Sun Life introduces digital-first advice solution
“At Sun Life, we listen carefully to our customers and know their needs are evolving,” Rowena Chan, president and senior vice president of distribution, Sun Life Financial Distributors (Canada), said in a statement. “We understand that one size does not fit all when it comes to helping Canadians create a plan that supports their life goals.
Chan said, “As part of our client-first enterprise strategy, Prosper by Sun Life is transforming the Sun Life ecosystem by providing Canadians with the option to access both digital and humanitarian advice for their safety, health and investment needs. adding up.”
Prospr can assist clients in a variety of ways, including starting a family, returning to school, approaching retirement, and making healthy lifestyle plans. By providing planning tools and initial needs assessment for clients, it allows them to create personalized life plans that can be changed at any time,
Users of the platform can set, track and achieve safety, money and health objectives. These include protection for loved ones after death or in case of illness or injury, support for health and well-being, and increasing savings and investments.
Licensed consultants are available at Prospr to provide holistic counseling and support. Canadians using the online platform with its e-signing capabilities can complete important paperwork, as well as securely save documents.