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.

Evolving the Strategic Partner Program

We’re modernizing the Strategic Partner Program to introduce a new tier, two flexible qualification tracks and a smarter credit system. This new structure aims to create valued partnership for advisors at every level.

The Strategic Partner Program is an exclusive partnership designed to help you advance your career and grow your business in today’s markets.

To continue meeting your ever-evolving needs, we’re modernizing the program to introduce a new tier, two flexible qualification tracks and a smarter credit system. Changes will go into effect this qualifying year for the 2027 program benefits.

Learn more about the 2027 Qualification Criteria so you can remain on track to qualify.

Have you shared our dual offers with Clients?

Check out the new one-pager in the marketing kit for a cost-savings breakdown you can share with Clients.

Clients who buy Sun Critical Illness Insurance will receive a cheque equivalent to a portion of their first year's premiums Available April 13-July 31, 2026.

Help Clients save with an instant 10% discount* on permanent life insurance premiums for the life of the policy when bundled with term insurance. Available April 27-July 31, 2026.

Updated Par Facts & Figures

The following documents provide an in-depth view of participating life insurance and the Sun Life Participating Account. The booklet provides information on how participating life insurance works, the asset mix of the par account, its stability, strength and prudent management philosophy

The fact sheets complement the information in the booklet and are updated quarterly (available as PDFs only).

Updated SLDA Facts & Figures

The Sun Life Diversified Account (SLDA) facts and figures booklet has been updated to include financial information as of December 31, 2025. The booklet delivers an in-depth view into the smoothed investment account available on SunUniversalLife II. 

Updates to Name change forms coming June 22

To remain compliant, we’re updating our Name change or correction forms (form 85 for insurance and form 324 for Personal Health Insurance) on June 22.

This change will help us align with regulatory requirements. The form now asks for supporting documentation when a Client changes their name due to marriage or if they return to their maiden name.

Residential or physical address requirements for Universal Life insurance applications

Sun eApp has been updated for Universal Life (UL) insurance applications. If you choose to submit Anti-Money Laundering (AML) information in Sun eApp, the application now requires the collection of residential/physical address information. This aligns with regulation requirements.

Previously, Sun eApp would display a warning if a P.O. box or similar non-physical mailing address was entered on an application. With the recent enhancement, you’ll find:

• A valid residential/physical address is now mandatory when completing the AML section for all universal life insurance applications.
• If a residential/physical address is not provided where required, you will not be able to go past the AML page in the application.
• The application will not move forward until a valid residential/physical address is entered.

What’s a residential or physical address?

• A residential or physical address must reflect the actual physical location where the Client lives.
• P.O. boxes, general delivery, rural routes, and other non-physical mailing addresses are not acceptable for AML purposes.
• When collecting address information, consider the address you would provide to emergency services responding to the Client’s home.

This update ensures we’re complying with AML regulatory requirements. It’ll also reduce the need for additional follow ups or rework on applications.

Access Sun Life’s services faster with Accelerator Hub

Access tools, resources and expert support to make doing business easier.

Sun Life Accelerator Hub: Connecting you faster to what you need

Doing business with Sun Life just got easier. With Accelerator Hub, you have the tools, resources and expert support to handle cases faster and better help Clients – all in one user-friendly online space.

Whether you’re just starting out or looking to grow your business, you’ll find ways to add value to Client conversations and build your relationship with Sun Life. Spend less time searching for help and more time focusing on the things that matter most.

Move your business from insight to action. Visit Accelerator Hub to see everything it has to offer.

Turn insurance into an asset, not an add-on

Help Clients understand how permanent life insurance can help protect their families and businesses today, while quietly strengthening their long-term returns and estate value.

Position life insurance as an asset class See how you can help Client power up their portfolios.

How to articulate Sun Life’s Group Benefits value in 60 seconds

Do you know what sets our Group Benefits apart? Do you know Sun Life? Get ready to spark meaningful Client conversations.

Our new Do you know Sun Life? flyer was created to help you demonstrate Sun Life Group Benefits’ expertise and the value we bring to Clients’ health and benefits programs. 

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
 
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

Join us for these upcoming English/French sessions – September 15, 2026 at 12 PM to 2:30 PM EST – Register here

• Topic 1: Buy-Sell Structuring Using Life Insurance - This presentation focuses on how life insurance can be a valuable tool as a funding source for buy-sell planning. The presentation takes the audience through the various methods that are utilized to structure a buy-sell agreement. It includes a comprehensive discussion of the advantages and disadvantages of each method as well as tax consequences for the deceased & surviving shareholders.
• Topic 2: Planning for farming and fishing Clients (2026) – This session will review tax and non-tax considerations for families with farming and fishing activities/businesses. We will look at the lifetime capital gains exemption, intergenerational transfers and tax deferral options, principal residence exemption, and general planning considerations for families in the farming and fishing industry. Using case study examples, this webinar is aimed to assist you in speaking with your Clients about opportunities available for individuals in the fishing and farming business.

Thank you for your continued support.

Sun Life Western Canada Team, Independent Insurance Distribution