Growth is something that we like to dream about for ourselves, but the process of getting there is not always linear. It can be easy to get side-tracked or distracted on your journey toward your goals. To see results, you need to make decisions based on what you learn from your experiences and then act on them. By breaking down the steps toward your financial goals into bite-sized and achievable milestones, you can streamline and plan your way toward financial independence.

Start the new year not with a bang, but with strategy and a partner

This is a great time to reassess your financial plans and to re-calibrate towards your achievable goals for the year. Take this time to re-center your efforts toward the things that truly matter in creating a better future for yourself and your family: your Life, Health, and Wealth.

Achieving your life goals is definitely easier with a dependable partner who understands where you’re coming from, what matters most to you, and where you want to go. Having a committed financial Partner for Life means you can step back from having to control everything that happens around you. You can be more confident about making decisions knowing that you have someone who has your back – like a Sun Life, Partner for Life.

With Sun Life, you have someone you can lean on when things get tough. Sun Life is here to help you see the things that need to be addressed in your journey to reach your goals. We want to continue providing you with tools and financial advice that can guide you toward achieving the brighter life that you deserve.  

A FREE Financial Organizer for YOU

This year, as part of Sun Life’s mission to be your dependable Partner for Life, we want to give you free tools to help you achieve your financial goals for the year.

The Sun Life Financial Organizer is a complete tool to help you plan and protect your financial future. It covers the three pillars that make for a holistic and brighter life:

LIFE covers products and solutions that will help you achieve financial security and provides you with protection and liquidity. This helps you organize and get a bird’s eye view of your VULs and traditional life insurance plans.

HEALTH covers financial solutions to help you live a healthier life. Here you can track the financial products that offer you funds and protection in case of medical emergencies so you don’t have to drain your personal savings. You can record your critical illness products and other health protection products that have a variety of benefits like hospital income.

WEALTH covers financial solutions that can help you enjoy the most of your life. Record and keep track of the financial products that can assist you with wealth management and estate planning such as mutual funds and life insurance.

The Sun Life Financial Organizer is an editable PDF file that empowers you to take full control of your finances and financial goals. You can customize your record of financial solutions depending on your personal priorities. By inputting pertinent details about your protection needs, health insurance, and investments, you will be able to see where you stand now and how you can achieve your financial goals faster.

Download the Sun Life Financial Organizer for FREE at now and set yourself up for success in achieving your 2023 New Years' Financial Resolutions!

Here’s to a great 2023, Sun Life Partner!