New on the Sponsor Resource Centre
We’ve recently updated our Sponsor Resource Center with the following:
1. Planning for retirement tab
The content has been updated to make it easier for sponsors to find what best suits their plan members’ needs. The content is now organized into “Common retirement questions”. It can be shared based on 3 main “groups” of employees, depending on where a member is in their retirement journey. The groups are called: Learn, Plan and Do. This replaces where we used to segment content by age or by stages of the career journey on road to retirement. The resources provided may be helpful for members in all 3 stages, and there is a link to the campaigns tab where 3 retirement campaigns are housed.
2. New Financial Education tab
We’ve created a new financial education tab that is organized by topics and consists of resources (power point presentations, promotional posters, email templates) that sponsors and advisors can use to provide financial education sessions for plan members. These sessions can help them grow their knowledge and take control of their money, no matter how much they already know. Topics include money management, investing, retirement planning and more (currently 7 topics available).
3. New Campaign tab
We’ve created a new tab that provides pre-written email content and marketing collateral for you to share with plan members. This aligns with campaigns being run by Sun Life and provides an opportunity to cross-promote these products and services alongside our campaigns or off-cycle.
To start, we’ve included:
- 3 Retirement campaigns, introducing the “Learn – Plan – Do” concept.
- my Sun Life Registration Campaign, encouraging plan members to register on mysunlife.ca and the my Sun Life mobile application,
- E-Beneficiary Campaign, nudging plan members who have access to the online beneficiary tool to review, update, or add a beneficiary for eligible products.
Stay tuned as we’re aiming to introduce 4 additional campaigns over the coming months.
Don’t forget to bookmark the page to make sure you don’t miss new resources!
Questions?
Please contact your Sun Life Group Retirement Services representative.