Topic 1: Sweet Spots at Sun Life for Life Insurance
CE Credit Eligible
The presentation provides an overview of our life insurance product shelf, including pricing “sweet spots”, unique product features, sales strategies, sales tools, key marketing materials, no-fluid underwriting, and current new business turnaround times.
Arnab Roy (He/Him) is an accomplished MBA professional with over 7 years of experience in the insurance industry. He has a proven track record of building and nurturing successful distribution partnerships in the financial services sector, working closely with advisors to achieve business goals. Arnab has a deep understanding of the insurance industry and has played a key role in the growth of several insurance businesses. He is an expert in developing strategies for distribution channel management, improving operational efficiencies. Arnab is a dynamic leader with excellent interpersonal skills and is committed to delivering exceptional results. He is passionate about helping people secure their future through insurance and financial planning. In his free time, Arnab enjoys exploring new travel destinations.
Fluent in English and Hindi, Arnab brings excellent interpersonal and communication skills to the Insurance Sales Representative position. With an objective to create an exceptional experience for Independent Advisors, Arnab is committed to make changes to the advisor community and deliver phenomenal value to their Clients.
| Jurisdiction | Accreditation number (if applicable) | Number of credits | Category |
|---|---|---|---|
| Alberta | 63951 | 1.5 | Life |
| British Columbia | n/a | 1.5 | Life and A&S |
| Manitoba | 40932 | 1.5 | Life and A&S |
| Saskatchewan | n/a | 1.5 | Life and A&S |
| Ontario | n/a | 1.5 | Life and A&S |
| Québec - La Chambre | CSF23-01-58338 | 1 | Insurance of persons |
| The Institute (Advocis) | IAS23016301 | 1 | General |
| FP Canada | 12736 | 1.5 | Product Knowledge |
| MFDA | 12736 | 1.5 | Professional development |