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| Updates and insights for your insurance business – all in one place. |
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| | Total time to read: 4 minutes |
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| Time to read: 1 minute No changes to Sun Adjustable Whole Life policies We’re letting Clients know there is no change to Sun Adjustable Whole Life policies. |
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| | Time to read: 1 minute We’re updating Client addresses From September 12-14, we’re running the annual Client address clean-up in our systems. You may notice an increase in address updates in Activity Centre. |
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| | Time to read: 1 minute Coming soon: An updated look for Suncentral We’re updating Suncentral’s look to align to Sun Life’s global brand. Starting September 21, you’ll be able to browse the new-look Suncentral. Find out what’s changing, and what’s not, here. |
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| Krishan, join the October 14 Sun Life CE Series webinar to uncover new opportunities. Advisors who missed previous webinars can collect CE credits by watching our webinar recordings here. |
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| Topic 1: The power of the contract — segregated fund contract case studies |
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This presentation reviews the tax reporting rules surrounding trusts and shows how a properly structured segregated fund contract could be a viable alternative. Using case studies, the presentation also looks at different ways to structure a segregated fund contract to meet Clients’ unique wealth transfer needs. October 14 at 12 p.m. ET
This webinar will be in English.
French session will be at 9 a.m. ET. |
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| Topic 2: Discovering opportunities in financial statements |
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The presentation is a comprehensive review of a private company’s financial statements. It includes case studies to demonstrate what the various numbers in the statements mean and how advisors can find insurance opportunities in the statements. The presentation provides the necessary guidance to advisors on how to read a set of financial statements. October 14 at 1:15 p.m. ET
This webinar will be in English.
French session will be at 10:15 a.m. ET. |
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| We help. You grow. News | Sun Life Consulting | Marketing materials | Strategic Partner Program 227 King St. S., Waterloo, ON N2J 4C5 suncentral.sunlife.ca Legal | Privacy | Security | Terms & conditions Sun Life Assurance Company of Canada is a member of the Sun Life group of companies.
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