Insurers are identifying new ways to help advisors meet their obligations with regards to legal requirements, regulatory rules and guidelines. 

To that end, Sun Life has created the Professional Practices Guide for Independent Insurance Advisors. This is a new resource that offers useful information to help advisors meet their obligations with the fair treatment of Clients in mind. It also contains Sun Life and industry resources to assist and support the day-to-day compliance operations associated with your practice.    

We encourage you to review this guide and contact us with any questions.

Remember,
Good Business is Compliant and Compliance Matters!