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New business and underwriting
Past Webinars
April 21, 2026
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)
March 17, 2026
Topic 1: Elevating Financial Security: Sun Life's innovative Life and CI Financial Underwriting Guidelines
Topic 2: Leading Through Change: The Strategy Behind Our Participating Life Insurance Evolution
January 20th, 2026
Topic 1: Proven Practices of leading advisors
Topic 2: Shared ownership critical illness deep dive (2026)
December 9, 2025
Topic 1: Journey to Greatness: Reigniting your potential
Topic 2: Will, estate, and probate planning tips: things an advisor should know (2025)
November 4, 2025
Topic 1: Breaking Down Barriers: Reshaping Views on Life and CI Claim
Topic 2: Fundamentals of group underwriting
October 14, 2025
Topic 1: The Power of the Structure – Segregated Fund Case Studies
Topic 2: Discovering Opportunities in Financial Statements
September 9, 2025
Topic 1: Accessing cash value of life insurance (2025)
Topic 2: Charitable giving strategies (2025)
August 12, 2025
Topic 1: Deep dive: an in-depth look at Universal Life
Topic 2: The WOW Effect in business development
July 08, 2025
Topic 1: Portfolio construction - Positioning your practice for growth
Topic 2: Breaking Barriers: Tailored Insurance for Clients living with diabetes
June 10, 2025
Topic 1: Buy-sell agreements – structures and considerations (2025)
Topic 2: Life Insurance Transfers, the ins, the outs, and the why (2025)
May 13, 2025
Topic 1: Mental Health and YOU
Topic 2: Sun Critical Illness Insurance (CII) for Children
April 8, 2025
Topic 1: Protect what matters most
Topic 2: Planning and protection for young families (2025)
Mar. 11, 2025
Topic 1: Elevating Women – from supporting characters to leading roles
Topic 2: The evolution of women’s health in underwriting
Feb. 12, 2025
Topic: Advanced financial underwriting and the Asian market
Feb. 11, 2025
Topic 1: Post-mortem planning with life insurance
Topic 2: The Balancing Act: Productivity, Potential & Positioning
Jan. 14, 2025
Topic 1: Thought Leadership - How to get business placed more efficiently
Level: Intermediate
Topic 2: Beyond the Basics: The Importance of Detailed and Compliant Client Notes
Dec. 3, 2024
Topic 1: Advisor business planning - A roadmap for success
Topic 2: Underwriting your cases before submission
Nov. 19, 2024
Topic 1: Millennials: the future of wealth
Topic 2: Corporate Retirement Strategy
Oct. 29, 2024
Topic 1: Compounding relationships: the power of intergenerational strategies
Topic 2: Year-end tax tips and planning 2024
Sept. 3, 2024
Topic 1: Planning for farming and fishing Clients
Topic 2: Estate freezes and family trusts for business owners
July 30, 2024
Topic 1: Evolution of UL
Topic 2: Collaborating with COIs - building your network of strategic alliances
July 2, 2024
Topic 1: A Deep Dive on Par Insurance
Topic 2: The Art of Needs-Based Selling: Ensuring Suitability
June 4, 2024
Topic 1: Small business owner planning
Topic 2: Tax considerations when funding corporate held life insurance (2024)
May 23, 2024
Topic: Term life insurance at Sun Life is evolving
April 30, 2024
Topic 1: Aging and incapacity: are you ready for the silver tsunami?
Topic 2: Family legacy conversations - becoming the trusted family advisor
April 2, 2024
Topic 1: Introduction to Critical Illness Insurance (CII) underwriting
Topic 2: Income splitting through the years (2024)
October 17, 2023
Sweet Spots at Sun Life for Life Insurance
May 16, 2023
Three options are better than one + Suncentral training
March 21, 2023
Sun Critical Illness Insurance for Children
February 21, 2023
Family Legacy Conversations - Becoming The Trusted Family Advisor