ET (English).
Mandarin sessions are from 11 a.m. – 12 p.m. ET.
Note: Advisors must pass a mandatory quiz for each session to qualify for CE credits. They will have five business days to complete the quiz after attending the webinar.
Explore topics and register by visiting the Sun Life CE Series page on Suncentral.
Questions?
Reach out to ce.series@sunlife.com