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| Updates and insights for your insurance business – all in one place. |
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| | Total time to read: 15 minutes |
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| Time to read: 2 minutes Term and CII special offer: Instant discount, lasting value Help Clients get an instant discount on CII premiums for the life of the policy when bundled with term insurance. Terms and conditions apply. |
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| | Time to read: 7 minutes Canada Post labour dispute and mail disruption: What to know Due to the current Canada Post labour dispute, please expect delays in mail delivery. At Sun Life, servicing our Clients remains our top priority. Here are the key details on how we’ll continue to support you, and Clients, during the disruption to Canada Post mail services. |
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| | Time to read: 2 minutes Announcing our new VP, Distribution Partnerships A message from Stéphane Vigneault, VP, Insurance Distribution, and Daniele Farinaccia, SVP, Distribution & Channel Management. We’re pleased to share that Anne Topping will be joining Sun Life as Vice-President, Distribution Partnerships, Retail Advice & Solutions (RA&S), effective October 6. |
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| | Time to read: 3 minutes Clients with diabetes? We have a term insurance solution for them Sun Life's Diabetes Protect to Win Contest can help you reach underserved Clients. Give them a chance to win $5,000 and we’ll make a matching donation to charity. Plus, you can earn bonus commission. |
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| Don’t wait until the last minute! Get your CE credits now. Register for the October 14 Sun Life CE Series webinar to brush up on segregated fund contracts and financial statements. 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 provides an overview of segregated fund contracts, the current trust reporting landscape in Canada and a review of joint accounts, including potential pitfalls that may be avoided by using segregated fund contracts instead. 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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