Sun Life Financial

Sun Life Financial, headquartered in Toronto, Canada, is a global leader in financial services. It offers a wide range of products and services, including life, health, dental, and disability insurance, as well as retirement planning and annuities, to customers in Canada, the United States, Asia, and the United Kingdom. Through its subsidiary, Sun Life Global Investments, it manages equity and fixed income mutual funds for clients. Additionally, Sun Life Investment Management provides investment solutions for institutional investors, focusing on traditional and alternative yield strategies. The company's business model is centered around providing financial security and stability to its customers, while also expanding and diversifying its asset management capabilities.

Thomas Clulow

Senior Vice President, Corporate Development

Timothy Deacon

CFO, Finance and Executive Vice President

Chris Denys

Senior Vice President of Possibilities, Lumino Health

Dave Jones

President, Sun Life Health

Christopher Wei

Executive Vice President, Chief Client and Innovation Officer

Past deals in Life Insurance

Bowtie Life Insurance Company

Series B in 2021
Bowtie Life Insurance Company Limited is a virtual insurer established in 2017 and headquartered in Kwun Tong, Hong Kong. As an authorized entity, it adheres to the rigorous standards set by the Insurance Authority, comparable to those of traditional insurance companies. Bowtie specializes in providing life and medical insurance plans, notably offering commission-free health insurance products under the Voluntary Health Insurance Scheme (VHIS). It is supported by reputable investors, including Sun Life, enhancing its credibility in the market. The company's focus on a digital platform allows it to deliver efficient and accessible insurance solutions to its customers.

Bowtie Life Insurance Company

Series A in 2018
Bowtie Life Insurance Company Limited is a virtual insurer established in 2017 and headquartered in Kwun Tong, Hong Kong. As an authorized entity, it adheres to the rigorous standards set by the Insurance Authority, comparable to those of traditional insurance companies. Bowtie specializes in providing life and medical insurance plans, notably offering commission-free health insurance products under the Voluntary Health Insurance Scheme (VHIS). It is supported by reputable investors, including Sun Life, enhancing its credibility in the market. The company's focus on a digital platform allows it to deliver efficient and accessible insurance solutions to its customers.

Maxwell Health

Acquisition in 2018
Maxwell Health is a provider of a SaaS-enabled online benefits service that simplifies employee benefits and human resources for small to mid-sized employers. Established in 2012 and headquartered in Boston, Massachusetts, with an additional office in Cambridge, the company offers a comprehensive platform that includes a marketplace for various insurance products such as medical, dental, vision, life, and disability benefits. The platform also features tools to streamline HR processes, including benefits administration and payroll, along with a mobile application designed to enhance user experience. Maxwell Health aims to modernize how employees access and utilize insurance, financial, and wellness benefits, ultimately helping American families achieve better health and financial well-being. The company operates as a subsidiary of Sun Life Financial United States and collaborates with benefits advisors and insurance companies to deliver its technology.

Maxwell Health

Series C in 2016
Maxwell Health is a provider of a SaaS-enabled online benefits service that simplifies employee benefits and human resources for small to mid-sized employers. Established in 2012 and headquartered in Boston, Massachusetts, with an additional office in Cambridge, the company offers a comprehensive platform that includes a marketplace for various insurance products such as medical, dental, vision, life, and disability benefits. The platform also features tools to streamline HR processes, including benefits administration and payroll, along with a mobile application designed to enhance user experience. Maxwell Health aims to modernize how employees access and utilize insurance, financial, and wellness benefits, ultimately helping American families achieve better health and financial well-being. The company operates as a subsidiary of Sun Life Financial United States and collaborates with benefits advisors and insurance companies to deliver its technology.

Assurant Employee Benefits

Acquisition in 2016
Assurant Employee Benefits, a part of Assurant, Inc.(NYSE: AIZ), is a provider of employee benefit insurance products. The company offers a wide range of employer-paid and employee-paid (voluntary) products, tailor-made for small to mid-size businesses including disability, life and AD&D, dental and reinsurance management services.
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