Topic 1: Year-end tax tips 2026
Topic 2: Unlocking the power of Universal Life
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Grow your practice while stacking up your CE credits
The Sun Life CE Series is a dynamic set of monthly 2.5-hour virtual sessions. Industry experts present on topics ranging from Estate & Financial Planning and practice management to insurance, wealth and broader industry insights.
The CE Series is open to all. Join us for these insightful webinars to enhance your business-building knowledge.
Advisors have the chance to earn up to two CE credits per session! Note: You must pass a mandatory quiz for each session to qualify for this incentive.
Consult the schedule below to register for our upcoming sessions. If you can’t participate in the live events, a recording will be available. You still can earn CE credits upon completing the quiz.
Important: Please make sure to register using the name that appears on your practicing license. All are welcome to phone into the webinars, but you must attend through the video link to be eligible to receive your CE credits.
Topic 1: Year-end tax tips 2026
Topic 2: Unlocking the power of Universal Life
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Topic 1: Winning with business owners
Topic 2: Creating Value Beyond the Portfolio – Tax and Estate Planning with Insured Wealth Products
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Topic 1: Lifestyle lens - sharpening our underwriting focus
Topic 2: Beyond the Conversation: Evidencing Needs-Based Sales - the power of effective documentation
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible