New! Plan members can access one-to-one personalized advice with 360 Plan Advice

May 24, 2023

Sun Life’s 360 Plan Advice provides access to personalized advice from licensed consultants, at no additional cost through workplace plans. 

Many plan members need support and guidance on their financial and retirement journey. We’re helping plan members unlock their potential with 360 Plan Advice. Here’s what it offers:

  1. One-to-one personalized support with Sun Life financial services consultants through workplace plans, at no additional cost.
  2. Our consultants will assist plan members with our state-of-the-art planning tool, Sun Life One Plan . Using this tool, our consultants can help in building plan members financial roadmap from hire to retire and beyond, and they can update it as their life circumstances change.

Watch this video to find out more about 360 Plan Advice. Members can book an appointment with our consultants through the online booking tool online booking tool.

We'll be promoting this service through broadbrush plan member communications. Plan members who are self serving on the web may come across resources for 360 Plan Advice.

We also encourage you to share information about 360 Plan Advice with your members. Visit sunlife.ca/360planadvice. 

For more information, contact your GRS representative.