Term and CII special offer: Instant discount, lasting value
Help Clients get an instant discount on CII premiums for the life of the policy when bundled with term insurance. Terms and conditions apply.
The Term and CII special offer is now live, until December 31. Take advantage of this new opportunity to provide Clients with comprehensive coverage while helping them save money.
With this new Sun Life bundle offer, Clients may be eligible to receive a 5% discount on CII premiums for the life of the policy when bundled with term. The premium discount will be reflected in the terms of the CII policy
What makes this offer special?
- Instant discount: Eligible Clients may enjoy an instant discount starting with their first CII premium when bundling these essential coverages.
- Comprehensive coverage: Addresses multiple insurance needs.
- Simplified process: Use Sun eApp's new Product bundling feature to easily apply for this offer.
See the Applying with Product bundling feature.
Join us for a training session to see how they can take advantage of this special offer:
- English webinars Oct 14 at 1 p.m.
- French webinars Oct 15 at 1 p.m.
- Mandarin webinars Oct 16 at 1 p.m.
Benefits of bundling Evolve Term and Sun CII
Life is unpredictable, but one’s financial security doesn't have to be. Term insurance and critical illness insurance can help Clients:
- Ensure their loved ones are financially protected if the unexpected happens
- Cover major expenses, maintain lifestyles and protect savings when diagnosed with a covered critical illness or condition
- Get affordable coverage tailored to their specific needs and budget
- Gain peace of mind knowing they’ve prepared for life's challenges with individually-owned protection
This bundle is an excellent way to help Clients secure broad protection for their future while making the most of their insurance budget.
Reminder: the maximum issue limit for Sun CII increased from $3M to $4M. See the NewsFlash article for details.
Download the 2025 Term and CII Special Offer Excel tool to calculate the discounted premium price and show Clients the savings before starting the application. See the User Guide within the Excel file for step-by-step instructions on how to use the tool and create a Client-facing report.
Visit the Special offers page on Suncentral to see details and resources to help you reach out to Clients.