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© Sun Life Assurance Company of Canada. All rights reserved.
We're glad to inform you that the third-party outage is now resolved. Due to this outage, some of Sun Life’s systems, business teams and external providers experienced disruption. This disruption limited our access to emails as well as the ability to process new insurance applications and other administrative requests. As a result, we’re now ramping back to full operational service over the next few days. We apologize for any inconvenience this might have caused. Again, we thank you for your patience and understanding.
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.