April 2, 2024
12 pm - 1:15 pm ET
1:15 pm - 2:30 pm ET
We're glad to inform you that the third-party outage is now resolved. Due to this outage, some of Sun Life’s systems, business teams and external providers experienced disruption. This disruption limited our access to emails as well as the ability to process new insurance applications and other administrative requests. As a result, we’re now ramping back to full operational service over the next few days. We apologize for any inconvenience this might have caused. Again, we thank you for your patience and understanding.
April 2, 2024
12 pm - 1:15 pm ET
1:15 pm - 2:30 pm ET
Topic 1: Introduction to Critical Illness Insurance (CII) underwriting
Topic 2: Income splitting through the years (2024)
CE Credit Eligible
Introduction to Critical Illness Insurance (CII) underwriting
In this session you will be introduced to the CI product and focus on the differences between Life and CI underwriting.
Jurisdiction |
Number of credits |
Category |
---|---|---|
Alberta (AIC) |
1 |
A&S |
British Columbia (ICBC) |
1 |
Life and A&S |
Manitoba (ICM) |
1 |
Life and A&S |
Ontario (FSRA) |
1 |
Life and A&S |
Québec - IQPF |
1 |
SFPA |
Québec - La Chambre | 1 | Insurance of persons |
Saskatchewan (ICS) | 1 | Life and A&S |
FP Canada |
1 |
Financial |
IIROC - Cycle 9 | 0.75 | Professional Development |
MFDA |
1 |
Professional Development |
The Institute (Advocis) | 1 | General |
Income splitting through the years (2024)
In this session you will review various income-splitting and tax-saving opportunities for individual Clients through a family case study.
Jurisdiction |
Number of credits |
Category |
---|---|---|
Alberta (AIC) |
1 |
Life |
British Columbia (ICBC) |
1 |
Life and A&S |
Manitoba (ICM) |
1 |
Life and A&S |
Ontario (FSRA) |
1 |
Life and A&S |
Québec - Chambre de la sécurité financière |
1 |
General |
Québec - l’Institut de planification financière |
1 |
SFPA |
Saskatchewan (ICS) |
1 |
Life and A&S |
CIRO, Investment Dealer Division |
1 |
Professional development |
CIRO, Mutual Fund Division | 1 |
Professional development |
FP Canada | 1 | Financial planning |
The Institute (Advocis) | 1 | General |
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