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Sun Life Financial
Attention: Wholesale New Business
Document & distribution centre (300B25)
P.O. Box 1601 Stn Waterloo
227 King Street South
Waterloo, ON
N2J 4C5
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Strategies and Concepts
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Contracts & Compensation
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- Important Facts: Multi-Corporation
- How to access your commission statement through EIMweb
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- 2023 remuneration disbursement schedule - Canada
- 2024 remuneration disbursement schedule – Canada
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Compliance
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- Compliance overview
- Permissible activities - For a life licensed person
- Investor/Stranger Owned Life Insurance - Industry on alert
- Legislative supervisory requirements for new life insurance agents and trainees
- Policy replacements
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- Disclosure
- National do not call list
- Sample "Reasons Why" Letters
- Simple and practical tips when using social media
- Information on third party client authorizations
- Unethical advisor behaviour for trading in policies
- Viatical and life settlements - trading in policies is not permitted
- Law 14 (previously known as Bill 96) in Quebec
- Bill 18 Vulnerable Clients - Assistant Measure
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News
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- Use Sun Life Illustrations version 5.8.0 for par
- Wondering when to use the PUA or Enhanced dividend option? We’ve got you covered
- Start a conversation about long-term care insurance with updated Cost of Care reports
- Live webinar - Sun Critical Illness Insurance (CII) for Children
- We won’t send printed copies of Annual Policyholder Statements to firms for some products starting March 10
- The 2023 Strategic Partner Program is live
- What does the Silicon Valley Bank collapse mean for Canadian investors?
- Show Clients the power of Sun Par over time with a new video
- New website alert! Get ready for Suncentral
- 2023 federal budget commentary
- Live webinar - The Corporate Conversation
- Get an early look at Suncentral
- Earn CE credits at Sun Life’s free webinar series
- Client mailings for policy loan tax reporting errors – May update
- Now available: updated Par Facts & Figures marketing materials and a new fact sheet
- New emergency travel medical coverage provider for PHI and HCC
- Introducing Suncentral - the central connection for your insurance business
- Updating Clients’ expired credit cards for Personal Health Insurance (PHI) and Health Coverage Choice (HCC)
- Discover the proven practices of leading advisors
- PHI & HCC Client Guides now available in Simplified Chinese
- Staying compliant with Law 14 in Quebec
- Live webinar: ABCs of chronic diseases in Canada
- Important Reminder: Dynacare order tracking available online
- Build powerful connections with the COI toolkit
- 3 new resources to help you sell Par for children
- New PHI and HCC emergency travel medical provider: Client letter mailing
- Give Term Clients ultimate flexibility with industry leading conversion options
- Understand how to illustrate the Sun Life Diversified Account
- New Contact Centre experience for insurance callers starts August 14
- FAQ for staying compliant with Law 14 in Quebec
- Client mailings for policy loan tax reporting errors – August update
- Weve refreshed our sales strategy materials
- Registrations are open for Marketing Associate Forum 2023
- Get decisions 10-12 days faster in Sun eApp
- National Accounts year-end: Take note of these key dates
- Introducing e-paramedical service through Dynacare
- See and do more with your Suncentral profile
- Earn CE credits at Sun Life’s free webinar series
- Advisors: You can now find your Sun Life codes on your Suncentral profile
- Show Clients the power of Sun Par over time with this video
- A note of support regarding events in the Middle East
- The Practice Development Summit is back!
- MGA year-end: Take note of these key dates
- Simplifying our age and amount charts
- New Sun eApp features you and Clients will love
- New this week: Advisory team information is now on your Suncentral profile
- Sun Life to maintain the Clarica dividend scale
- Upgraded Contact Centre menu starts November 20
- Expanded exclusions now available for juvenile critical illness policies
- Federal fall economic statement 2023
- We’re looking for Clients who are missing or have unclaimed property
- Build and lead your multi-disciplinary team with new resources from Sun Life Consulting
- Corporate Clients can now reset their password on sunlife.ca. - FAQ
- Law 14 in Quebec: Delivering both French and English contracts to English Clients
- PHI and HCC reprice effective April 1, 2024
- Time your business with the new 2024 disbursement schedule
- Corporate Clients can now reset their password on sunlife.ca.
- Ready to learn more about Sun eApp? These drop-in sessions are for you!
- Keep learning about Sun eApp
- Current PHI and HCC rates available until March 31
- The latest Suncentral profile update is here
- We're maintaining the 2024/2025 Sun Life dividend scale
- Trying to reach Sun Life Marketing? We have a new email!
- What the Canadian Dental Care Plan means for you and Clients
- Review Child Term Benefit on in-force policies – Clients will thank you
- Increase coming to the credited rate for SLDA, SLDA Pro and LTMP
- Earn CE credits on Advisor Learning Navigator
- New Sun eApp videos now available on Suncentral
- Updates to our out-of-country delivery process
- PHI and HCC rates increasing April 1
- We have new material to help illustrate Bolstering the balance sheet to Clients!
- For a limited time, give Clients more protection and a discount on bundled CII and permanent life insurance
- Welcome our new Vice-President, Chief Underwriter and Claims Risk Officer, Jennifer Dahl
- Sun eApp PDF issue has been resolved
- Announcing the new Sun Life CE Series (formerly the National Sales Webinar)
- The 2024 Strategic Partner Program is here
- We’ve updated our policy reinstatement letters for Clients
- How personal health insurance impacts Canadian Dental Care Plan eligibility
- Sun Life is on WeChat!
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Alerts
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- Get to know Suncentral
- Browser compatibility for forms and tools
- Suncentral unavailable Saturday August 19th at 1pm to Sunday August 20th at 2pm
- Suncentral tool headers
- Service Delay Alert – Inforce Illustrations and Calculations
- Upgrade - Saturday, April 13 - Sunday, April 14, 2024
- Website maintenance starting Friday April 19 @ 9pm ET
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Contact us
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Independent insurance distribution
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- Alan Lio
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- Wai H. Leung
- Viola Lam
- Victoria Kwa
- Travis Witt
- Tracy To
- Terry Ray
- Sue De Sousa
- Nevila Lato-Tershana
- Nicholas Pateras
- Nicolas Bernier
- Patrick Than
- Renée Ho
- Stefanie Ozbalt
- Stephen Szikora
- Steven Kim
- André Paradis
- Mark Davis
- Samuel Platel
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- Neil Kellock
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- Anson Lo
- Bernard Mok
- Dina Katsavos
- Hashmat Arshad
- June Wang
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- Julie Lapostolle
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