In less than 5 minutes, they can use this tool to begin building a retirement plan, regardless of where they are in their retirement journey.
With our new retirement planner, they’ll be able to:
- Complete a plan in less than 5 minutes.
- Create retirement goals, and
- Determine an estimated retirement age and income projects.
Plan members can choose to self-serve, get assistance from a licensed consultant, and if they decide they want a more in-depth plan, they can use Sun Life One Plan and create a full planner.