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Products
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Health
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Sun Critical Illness Insurance
- Acquired brain injury due to external trauma
- Dementia, including Alzheimer's disease
- Aortic surgery
- Type 1 diabetes mellitus
- Stroke
- Cancer – stage A (T1a or T1b) prostate cancer
- Aplastic anemia
- Cancer – stage 1A malignant melanoma
- Bacterial meningitis
- Severe burns
- Benign brain tumour
- Parkinson's disease and specified atypical parkinsonian disorders
- Blindness
- Paralysis
- Cancer
- Occupational HIV infection
- Muscular dystrophy
- Cancer - chronic lymphocytic leukemia (CLL) Rai stage 0
- Multiple sclerosis
- Motor neuron disease
- Cancer - gastrointestinal stromal tumours classified as AJCC Stage 1
- Major organ failure on waiting list
- Cancer - Grade 1 neuroendocrine tumours (carcinoid)
- Major organ transplant
- Cancer - papillary thyroid cancer or follicular thyroid cancer stage T1
- Cerebral palsy
- Coma
- Coronary angioplasty
- Coronary artery bypass surgery
- Cystic fibrosis
- Deafness
- Cancer - ductal carcinoma in situ of the breast
- Heart attack
- Heart valve replacement or repair
- Kidney failure
- Loss of independent existence
- Loss of limbs
- Loss of speech
- Congenital heart disease
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Long Term Care
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Cost of care by province
- Long Term Care in Alberta
- Long Term Care in Manitoba
- Long Term Care in New Brunswick
- Long Term Care in Newfoundland and Labrador
- Long Term Care in Nova Scotia
- Long Term Care in Nunavut
- Long Term Care in Ontario
- Long Term Care in Prince Edward Island
- Long Term Care in Quebec
- Long Term Care in Saskatchewan
- Long Term Care in Yukon
- Long Term Care in the North West Territories
- Long Term Care in British Columbia
- Long Term Care Insurance - Plan changes
- Frequently asked questions (FAQ)
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Cost of care by province
- Personal Health Insurance and Health Coverage Choice
- Sun Retirement Health Assist
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Sun Critical Illness Insurance
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Life
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Participating Insurance
- Top reasons to choose Sun Life for par
- Competitive edge: Fixed income quality and duration
- Competitive edge: Standard deviation
- Competitive edge: Private fixed income
- Competitive Edge: Real Estate
- Competitive Edge: Good things come in threes: Stand out with Sun Life
- Comparing PUA vs Enhanced insurance dividend options
- Sun Par for kids
- Participating whole life insurance facts and figures
- Equitable Bank marketing relationship
- Permanent Insurance
- Term Insurance
- Death Claim Processing
- Individual life insurance and wealth death claims
- 10 reasons to choose SunUniversalLife II
- SunUniversalLife II
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Participating Insurance
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Investments
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Marketing materials
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Strategies and Concepts
- Taxation
- Canadian Health Insurance Tax Guide
- Insurance Tax Solutions
- Asset Protection – critical illness insurance
- Seminar - Buy - Sell agreement SP
- Corporate asset transfer
- Corporate investment strategy
- Corporate retirement strategy
- Sample Board Resolution for a grouped CII plan
- Family protection solutions
- Individual Asset Transfer
- Individual investment strategy
- Key person protection
- Lifetime gift annuity
- Mortgage protection insurance
- Individual retirement strategy
- Shared ownership - critical illness insurance
- Shared ownership - life insurance
- The corporate retirement strategy with SunUniversalLife II
- Corporate ownership of a life insurance policy
- Refundable Dividend Tax on Hand (RDTOH)
- U.S. taxes for Canadians with U.S. assets
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Protection bundle offer
Client Service
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New business and underwriting
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Tools and illustrations
- eSignature Form selection tool
- Sun eApp
- Preliminary Insurability inquiry
- MySunLifeGIFs Tool
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Illustrations
- Compare Feature
- Create Shared Ownership strategy report
- Custom dividend scales
- Customize using layers
- Default settings
- Enhanced Insurance dividend option
- Sign in once a year on the desktop version
- Multi illustration capability
- Par solves
- Plus premium
- Product not appearing on the web
- Sun Life Illustrations Quick Tips - Quick Compare
- Report durations
- Sun Critical Illness product compare
- Sun Life Illustrations and Eos download
- Eos user tips
- Sun Life Illustrations user guide
- TIP - Sun Term and Sun CII solution
- UL and Limited pay option
- UL coverage, loan, and withdrawal solves
- UL payment solves
- Walk through a sample Par Accelerator illustration
- Walk through a sample Par Accumulator illustration II
- Walk through a sample Par Protector illustration II
- Walk through a sample SunTerm illustrations
- Walk through a sample UL illustration II
- Walk through Sun Critical Illness Insurance - case study one
- Walk through Sun Critical Illness Insurance - case study two
- Sun Life Investment GIF e-App
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Applying and underwriting
- Administration details
- Applying for critical illness insurance
- Applying for life and critical illness insurance
- CII - Underwriting
- Genetic test applications - Rules for Advisors
- Getting an illustration
- Internal funding of insurance sales
- Life insurance - Underwriting
- New business service process and standards - PHI and HCC
- Our processes and service standards
- Payout annuities - Completing the application
- Payout Annuities - about daily rates
- Payout Annuities - confirming the sale
- Payout Annuities - issuing the contract
- Reasons to use the web application
- Applying and underwriting RHA
- Temporary critical illness insurance
- Underwriting guidelines
- Your client has changed his or her mind
- Collecting email addresses - Q & A
- Paramedical service providers
- Payments - Life and Critical illness insurance
- Submitting digital signatures
- Underwriting Matters
- Rates
- Large case support
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Tools and illustrations
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In-force business
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Pre-authorized chequing
- Banking info - PAC
- Billing - PAC
- Cancellation - PAC
- Double endorsed cheques
- Pre-authorized chequing (PAC) and life events
- Life insurance - PAC amount changes
- Notices - PAC
- PAC and personal cheque returned payment fees
- PAC notices language change
- PAC notices mailed to payor when different from policy owner
- PAC payor changes
- PAC reinstatement
- PAC special withdrawal
- PAC suspensions
- PAC terms and conditions
- PAC withdrawal date changes
- Want to know more about Request centre and Activity centre?
- RRIF banking information changes
- Setting up a PAC arrangement
- Customer Access
- In-force client service standards
- Life insurance conversions
- Locating clients who are missing or have unclaimed property
- Collecting information about non-owner payors of insurance policies
- Participating insurance and dividends
- Statements and their frequency
- How to add Estate and/or Income Series units to an existing contract
- Annuitant changes
- Death claims
- How to pay a fee
- Automated deposits and withdrawals
- Large case rate enhancements
- Legacy settlement option
- Non PAC payment options
- Policy loan tax reporting
- Post issue fees for Individual products
- Process for maturing non-registered guaranteed savings annuities
- Specialty withdrawals and requests
- Subsequent trades
- Transfers
- Withdrawals
- Investment directions
- Juvenile Smoking Status Change
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Pre-authorized chequing
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Client engagement
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Claims
Support
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Contracts & Compensation
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Compliance
- 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
- Privacy standards
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PCMLTFA
- Beneficial Ownership Requirements - Confirming the ownership, control and structure of an entity applicant
- Third party determination
- Verification of identity: individuals and sole proprietors
- Politically exposed persons (PEPs), heads of international organizations (HIOs), and Source of Wealth
- Suspicious transaction reporting under the PCMLTFA
- Verification of identity – Entities
- Verification of identity – Beneficiary or non owner payee
- Canada's anti-money laundering and anti-terrorist financing legislation
- Address changes
- Canada’s Anti-Spam Legislation (CASL)
- 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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How we help you grow
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Learning and development
- CE credits
- Getting started with Sun Life
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How to use this site
- Browser compatibility for forms and tools
- Public - Homepage
- Secure - Homepage
- Where to find frequently searched information and key tools
- Suncentral navigation
- Where to find compensation statements (MGA Only)
- Suncentral access types
- Helpful tips for Suncentral
- Releases
- Using My Team within your Suncentral profile
- Backdating to save age
- Age-nearest pricing
- Process for signed illustrations
- Our MGA and NA distribution partners
- Webinars
- 网络研讨会
News
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Use Sun Life Illustrations version 5.8.0 for par
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Wondering when to use the PUA or Enhanced dividend option? We’ve got you covered
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Start a conversation about long-term care insurance with updated Cost of Care reports
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Live webinar - Sun Critical Illness Insurance (CII) for Children
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We won’t send printed copies of Annual Policyholder Statements to firms for some products starting March 10
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The 2023 Strategic Partner Program is live
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What does the Silicon Valley Bank collapse mean for Canadian investors?
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Show Clients the power of Sun Par over time with a new video
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New website alert! Get ready for Suncentral
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2023 federal budget commentary
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Live webinar - The Corporate Conversation
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Get an early look at Suncentral
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Earn CE credits at Sun Life’s free webinar series
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Client mailings for policy loan tax reporting errors – May update
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Now available: updated Par Facts & Figures marketing materials and a new fact sheet
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New emergency travel medical coverage provider for PHI and HCC
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Introducing Suncentral - the central connection for your insurance business
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Updating Clients’ expired credit cards for Personal Health Insurance (PHI) and Health Coverage Choice (HCC)
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Discover the proven practices of leading advisors
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PHI & HCC Client Guides now available in Simplified Chinese
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Staying compliant with Law 14 in Quebec
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Live webinar: ABCs of chronic diseases in Canada
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Important Reminder: Dynacare order tracking available online
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Build powerful connections with the COI toolkit
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3 new resources to help you sell Par for children
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New PHI and HCC emergency travel medical provider: Client letter mailing
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Give Term Clients ultimate flexibility with industry leading conversion options
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Understand how to illustrate the Sun Life Diversified Account
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New Contact Centre experience for insurance callers starts August 14
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FAQ for staying compliant with Law 14 in Quebec
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Client mailings for policy loan tax reporting errors – August update
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Weve refreshed our sales strategy materials
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Registrations are open for Marketing Associate Forum 2023
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Get decisions 10-12 days faster in Sun eApp
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National Accounts year-end: Take note of these key dates
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Introducing e-paramedical service through Dynacare
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See and do more with your Suncentral profile
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Earn CE credits at Sun Life’s free webinar series
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Advisors: You can now find your Sun Life codes on your Suncentral profile
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Show Clients the power of Sun Par over time with this video
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A note of support regarding events in the Middle East
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The Practice Development Summit is back!
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MGA year-end: Take note of these key dates
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Simplifying our age and amount charts
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New Sun eApp features you and Clients will love
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New this week: Advisory team information is now on your Suncentral profile
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Sun Life to maintain the Clarica dividend scale
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Upgraded Contact Centre menu starts November 20
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Expanded exclusions now available for juvenile critical illness policies
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Federal fall economic statement 2023
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We’re looking for Clients who are missing or have unclaimed property
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Build and lead your multi-disciplinary team with new resources from Sun Life Consulting
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Corporate Clients can now reset their password on sunlife.ca. - FAQ
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Law 14 in Quebec: Delivering both French and English contracts to English Clients
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PHI and HCC reprice effective April 1, 2024
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Time your business with the new 2024 disbursement schedule
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Corporate Clients can now reset their password on sunlife.ca.
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Ready to learn more about Sun eApp? These drop-in sessions are for you!
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Keep learning about Sun eApp
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Current PHI and HCC rates available until March 31
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The latest Suncentral profile update is here
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We're maintaining the 2024/2025 Sun Life dividend scale
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Trying to reach Sun Life Marketing? We have a new email!
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What the Canadian Dental Care Plan means for you and Clients
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Review Child Term Benefit on in-force policies – Clients will thank you
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Increase coming to the credited rate for SLDA, SLDA Pro and LTMP
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Earn CE credits on Advisor Learning Navigator
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New Sun eApp videos now available on Suncentral
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Updates to our out-of-country delivery process
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PHI and HCC rates increasing April 1
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We have new material to help illustrate Bolstering the balance sheet to Clients!
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For a limited time, give Clients more protection and a discount on bundled CII and permanent life insurance
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Welcome our new Vice-President, Chief Underwriter and Claims Risk Officer, Jennifer Dahl
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Sun eApp PDF issue has been resolved
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Announcing the new Sun Life CE Series (formerly the National Sales Webinar)
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The 2024 Strategic Partner Program is here
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We’ve updated our policy reinstatement letters for Clients
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How personal health insurance impacts Canadian Dental Care Plan eligibility
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Sun Life is on WeChat!
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Sun Life payout annuities
Contact us
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Document and distribution centre
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Independent insurance distribution
- Alan Lio
- Ashley Jones
- Allester Arellano
- Andrea Saffrey-Lewis
- Bryan Adachi
- Edwina Chan
- Diane Dubé
- Éric La Charité
- Holly Diep
- Jason Leveille
- Jenny Chan
- Jon Hansen
- Kitty Estrella
- Lidia Pirrie
- Zack Zhi
- Mike Harris
- Mona Yam
- Yusudan Ren
- 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
- Ryan Young
- Neil Kellock
- Arnab Roy
- Pascale Leblond
- Younes Filal
- Melanie Vachon
- Miguel Cid
- Jamie Steinfield
- Josée Lemelin
- Abhi Sharma
- Bonny Zheng
- Carlett Hunt
- Leon Kisliuk
- Michelle Cai
- Monica Li
- Neil Valles
- Nellie Melo-Correia
- Sherry Lee
- Sissy Zhang
- Doug Archibald
- Lulu Wang
- Katherine Colosimo
- Yanjun Liu
- Kaitlyn Hoeksema
- Anson Lo
- Bernard Mok
- Dina Katsavos
- Hashmat Arshad
- June Wang
- Michelle Chia
- Ravinesh Narayan
- Julie Lapostolle
- Jay Sankoff
- Humberto Da Silva Tang
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VP insurance distribution
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Your wealth sales support team