2024年7月30日
中午 12:00 – 下午1:15 （东部时间）
下午1:15 – 2:30 （东部时间）
© Sun Life Assurance Company of Canada. All rights reserved.
- Search
Regions
Regions
Language
-
Consulting
Advice and Stewardship
-
Products
-
Client Service
New business and underwriting
Client engagement
-
Support
How we help you grow
Learning and development
- Search
-
Products
- Back
- Products
- Products
- Health
- Life
- Investments
- Marketing materials
-
Strategies and Concepts
- Back
- Strategies and Concepts
- Taxation
- Canadian Health Insurance Tax Guide
- Insurance Tax Solutions
- Asset Protection – critical illness insurance
- Seminar - Buy - Sell agreement SP
- Corporate asset transfer
- Corporate investment strategy
- Corporate retirement strategy
- Sample Board Resolution for a grouped CII plan
- Family protection solutions
- Individual Asset Transfer
- Individual investment strategy
- Key person protection
- Lifetime gift annuity
- Mortgage protection insurance
- Individual retirement strategy
- 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
- Term layering strategy
- Protection bundle offer
- Term Conversion Offer
- CII premium discount
-
Client Service
- Back
- Client Service
- Client Service
- New business and underwriting
-
In-force business
- Back
- In-force business
- Pre-authorized chequing
- Customer Access
- 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
- Transfers
- Withdrawals
- Investment directions
- Juvenile Smoking Status Change
- Client engagement
- Claims
-
Support
- Back
- Support
- Support
-
Contracts & Compensation
- Back
- 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
-
Compliance
- Back
- 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
-
News
- Back
- News
- News
- 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
-
Alerts
- Back
- 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
-
Contact us
- Back
- Contact us
- Contact us
- Document and distribution centre
-
Independent insurance distribution
- Back
- 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
-
Consulting
- Group Plan Advisor sign-in
-
EN
Regions
RegionsLanguage
2024年7月30日
主题1：万能寿险的演变
主题2：与COI合作 - 建立您的战略联盟网络
有资格获得继续教育学分
注：本次网络研讨会将以英语进行，并提供现场普通话翻译。
- 主题1：万能寿险的演变
- 主题2：与COI合作 - 建立您的战略联盟网络
主题1：万能寿险的演变
万能寿险的演变
为了应对不断下降的利率，一些万能寿险（UL）产品的价格有所上涨，而另一些产品的价格则变得更加实惠。通过向您展示机会领域以及UL如何成为您的客户最灵活的永久保险解决方案，我们将强调这些趋势。您将发现为什么值得仔细研究UL。
继续教育认证表
司法辖区 |
# 学分数 |
学分类型 |
|---|---|---|
阿尔伯塔省保险委员会（AIC） |
1 |
人寿 |
卑诗省保险委员会（ICBC） |
1 |
人寿、意外和重疾险 |
曼尼托巴省保险委员会（ICM） |
1 |
人寿、意外和重疾险 |
金融服务监管局 - 安大略省（FSRA） |
1 |
人寿、意外和重疾险 |
Chambre de la sécurité financière |
1 |
人身保险 |
Institut de Planification Financière |
1 |
SFPA |
萨斯喀彻温省保险委员会（ICS） |
1 |
人寿、意外和重疾险 |
CIRO，投资交易部（Cycle 10） |
0.75 |
职业培训 |
CIRO，共同基金部 |
1 |
职业培训 |
FP Canada |
1 |
产品知识 |
加拿大金融顾问协会（Advocis）- IAFE |
1 |
一般 |
主题2：与COI合作 - 建立您的战略联盟网络
与COI合作 - 建立您的战略联盟网络
我们都谈到了与COI合作的好处。但现在是时候在以下方面达成一致了：我们所指的是谁、好处有哪些以及如何才能建立互惠互利的关系。
| 辖区 | # 学分数 | 学分类型 |
|---|---|---|
| 阿尔伯塔省保险委员会（AIC） | 1 | 人寿、意外和重疾险 |
| FP Canada | 1 | 财务规划 |
| CIRO，投资交易部（Cycle 9） | 1 | 职业发展 |
| CIRO，投资交易部（Cycle 10） | 1 | 职业发展 |
| 曼尼托巴省保险委员会（ICM） | 1 | 人寿、意外和重疾险 |
| CIRO，共同基金部 | 1 | 职业发展 |
| 金融服务监管局 - 安大略省（FSRA） | 1 | 人寿、意外和重疾险 |
| Chambre de la sécurité financière | 1 | 通用 |
| 萨斯喀彻温省保险委员会（ICS） | 1 | 人寿、意外和重疾险 |
| 加拿大金融顾问协会（Advocis）- IAFE | 1 | 通用 |