Sun Life Financial (SLF) of Canada believes that "life's brighter under the sun". The company is an international financial services provider and offers a diverse range of both wealth protection and wealth accumulation products and services to individuals and corporate clients alike. Sun Life Financial has a long history, having been chartered in 1865. Today the company, along with its partners, has significant global operations which are established in: Canada, the United States, the United Kingdom, Ireland, Bermuda, China, Hong Kong, Indonesia, the Philippines, and Japan. As of September 30th, 2008, the Sun Life Financial group was managing CDN$389 billion worth of assets for clients worldwide.
Sun Life Financial is still a Canadian company first and foremost, and they are ranked highly by all industry standards: revenue, earnings, assets under management, and life insurance in force. The company has a business relationship with 20% of all Canadians, to whom they offer a wide array of financial products and services for individuals, businesses, and public and charitable firms which include: life and health insurance products, retirement savings products, trust services and investment funds, mortgages, and beyond.
Sun Life Financial;s company's products and services are widely used for diverse needs including individual life and health insurance and wealth management, Group Retirement Services, and Group Benefits. SLF educates their clients about:
* Needing a holistic financial plan guided by a trained, knowledgeable professional
* Needing to factor in health care costs when calculating retirement planning
* The need to take advantage of "free money" at work (SLF finds this to be a particularly Canadian problem)
* Using the Canadian provision of the Tax-Free Savings Account for help with retirement planning
* Knowledge of the options available for retirement income strategies such as the guaranteed income for life choice
* How to use segregated funds in a total (holistic) financial plan
The author lives with her husband in Maryland, with their two dogs and cat. She put together the website http://www.affordable-life-insurance-guru.com in order to help the everyday person navigate the often confusing world of life insurance.
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