Bundle offers coming to Sun eApp plus a new Term and CII offer
Submitted by Krishan on September 26, 2025 - 9:37am
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| Updates and insights for your insurance business – all in one place. |
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| | Total time to read: 11 minutes |
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| Time to read: 3 minutes Bundle offers coming to Sun eApp plus a new Term and CII offer We’re updating Sun eApp with a new feature to more efficiently meet Clients' needs. It will soon be easier to bundle products together when special offers are available. And, we have an exciting new bundle opportunity coming with the Term and CII special offer! |
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| | Time to read: 2 minutes Sun CII maximum issue limit increased to $4 million An industry first! We’ve raised our Sun CII maximum issue limit, offering enhanced protection and planning opportunities. |
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| | Time to read: 2 minutes Your ideas matter! Watch for the 2025 advisor journey survey in your inbox Please complete the survey to help us identify and prioritize areas for improvement to meet your needs. |
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| Time to read: 2 minutes New resources to help you showcase Sun Life’s value to Chinese-speaking Clients We’ve prepared a series of new marketing and brand promotion resources to help you more easily showcase Sun Life’s value to Chinese-speaking Clients and expand your business opportunities. |
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| Time to read: 1 minute Reminder: National Accounts year-end key dates The National Accounts year-end is coming up fast! It’s important to be aware of these key deadlines for delivery requirements and settling policies. Knowing these dates will ensure the cases are part of your 2025 commissions. |
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| Don't miss 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 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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