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Best wishes for a happy and healthy holiday season!
 
In the December 2018 issue of Perspectives:
  New! Direct access to Sun Life Connect from Online Advantage – Learn more
  Providing a better experience for your Clients: our plain language initiative
  Making conversion, portability and continuation easier for your Clients
  Portability rate change
  What you need to know: Q3 2018 compliance update – Learn more
  Legislative update webinar – recording now available! – Watch now
 
 
 
 

Not using our Online Advantage broker portal?  Learn how to register today to manage your block of business in real time and at your convenience.

 

 
New! Direct access to Sun Life Connect from Online Advantage

We understand how cumbersome it is to log in to Online Advantage to see your block of business and commission statements, and then to Sun Life Connect to administer benefits on behalf of your Clients. To improve your web experience, we rolled out an enhancement that allows you to view your Client policies on Sun Life Connect without having to log in again. Refer to our Online Advantage flyer to learn how you can administer policies on behalf of your Client.

Learn more
 
 
Providing a better experience for your Clients: our plain language initiative

We believe that benefits should be easy to understand – with less jargon and more simple language. That is why we recently launched an initiative to simplify the language and delivery of our correspondence and forms. Starting in January 2019, we will roll out our first phase of the initiative – a new suite of short-term disability letters with these enhancements:

  • clear and caring language
  • white space for easy reading
  • shorter sentences with less jargon
We’re reviewing all of our Client correspondence, including leave, life and long-term disability materials, and will roll out new versions later in 2019.

 

 
 
Making conversion, portability and continuation easier for your Clients

Starting January 1, 2019, employers will no longer be responsible for distributing Sun Life Portability and Continuation Kits. Instead, they can give their terminated employees an Employer Notice of Conversion and Portability (or Continuation, if applicable), and the employee can call us for the correct kit. Besides making things easier for our Clients, this new process allows terminated employees to ask us questions about their coverage.

 
 
Portability rate change

On November 1, 2018, we increased our life insurance portability rates for the first time in 10 years. All affected individuals with ported policies in place were notified by mail. Please discard any old Portability Kits you may have, both printed and electronic, as these include the old rates. If a terminated employee needs a new Portability Kit, he/she can call our Client Services team at 800-247-6875.

 
 
What you need to know: Q3 2018 compliance update

Keep your Clients up to date on the latest leave laws by sharing our compliance update flyer. The flyer contains a summary of the laws, along with commentary and direction on how they may fit into the administration of Clients’ leave programs.

Learn more
 
 
Legislative update webinar – recording now available!

Watch our webinar recording to find out how the latest election results and new paid leave laws will affect employee benefits. You can also find this recording and corresponding marketing materials on www.sunlife.com/insights.

Watch now
 
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© 2018 Sun Life Assurance Company of Canada, Wellesley Hills, MA 02481. All rights reserved. Sun Life Financial and the globe symbol are registered trademarks of Sun Life Assurance Company of Canada. Visit us at www.sunlife.com/us.

In all states except New York, group insurance policies are underwritten by Sun Life Assurance Company of Canada (Wellesley Hills, MA). In New York, group insurance policies are underwritten by Sun Life and Health Insurance Company (U.S.) (Lansing, MI). Product offerings may not be available in all states and may vary depending on state laws and regulations. In all states except New York, insurance products are underwritten by Union Security Insurance Company (Kansas City, MO) and administered by Sun Life Assurance Company of Canada (Wellesley Hills, MA). In New York, insurance products are underwritten by Union Security Life Insurance Company of New York (Fayetteville, NY) and administered by Sun Life and Health Insurance Company (U.S.) (Lansing, MI).

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