This is a challenging time for Canadian employers. We have all been impacted in one 

    form or another. Whether you are undertaking a strategic restructuring of your 

    organization, supporting employees through transition or simply helping employees with 

    their financial planning and protection, we have a full range of solutions that can help.

My CHOICE Plans is a suite of products available to plan members as they leave their group plan. This portable plan allows employees to maintain their life and health insurance coverage as well as continue with their savings plan all through one simple phone call to our licensed call centre staff in our full-service Customer Solutions Centre.

Our Customer Solutions Centre not only makes it easier for employees, but it protects employers by taping all calls including those dealing with the group life conversion options that employers are legally required to provide for departing plan members. 

Plan Member Communications deliver customized messages that clearly explain the choices available to plan members as they leave their group plan.  We provide you with complete information packages and supporting messages to make your job easier.

Online financial and investment planning tools on our Plan Member Services website help guide plan members in their asset mix and fund selection decision-making.  During times of market volatility, the important thing is for plan members to continue thinking about their investment time horizon. Creating or revisiting their Investment Risk Profile will help plan members review their current financial situation, risk tolerance and goals.

Education seminars are group seminars delivered at your workplace to provide plan members with information that will help them gain an understanding of how all the components of their finances fit together.  We offer a range of topics including options for transitioning employees, health and wealth protection, investment planning, managing your money, retirement planning and more. 

At your discretion, we can arrange for a financial planning consultation with a qualified professional for your plan members at their convenience, to help them understand the benefit and investment options available to them.

Sun Life Financial is here to support you through difficult economic times. If you are interested in learning more about any of these solutions and services, please contact your Sun Life Financial group representative, or plan advisor. Your plan members can visit www.sunlife.ca/todayseconomy for more information.