2017 BENEFITS OVERVIEW
201 7 B E N E F I T S O V E RV I E W
Life’s brighter under the sunSun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies.© Sun Life Assurance Company of Canada, 2017.810-4735-02-17
REIMBURSEMENT DETAILSFor reimbursement of expenses, please:
■obtain pre-approval from your Sun Life Financial Regional Sales Director.
■if you’re an advisor within the MGA channel, complete the reimbursement form available in your Strategic PartnerProgram kit, sunlife.ca/advisor or by contacting [email protected].
■if you’re an advisor within the National Account channel, submit your expenses through your firm’s expense policy.
■submit the completed form and all receipts or proof of purchase (original or scanned copies) to:
Strategic Partner Program Reimbursementc/o Sun Life Financial150 King St WToronto, ONM5H 1J9, 122A15
or email scanned copies to [email protected].
For full reimbursement requirements, please refer to the reimbursement request form.
Approved reimbursements are processed bi-weekly and issued via electronic funds transfer (EFT). If you’re not currently set up to receive reimbursement from Sun Life Financial via EFT, please contact [email protected].
IMPORTANT
■For all expenses, we require receipts or an invoice marked with a PAID stamp.
■Please submit reimbursement forms by February 28, 2018.
■Expenses from a previous benefit period cannot be carried forward into a new benefit period.
YOUR STRATEGIC PARTNER PROGRAM – AT A GLANCEO u t s t a n d i n g r e s u l t s e a r n o u t s t a n d i n g r e w a r d s !
Sun Life Financial’s Strategic Partner Program is exclusive to our leading independent insurance advisors. Through this program and in recognition of your outstanding achievements, you receive unique benefits and enhanced service designed to streamline your administration, ensure prompt responses, priority coordination and handling, and encourage ongoing professional development.
STRATEGIC PARTNER PROGRAM 2017 BENEFITS – AT A GLANCE
B E N E F I T S S TA RT M A R C H 1 , 2 0 1 7 A N D C O N T I N U E U N T I L F E B R U A RY 2 8 , 2 0 1 8
Some provisions/exceptions may apply. Please see full benefit descriptions for complete details.
B E N E F I T PA RT N E R S E L E C T P R E M I E R
B U S I N E S S D E V E L O P M E N T
Business development allowance $500 $3,000 $5,000
Practice Development Summit *
Marketing Associate Forum
Assigned Regional Director and sales associates
Access to Directors of Advanced Planning
Live webinars with Chief Underwriter
Direct access to Affluent Insurance Services
Personal invitation to industry event
POPTM session with Self Management Group
Event planning and marketing support
O P E R AT I O N A L A C T I V I T Y
Dedicated underwriting support via underwriting team via assigned underwriting consultant via assigned senior underwriting consultant; highest priority on all requests
Special underwriting unit case manager
Dedicated toll-free support line
Priority processing: applications, service requests, in-force illustrationsDedicated resources: in-force contact, claims contact, payout annuities contact
Priority APS coordination
APS support
Trial assessment application
Preliminary underwriting option
Executive underwriting account
* plus sales associate invitation
W H AT ’ S N OT I N C L U D E D
− Gift cards
− Entertainment expenses with no
business connection
− Travel costs to an industry event (such as the
Practice Development Summit)
− Personal travel of any kind
− Office supplies
− Technology and software purchase or upgrades
(including Smartphones)
− Day-to-day business expenses
− Staff training
− Cash sponsorships/donations with no
public recognition
Some exceptions may apply and are considered
on an individual basis.
GUIDELINES FOR USING THE BUSINESS DEVELOPMENT ALLOWANCE
The business development allowance supports activities that have reasonable potential to develop future business with Sun Life Financial. To qualify for the 2017 Strategic Partner Program business development allowance, these activities must:
■ include a business component, ■ occur between March 1, 2017 and
February 28, 2018, and ■ be pre-approved by your Regional
Sales Director.
W H AT ’ S I N C L U D E D
ADVISOR/BUSINESS PROMOTION
− Advertising (newspapers, magazines, radio, television, websites, program ads, etc.)
− Brochures and newletters
− Advisor- or Sun Life-branded promotional items
LEAD GENERATION
− Trade shows
− Client seminars and webinars
− Direct marketing
CLIENT APPRECIATION
− Appreciation events (formally promoted to groups of clients)
− Sponsorships and charitable giving (where you receive public recognition for your support)
PROFESSIONAL/EDUCATIONAL DEVELOPMENT
− Educational seminars related to the financial services industry and professional development
− Client-oriented events that promote Sun Life Financial products and services
ADDITIONAL BUSINESS DEVELOPMENT ALLOWANCE EXPENSES, EXAMPLES
− LinkedIn profile professional upgrades
− Professional branding
− Business card and brochure development
− Client dinners
YOUR STRATEGIC PARTNER PROGRAM – AT A GLANCEO u t s t a n d i n g r e s u l t s e a r n o u t s t a n d i n g r e w a r d s !
Sun Life Financial’s Strategic Partner Program is exclusive to our leading independent insurance advisors. Through this program and in recognition of your outstanding achievements, you receive unique benefits and enhanced service designed to streamline your administration, ensure prompt responses, priority coordination and handling, and encourage ongoing professional development.
STRATEGIC PARTNER PROGRAM 2017 BENEFITS – AT A GLANCE
B E N E F I T S S TA RT M A R C H 1 , 2 0 1 7 A N D C O N T I N U E U N T I L F E B R U A RY 2 8 , 2 0 1 8
Some provisions/exceptions may apply. Please see full benefit descriptions for complete details.
B E N E F I T PA RT N E R S E L E C T P R E M I E R
B U S I N E S S D E V E L O P M E N T
Business development allowance $500 $3,000 $5,000
Practice Development Summit *
Marketing Associate Forum
Assigned Regional Director and sales associates
Access to Directors of Advanced Planning
Live webinars with Chief Underwriter
Direct access to Affluent Insurance Services
Personal invitation to industry event
POPTM session with Self Management Group
Event planning and marketing support
O P E R AT I O N A L A C T I V I T Y
Dedicated underwriting support via underwriting team via assigned underwriting consultant via assigned senior underwriting consultant; highest priority on all requests
Special underwriting unit case manager
Dedicated toll-free support line
Priority processing: applications, service requests, in-force illustrationsDedicated resources: in-force contact, claims contact, payout annuities contact
Priority APS coordination
APS support
Trial assessment application
Preliminary underwriting option
Executive underwriting account
* plus sales associate invitation
W H AT ’ S N OT I N C L U D E D
− Gift cards
− Entertainment expenses with no
business connection
− Travel costs to an industry event (such as the
Practice Development Summit)
− Personal travel of any kind
− Office supplies
− Technology and software purchase or upgrades
(including Smartphones)
− Day-to-day business expenses
− Staff training
− Cash sponsorships/donations with no
public recognition
Some exceptions may apply and are considered
on an individual basis.
GUIDELINES FOR USING THE BUSINESS DEVELOPMENT ALLOWANCE
The business development allowance supports activities that have reasonable potential to develop future business with Sun Life Financial. To qualify for the 2017 Strategic Partner Program business development allowance, these activities must:
■ include a business component, ■ occur between March 1, 2017 and
February 28, 2018, and ■ be pre-approved by your Regional
Sales Director.
W H AT ’ S I N C L U D E D
ADVISOR/BUSINESS PROMOTION
− Advertising (newspapers, magazines, radio, television, websites, program ads, etc.)
− Brochures and newletters
− Advisor- or Sun Life-branded promotional items
LEAD GENERATION
− Trade shows
− Client seminars and webinars
− Direct marketing
CLIENT APPRECIATION
− Appreciation events (formally promoted to groups of clients)
− Sponsorships and charitable giving (where you receive public recognition for your support)
PROFESSIONAL/EDUCATIONAL DEVELOPMENT
− Educational seminars related to the financial services industry and professional development
− Client-oriented events that promote Sun Life Financial products and services
ADDITIONAL BUSINESS DEVELOPMENT ALLOWANCE EXPENSES, EXAMPLES
− LinkedIn profile professional upgrades
− Professional branding
− Business card and brochure development
− Client dinners
2017 BENEFITS OVERVIEW
Life’s brighter under the sunSun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies.© Sun Life Assurance Company of Canada, 2017.810-4735-02-17
RE IMBURSEMENT DETAILSFor reimbursement of expenses, please:
■ obtain pre-approval from your Sun Life Financial Regional Sales Director.
■ if you’re an advisor within the MGA channel, complete the reimbursement form available in your Strategic PartnerProgram kit, sunlife.ca/advisor or by contacting [email protected].
■ if you’re an advisor within the National Account channel, submit your expenses through your firm’s expense policy.
■ submit the completed form and all receipts or proof of purchase (original or scanned copies) to:
Strategic Partner Program Reimbursementc/o Sun Life Financial150 King St WToronto, ONM5H 1J9, 122A15
or email scanned copies to [email protected].
For full reimbursement requirements, please refer to the reimbursement request form.
Approved reimbursements are processed bi-weekly and issued via electronic funds transfer (EFT). If you’re not currently set up to receive reimbursement from Sun Life Financial via EFT, please contact [email protected].
I M P O R T A N T
■ For all expenses, we require receipts or an invoice marked with a PAID stamp.
■ Please submit reimbursement forms by February 28, 2018.
■ Expenses from a previous benefit period cannot be carried forward into a new benefit period.