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© Sun Life Assurance Company of Canada. All rights reserved.
Eligibility: Premier, Select, Partner
Family Enterprise Canada and the Strategic Partner Program have partnered in offering our advisors the first module in the Family Enterprise Advisor (FEA) designation.
Eligibility: Premier, Select, Partner
Get consistent, personalized day-to-day service from a dedicated case manager and underwriter. You’ll also get:
Your Regional Sales Director will reach out to you with your personalized contact sheet. They’ll let you know when to expect your dedicated underwriter and case manager to be assigned.
Eligibility: Premier, Select, Partner
You will receive a weekly portfolio review with your case manager. This will show you exactly where your policies are at any given time.
Eligibility: Premier, Select
Get quotes quickly and easily. Preliminary underwriting assessments are available for life and critical illness insurance for Clients:
Eligibility: Premier, Select
Extend tentative offers for life and critical illness insurance to Clients with known, significant health issues. Simply submit any available and pertinent medical information with a completed application marked as “trial” for our review.
You can use this benefit to introduce Sun Life products and solutions to more Clients. A full insurance application and underwriting are required to receive a firm offer.
Eligibility: Premier, Select, Partner
For Clients who require more extensive tests before an underwriting decision can be finalized, the EUA provides you with up to $1,000 annually to access specialized testing. A dedicated underwriter and case manager arrange for testing to take place at the Client’s convenience, in their own community, encouraging prompt completion of the underwriting process. EUA criteria and rules:
Eligibility: Premier, Select
Leading advisors stay ahead of the curve by continuously implementing and updating best practices in their businesses. Through this benefit, a Sun Life Consulting Practice Management expert will take you through a Proven Practices Opportunity Discovery to uncover which best practices you have in place and where there are opportunities to improve. They’ll provide you a scorecard of your progress against the 26 Proven Practices of Leading Advisors and personalised recommendations on where to focus based on your unique goals. They’ll provide you the support and resources you need to make improvements that help move your business forward.
Exclusively for Premier advisors, if external support is required, Sun Life will recommend agencies to support you, and pay 50% of the expense up to a total of $5,000.
Example:
Eligibility: Premier, Select, Partner
Leading advisors stay ahead of the curve by continuously implementing and updating best practices in their businesses. Through this benefit, your Sales Director will take you through a Proven Practices Opportunity Discovery to uncover which best practices you have in place, and where there are opportunities to improve. They’ll provide you a scorecard of your progress against the 26 Proven Practices of Leading Advisors and access to the tools you need to make improvement that help move your business forward.
Tip: After taking advantage of this benefit, use your Express Practice Management Consultation benefit for coaching on the best practice you choose to implement.
Eligibility: Premier, Select, Partner
Are you struggling to attract new prospects or manage your existing Client base? Do you need marketing assistance? Take advantage of a one-hour, one-on-one personalised consultation with a Practice Management expert from Sun Life’s Business Development team. They will help you get started or improve the way you execute a business building or marketing strategy of your choice.
Here’s some areas we can support you:
Eligibility: Premier
Benefit from an hour-long, one-on-one meeting with a Sun Life executive. Available to Premier advisors, the Executive experience lets you have an authentic discussion about the industry, your experience working with Sun Life and ideas you have on serving Clients better.
Executives
Name | Title |
---|---|
Stéphane Vigneault | VP, Insurance Distribution |
Adele Mossman | VP, Individual Operations |
Candace Shaw | Senior Managing Director & Deputy Chief Investment Officer |
Jacques Goulet | President, SLF Canada |
Robert Dumas | President and CEO, Sun Life Quebec |
Randy Brown | CIO Sun Life and Head of Insurance Asset Management |
Daniele Farinaccia | SVP, Distribution and Channel Management |
Eligibility: Premier
Get tailored advice from our marketing actuary. With over 25 years experience, they can help you explain product solutions
Eligibility: Premier, Select, Partner
Regional Sales Directors and Insurance Sales Representatives are uniquely positioned to help contribute to your success. They’ll help provide business-building ideas as well as guidance on products, marketing and more. They’ll also offer expert personal service, valuable advice and an unparalleled commitment to your business activity.
Eligibility: Premier, Select, Partner
Skilled tax and legal professionals are available to help you identify and design customized solutions for affluent and business Clients' needs. Directors of Advanced Planning are available for opportunity analysis, case development, consultation and to answer any of your technical questions. They are here to give you priority service and ongoing support.
Eligibility: Premier, Select, Partner
Get a superior service experience at the touch of a button. Call us with your questions at 1-855-492-4777.
Eligibility: Premier, Select, Partner
This exclusive benefit entitles you to dedicated support from our in-force specialists. They’ll handle inquiries from start to finish, with a turnaround or acknowledgement time of just one business day.
Eligibility: Premier, Select, Partner
For life, critical illness and long-term care claims, your dedicated claims contact helps you and your clients effectively navigate the process, understanding both the administrative and emotional aspects of these types of claims.
Eligibility: Premier, Select, Partner
Your payout annuities contact provides large case quoting services, guidance on running self-service quotes and valuable assistance throughout the new benefits process.
Eligibility: Premier
We’ve partnered with Dynacare to allow our Premier advisors to place orders for age and amount attending physician statements. You will place your order at the same time you order any other age and amount requirements. For applications $10,000,000 or more, you can place the order for the primary physician. Our Underwriting team will review the file and order any additional attending physician statements if needed. By ordering the attending physician statement upfront with the rest of the age and amount requirements, the report will be received at Sun Life faster, making for a quicker decision for the Client.
Eligibility: Premier, Select, Partner
As a Strategic Partner Program advisor, you are granted exclusive early access to sign up for our webinars, early delivery of email campaigns and more advance notice about other online offerings.
Eligibility: Premier, Select, Partner
Get guidance and support on new business from a dedicated accumulation annuity and GIC contact.
© Sun Life Assurance Company of Canada. All rights reserved.