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Financial Marketing
Sun Life Financial asks - does your advisor revolve around you?
First of its kind in financial services online program lets you choose your advisor match
TORONTO - Consumers are in the driver's seat with the
launch of a new online program that allows them to choose an advisor who
meets their individual financial needs. Advisor Match is Sun Life Financial's
new, unique website service that revolves around the user - see how easy it
is to find an advisor who clicks with you.
"Through focus groups, consumers told us that the recent recession has
changed what they're looking for from companies they deal with for financial
and insurance needs," says Lori Bak, Vice-President, Marketing, Sun Life
Financial Canada. "We listened to Canadians and built an online resource
based on what they told us was important to them when it comes to finding an
advisor."
Advisor Match is an easy-to-use application that allows Canadians to
input information that can make a difference when it comes to their
relationship with an advisor. Research indicates that age, gender and
language preferences are significant factors for a successful advisor
relationship. Based on this and additional criteria, Advisor Match provides
up to 12 potential advisor candidates and allows customers to decide if they
want to contact the advisor of their choice or if they would like the advisor
to contact them.
"Everyone's financial needs are different and we believe that finding a
trusted advisor who can understand your particular needs is an important step
towards lifetime financial security," says Kevin Strain, Senior
Vice-President, Individual Insurance and Investments, Sun Life Financial
Canada. "For clients who want a Sun Life Financial advisor, we're making it
easy for them through our innovative Advisor Match site."
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