HELPFUL • APPROACHABLE • STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE • HELPFUL • APPROACHABLE • STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE • HELPFUL • APPROACHABLE a• STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE HELPFUL• • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY • PARTNER • STABLE • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY • PARTNER • STABLE • LEADER • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY WORTHY• PARTNER • STABLE • TRUST

Advisors’ quick guide to protecting families for a lifetime.

Volume 1 : August - OctOber 20115 minuteFoCuS... on family

This reference guide outlines several Sun Life Financial protection products and

services that can assist you in your prospecting efforts with families.

5 minuteFoCuS... on family

HELPFUL • APPROACHABLE • STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE • HELPFUL • APPROACHABLE • STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE • HELPFUL • APPROACHABLE a• STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE HELPFUL• • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY • PARTNER • STABLE • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY • PARTNER • STABLE • LEADER • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY WORTHY• PARTNER • STABLE • TRUST

Express solutions illustration tools

The Express solutions illustration tools allow you to quickly and easily input a client’s information and create a client-friendly needs analysis report. Use these illustration tools when positioning family protection with SunTerm and Stop loss with Sun CII to your clients. These unique tools are simple to understand, implement and present.

PHI tool

PHI can protect your clients from unexpected health expenses as well as many health related services not covered by provincial plans. Provide your clients with an accurate quote using the online quoting tool.

SunTerm quick quote

This tool provides a quick and convenient snapshot of the initial premiums for our SunTerm plans. It includes all risk classifications, for face amounts of $250,000, $500,000, and $1,000,000.

Tools

5 minuteFoCuS... on family

Sun CII for children

Sun Life Financial offers one of the most comprehensive and flexible child critical illness insurance (CII) solutions in the market. It can help protect children for life and is the only critical illness product that pays out up to two return of premium benefits on the same coverage!

Stop loss with Sun CII

Use this set of tools to present critical illness insurance to your clients. Find everything you need including a client fact sheet; who to target; a case study; an advisor guide and much more.

Mortgage protection

This sales strategy helps you show clients the advantages of owning a life insurance policy to cover a mortgage debt, rather than buying “creditor insurance” offered by lending institutions. Offering a simple term insurance policy to these clients can also be the first step in creating a long-term relationship.

Family protection with SunTerm

Find all the resources you need to offer clients affordable and easy-to-understand term insurance. We make your job easier with our client letters, call scripts, product details, a fact finder worksheet and more.

Prospecting and Sales StrategiesSun Life Financial has a wide variety of resources available to help you start a discussion, prepare a

recommendation or close the sale. We’ve featured a selection of strategies relating to family protection.

HELPFUL • APPROACHABLE • STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE • HELPFUL • APPROACHABLE • STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE • HELPFUL • APPROACHABLE a• STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE HELPFUL• • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY • PARTNER • STABLE • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY • PARTNER • STABLE • LEADER • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY WORTHY• PARTNER • STABLE • TRUST

HELPFUL • APPROACHABLE • STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE • HELPFUL • APPROACHABLE • STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE • HELPFUL • APPROACHABLE a• STABLE • PARTNER • HONEST • LEADER • HELPFUL • INFORMATIVE HELPFUL• • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY • PARTNER • STABLE • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY • PARTNER • STABLE • LEADER • TRUSTWORTHY • OPTIMISTIC • KNOWLEDGEABLE • TRUSTWORTHY WORTHY• PARTNER • STABLE • TRUST

p a r t n e r p ro g ra m

Reward your business

Would your business benefit from a faster sales cycle? How about working with dedicated contacts who know

the intricacies of your business? The Strategic Partner Program can provide this and much more!

Designed to recognize Sun Life Financial’s leading independent insurance advisors, the Strategic Partner Program

is a members-only club offering exclusive benefits and enhanced service for outstanding performance.

The program acknowledges achievement, while providing unique ways to help our top advisors stay on top.

Find out how being a member of the program can help your business by clicking here.