- Search
- Search
-
New business and underwriting
Past Webinars
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
Topic 1: Proven Practices of leading advisors
Topic 2: Shared ownership critical illness deep dive (2026)
12 pm – 2:30pm ET
Topic 1: Journey to Greatness: Reigniting your potential
Topic 2: Will, estate, and probate planning tips: things an advisor should know (2025)
Topic 1: Breaking Down Barriers: Reshaping Views on Life and CI Claim
Topic 2: Fundamentals of group underwriting
12 pm – 2:30pm ET
Topic 1: The Power of the Structure – Segregated Fund Case Studies
Topic 2: Discovering Opportunities in Financial Statements
12 pm – 2:30pm ET
Topic 1: Accessing cash value of life insurance (2025)
Topic 2: Charitable giving strategies (2025)
12 pm – 2:30pm ET
Topic 1: Deep dive: an in-depth look at Universal Life
Topic 2: The WOW Effect in business development
12 pm – 2:30pm ET
Topic 1: Portfolio construction - Positioning your practice for growth
Topic 2: Breaking Barriers: Tailored Insurance for Clients living with diabetes
12 pm - 2:30pm ET
Topic 1: Buy-sell agreements – structures and considerations (2025)
Topic 2: Life Insurance Transfers, the ins, the outs, and the why (2025)
12pm - 1:15 pm ET
Topic 1: Mental Health and YOU
Topic 2: Sun Critical Illness Insurance (CII) for Children
12pm - 1:15 pm ET
Topic 1: Protect what matters most
Topic 2: Planning and protection for young families (2025)
12pm - 2:30pm ET
Topic 1: Elevating Women – from supporting characters to leading roles
Topic 2: The evolution of women’s health in underwriting
Topic: Advanced financial underwriting and the Asian market
12pm - 2:00pm ET
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
Level: All Levels
12pm - 2:30pm ET
Topic 1: Advisor business planning - A roadmap for success
Topic 2: Underwriting your cases before submission
12pm - 2:30pm ET
Topic 1: Millennials: the future of wealth
Topic 2: Corporate Retirement Strategy
12pm - 2:30pm ET
Topic 1: Compounding relationships: the power of intergenerational strategies
Topic 2: Year-end tax tips and planning 2024
12pm - 2:30pm ET
Topic 1: Planning for incorporated professionals (2024)
Topic 2: Planning for someone with a disability
12pm - 2:30pm ET
Topic 1: Planning for farming and fishing Clients
Topic 2: Estate freezes and family trusts for business owners
12pm - 2:30pm ET
Topic 1: Evolution of UL
Topic 2: Collaborating with COIs - building your network of strategic alliances
12pm - 2:30pm ET
Topic 1: A Deep Dive on Par Insurance
Topic 2: The Art of Needs-Based Selling: Ensuring Suitability
12pm - 2:30pm ET
Topic 1: Small business owner planning
Topic 2: Tax considerations when funding corporate held life insurance (2024)
Topic: Term life insurance at Sun Life is evolving
12pm - 2:30pm ET
Topic 1: Aging and incapacity: are you ready for the silver tsunami?
Topic 2: Family legacy conversations - becoming the trusted family advisor
12pm - 2:30pm ET
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
Arnab Roy
The presentation provides an overview of our life insurance product shelf, including pricing “sweet spots”, unique product features, sales strategies, and much more.
May 16, 2023
Three options are better than one + Suncentral training
Allester Arellano
Learn the differences between the three types of permanent life insurance coverage. Replacing the Sun Life advisor site, Suncentral will be the one place you can connect with us for your insurance business.
April 18, 2023
Holly Diep
Understand what makes business owner clients unique and how to best solve some of the corporate concerns with insurance strategies.
March 21, 2023
Sun Critical Illness Insurance for Children
Mike Ellis
Review the key features of Sun CII for Children and learn how to position the need and advantages of getting the insurance at an early age.
February 21, 2023
Family Legacy Conversations - Becoming The Trusted Family Advisor
John Stewart
Learn how to differentiate yourself, extend generational reach and build a sustainable practice through family conversations while positioning yourself as the trusted family advisor.