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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.
Topic 1: Evolution of UL
Topic 2: Collaborating with COIs - building your network of strategic alliances
CE Credit Eligible
Note: This webinar will be held in English with live Mandarin translation.
July 30, 2024
Time:
12 pm - 1:15 pm ET
Some Universal Life (UL) products have experienced price increases in response to declining interest rates, while others have become more affordable. We highlight these trends by showing you areas of opportunity and how UL can be the most flexible permanent insurance solution for your clients. You’ll discover why UL deserves a closer look.
Jurisdictions |
# of Credits |
Type of Credit |
---|---|---|
Alberta Insurance Council (AIC) |
1 |
Life |
Insurance Council of British Columbia (ICBC) |
1 |
Life and A&S |
Insurance Council of Manitoba (ICM) |
1 |
Life and A&S |
Financial Services Regulatory Authority - Ontario (FSRA) |
1 |
Life and A&S |
Chambre de la sécurité financière |
1 |
Insurance of persons |
Institut de Planification Financière |
1 |
SFPA |
Insurance Councils of Saskatchewan (ICS) |
1 |
Life and A&S |
CIRO, Investment Dealer Division (Cycle 10) |
0.75 |
Professional Development |
CIRO, Mutual Fund Division |
1 |
Professional Development |
FP Canada |
1 |
Product Knowledge |
The Institute (Advocis) - IAFE |
1 |
General |
July 30, 2024
Time:
1:15 pm - 2:30 pm ET
We've all talked about the benefits of working with COIs. But it's time to get on the same page with who we mean, what the benefits are, and how to do it to generate mutually beneficial relationships.
Jurisdictions | # of Credits | Type of Credit |
---|---|---|
Alberta Insurance Council (AIC) | 1 | Life and A&S |
FP Canada | 1 | Financial Planning |
CIRO, Investment Dealer Division (Cycle 9) OCRI, Division des courtiers en valeurs mobilières |
1 | Professional Development |
CIRO, Investment Dealer Division (Cycle 10) OCRI, Division des courtiers en valeurs mobilières |
1 | Professional Development |
Insurance Council of Manitoba (ICM) | 1 | Life and A&S |
CIRO, Mutual Fund Division OCRI, Division des fonds communs de placement |
1 | Professional Development |
Financial Services Regulatory Authority - Ontario (FSRA) Autorité ontarienne de réglementation des services financiers (ARSF) |
1 | Life and A&S |
Chambre de la sécurité financière | 1 | General |
Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
The Institute (Advocis) - IAFE | 1 | General |
© Sun Life Assurance Company of Canada. All rights reserved.