Enhanced Advisor Commission: Strengthening Workplace Savings and Benefits Plans Together
From October 19, 2026, to March 31, 2027, Sunlife is offering an enhanced advisor commission designed to help you further support your Clients by integrating workplace savings and workplace health plans into a coordinated employer-sponsored solution.
During this period, you’ll be eligible for an additional 25 basis points on qualifying asset transfers when you:
- add a Sun Life Essentials or Sun Life Essentials Plus plan, to an existing Group Benefits Client, or
- sell a Group Benefits and Sun Life Essentials or Sun Life Essentials Plus plan, together as part of the same Client opportunity.
What this means for your Clients
Sun Life Essentials and Sun Life Essentials Plus can complement a Group Benefits offering by giving employers a coordinated approach to workplace health and retirement savings:
- Simplified employee experience: Combining health and savings discussions can help employees understand their total workplace rewards package
- Unchanged pricing: The incentive doesn’t affect Client pricing, plan member pricing, plan features, or investment options
- Competitive solutions: Plan sponsors continue to benefit from digital-first, simple-to-administer workplace savings with no start-up fees or minimum asset requirements
Getting started
This is an opportunity to:
- Identify employers that could benefit from an integrated workplace savings and benefits solution.
- Support clients with a coordinated approach to employee health and retirement readiness.
Advisors must continue to recommend solutions based on their clients’ needs and follow all existing suitability, disclosure, and conduct expectations.
Questions? We’re here to help.
Please contact your Sunlife Group Retirement Services Representative.