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We're glad to inform you that the third-party outage is now resolved. Due to this outage, some of Sun Life’s systems, business teams and external providers experienced disruption. This disruption limited our access to emails as well as the ability to process new insurance applications and other administrative requests. As a result, we’re now ramping back to full operational service over the next few days. We apologize for any inconvenience this might have caused. Again, we thank you for your patience and understanding.
PDF / Form number |
Title and description | Last updated |
---|---|---|
n/a | Recession articles to share with Clients and prospects What is a recession and what does it mean for you? The recession is technically here - what can you do right now? |
November 2023 |
810-4916 | What’s on your mind? Identifying your financial concerns A checklist to share before Client meetings to help you understand and address Client’s financial concerns. |
November 2023 |
810-2784 | Business succession planning - A guide for business owners Designed to give business owners a better understanding of the business succession planning process. |
May 2017 |
810-2876 | Leveraging a life insurance policy A guide for lawyers, accountants and insurance advisors, this booklet reviews several methods of accessing the cash value of an exempt life insurance policy, including a number of third party leverage structures, with a balanced discussion of benefits and risks. |
July 2017 |
810-2882 | Business continuation planning - A guide for business owners Discusses the need for a buy-sell agreement, and the importance of pre-arranged funding. Compares several common buy-sell structures in terms of their outcomes for deceased and surviving shareholders, including tax implications. Also covers the need for protection against the loss of a key employee. |
May 2017 |
810-3301 | Estate planning guide Discusses the extra challenges and difficult choices faced by business owners doing estate planning; Also explains the most efficient ways to transfer the expected remainder of an estate to intended beneficiaries. |
August 2016 |
810-3300 | Sharing interest in a life insurance policy - Lawyers and accountants guide This guide addresses lawyers’ and accountants’ concerns in managing tax and legal issues with regard to the different methods of sharing interests in a life insurance policy. This includes shared ownership and shared benefit insurance arrangements. Also points out marketing opportunities for these concepts in the small business market. |
August 2016 |
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