Western Region

Please see below a summary of key Sun Life updates that may have missed your radar. For additional information, please click on the hyperlink in the title.

Leadership announcement

A message from Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc., Senior Vice-President, Retail Advice & Solutions. 

Change to Canada Post delivery for digitized policy booklets

Policy booklets are currently available on Suncentral to review with Clients digitally within one business day after policy issue. As of March 1, we’ll be switching from courier to Canada Post delivery for policy booklets, where the digital version is available on Suncentral.

We encourage you to use digital copies of policy booklets for review with Clients when possible. These are currently available on Suncentral one business day after policy issue. In instances where policy booklets are not digitized (i.e. medical evidence isn’t disclosed to the advisor), they’ll continue to be delivered by courier.

This change supports you in driving more Clients toward digital options while delivering a more modernized, flexible Client experience.

Please reach out to our Advisor Experience Team for any questions.

We’ve updated our Sun Life Field Underwriting Guide

This guide represents a significant enhancement to our underwriting resources and will be an invaluable tool for advisors and underwriters alike.

At Sun Life, our forward-thinking approach, strong market presence, and focus on Client experience make us a top choice for reliable advice and protection in a changing economy. We’re dedicated to supporting high net-worth families and small businesses with advanced wealth preservation strategies and comprehensive services to help ensure financial security across generations. These guidelines are designed to help you understand the possible outcomes for insurance applications and ensure you’re familiar with the factors that could impact a decision on applications.

Download the new Field Underwriting Guide

Updated paper application for life and critical illness insurance

A new version of the paper application for life and critical illness insurance has been available starting on February 9.

We’re updating the application to provide an experience similar to Sun eApp. This includes:

• An improved layout in the Insurance history section
• Adding clarifying questions to confirm residency status for Clients who are not Canadian citizens or permanent residents
• Adding foreign net worth for a better understanding of Clients’ financial situations
• Adding new employment statuses (maternity/paternity leave, disability leave)
• Removing a question about past travel
• Removing the Sun Par Accelerator product information, as it’s no longer offered
• Revised wording throughout to align with Sun eApp

Review Child Term Benefit on in-force policies

Regularly review in-force life insurance policies with Child Term Benefit (CTB) attachments to ensure Clients are not paying for protection they no longer need. 

Registered mail sent to Clients for potential Personal Health Insurance (PHI) lapse notices

As of February 27, we’ll let Clients know about potential lapses in PHI coverage by registered mail or courier. Clients will need to sign for these letters, confirming they’ve received them. 

The email notices you receive as an advisor aren’t changing. We’ll continue to notify you through email if there’s a problem with a Client’s coverage.  

Unlock Advisor Learning Navigator potential with new CE resources and tutorials to help you grow!

Introducing a new suite of resources to help you make the most of Advisor Learning Navigator (ALN) and easily find CE-accredited courses. Designed with your success in mind, these enhancements will help you easily maximize your career advancement opportunities and save time.

We’ve listened to your feedback: Since launching ALN, we’ve added 60+ new CE courses to the platform, with even more exciting additions coming soon! This expansion aligns with our commitment to meeting your evolving learning and growth needs.  

2026 Sun Life CE Series: Invest in your professional growth

Join us for these upcoming Mandarin sessions – March 11^th, 2026 at 12 PM to 2:30 PM EST – Register here
 

·     Topic 1:  Life insurance as an asset class - This presentation explores the concept of life insurance as an asset class, covering various aspects such as the historical performance of life insurance, investment strategies, and the benefits of including life insurance in an investment portfolio. The presentation also includes case studies and data analysis to illustrate the advantages of life insurance in terms of capital preservation, tax efficiency, and diversification.

·     Topic 2: Elevating Financial Security: Sun Life's innovative Life and CI Financial Underwriting Guidelines - Join us as we walk through Sun Life's new Life and CI Financial Underwriting guidelines designed to help advisors in identifying increased opportunities with their clients.  Increased limits, new concepts and cases studies are brought forward to help the advisor identify new opportunities to maximize coverage and subsequently clues to better present those client needs to the underwriters for easier and quicker underwriting acceptance.

Join us for these upcoming English/French sessions – March 17^th, 2026 at 12 PM to 2:30 PM EST – Register here
 

·     Topic 1:  Elevating Financial Security: Sun Life's innovative Life and CI Financial Underwriting Guidelines - Join us as we walk through Sun Life's new Life and CI Financial Underwriting guidelines designed to help advisors in identifying increased opportunities with their clients.  Increased limits, new concepts and cases studies are brought forward to help the advisor identify new opportunities to maximize coverage and subsequently clues to better present those client needs to the underwriters for easier and quicker underwriting acceptance.

·     Topic 2: Leading Through Change: The Strategy Behind Our Participating Life Insurance Evolution – Join us for an in-depth look at the strategic changes to our participating life insurance shelf. In today's evolving marketplace, we're making purposeful adjustments to strengthen our competitive position and enhance long-term stability. This session will walk you through each change, the market dynamics and Client considerations driving these decisions. We'll address concerns head-on, provide clear rationale for modifications, and equip you with the talking points needed to maintain trust and demonstrate our commitment to policyholder value. Leave with a comprehensive understanding of why these changes position us—and your clients—for continued success. 

Thank you for your continued support. 

Sun Life Western Canada Team, Independent Insurance Distribution

We help. You grow.

Sun Life Assurance Company of Canada is a member of the Sun Life group of companies.
© Sun Life Assurance Company of Canada, 2024.