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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 11th, 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 17th,
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
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