The ultimate level of recognition

Hall of Fame

The Hall of Fame recognizes a distinguished and select group of independent advisors who go above and beyond to deliver on the company’s vision of helping Canadians achieve lifetime financial security. The Hall of Fame celebrates members who are leaders and role models, and through their commitment to their clients, have made significant and lasting contributions to the insurance industry. An advisor who is inducted into the Hall of Fame is recognized as one of the industry’s best and embodies the distinct qualities that Sun Life Financial holds in the highest esteem – leadership, achievement and service excellence.

Earning Hall of Fame ballotsBecoming an eligible Hall of Fame inductee is determined by an advisor’s yearly Strategic Partner Program qualification status. When advisors qualify for the Strategic Partner Program they will earn Hall of Fame ballots. Ballots are earned in the following manner:

Partner level Select level Premier level

BallotS earned One Two Three

Rewarding advisors throughout their journeyWe understand that it takes many years to be considered eligible for Hall of Fame induction. That’s why rewarding and recognizing advisors throughout their journey is important to Sun Life Financial. As advisors strive to become eligible for induction, they will pass through three different levels of distinction, each offering its own unique benefits and rewards:

cHaritaBle incentiveS BuSineSS develoPmentrecognition

rewardS

aSSociate(20 BallotS)

• $1,000charitabledonation matchinrecognitionyear

• $500businessdevelopmentallowancein recognitionyear• One-level-upSPPexemptioninrecognitionyear

• Specialeventwith VicePresident

leader(30 BallotS)

• $2,000charitabledonation matchinrecognitionyear

• $1,000businessdevelopmentallowancein recognitionyear• One-level-upSPPexemptioninrecognitionyear

• Specialevent withSenior VicePresident

Fellow(40 BallotS)

• $3,000charitabledonation matchinrecognitionyear

• $2,500businessdevelopmentallowancein recognitionyear• LifetimePartnerlevelSPPbenefits• One-level-upSPPexemptioninrecognitionyear

• Specialevent withexecutive

Life’s brighter under the sun

Becoming eligible for induction

Advisors who have earned the distinction of Fellow and have been contracted with Sun Life Financial for a period of

20 years or more will be considered eligible for Hall of Fame induction. Hall of Fame members will be selected by a

committee of Sun Life Financial executives who will consider an eligible inductee’s candidacy based on things such as:

• memberships with reputable industry associations,

• involvement with charitable foundations and causes, and

• persistency of business placed with Sun Life throughout their career.

Hall of Fame induction

Hall of Fame induction ceremonies are held at Sun Life Financial’s Premier Partner Conference* and occur every two

years on odd numbered years.

When an advisor is selected for induction into the Hall of Fame, they receive the following rewards and

benefits in recognition of their achievement:

• Customized tailor-made Hall of Fame blazer

• Permanent commemoration on Sun Life Financial’s Hall of Fame wall

• Framed certificate and congratulatory letter from the President of Sun Life Financial Canada

• Placement of advertorial in the inductee’s local newspaper of choice

• One time $5,000 charitable donation to a foundation of the inductee’s choice

• One-level-up Strategic Partner Program exemption in induction year

• Lifetime Select membership in the Strategic Partner Program, including consistent qualifier allowance

• Special outing with a Senior Executive of Sun Life Financial

* If an inductee is not eligible to participate in the Premier Partner Conference, alternate arrangements will be made

for induction ceremony purposes

© Sun Life Assurance Company of Canada, 2012.

Hall of FameFor having demonstrated throughout his career the highest standards

of leadership and perseverance, commitment and integrity.

Sam Weinsteinis inducted into the Sun Life Financial Hall of Fame.

Kevin Dougherty, President, Sun Life Financial Canada

Date

September 25, 2011

Inductees name

Month/Day/Year