Happy New Year!
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.
Term and CII Special Offer: Commission bonus + extension
You now have even more time to leverage this fantastic opportunity for Clients! By popular demand, the Term and CII Special Offer has been extended and is now available until February 27, 2026.
With this offer, Clients can get an instant 5% discount on their CII premiums for the life of the policy when bundled with term insurance. Over time, this discount can save Clients thousands of dollars in premium! Terms and conditions apply.
But wait, there’s more... Earn a commission bonus!
Savvy Term: a winning combination
Savvy Term is a unique insurance solution only from Sun Life combines the best features of permanent and term coverage. This innovative mix helps you address common Client objections and provides lifetime protection with guaranteed returns.
Key benefits of Savvy Term: - Addresses both permanent and temporary protection needs in one policy
- Clients get all their money back upon death via the Return of Premium on Death Benefit (ROPD)
- Simple and flexible solution for Clients aged 50 and under. Savvy allows Clients to lock in their good health for future conversions
Sun Life’s Par legacy: Over 150 years of strength and stability
Sun Life’s participating life insurance, backed by the Sun Life Par Account, has demonstrated financial strength and dependability for more than 150 years. Our longevity brings proven experience, with refined risk management and investment strategies that benefit policyholders.
Since 1877, Sun Life has declared dividends every single year, demonstrating remarkable stability even during periods of economic uncertainty.
With its consistent dividend payments and ability to withstand market pressures, the Sun Life Par Account is backed by over a century and a half of risk management experience and continues to be a cornerstone for those seeking long-term security and value.
Improved financial underwriting guidelines for more coverage
Help Clients better protect their loved ones in a changing world.
We’ve improved our financial underwriting guidelines to help you offer more coverage to Clients through critical illness insurance (CII) and life insurance. By offering more generous guidelines, we’re helping Clients qualify for the CII and life coverage that’s right for them.
Find out more: · Download the changes: oPDF Critical illness insurance financial underwriting guidelines oPDF Life insurance financial underwriting guidelines · Visit the CII and Life underwriting pages for more resources. Sun eApp updates: Improving your insurance application process
Improved processes make it easier to use Sun eApp, save time, and lead to faster policy delivery.
We’re committed to enhancing efficiency, and this update is one of many ways we’re working to make the application process easier and faster for the benefit of Clients and advisors.
Updated planning resources for Clients and their executors
We’ve updated easy-to-share resources to help Clients stay organized and prepared.
Your personal information and executor guide and For the executor guide are now updated and available in English, French and Simplified Chinese. · Your personal information and executor guide is a fillable PDF to help Clients · For the executor guide, many details need to be taken care of when someone dies. This guide includes lists and information that can help executors navigate through the details Save time - submit your life and critical illness claims digitally!
Increase your business efficiency with a faster, simplified, and streamlined approach to claims submissions with Sun Life eClaims.
This means that starting January 1, 2026, if you email or call Sun Life to submit an individual life or critical illness claim, you’ll be guided to Sun Life eClaims.
To help you navigate these changes, we've prepared support materials including guides, FAQs, and videos. You can access these resources on our Sun Life eClaims page.
We're confident these enhancements will help you provide even better service to Clients and make it easier to submit your own claims.
First look: 2026 Sun Life CE Series
Set yourself up for success and start the new year strong by taking advantage of these free monthly webinars led by industry professionals. Get the tools you need to expand your knowledge and serve Clients better.
Here’s a sneak peek of our first topics of 2026:
January 20 (English and French) - Topic 1: Proven Practices of leading advisors
- Topic 2: Shared ownership critical illness deep dive
March 11 (Mandarin only) - Topic 1: Life insurance as an asset class
- Topic 2: Financial underwriting guidelines for both Life and CI
March 17 (English and French) - Topic 1: Financial underwriting guidelines for both Life and CI
- Topic 2: Special presentation
April 21 (English and French) - Topic 1: Anti-money laundering and anti-terrorist financing and how to meet your FINTRAC requirements
- Topic 2: In sickness and in health, till death do us part... Protection for the business or business owner
Register now - Reserve your spot for the 2026 Sun Life CE Series webinars in advance. You can even bulk register for multiple sessions at once!
Thank you for your continued support.
Sun Life Western Canada Team, Independent Insurance Distribution | 
