April 2008


Introducing Sun Life Financial Employee Benefits Group

At Sun Life Financial, our TPA partners matter to us. We want to work together to serve our mutual customers and control their self-funded claim costs. That's why we're excited to introduce a new publication - TPA Insight. Published periodically throughout the year, we promise to keep the articles short and information timely to keep up with your fast-paced schedule.

We've undergone some recent changes, so for our first publication, let us reintroduce ourselves.

A Little Something About Us

Last year, Sun Life Financial acquired the employee benefits business from Genworth Financial. This has allowed us to provide you with the same outstanding products and services you've relied upon in the past, with even more offerings for you and our mutual customers.

The big news is that we now provide Group Life, Disability, Stop-Loss, and Dental benefits to companies of all sizes, all across the country. As a leader in employee benefits, we have the people, processes, experience, and technology to provide the best in group benefits to you and your clients.

Big, Strong, and Local

We are a leading international financial services organization serving individuals and corporate customers. Chartered in 1865, we have the financial strength to pay even the biggest claims quickly:

  • More than $430 billion in assets1
  • $1.237 billion block of U.S. Group Insurance1
  • 6th largest insurance carrier in North America based on market capitalization2
  • Headquarters in Wellesley Hills, MA. Operations in Portsmouth, NH; Windsor, CT; and Greenfield, MA.
  • We retain 99.5% of our Specific Stop-Loss risk and 100% of our Aggregate Stop-Loss risk, allowing us to provide fast, final answers to our customers' questions
  • Local sales offices in 35 major cities nationwide

Don't Just Take Our Word For It

Our ratings place us at the top of the financial sector in North America:

How Can We Help?

With more than 80 years of group benefits experience and 25 years of stop-loss experience, we provide a full range of benefit solutions, including Group Life and AD&D, Disability, Dental, Voluntary Benefits, and Stop-Loss. And we offer extras like: EAP, Emergency Travel Assistance, FMLA Administration, Portability, Advice-to-Pay STD, and DBL Plans.

Our Stop-Loss product features:

  • Available to groups of 35 to 25,000+
  • Specific and Aggregate coverage available together or separately
  • Wide variety of run-in, run-out, and paid policies
  • No New Lasers at Renewal option with automatic Renewal Rate Increase Cap
  • Comprehensive, easy-to-read contract
  • Innovative options: Aggregating Specific, Clinical Trials, Terminal Liability, Monthly Aggregate Accommodation, Gapless Renewals, SunExcel® Transplant Program
  • Voluntary access to SunResourcesSM cost-containment program and resources

You've Got Questions, We've Got Answers

We're here to help. If you have any questions about the new Sun Life Financial Employee Benefits Group, please contact:

  • Sun Life Financial Group Sales Office - find your local office here
  • General TPA Services - Paul Gatanti, Officer, Stop-Loss TPA Services - paul.gatanti@sunlife.com
  • Claims Services - Lesley Hanslope, Director, Stop-Loss Claims - lesley.hanslope@sunlife.com
  • SunResources Cost-Containment Program - Paul Gatanti, Officer, Stop-Loss TPA Services
  • Case Management - Linda McCarthy, R.N., Stop-Loss Claims - linda.mccarthy@sunlife.com

Feel free to send any general questions or feedback to: tpa.insight@sunlife.com.

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