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.
Kickstart 2026 with the limited-time Term and CII Special Offer
Start the year strong by taking advantage of the extended Term and CII Special Offer. Until February 27, help Clients get an instant and long-lasting 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 premiums! Terms and conditions apply.
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
Changes to Par and maintaining 2026-2027 Sun Life dividend scale
Effective April 1, 2026, we’re maintaining the 2026-2027 Sun Life dividend scale. Additionally, Sun Life is announcing some upcoming changes to our Par business. Further information can be found here.
Coming soon: Updated paper application for life and critical illness insurance
A new version of the paper application for life and critical illness insurance will be available starting February 9.
We’re updating the application to provide an experience similar to Sun eApp.
2026 tax rate cards
The updated tax rate cards now include RRIF minimums and LIF minimum/maximums.
New feature: We've added a page with RRIF minimums and LIF minimums and maximums, along with their unlocking features.
Review the updated tax rate cards for 2026 for important updates and changes that may impact Clients. This includes personal marginal tax rates and corporate tax rates. In addition, you'll find information about probate, government benefits and important numbers for the 2026 tax year.
You can also continue to access our tax rate cards for 2025 for your RRSP season planning needs.
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 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: Special Presentation – information coming soon! Thank you for your continued support.
Sun Life Western Canada Team, Independent Insurance Distribution |
