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• Health

  • Sun Critical Illness Insurance
    • Acquired brain injury due to external trauma
    • Dementia, including Alzheimer's disease
    • Aortic surgery
    • Type 1 diabetes mellitus
    • Stroke
    • Cancer – stage A (T1a or T1b) prostate cancer
    • Aplastic anemia
    • Cancer – stage 1A malignant melanoma
    • Bacterial meningitis
    • Severe burns
    • Benign brain tumour
    • Parkinson's disease and specified atypical parkinsonian disorders
    • Blindness
    • Paralysis
    • Cancer
    • Occupational HIV infection
    • Muscular dystrophy
    • Cancer - chronic lymphocytic leukemia (CLL) Rai stage 0
    • Multiple sclerosis
    • Motor neuron disease
    • Cancer - gastrointestinal stromal tumours classified as AJCC Stage 1
    • Major organ failure on waiting list
    • Cancer - Grade 1 neuroendocrine tumours (carcinoid)
    • Major organ transplant
    • Cancer - papillary thyroid cancer or follicular thyroid cancer stage T1
    • Cerebral palsy
    • Coma
    • Coronary angioplasty
    • Coronary artery bypass surgery
    • Cystic fibrosis
    • Deafness
    • Cancer - ductal carcinoma in situ of the breast
    • Heart attack
    • Heart valve replacement or repair
    • Kidney failure
    • Loss of independent existence
    • Loss of limbs
    • Loss of speech
    • Congenital heart disease
  • Long Term Care
    • Cost of care by province
      • Long Term Care in Alberta
      • Long Term Care in Manitoba
      • Long Term Care in New Brunswick
      • Long Term Care in Newfoundland and Labrador
      • Long Term Care in Nova Scotia
      • Long Term Care in Nunavut
      • Long Term Care in Ontario
      • Long Term Care in Prince Edward Island
      • Long Term Care in Quebec
      • Long Term Care in Saskatchewan
      • Long Term Care in Yukon
      • Long Term Care in the North West Territories
      • Long Term Care in British Columbia
    • Long Term Care Insurance - Plan changes
    • Frequently asked questions (FAQ)
  • Personal Health Insurance and Health Coverage Choice
    • PHI and HCC premium rate change
    • Tax deductions for businesses
    • PHI plan comparison
    • Health Coverage Choice (HCC)
    • Personal Health Insurance (PHI)
    • HCC plan comparison
    • PHI/HCC and the CDCP
  • Sun Retirement Health Assist
    • Sun RHA New Business

• Life

  • Participating Insurance
    • Top reasons to choose Sun Life for par
    • Competitive edge: Fixed income quality and duration
    • Competitive edge: Standard deviation
    • Competitive edge: Private fixed income
    • Competitive Edge: Real Estate
    • Competitive Edge: Good things come in threes: Stand out with Sun Life
    • Comparing PUA vs Enhanced insurance dividend options
    • Sun Par for kids
    • Participating whole life insurance facts and figures
    • Equitable Bank marketing relationship
  • Permanent Insurance
  • Term Insurance
    • Which SunTerm for which client
    • Change smoker status: conversions and guaranteed insurability options
    • Industry leading flexibility: Sun Life’s 7-year term to term conversion window
    • Partial conversions with term carryover: help Clients keep more coverage
  • Death Claim Processing
  • 10 reasons to choose SunUniversalLife II
  • SunUniversalLife II
  • Product Details

• Investments

  • Mutual funds
  • Sun guaranteed investments AA/GIC
  • Segregated funds
  • Payout annuities

• Marketing materials

  • Brochures & Fact Sheets
    • Teladoc Medical Experts
    • Sun CII marketing
    • Life insurance portfolio
    • Participating insurance
    • Permanent life insurance
    • Universal life insurance
    • Tele Interviewing
    • FAQ
    • Financial planning
    • Sun Retirement Health Assist
    • PHI and HCC
    • Online ordering
    • Term insurance
    • Term insurance marketing shelf
    • External Transfers Cheat Sheet
  • Logo usage guidelines
  • Chinese Marketing
    • 华语销售中心
  • Products no longer sold

• Strategies and Concepts

  • Taxation
  • Canadian Health Insurance Tax Guide
  • Insurance Tax Solutions
  • Asset Protection – critical illness insurance
  • Seminar - Buy - Sell agreement SP
  • Corporate asset transfer
  • Corporate investment strategy
  • Corporate retirement strategy
  • Sample Board Resolution for a grouped CII plan
  • Family protection solutions
  • Individual Asset Transfer
  • Individual investment strategy
  • Key person protection
  • Lifetime gift annuity
    • Articles
    • Email and letters
  • Mortgage protection insurance
  • Individual retirement strategy
    • Guide to leveraging life insurance
  • Shared ownership - critical illness insurance
    • Sample agreement
  • Shared ownership - life insurance
  • The corporate retirement strategy with SunUniversalLife II
  • Corporate ownership of a life insurance policy
  • Refundable Dividend Tax on Hand (RDTOH)
  • U.S. taxes for Canadians with U.S. assets
  • Term layering strategy

• Protection bundle offer

• Term Conversion Offer

• CII premium discount

Client Service

• New business and underwriting

  • Tools and illustrations
    • eSignature Form selection tool
    • Sun eApp
      • Sun eApp Overview
      • Sun eApp – Tips and tricks
      • Submitting High Net Worth applications with the Sun eApp
      • Before Applying for a Conversion or Internal Replacement
    • Preliminary Insurability inquiry
    • MySunLifeGIFs Tool
    • Illustrations
      • Compare Feature
      • Create Shared Ownership strategy report
      • Custom dividend scales
      • Customize using layers
      • Default settings
      • Enhanced Insurance dividend option
      • Multi illustration capability
      • Par solves
      • Plus premium
      • Product not appearing on the web
      • Sun Life Illustrations Quick Tips - Quick Compare
      • Report durations
      • Sun Critical Illness product compare
      • Sun Life Illustrations and Eos download
      • Eos user tips
        • Adding a producer (Advisor's name)
        • Commission Page
        • Creating a report and setting report defaults
        • Illustrating an additional product for the same client
        • Underwriting requirements
      • Sun Life Illustrations user guide
      • TIP - Evolve Term and Sun CII solution
      • UL and Limited pay option
      • UL coverage, loan, and withdrawal solves
      • UL payment solves
      • Walk through a sample Par Accelerator illustration
      • Walk through a sample Par Accumulator illustration II
      • Walk through a sample Par Protector illustration II
      • Walk through a sample UL illustration II
      • Walk through Sun Critical Illness Insurance - case study one
      • Walk through Sun Critical Illness Insurance - case study two
    • Sun Life Investment GIF e-App
  • Applying and underwriting
    • Administration details
    • Applying for critical illness insurance
    • Applying for life and critical illness insurance
    • CII - Underwriting
      • CII - Child policies
      • Financial underwriting guidelines
      • Smoker definitions
      • Underwriting guidelines
    • Genetic test applications - Rules for Advisors
    • Getting an illustration
    • Internal funding of insurance sales
    • Life insurance - Underwriting
      • Attending Physician Statement (APS) guidelines
      • Clients accessing their lab results
      • Evidence requirements
      • Foreign travel guidelines
      • Life insurance adult build tables
      • SunTerm underwriting at a glance
      • Underwriting at Sun Life
        • Underwriting at Sun Life FAQs
    • New business service process and standards - PHI and HCC
    • Our processes and service standards
    • Payout annuities - Completing the application
      • Tips for using the dynamic payout annuity application
    • Payout Annuities - about daily rates
    • Payout Annuities - confirming the sale
    • Payout Annuities - issuing the contract
    • Reasons to use the web application
    • Applying and underwriting RHA
    • Temporary critical illness insurance
    • Underwriting guidelines
    • Your client has changed his or her mind
    • Collecting email addresses - Q & A
    • Paramedical service providers
    • Payments - Life and Critical illness insurance
    • Submitting digital signatures
    • Underwriting Matters
      • Conversions: Life and Critical Illness Insurance
      • Cover letters: The importance of telling Clients’ stories
    • Changing ownership of your pending policy after submission
    • Preliminary Assessments
  • Rates
    • SunUniversalLife Pro
    • Competitor guaranteed rates
    • SLF variable loan rate
    • SLF withdrawable premium fund rate
    • Sun Life Financial dividends on deposit rate
    • Sun Limited Pay Life rates
    • Sun One Year Term (for group conversion only) - Male/female rates
    • Sun Term to 65 (for group conversion only) - Female
    • Sun Term to 65 (for group conversion only) - Male
    • SunUniversalLife II rates
    • SunUniversalLife rates - With investment bonus
    • SunUniversalLife rates - Without investment bonus
  • Large case support

• In-force business

  • Pre-authorized chequing
    • Banking info - PAC
    • Billing - PAC
    • Cancellation - PAC
    • Double endorsed cheques
    • Pre-authorized chequing (PAC) and life events
    • Life insurance - PAC amount changes
    • Notices - PAC
    • PAC and personal cheque returned payment fees
    • PAC notices language change
    • PAC notices mailed to payor when different from policy owner
    • PAC payor changes
    • PAC reinstatement
    • PAC special withdrawal
    • PAC suspensions
    • PAC terms and conditions
    • PAC withdrawal date changes
    • Want to know more about Request centre and Activity centre?
    • RRIF banking information changes
    • Setting up a PAC arrangement
  • Customer Access
  • In-force client service standards
  • Life insurance conversions
  • Locating clients who are missing or have unclaimed property
  • Collecting information about non-owner payors of insurance policies
  • Participating insurance and dividends
  • Statements and their frequency
  • How to add Estate and/or Income Series units to an existing contract
  • Annuitant changes
  • Death claims
  • How to pay a fee
  • Automated deposits and withdrawals
  • Large case rate enhancements
  • Legacy settlement option
  • Non PAC payment options
  • Policy loan tax reporting
  • Post issue fees for Individual products
  • Process for maturing non-registered guaranteed savings annuities
  • Specialty withdrawals and requests
  • Subsequent trades
  • Transfers
  • Withdrawals
  • Investment directions
  • Juvenile Smoking Status Change

• Client engagement

  • Teladoc Medical Experts

• Claims

  • Express Claims- Death claims of $150,000 or less
  • Accidental death claims
  • How to make a claim for the return of premium on death benefit
  • How to make a claim for Long Term Care Insurance
  • Living benefit - Advance Payment of Death
  • Speedy Payment
  • Get started using Sun Life eClaims

Support

• Contracts & Compensation

  • Important Facts: Multi-Corporation
  • How to access your commission statement through EIMweb
  • Cross-channel advisor of record changes for insurance products
  • Cross channel conversion rules
  • 2023 remuneration disbursement schedule - Canada
  • 2024 remuneration disbursement schedule – Canada
  • 2025 remuneration disbursement schedule – Canada

• Compliance

  • Permissible activities - For a life licensed person
  • Investor/Stranger Owned Life Insurance - Industry on alert
  • Legislative supervisory requirements for new life insurance agents and trainees
  • Policy replacements
  • Privacy standards
  • PCMLTFA
    • Beneficial Ownership Requirements - Confirming the ownership, control and structure of an entity applicant
    • Third party determination
    • Verification of identity: individuals and sole proprietors
    • Politically exposed persons (PEPs), heads of international organizations (HIOs), and Source of Wealth
    • Suspicious transaction reporting under the PCMLTFA
    • Verification of identity – Entities
    • Verification of identity – Beneficiary or non owner payee
    • Canada's anti-money laundering and anti-terrorist financing legislation
  • Address changes
  • Canada’s Anti-Spam Legislation (CASL)
  • Disclosure
  • National do not call list
  • Sample "Reasons Why" Letters
  • Simple and practical tips when using social media
  • Information on third party client authorizations
  • Unethical advisor behaviour for trading in policies
  • Viatical and life settlements - trading in policies is not permitted
  • Law 14 (previously known as Bill 96) in Quebec
  • Bill 18 Vulnerable Clients - Assistant Measure
  • Principles for the Sale of Insurance: A Consumer Protection Document

• How we help you grow

  • Events
    • Practice Development Summit
  • Strategic Partner Program
    • Benefits
    • Qualifications
    • Individual benefit descriptions
    • Disclaimer
    • Important Program Updates for 2024 & 2025
    • Strategic Partner Program marketing fund
  • How we help?
    • Voice of advisor

• Learning and development

  • CE credits
  • Getting started with Sun Life
  • How to use this site
    • Browser compatibility for forms and tools
    • Public - Homepage
    • Secure - Homepage
    • Where to find frequently searched information and key tools
    • Suncentral navigation
    • Where to find compensation statements (MGA Only)
    • Suncentral access types
    • Helpful tips for Suncentral
    • Releases
    • Using My Team within your Suncentral profile
    • Backdating to save age
    • Age-nearest pricing
    • Process for signed illustrations
    • Using Suncentral’s Favourites feature
    • How to update your personal profile
    • How to request and retrieve a book of business report
    • How to filter a book of business Excel report
  • Our MGA and NA distribution partners
  • Webinars
    • Sweet Spots at Sun Life for Life Insurance
    • Income splitting through the years
    • Introduction to Critical Illness Insurance (CII) underwriting
    • Past webinars
    • April 30, 2024
    • June 4, 2024
    • July 2, 2024
    • July 30, 2024
    • September 3 2024
    • April 2, 2024
    • October 1, 2024
    • October 29 2024
    • November 19, 2024
    • December 3, 2024
    • January 14, 2025
    • February 11, 2025
    • March 11,2025
    • April 8, 2025
    • May 13, 2025
    • June 10, 2025
    • February 12, 2025
    • August 12 2025
    • July 8, 2025
    • September 9, 2025
    • October 14, 2025
    • November 4, 2025
    • December 9, 2025
  • 网络研讨会
    • Sun Life人寿保险优势
    • 历年收入分割 (2024)
    • 重大疾病保险（CII）核保简介
    • 查看过往的网络研讨会
    • 2024年6月4日
    • 2024年7月30日
    • 2024年4月2日
    • 2024年10月1日
    • 2024年12月3日
    • 2025年2月12日
    • 2025 年 5 月 14 日
    • 2025年8月13日
    • 2025 年 11 月 12 日
  • How to register for Suncentral

• Two-Step Verification

News

• Use Sun Life Illustrations version 5.8.0 for par

• Wondering when to use the PUA or Enhanced dividend option? We’ve got you covered

• Start a conversation about long-term care insurance with updated Cost of Care reports

• Live webinar - Sun Critical Illness Insurance (CII) for Children

• We won’t send printed copies of Annual Policyholder Statements to firms for some products starting March 10

• The 2023 Strategic Partner Program is live

• What does the Silicon Valley Bank collapse mean for Canadian investors?

• Show Clients the power of Sun Par over time with a new video

• New website alert! Get ready for Suncentral

• 2023 federal budget commentary

• Live webinar - The Corporate Conversation

• Get an early look at Suncentral

• Earn CE credits at Sun Life’s free webinar series

• Client mailings for policy loan tax reporting errors – May update

• Now available: updated Par Facts & Figures marketing materials and a new fact sheet

• New emergency travel medical coverage provider for PHI and HCC

• Introducing Suncentral - the central connection for your insurance business 

• Updating Clients’ expired credit cards for Personal Health Insurance (PHI) and Health Coverage Choice (HCC)

• Discover the proven practices of leading advisors

• PHI & HCC Client Guides now available in Simplified Chinese

• Staying compliant with Law 14 in Quebec

• Live webinar: ABCs of chronic diseases in Canada

• Important Reminder: Dynacare order tracking available online

• Build powerful connections with the COI toolkit

• 3 new resources to help you sell Par for children

• New PHI and HCC emergency travel medical provider: Client letter mailing

• Give Term Clients ultimate flexibility with industry leading conversion options

• Understand how to illustrate the Sun Life Diversified Account

• New Contact Centre experience for insurance callers starts August 14

• FAQ for staying compliant with Law 14 in Quebec

• Client mailings for policy loan tax reporting errors – August update

• Weve refreshed our sales strategy materials

• Registrations are open for Marketing Associate Forum 2023

• Get decisions 10-12 days faster in Sun eApp

• National Accounts year-end: Take note of these key dates

• Introducing e-paramedical service through Dynacare

• See and do more with your Suncentral profile

• Earn CE credits at Sun Life’s free webinar series

• Advisors: You can now find your Sun Life codes on your Suncentral profile

• Show Clients the power of Sun Par over time with this video

• A note of support regarding events in the Middle East

• The Practice Development Summit is back!

• MGA year-end: Take note of these key dates

• Simplifying our age and amount charts

• New Sun eApp features you and Clients will love

• New this week: Advisory team information is now on your Suncentral profile

• Sun Life to maintain the Clarica dividend scale

• Upgraded Contact Centre menu starts November 20

• Expanded exclusions now available for juvenile critical illness policies

• Federal fall economic statement 2023

• We’re looking for Clients who are missing or have unclaimed property

• Build and lead your multi-disciplinary team with new resources from Sun Life Consulting

• Corporate Clients can now reset their password on sunlife.ca. - FAQ

• Law 14 in Quebec: Delivering both French and English contracts to English Clients

• PHI and HCC reprice effective April 1, 2024

• Time your business with the new 2024 disbursement schedule

• Corporate Clients can now reset their password on sunlife.ca.

• Ready to learn more about Sun eApp? These drop-in sessions are for you!

• Keep learning about Sun eApp

• Current PHI and HCC rates available until March 31

• The latest Suncentral profile update is here

• We're maintaining the 2024/2025 Sun Life dividend scale

• Trying to reach Sun Life Marketing? We have a new email!

• What the Canadian Dental Care Plan means for you and Clients

• Review Child Term Benefit on in-force policies – Clients will thank you

• Increase coming to the credited rate for SLDA, SLDA Pro and LTMP

• Earn CE credits on Advisor Learning Navigator

• New Sun eApp videos now available on Suncentral

• Updates to our out-of-country delivery process

• PHI and HCC rates increasing April 1

• We have new material to help illustrate Bolstering the balance sheet to Clients!

• For a limited time, give Clients more protection and a discount on bundled CII and permanent life insurance

• Welcome our new Vice-President, Chief Underwriter and Claims Risk Officer, Jennifer Dahl

• Sun eApp PDF issue has been resolved

• Announcing the new Sun Life CE Series (formerly the National Sales Webinar)

• The 2024 Strategic Partner Program is here

• We’ve updated our policy reinstatement letters for Clients

• How personal health insurance impacts Canadian Dental Care Plan eligibility

• Sun Life is on WeChat!

• Sun Life payout annuities

• The evolution is coming: Term insurance like you’ve never seen before

• Save your seat for the next session of Sun Life CE Series on April 30

• Coming soon: One number to reach Sun Life!

• Upcoming Suncentral outage

• There’s still time to promote the protection bundle offer

• Engage with Canadians about our new term insurance solutions

• Review new wording in applications and annual policyholder statements with Clients

• Increases coming to credited rates for DOD, WPF and other accounts

• Everything you need to know about our new term insurance solutions

• Introducing the smart, intuitive Sun Life eClaims portal

• Coming soon! Suncentral Favourites: your personal quick link navigation

• Register now for the remaining 2024 Sun Life CE Series webinars!

• Register now for the upcoming Sun Life CE Series webinars!

• Earn CE credits on ALN

• Client mailings for policy loan tax reporting errors – Final package

• Your ideas matter! Watch for an advisor journey survey in your inbox

• Newfoundland and Labrador – Principles for the Sale of Insurance: A Consumer Protection Document

• 2FA is coming to Suncentral

• Updated Par Facts & Figures, SLDA Facts and Figures and UL investment booklets now available

• National Accounts year-end: Take note of these key dates

• Earn a CE credit through new Critical Illness Insurance learning modules

• Evolve Term and Term for Diabetes advisor guides now available in PDF format

• Get a better experience from Sun eApp with new updates coming soon 

• Shorter days. Bigger bundled savings!

• Preview of Evolve Term simplified underwriting questions

• New option for PHI/HCC plans with built-in dental coverage

• Sun Life Illustrations 6.0.1 release now available

• October 7-11 is Culture of Caring week!

• Register now for the last 3 Sun Life CE Series webinars of 2024

• Last chance for Clients to submit authorization forms for policy loan tax reporting refund program

• Grow your business with new Term for Diabetes resources

• Coming soon: updates to our temporary resident guidelines

• We’re retiring Sun Life’s desktop illustration tool on December 2

• New Essentials for Couples marketing kit

• Discover exclusive benefits for Strategic Partners

• You’re the driver. Shift gears into simplified business planning.

• Coming soon! Three updates to the Sun Life eClaims portal

• Advisor Experience Team to support Personal Health Insurance inquiries

• MGA year-end: Take note of these key dates

• Possible Canada Post mail disruption

• Requirement to onboard within APEXA for MGA advisors coming soon

• Clients have more options with conversions to our new Evolve Term

• Show Canadians with diabetes you care

• Sun Life to maintain the 2025 Clarica dividend scale

• 3 resources to enhance intergenerational wealth conversations

• Discover how to cover more temporary residents

• New digital access: Policy booklets now available on mysunlife.ca and mobile app

• Time your business with the new 2025 disbursement schedule

• PHI and HCC reprice coming in 2025

• Announcing the 2025 Sun Life Continuing Education (CE) Series!

• New 2025 tax rate cards

• PHI and HCC reprice effective April 1, 2025

• *Save Clients up to 25% when converting their term policies

• We’re maintaining the Sun Life dividend scale for 2025-2026

• Reach new heights while stacking up your CE credits

• Evolve Term: pricing for additional coverage layers

• Review the Child term benefit on in-force policies

• These Sun eApp updates will help create a more user-friendly experience

• *You still have time to save Clients up to 25% on term conversions

• The 2025 Strategic Partner Program is here

•  New Client story video for the Chinese market

• Visualize term insurance solutions like never before

• PHI and HCC – new rates coming April 1, 2025 

• Insurance forms are now easier to view and open on Suncentral

• Get your Book of Business reports now through Suncentral

• Teladoc to be replaced by Sun Life Medical Second Opinion, by Dialogue

• Rules for using the title “Financial Planner” or “Financial Advisor” in Ontario

Alerts

• Get to know Suncentral

• Browser compatibility for forms and tools

• Suncentral unavailable Saturday August 19th at 1pm to Sunday August 20th at 2pm

• Suncentral tool headers

• We’re retiring the desktop version of Sun Life Illustrations

• Suncentral Favourites and forms integration

• Suncentral users must add two-step verification to their accounts

• Sun eApp Upgrade

• Sun eApp upgrade on Sunday March 23

• Sun eApp Upgrade - Friday May 2 - Saturday May 3

• Sun eApp Upgrade April

• Get your Book of Business reports now through Suncentral

• Sun eApp upgrade on Sunday April 27

• Increase in fraud targeting Canadians

Contact us

• Document and distribution centre

• Independent insurance distribution

  • Ashley Jones
  • Allester Arellano
  • Andrea Saffrey-Lewis
  • Bryan Adachi
  • Edwina Chan
  • Diane Dubé
  • Éric La Charité
  • Holly Diep
  • Jason Leveille
  • Jenny Chan
  • Jon Hansen
  • Kitty Estrella
  • Lidia Pirrie
  • Zack Zhi
  • Mike Harris
  • Mona Yam
  • Wai H. Leung
  • Viola Lam
  • Victoria Kwa
  • Travis Witt
  • Tracy To
  • Terry Ray
  • Sue De Sousa
  • Nevila Lato-Tershana
  • Nicholas Pateras
  • Nicolas Bernier
  • Patrick Than
  • Renée Ho
  • Stefanie Ozbalt
  • Stephen Szikora
  • Steven Kim
  • André Paradis
  • Mark Davis
  • Samuel Platel
  • Neil Kellock
  • Arnab Roy
  • Younes Filal
  • Melanie Vachon
  • Jamie Steinfield
  • Josée Lemelin
  • Abhi Sharma
  • Bonny Zheng
  • Leon Kisliuk
  • Michelle Cai
  • Monica Li
  • Neil Valles
  • Nellie Melo-Correia
  • Sherry Lee
  • Sissy Zhang
  • Doug Archibald
  • Lulu Wang
  • Katherine Colosimo
  • Yanjun Liu
  • Kaitlyn Hoeksema
  • Anson Lo
  • Bernard Mok
  • Dina Katsavos
  • Hashmat Arshad
  • June Wang
  • Michelle Chia
  • Julie Lapostolle
  • Jay Sankoff
  • Humberto Da Silva Tang
  • Christina Ngo
  • Wanita Daniele
  • Steven Careccia
  • Mario Hanna
  • Jonathan Dupuis
  • Julianna Ye
  • Wendy Liao
  • David Ionno
  • Melanie Ranieri
  • Eric Yang
  • Yiting Zhao
  • Bill Huang
  • Jordanka Solakova

• VP insurance distribution

  • Stéphane Vigneault

• Your wealth sales support team

Forms

Consulting

• Business building

  • Advisor Business Planning
    • Toolkit
  • Client management
    • Toolkit
  • Succession planning
    • Toolkit
  • Proven practices of leading advisors
    • Toolkit
  • Multi-disciplinary teams
    • Toolkit
  • Engaging women
    • Toolkit
  • Working with Millenials
    • Toolkit

• Marketing Yourself

  • Defining your brand
    • Toolkit
  • Video marketing
    • Toolkit
  • Connecting through webinars and seminars
    • Toolkit
  • Marketing planning
    • Toolkit
  • Social Media
    • Toolkit

• Advice and Stewardship

  • Intergenerational wealth planning
  • Advice for life
    • Toolkit
  • Aging and Incapacity
  • Mental health
    • Toolkit
  • Collaborating with COIs

• Professional insights

  • Life Insurance and the wealthy
  • Working with business owners
  • Rethink
    • Toolkit
  • Voice of advisor
  • Industry insights

Group Plan Advisor sign-in