Do you have questions about how to run an illustration for Sun Life’s sales strategies? Our new videos will walk you through common questions you might have.

We’ve also refreshed marketing materials for our six sales strategies available in Sun Life Illustrations. Each one is available for an individual or a corporation:

  • Asset transfer strategy
  • Retirement strategy
  • Investment strategy

Sign in to the advisor site to see our new videos under "All sales strategies and concepts”. For further assistance and case support, contact your Sun Life relationship manager.