Sun Life PD Summit 2021
Sun Life PD Summit 2021
    • Agenda
    • Speakers
    • Register
    • FAQ
    • Contact Us
    • Video On Demand
ENG | FRE | 中文

PRACTICE
DEVELOPMENT
SUMMIT 2021

LOOK FORWARD

TO A CONNECTED FUTURE

June 2-3, 2021

Inscrivez-vous

French

June 9-10, 2021

Register Now

English

June 16-17, 2021

進入

Mandarin

Look forward to a connected future

Growth doesn't happen on it's own - we achieve it together.

Join leaders and changemakers in the financial services industry at the 2021 Sun Life Practice Development (PD) Summit. You can look forward to exclusive content and useful takeaways to help strengthen your business, the ability to connect and network with your peers, and the opportunity to earn CE credits.

Together, we can look forward and pave the way to the future.

Don't miss this free, virtual two-day event

June 2-3, 2021

Inscrivez-vous

French

June 9-10, 2021

Register Now

English

June 16-17, 2021

進入

Mandarin

Speakers

Host and Keynote

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Stephan Maighan
Co-founder of Maighan Distribution

Sun Life Executive Address

Dean A. Connor
Dean A. Connor
Chief Executive Officer, Sun Life
Kevin D. Strain
Kevin D. Strain
President
Stéphane Vigneault
Stéphane Vigneault
Vice-President, Insurance Distribution
Terry Ray
Terry Ray
Regional Vice-President, Western Region
Jackie Pries
Jackie Pries
Regional Vice-President, Central NE Region
Wai Leung
Wai Leung
Regional Vice-President, Central SWO & Atlantic Region

Sessions and breakouts

Mark Arruda
Mark Arruda
AVP Insurance Product Management
Norm Leblond
Norm Leblond
Vice-President, Chief Underwriter & Claim Risk Officer
Tracy To
Tracy To
Director of Sales
Dean Chambers
Dean Chambers
Vice-President Insurance Management
Danielle Williams
Danielle Williams
Director, Business Development
Samara Charters
Samara Charters
Director, Strategic Business Development
Alison Campbell
Alison Campbell
Senior Business Development Manager
Wayne Miller
Wayne Miller
AVP, Marketing & Business Development
Kevin Wong
Kevin Wong
Regional Leader, Taxation Services, MNP
Eddy Burello
Eddy Burello
Partner, MNP

Agenda

  • Wednesday, June 9, 2021
  • Thursday, June 10, 2021
Welcome & opening remarks1:05 PM - 1:30 PM (EDT)
Developments In Par Insurance*1:30 PM - 2:10 PM (EDT)
Placing New Business in a Digital World*2:10 PM - 3:00 PM (EDT)
20 minute break3:00 PM - 3:20 PM (EDT)
Keynote: Upping your game3:20 PM - 4:05 PM (EDT)
Closing Remarks4:05 PM - 4:15 PM (EDT)
Meet and greet your Sun Life Sales Team4:15 PM - 5:15 PM (EDT)
Meet and greet your Sun Life Sales Team12:00 PM - 1:00 PM (EDT)
Welcome1:00 PM - 1:10 PM (EDT)
The future of the insurance product landscape*1:10 PM - 1:55 PM (EDT)
Breakout 1: The future of human advice*1:55 PM - 2:30 PM (EDT)
Breakout 2: Mental health – the other pandemic*1:55 PM - 2:30 PM (EDT)
Breakout 3: How to sell your brand story in 10 seconds*1:55 PM - 2:30 PM (EDT)
Break2:30 PM - 2:35 PM (EDT)
Advisor Panel2:35 PM - 3:05 PM (EDT)
20 minute break3:05 PM - 3:25 PM (EDT)
Business transitions - The aftermath3:25 PM - 4:10 PM (EDT)
Closing remarks4:10 PM - 4:20 PM (EDT)
PD Summit 2021 ends4:20 PM (EDT)
Time Zone: (UTC-04:00) Eastern Time (US & Canada) [Change Time Zone]

*CE Credits Pending

Register now and create your own personal agenda

June 2-3, 2021

Inscrivez-vous

French

June 9-10, 2021

Register Now

English

June 16-17, 2021

進入

Mandarin

Event support

FAQ

Is there a cost to attend the PD Summit?

No, all three events are free to attend.

Can I register for more than one PD Summit?

Yes.  As long as you understand the language of the event. Simply register for each event you’d like to attend.

Do you have a cap on how many attendees can register for the PD Summit?

No. We’re not limiting the number of participants who can register for the PD Summit this year.

What if I’m having problems with the online registration process?

If your problems are technical in nature (your browser is reporting errors or pages are failing to load correctly), please first try quitting and relaunching your browser and/or restarting your computer. Also, be sure you are not blocking cookies in your browser’s preferences (cookies are required for the registration form to work). If the issue persists, contact us at slf.events@sunlife.com and explain your problem in as much detail as possible.

I did not receive a confirmation from my registration. What do I do?

Upon registration to the event, you should receive a confirmation email within 10 minutes. If you do not receive this, please first check your Junk folder. If your confirmation is not there, please send an email with your full first and last name to support@yellowhouseevents.com

I can’t login to the virtual platform, what do I do?

Please confirm you are using the same email address and password you used to register. If you have forgotten your password, simply click on “forgot my password” from the login screen and you will be sent a link to reset. Once reset, please try to login again. If the issue persists, please email support@yellowhouseevents.com

I need additional tech support. Where can I get help?

For additional tech support, please click on the “Help Desk” chat or reach out to support@yellowhouseevents.com

What is the best browser to use for optimum viewing of the program?

We recommend using Google Chrome as your browser for the optimum attendee experience. Although our platform is compatible with tablets and smartphones, we highly recommend using a personal computer and avoid using a VPN. You will want to ensure there are no JavaScript blockers running on your browser and make sure that our site is allowed through any pop-up blockers.

If I miss a session can I watch it later?

Yes, the sessions will be available for on demand viewing 48 hrs after the event. Log back in to review!

Troubleshooting Guide

For the best event experience, please do the following:

  • If you are connected to a VPN, disconnect for the duration of the webinar
  • Ask others in your household to minimize wifi usage
  • Please ensure you're on a supported browser:

    Windows: Chrome, Firefox (latest versions)

    Mac: Safari, Chrome, Firefox (latest versions)

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