Topic 1: Meeting your compliance program requirements
Topic 2: In sickness and in health, till death do us part…– protection for the business or business owner (2026)
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: Meeting your compliance program requirements
Topic 2: In sickness and in health, till death do us part…– protection for the business or business owner (2026)
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Topic 1: The intersection of large case underwriting and financial planning (2026)
Topic 2: Advisor Succession Planning – transition with confidence
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Topic 1: Joint tenancy and cottage planning
Topic 2: A fresh look at UL
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Topic 1: Buy-sell structuring using life insurance
Topic 2: Planning for farming and fishing clients (2026)
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Topic 1: Year-end tax tips 2026
Topic 2: Savvy Term
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Topic 1: Special presentation - Universal Life
Topic 2: Tax & estate planning with segregated funds and annuities
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: How to tell your brand story in 10 seconds
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible