Term layering strategy

Visualize term insurance solutions like never before

Use the Term Layering Tool to show Clients how Evolve Term’s wide range of term lengths can be tailored to their needs — and help them save.

Request it now

Upgrade your illustration game with the Term Layering Tool. Show Clients how to cover multiple needs and potentially save money with this easy-to-use tool. If you have a Sun Life account, you can access the Term layering tool now via a secure link.

With a wide range of term lengths, Evolve Term can meet multiple needs. With Evolve Term, Clients can increase their coverage amount at certain life stages with simplified underwriting. It’s coverage that keeps up with them.

Benefits

• Addresses specific protection needs with term insurance, for individuals and businesses.
• Visually shows potential savings when using a term layering strategy versus covering all needs with a single policy.
• Supports easier conversations around covering multiple needs.
• Produces a ready-to-print document you can give to Clients.

Target audiences

• Clients and prospects with multiple needs.
• Individuals or business owners (the tool has two modes).
• Clients and prospects looking to align insurance coverage with major life milestones and financial obligations.

Resources