© Sun Life Assurance Company of Canada. All rights reserved.
PDF/Form Number | Title and description | Who it's for and length |
---|---|---|
810-5227 | Evolve Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs. |
Clients 14 pages |
810-5255 | Evolve quick reference guide Your Evolve Term cheat sheet. See target markets, term length suitability, a case study and get help to start a conversation with Clients. |
Advisors 5 pages |
Advisor to Client engagement kit - individuals Engage individual Clients. Use this email template and Client-facing one-pager to start the conversation and reach prospects. Download the corresponding PDF to attach in the prospecting email. |
Clients 2 pages |
|
Advisor to business owner engagement kit Helpful resources to engage business owner Clients. Use this email template and Client-facing one-pager to start the conversation and reach prospects. Download the corresponding PDF to attach in the prospecting email. |
Clients 2 pages |
PDF/Form Number | Title and description | Who it's for and length |
---|---|---|
810-5246 | Essential Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs. |
Clients 7 pages |
810-5247 | Achievers Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs. |
Clients 7 pages |
810-5258 |
Term for Diabetes quick reference guide Your Term for Diabetes cheat sheet. Get a quick glimpse at the different product solutions for Clients with diabetes and get help to start a conversation with Clients. |
Advisors 4 pages |
Advisor to Client engagement kit Download the corresponding PDF to attach in the prospecting email. |
Advisors 1 page |
|
810-5284 | Diabetes Care Program Client-facing one-pager Use the Diabetes Care Program Client-facing one-pager as a discussion opener with prospects and Clients who could benefit from this wellness offering. |
Advisors 1 page |
810-5289 | Getting life insurance while living with diabetes - Client-facing FAQ Share this PDF with Clients who disclose diabetes to help open a conversation. This piece can help Clients understand they have protection options. |
Advisors 2 page |
PDF/Form Number | Title and description | Who it's for and length |
---|---|---|
810-5245 | Bridge Term Client Guide Help Clients understand the features and benefits of this product and how it meets their current identified needs. |
Clients 7 pages |
© Sun Life Assurance Company of Canada. All rights reserved.