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Contracts & Compensation
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- Important Facts: Multi-Corporation
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- 2023 remuneration disbursement schedule - Canada
- 2024 remuneration disbursement schedule – Canada
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Compliance
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- 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
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- 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
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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
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Alerts
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- Suncentral unavailable Saturday August 19th at 1pm to Sunday August 20th at 2pm
- Website maintenance
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- Service Delay Alert – Inforce Illustrations and Calculations
- Introducing Suncentral Favourites: your personal quick link navigation
- Suncentral Favourites gets an upgrade!
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Independent insurance distribution
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- Independent insurance distribution
- Alan Lio
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- 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
- Yusudan Ren
- 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
- Ryan Young
- Neil Kellock
- Arnab Roy
- Pascale Leblond
- Younes Filal
- Melanie Vachon
- Miguel Cid
- Jamie Steinfield
- Josée Lemelin
- Abhi Sharma
- Bonny Zheng
- Carlett Hunt
- 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
- Ravinesh Narayan
- Julie Lapostolle
- Jay Sankoff
- Humberto Da Silva Tang
- Christina Ngo
- Wanita Daniele
- Steven Careccia
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全国网上销售研讨会
Sun Life CE系列是一组每月2.5小时的动态网课。行业专家就遗产和财务规划、实践管理、保险、财富和更广泛的行业见解等主题发表演讲。
CE系列对所有人开放。参加这些富有洞察力的网络研讨会，增强自己的业务建设知识。
顾问有机会每次网课获得多达两个CE学分。注：必须通过每节网课的必考测验才有资格获取此奖励。
查询下方时间表，注册即将开始的各项网课。如果无法参加直播活动，也有录像可用。完成测验后仍可获得CE学分。
即将举行的网络研讨会