
© Sun Life Assurance Company of Canada. All rights reserved.
For more information on each benefit, see the Individual Benefit Descriptions.
Education | Partner | Select | Premier |
---|---|---|---|
Business Family Dynamics | Check | Check | Check |
New Business and Underwriting Support |
Partner |
Select |
Premier |
---|---|---|---|
Dedicated Case Manager and Assigned Primary Underwriter |
Check | Check | Check |
Weekly portfolio review |
Check | Check | Check |
Preliminary underwriting option | Check | Check | |
Trial assessment application | Check | Check | |
Executive Underwriting Account (EUA) | Check | Check | Check |
Practice Management | Partner | Select | Premier |
---|---|---|---|
Proven Practices consultation | Check | Check | |
Proven Practices opportunity discovery analysis |
Check | Check | Check |
Express practice management consultation |
Check | Check | Check |
Dedicated Contacts and Exclusive Resources | Partner | Select | Premier |
---|---|---|---|
Executive Experience | Check | ||
Advanced product and case consultation with an experienced actuary | Check | ||
Assigned Regional Sales Director & Insurance Sales Representative | Check | Check | Check |
Access to Director of Advanced Planning | Check | Check | Check |
Dedicated Strategic Partner toll-free support line, 1-855-492-4777 | Check | Check | Check |
Direct access to Strategic Partner in-force team | Check | Check | Check |
Dedicated claims contact | Check | Check | Check |
Special access to ordering of age and amount attending physician statements | Check | ||
Advance notice of campaigns and webinars | Check | Check | Check |
Wealth Operations: payout annuities contact | Check | Check | Check |
Wealth Operations: AA & GIC | Check | Check | Check |
Reach out to your Regional Sales Director for more information about the program benefits and how to access them.
© Sun Life Assurance Company of Canada. All rights reserved.