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Sun Life Sweet Spots: Focusing on CI and Term

March 21, 2023 EDT @1:00 pm - 2:00 pm

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1 CE credit

  • Speakers:
    • Introduction: Yusudan Ren, CFA, CFP, CLU, Pl.Fin., Regional Sales Director
    • Presentation Conducted by: Frank Lapierre, CFP, CLU, Life Insurance Product Manager and Alex Maus, Product Manager

Sweet Spots at Sun Life provides an overview of our life and CI insurance product shelf. It highlights pricing competitiveness, unique product features and positioning, sales strategies and sales tools. It also gives an overview of key marketing materials, no-fluid underwriting, and current new business turnaround times.

Details

Date:
March 21, 2023 EDT
Time:
1:00 pm - 2:00 pm
Event Category: