UL investment account names are changing
Submitted by Krishan on August 27, 2026 - 3:15pm
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| Updates and insights for your insurance business – all in one place. |
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| | Total time to read: 6 minutes |
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| Time to read: 2 minutes Universal life (UL) investment account names are changing – Here's what you need to know Several UL investment account options are getting new names. Clients will see these changes on their next statements, but their investments will remain unchanged. |
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| Time to read: 2 minutes Take note of these key dates for National Accounts year-end The National Accounts year-end is coming up! It’s important to be aware of these key deadlines for delivery requirements and settling policies. |
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| Time to read: 1 minute We’re updating Client addresses From September 4-6, we’re running the annual Client address clean-up in our systems. |
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| Join us on September 15 for a Sun Life CE Series webinar! |
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| Topic 1: Buy-sell structuring using life insurance |
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Get familiar with buy-sell planning to better serve business owner Clients and position life insurance as a strategic funding solution. September 15 at 12:00 p.m. ET
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French session will be at 9:00 a.m. ET. |
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| Topic 2: Planning for farming and fishing Clients (2026) |
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Learn to leverage capital gains exemptions, intergenerational transfer options and industry-specific planning opportunities through practical case studies. September 15 at 1:15 p.m. ET
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French session will be at 10:15 a.m. ET. |
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