We’ve collected resources and training materials from across Suncentral to help you learn about the features, tools and illustrations provided by Sun Life.
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Strategies and Concepts
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- Strategies and Concepts
- Taxation
- Canadian Health Insurance Tax Guide
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- Asset Protection – critical illness insurance
- Seminar - Buy - Sell agreement SP
- Corporate asset transfer
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- Sample Board Resolution for a grouped CII plan
- Family protection solutions
- Individual Asset Transfer
- Individual investment strategy
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- Lifetime gift annuity
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- Shared ownership - critical illness insurance
- 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
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In-force business
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- In-force business
- Pre-authorized chequing
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- 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
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- Investment directions
- Juvenile Smoking Status Change
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Support
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Contracts & Compensation
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- 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
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Compliance
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- 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
- 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
- Learning and development
- Two-Step Verification
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News
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- 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
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Alerts
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- Alerts
- 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
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Contact us
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- Document and distribution centre
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Independent insurance distribution
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- 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
- Your wealth sales support team
- Forms
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Consulting
- Group Plan Advisor sign-in
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Learning and development
General
Tools and Illustrations
CE Credits
- Compassionate Conversations (30 minutes)
- Critical Illness Insurance Learning Series – Part 1 (1 hour)
- Critical Illness Insurance Learning Series – Part 2 (1 hour)
- Critical Illness Insurance Learning Series – Part 3 (1 hour)
- Critical Illness Insurance Learning Series – Part 4 (1 hour)
- Understanding Term Insurance (1 hour)
- Term Insurance for Diabetes (30 minutes)
- Universal Life Insurance: How it works, the policy fund and tax-exempt limits (1 hour)
To access Advisor Learning Navigator, log in with your Suncentral credentials. If required, reset your password.
If you have questions about your Advisor Learning Navigator experience or the courses you’ve completed, please contact advisorlearningnavigator@sunlife.com.