The 2023 Strategic Partner Program (SPP) is now live! We continue to focus on delivering the highest level of service excellence to top-tier advisors. We do this through:

  • ease and accessibility to an exclusive benefit suite and
  • an individualized team of dedicated contacts assigned to work directly with SPP advisors.

The 2023 program year runs from March 1, 2023, to February 29, 2024.

The SPP is an exclusive program

It’s designed to propel advisors forward with educational opportunities, dedicated resources, priority services and development tools.

We’re always working to make this program one of the best in the industry. For 2023, we've continued to leverage firsthand feedback to enhance our benefits and offer top-tier advisors a new level of service excellence.

SPP 2023 benefits

  • Dedicated case manager and assigned primary underwriter – gives you consistent, personalized day-to-day service, a weekly portfolio review and trial assessment app to help you conduct preliminary underwriting reviews.
  • The Continuing Education program by Wharton Executive Education – one of North America’s most prestigious business schools. Last year’s program was a huge success! We’re hosting the 2023 program in person, over the course of four days, at the University of Pennsylvania’s Wharton campus in early November.
  • Proven Practices consultations – offering in-depth and personalized recommendations to help you grow your business across targeted areas.
  • The executive experience – giving you the opportunity for an hour-long, one-on-one meeting with a Sun Life executive.
  • Family Enterprise Canada: Business Family Dynamics course – open to Select and Premier advisors, with an additional subsidy offered to Premier advisors to go towards earning their Family Enterprise Advisor designation.
  • More – visit the SPP section of for the full list of benefits.

How can you qualify for SPP?

You can qualify for the program based on your:

  • settled insurance case counts (5) and
  • first-year commission (FYC) from January 1, 2023, to December 27, 2023 ($50,000 FYC for entry).

To learn more about the qualification criteria and program benefits, visit the SPP Qualifications section of

Contact:  The Sales Desk or the Strategic Partner Program team.