Plan members can access one‑to‑one personalized advice with 360 Plan Advice

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. SunLife’s helping plan members unlock their potential with 360 Plan Advice. Here’s what it offers:

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

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

*Registered as financial security advisors in Quebec.