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New business and underwriting
Information
March 17, 2026
12 pm – 1:15 pm ET
Join us as we walk through Sun Life's new Life and CI Financial Underwriting guidelines designed to help advisors in identifying increased opportunities with their clients. Increased limits, new concepts and cases studies are brought forward to help the advisor identify new opportunities to maximize coverage, and subsequently clues to better present those client needs to the underwriters for easier and quicker underwriting acceptance.
Speaker
Jay Sankoff
Jay joined Sun Life in 2014 to lead the Independent New Business and Underwriting teams.. In 2018, he created the High Net Worth Team focusing on cases over $250,000 of premium or $7,500,000 in face amount. Two years later, looking for ways to further improve the advisor and client experience Jay created the High Net Worth Solutions Centre. Now called Sun Life Select, Jay has joined the Sun Life Sales Team in educating and supporting advisors, to improve their large case application submissions for quicker decisions.
Jay is an avid traveler, scuba diver, dedicated hockey player and coach. Happy to be back on the ice, and looking forward to strapping a tank on his back again, Jay also enjoys spending time in the summer with his wife and daughter at the cottage or on a golf course.
Accreditation
Coming soon!
Information
Join us for an in-depth look at the strategic changes to our participating life insurance shelf. In today's evolving marketplace, we're making purposeful adjustments to strengthen our competitive position and enhance long-term stability. This session will walk you through each change, the market dynamics and Client considerations driving these decisions. We'll address concerns head-on, provide clear rationale for modifications, and equip you with the talking points needed to maintain trust and demonstrate our commitment to policyholder value. Leave with a comprehensive understanding of why these changes position us—and your clients—for continued success.
Speaker
Catherine Malone
With over 25 years’ experience in the industry, Catherine brings a variety of skills and in-depth product knowledge to her role as Director Insurance Solutions Enablement with Sun Life.
The last 15 years have been spent in various product management and marketing roles, which have developed her ability to understand her audience and to provide tools and supports to advisors to make their jobs easier.
A graduate of Wilfrid Laurier University and currently pursuing her CFP designation, Catherine continually strives to improve herself and sharpen her skills. Catherine is responsible for all of the individual life insurance plans on the Sun Life product shelf.
Accreditation
Coming soon!