Sun Life U.S.

Sun Life U.S. is a prominent provider of financial services, focused on delivering wealth management and financial security solutions to its clientele. As a subsidiary of Sun Life Financial Inc., it operates with a commitment to helping individuals and businesses achieve financial stability and healthier lives. The company emphasizes innovative investment strategies and high-quality solutions to meet the diverse needs of its customers. With a strong presence in the market, Sun Life U.S. leverages insight and expertise to support its clients in navigating their financial journeys effectively.

Chris Wei

EVP and Chief Client and Innovation Officer

Past deals in Life and Health Insurance

Bowtie is an authorized virtual insurance company that meets the same high standards that customers and Insurance Authority expect of traditional insurers. Backed by Sun Life and leading international investors, Bowtie offers commission-free Voluntary Health Insurance Scheme (VHIS) Standard Plan. Stay up to date at www.bowtie.com.hk.

DentaQuest

Acquisition in 2021
DentaQuest provides resources ­and support needed to deliver safe and effective oral health care. It brings a holistic perspective as they manage dental and vision benefits for more than 30 million Americans and provide care directly through itd growing network of clinics in communities around the country.

Collective Health

Series F in 2021
Collective Health is the leading health benefits platform that brings together medical, dental, vision, pharmacy, and program partners into an integrated solution that better enables employees and their families to understand, navigate, and pay for healthcare. By reducing the administrative lift of delivering health benefits, providing an intuitive member experience, and helping control costs and improve outcomes, the company guides employees toward healthier lives and companies toward healthier bottom lines. Collective Health, Inc. is headquartered in San Francisco, CA and has offices in Chicago, IL, and Lehi, UT. For more, please visit collectivehealth.com.
Bowtie is an authorized virtual insurance company that meets the same high standards that customers and Insurance Authority expect of traditional insurers. Backed by Sun Life and leading international investors, Bowtie offers commission-free Voluntary Health Insurance Scheme (VHIS) Standard Plan. Stay up to date at www.bowtie.com.hk.

Maxwell Health

Acquisition in 2018
Maxwell Health simplifies benefits and HR for small-to-mid-sized employers. The platform includes a marketplace that makes buying benefits intuitive for employees, tools that streamline HR processes including benefits administration and payroll, and a mobile app that makes using benefits easy. Their purpose is to help American families achieve health and financial well-being by modernizing how employees experience insurance, financial, and wellness benefits. The platform is provided by benefits advisors as well as insurance and retirement companies that license their technology. It was founded in 2012 and is headquartered in Boston, Massachusetts.

Collective Health

Series D in 2018
Collective Health is the leading health benefits platform that brings together medical, dental, vision, pharmacy, and program partners into an integrated solution that better enables employees and their families to understand, navigate, and pay for healthcare. By reducing the administrative lift of delivering health benefits, providing an intuitive member experience, and helping control costs and improve outcomes, the company guides employees toward healthier lives and companies toward healthier bottom lines. Collective Health, Inc. is headquartered in San Francisco, CA and has offices in Chicago, IL, and Lehi, UT. For more, please visit collectivehealth.com.

Maxwell Health

Series C in 2016
Maxwell Health simplifies benefits and HR for small-to-mid-sized employers. The platform includes a marketplace that makes buying benefits intuitive for employees, tools that streamline HR processes including benefits administration and payroll, and a mobile app that makes using benefits easy. Their purpose is to help American families achieve health and financial well-being by modernizing how employees experience insurance, financial, and wellness benefits. The platform is provided by benefits advisors as well as insurance and retirement companies that license their technology. It was founded in 2012 and is headquartered in Boston, Massachusetts.

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.

Ryan Labs Asset Management

Acquisition in 2015
Ryan Labs Asset Management offers actively managed fixed income separate account vehicles to institutional investors. Their diversified, disciplined, and structured investment process is employed versus popular market indexes as well as custom liability indexes. Ryan Labs Asset Management has specialized in managing fixed income portfolios tailored to the unique duration needs of institutional clients since 1988. Their strategies include Liability Driven Investing (LDI) strategies managed versus a Custom Liability Index, as well as enhanced market strategies managed against traditional fixed income benchmarks. In 1991, Ryan Labs became the first asset manager to create and manage a bond portfolio versus a daily Custom Liability Index® consistent with FAS 158 accounting standards
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