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Health INSURANCE Critical Illness ADVISOR USE ONLY Advisor guide SUN CRITICAL ILLNESS INSURANCE Sun CII overview Product information Underwriting Administration Life brighter under the sun Why offer
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If there are any sections or questions that you are unsure about, seek clarification from a supervisor or the appropriate contacts.
Who needs advisor guide - sun:
01
Financial advisors who are using the Sun software platform may need the advisor guide to understand how to navigate and utilize its features effectively.
02
New employees or trainees who are being onboarded as advisors may require the guide as a reference tool to familiarize themselves with the Sun software and its functionalities.
03
Existing advisors may also benefit from the guide as a resource to refresh their knowledge, learn about any updates or new features, or troubleshoot issues they may encounter.
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What is advisor guide - sun?
Advisor guide - sun is a comprehensive guide for advisors that provides instructions and resources for advising clients on financial matters.
Who is required to file advisor guide - sun?
All financial advisors who provide investment advice to clients are required to file advisor guide - sun.
How to fill out advisor guide - sun?
Advisors must carefully review the guide and follow the step-by-step instructions to accurately fill out the required information.
What is the purpose of advisor guide - sun?
The purpose of advisor guide - sun is to ensure that financial advisors comply with regulations and provide transparent and responsible investment advice to clients.
What information must be reported on advisor guide - sun?
Advisors must report details of their clients, investment strategies, fees, and any conflicts of interest on the advisor guide - sun.
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