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 spp@sunlife.com.

■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 spp@sunlife.com.

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 spp@sunlife.com.

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 spp@sunlife.com.

■ 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 spp@sunlife.com.

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 spp@sunlife.com.

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.