Identification Information * = Required Fields



Registration is fast and easy with three simple steps. Once completed, you will receive an e-mail with a temporary password to login.

As a registrant, please indicate which type of user you are.

Appointed Financial Representative – As a financial representative appointed with Sun Life, you will register using your National Identification Number provided on the Financial Representative Data form you submitted to Sun Life.  You will also need your Sun Life assigned Producer Identification Number or one of your clients active Sun Life Account/Certificate/Policy numbers. Once registered, you will have access to our site and your clients' account information.

Distributors, Support Staff and Others – If you are not appointed with Sun Life, but you are a member of the staff of a firm that has an active distribution agreement with Sun Life, you will register using a "firm key" which has be provided by Sun Life. Once registered you will have access to information that was determined suitable for your access needs.


Appointed Financial Representative | Distributors, support staff and others
 
 


Enter your National ID which you provided on the Financial Representative Data form.
This number will be used to validate your Client accounts.


 

Your Producer number: 3500-999999

Enter only the highlighted portions as shown above, excluding dashes.


 

Your client's contract or policy number appears on your quarterly statement in one of these formats; 99-9999-999999 or this format 99999999999-99

Enter only the highlighted portions as shown above, excluding dashes.

Step 1

Indicate which type of user you will be on the site and answer the follow-up question(s) that result.

If you encounter problems during the registration process, please call 441-296-3084 or 800-300-1728.

Annuity/Investment Products: - option 1

Life Insurance Products: - option 2