Special Offers

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

Reach out to prospects and Clients now so they can get the protection they need while taking advantage of an instant and long-lasting premium discount.

Between October 6, 2025 and December 31, 2025, Clients who buy Evolve Term and Sun CII through Sun eApp at the same time will be eligible to receive a 5% discount on the Sun CII premiums for the life of the policy.

Activate this opportunity with Clients and prospects.

Connect using a Client Activation email

• Customize and send emails to Clients:  Email template (Can also be used for prospects)
• Use the follow up script and/or email template to reach out to Clients you targeted:  Script |  Email

Use the marketing resources available

• Use our Essential for families marketing kits

Join us for a training session to see how you can take advantage of this new feature: 

• English webinars Oct 7 at 1 p.m. and Oct 14 at 1 p.m.  
• French webinars Oct 8 at 1 p.m. and Oct 15 at 1 p.m.  
• Mandarin webinars Oct 9 at 1 p.m. and Oct 16 at 1 p.m.

Refresh your knowledge on CII

• Check out the CII training materials (Part 1, Part 2, Part 3, Part 4) and earn CE credits.

Show Clients how much they’re saving with the Term and CII special offer

• Download the  2025 Term and CII Special Offer Excel tool to calculate the discount. 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.

Learn how to Product bundle in Sun eApp

• See the Applying with Product bundling feature document

FAQs

• Offer is available exclusively for applications submitted through Sun eApp; paper applications are not eligible.
• Clients who apply for a Sun Life Evolve Term life insurance (Evolve Term) policy and a Sun Critical Illness insurance (CII) policy on the same date will be eligible for the 5% Sun CII premium discount offer.
• All applications, for Evolve Term and Sun CII, must be submitted within the offer campaign window of October 6th, 2025, to December 31st, 2025. Bundle applications must be completed using the new ‘Product bundling’ functionality on Sun eApp.
• The Sun CII premium discount will be automatically applied upon application submission.
• To retain the Sun CII premium discount both Evolve Term and Sun CII need to be approved by underwriting and accepted by the Client, otherwise at the next billing date the full premium will be applied. There are no specific issue or settlement restrictions for the bundle offer. 
• Only policies with one individual owner are eligible for the campaign. Corporate or joint-ownership policies are not eligible.
• The owner must be the same for all policies in the bundle; the insured person can differ.
• All available age and face amounts for eligible policies can qualify for the offer.
• A bundle consists of one Evolve Term policy and one Sun CII policy. If applying for multiple Evolve Term or Sun CII policies, Clients will choose which policies to combine into a bundle. Product bundling selections must be made in Sun eApp at the time of application.
• The Sun CII premium discount will apply to the total premium including the base coverage, optional benefit costs (i.e., ROPC/ROPD, TDB), and any ratings.
• The Sun CII premium discount will be reflected in the terms of the Sun CII policy.
• If any eligible policies within the Evolve Term and Sun CII special offer bundle lapse, are canceled, converted, or replaced the Sun CII premium discount will be removed.
• Backdating is allowed with existing backdating rules and maximum period based on each product type.
• Bundle applications submitted during the offer campaign window but backdated to a non-campaign time will be eligible for the bundle discount. Bundle applications not submitted during the offer campaign window but backdated to a date within the campaign window will not be eligible for the bundle discount.
• Offer available for new business applications of Evolve Term and Sun CII policies submitted during the offer campaign window only. Conversions, replacements and supplementary applications are not eligible for the offer. Clients with existing applications in underwriting that cancel to re-apply in the offer campaign window will not qualify for the offer.
• Achievers Term, Essential Term, 1-year Bridge Term, Simplified Issued Term, and Sun Life Go Term are not eligible Term product types for this offer. Express Critical Illness Insurance is not an eligible CII product type for this offer.