SUNPLAN
Filed: January 30, 1979
Annuities Underwriting, Brokerage and Administration
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73201963
COMPASS-I
Filed: February 9, 1983
UNDERWRITING ANNUITY INSURANCE AND ADMINISTRATION THEREOF
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)
Serial Number: 73412953
COMPASS-II
Filed: February 9, 1983
UNDERWRITING ANNUITY INSURANCE AND ADMINISTRATION THEREOF
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)
Serial Number: 73412954
KEY ANNUITY
Filed: April 2, 1984
Insurance Underwriting Services for a Single Premium Deferred Annuity
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)
Serial Number: 73473199
SUN PENSIONMASTER
Filed: April 27, 1984
Issuing Universal Life Insurance Policies
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73477723
SUN INTERESTMASTER
Filed: May 22, 1984
Issuing Interest-Sensitive Whole Life Insurance Policies
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73481592
SUN INTERESTMASTER-Q
Filed: January 31, 1985
ISSUING INTEREST-SENSITIVE WHOLE LIFE INSURANCE POLICIES
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73520028
SUN EXECUMASTER
Filed: September 27, 1985
ISSUING INTEREST-SENSITIVE WHOLE LIFE INSURANCE POLICIES
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73560493
SUN FINANCIAL GROUP
Filed: June 2, 1986
UNDERWRITING LIFE INSURANCE AND FINANCIAL MANAGEMENT SERVICES
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73601607
SUN ULTRATERM
Filed: July 18, 1986
UNDERWRITING LIFE INSURANCE
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73610168
COMPASS-II
Filed: May 5, 1988
MANAGING COMBINATION FIXED/VARIABLE ANNUITY FOR PERSONAL INVESTMENTS AND QUALIFIED RETIREMENT PLANS
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73726461
COMPASS-I
Filed: May 5, 1988
MANAGING COMBINATION FIXED/VARIABLE ANNUITY FOR QUALIFIED RETIREMENT PLANS
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73726489
COMPASS-LIFE
Filed: June 2, 1988
UNDERWRITING ANNUITY INSURANCE AND ADMINISTRATION THEREOF
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73732077
COMPASS 2
Filed: June 2, 1988
MUTUAL FUND SERVICES FOR COMBINATION FIXED/VARIABLE ANNUITY FOR PERSONAL AND QUALIFIED RETIREMENT PLANS
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73732127
COMPASS-G
Filed: June 2, 1988
MANAGING GROUP ANNUITY FUNDS FOR QUALIFIED AND NON-QUALIFIED RETIREMENT PLANS
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 73732182
SUN FINANCIAL BENEFIT ACCOUNT
Filed: December 29, 1989
interest-bearing checking account services for proceeds of life insurance policies and annuities issued by a Sun Financial…
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74015215
ANNUITIES HELP YOUR FUTURE GROW
Filed: July 5, 1990
providing insurance underwriting services for a deferred annuity offered through banks and other financial institutions
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)
Serial Number: 74075328
MFS 401 (K) EZ
Filed: September 14, 1990
administering and underwriting retirement plans
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74097079
HORIZON PLUS
Filed: October 11, 1990
annuity underwriting services and administration thereof
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74104908
HORIZON-PLUS LIFE
Filed: October 11, 1990
life insurance underwriting services and the administration thereof
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74104909
HORIZON GUARANTEED FIXED ANNUITY
Filed: October 12, 1990
annuity underwriting services and the administration thereof
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74105274
HORIZON
Filed: October 12, 1990
annuity underwriting services and the administration thereof
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74105275
SUNWISE
Filed: October 26, 1990
group life, disability, dental and risk underwriting services
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74109341
THE SUN LIFE RETIREMENT SOLUTION
Filed: July 30, 1992
administering and underwriting group annuities
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74299423
SUN LIFE RAYS OF HOPE
Filed: August 26, 1992
charitable services in the nature of community outreach programs to assist elderly, disadvantaged, handicapped, and mentally…
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74307782
SUNSMART
Filed: June 7, 1993
processing of group dental claims of others
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74398697
SUN LIFE OF CANADA
Filed: August 20, 1993
insurance and financial services; namely, underwriting life, health, and disability insurance, annuities and pensions, mutual…
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74426456
SUN LIFE OF CANADA (U.S.) 401(K) TODAY
Filed: March 3, 1994
administration of retirement plans
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74496055
SUN UNIVERSAL LIFE: PRO
Filed: March 18, 1994
life insurance underwriting services
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74501726
SUNSOURCE
Filed: February 27, 1995
securities brokerage services; mutual fund brokerage, distribution, and investment services; cash management services; retirement…
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 74638766
SUN PERMANENT LIFE ADVANTAGE
Filed: May 10, 1996
underwriting and issuing life insurance
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 75102155
SUN MODIFIED LIFE
Filed: May 10, 1996
underwriting and issuing life insurance
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 75102625
SUNENTERPRISE
Filed: September 16, 1996
marketing consultation in the field of insurance
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 75166996
REGATTA Q THE 401(K) OF CHOICE
Filed: September 16, 1996
underwriting and administration of retirement savings plans
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 75166997
CONNECTABILITY
Filed: September 19, 1996
total managed disability insurance services
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 75168717
SUN LIFE CORPORATE UNIVERSAL LIFE
Filed: September 16, 1996
variable universal life insurance underwriting services
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 75169700
GET WELLNESS
Filed: September 16, 1996
insurance consultation in the nature of professional advice and start-up assistance for group-life policy holders in the…
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 75170611
REGATTA GOLD NEW YORK
Filed: September 16, 1996
underwriting and issuing annuities, and investment consulting services
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURNCE COMPANY OF CANADA
Serial Number: 75171714
SUN LIFE OF CANADA (U.S.) FUTURITY PORTFOLIO
Filed: October 2, 1997
Underwriting and administration of annuities, 401(k) plans, and life insurance
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) and SUN LIFE ASSURANCE COMPANY OF CANADA
Serial Number: 75366904
SUN LIFE OF CANADA (U.S.) FUTURITY PLANNING
Filed: October 2, 1997
Investment advisory services; issuing of annuities, 401(k) plans, and life insurance
Owned by: SUN LIFE ASSURANCE COMPANY OF CANADA and SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)
Serial Number: 75366905