Sun Life Unveils Advisor Business Development Materials
A Sun Life news release said that the firm is providing advisors with Building Bridges , an interactive CD-ROM that features practice management and marketing tools – such as templates for a Request for Proposal, document retention policy, client needs assessment, product and services brochure and presentation and sales letters.
The content of the CD-ROM focuses on numerous guidelines
that have been developed in the financial services industry
to define and promote best practices among plan sponsors
and service providers; specifically, the Capital
Accumulation Plan (CAP) Guidelines, Canadian Association of
Pension Supervisory Authorities (CAPSA) Guidelines and
Practice Standards.
“Plan advisors have a great opportunity to provide the
support plan sponsors need to reach compliance,” said
Catherine Mitchell, Director, Plan Advisor Market
Development and Communications, Group Retirement Services,
Sun Life Financial Canada, in the news release “We are
bringing these industry guidelines to life for plan
advisors by providing practical tools to help them help
their clients assess, improve and document their
practices.”