Welcome to the Campaign Page – a place to find ready-to-go campaign materials to help support your members. Throughout the year, we run campaigns that update members on important features, services and programs. Now you can leverage those same materials and help promote these topics whenever you’d like.
To get started, simply select the campaign you’re interested in below and download the associated materials. These include an email template with links to resources as well as additional collateral you can share.
Campaign Timing
The information below can be shared with plan members at any time. To have the most impact, align your campaigns to the Sun Life campaigns (when applicable). You can review our schedule of popular topics and send these additional communications out before, or shortly after. Click here to see when our programs will be running.
Retirement Campaigns
Get your members starting to think and learn about retirement planning and why it’s important.
Encourage members to move away from the theoretical and start to actually plan for their retirement.
Help members create their own reality by implementing their plan, reviewing it, and staying on course to retirement.
my Sun Life Registration Campaign
Encourage plan members to register on mysunlife.ca and the my Sun Life mobile application. Members can take advantage of key features that can help them out in the long run. This includes quick and easy access to their accounts and the various digital tools offered within.
Download the marketing package for my Sun Life Registration Campaign.
E-Beneficiary Campaign
This campaign will encourage plan members who have access to the online beneficiary tool to review, update, or add a beneficiary for eligible products. This online tool helps reduce the need for paper forms, making the process faster and easier for plan members.
Contribution campaign
Running a Contribution Campaign may encourage members to increase contribution amounts, maximize their company match or add a new product.
360 Plan Advice campaign
This campaign will help to promote Sun Life One Plan tool. Sun Life One Plan gives plan members the opportunity to create a personalized financial roadmap that adapts to their different life stages. It’s a simple, easy-to-follow goal-based planning tool.
Download the marketing package for 360 Plan Advice campaign.
Asset consolidation campaign
An Asset Consolidation campaign can promote a faster, more convenient way to combine savings. Moving more money into a workplace plan is a great way to gain extra savings. Members often get much lower fees investing in their workplace plan compared to similar funds at similar institutions, and these can really add up over time. With our digital tool, members can provide some basic information and in just 10 minutes it's complete.
Download the marketing package for Asset consolidation campaign.
TFSA campaign
A Tax-Free Savings Account (TFSA) is a great way for plan members to tuck their savings away for any purpose, big or small. This digital campaign seeks to educate members on the benefits of the TFSA and to help them build financial resiliency.
RRSP campaign
Engage members to encourage them to enrol in and/or contribute to their Sun Life Registered Retirement Savings Plan (RRSP). An RRSP is one of the best ways for a member to cut their tax bill and save for retirement.