Sun Life Canada advisors host over 55,000
virtual Individual Client meetings during COVID-19
TORONTO, June 15, 2020 /CNW/ - Sun Life Canada
has accelerated its digital transformation to make it easier for
Clients to get the help and advice they need. At a time when health
and financial security are top of mind for all Canadians, Sun Life
is delivering innovative solutions for Clients and advisors when
they need us most.
"Like all Canadians from coast to coast, at Sun Life, we're
navigating the COVID-19 global health crisis," said Jacques Goulet, President, Sun Life Canada. "Our
155 years of experience has shown that we play a critical role in
challenging times. With our Clients and advisors top of mind, and a
focus on sustainability, we have made a number of digital
enhancements to make it easy for Clients to get the help they need.
We are committed to being part of the solution for all
Canadians."
Sun Life Canada advisors have accelerated their digital adoption
and have quickly pivoted to support new and existing Clients during
this time. Notable examples include:
- Using eSignature capabilities for 54 per cent of transactions
in the month of May - an increase of 34 per cent from February 2020.
- Hosting over 55,000 Individual Client virtual meetings during
COVID-19.
- Co-facilitating 28 virtual career seminars to attract new
advisors and Canadians through a new online recruitment, training,
and development model.
- Participating in a newly created Digital Series: Connecting
with Clients during COVID-19.
"At Sun Life, advisors are central to our strategy," said
Rowena Chan, President, Sun Life
Financial Distributors (Canada)
Inc. and SVP, Distribution. "We're enhancing our digital tools for
Clients, but in challenging times, nothing replaces the ability to
connect with an advisor – one that knows you, your family and your
unique circumstances. In the last few weeks, we have seen rapid
adoption of technology and collaboration tools. We're ensuring our
advisors can easily connect with Clients who are concerned about
the unique challenges the pandemic may pose to their goals,
including health, wealth and protection."
The Value of Advice
Speaking with an advisor to evaluate needs and goals,
particularly in times of crisis, can be invaluable.
"We've worked with our Sun Life advisor for over 10 years and
meetings were always in-person. When he offered us the opportunity
to meet over Zoom, we were pleased to receive personalized
financial advice in the relaxed atmosphere of our own home using
the digital tools that Sun Life is offering. We have already
attended a Sun Life Investor Seminar virtually and had our second
meeting with our advisor to review tax savings ideas," Sun Life
Individual Insurance Clients.
COVID-19 will inevitably have long-lasting societal impacts. Sun
Life believes an important one will be Canadians' expectations
around how to engage with financial services companies for
advice.
"Through all of life's curveballs - including a pandemic - the
value of advice from an advisor in combination with an
insights-driven digital platform is critical to helping Canadians
reach their financial and wellness goals," adds Chan. "Having a
plan is empowering. We want all Canadians to know that we are here
for them, particularly during the most challenging
times."
About Sun Life
Sun Life is a leading international financial services
organization providing insurance, wealth and asset management
solutions to individual and corporate Clients. Sun Life has
operations in a number of markets worldwide, including Canada, the United
States, the United Kingdom,
Ireland, Hong Kong, the
Philippines, Japan,
Indonesia, India, China,
Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March
31, 2020, Sun Life had total assets under management of
$1,023 billion. For more information,
please visit www.sunlife.com.
Sun Life Financial Inc. trades on the Toronto (TSX), New
York (NYSE) and Philippine (PSE) stock exchanges under the
ticker symbol SLF.
Note to editors: All figures in Canadian dollars
Media Relations Contact:
Alessandra
Nigro
Director, Corporate
Communications
T.
416-979-4884
alessandra.nigro@sunlife.com
SOURCE Sun Life Financial Canada