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June 09, 2025

Sun Life partners with Wellthy to provide life insurance members with concierge care for end-of-life planning, loss and grief

WELLESLEY, Mass. and NEW YORK, June 9, 2025 /PRNewswire/ -- Sun Life U.S., a top ten group benefits provider, and Wellthy, a personalized care concierge platform, have partnered to make it easier for life insurance members and their families to navigate the complex challenges associated with bereavement and end-of-life care. The enhancement builds on Sun Life's ongoing commitment to deliver solutions that help improve access to care and make health and benefits easier.

Wellthy supports a broad range of care needs with personalized guidance, advocacy and resources for families. Sun Life members and their loved ones will have access to Wellthy's support for navigating care, planning ahead, and coping with grief and loss.

"Life insurance is more than just a death benefit – we are supporting people from the moment they start planning for their family's future, through the many emotional and logistical challenges associated with losing a loved one," said Sheila Sokolski, vice president of product strategy and portfolio development, Group Benefits, Sun Life U.S. "By including Wellthy's services in our life insurance offering, we are helping our members and their families – regardless of which person carries the policy – through some of life's hardest experiences."

Unsupported grief can adversely impact employee health and become costly to employers, due to factors such as lost productivity, on-the-job errors, and employee turnover. In a survey of Wellthy users, 30% indicated that the support they received prevented them from taking leave or leaving their job.

"The end-of-life process can be overwhelming—not just for families, but for the individual themselves," said Lindsay Jurist-Rosner, co-founder and CEO of Wellthy. "People want to ensure their loved ones are cared for, while also navigating a maze of legal, financial, and emotional challenges. We're honored to bring compassionate, expert support to Sun Life's members during one of life's most difficult moments."

Wellthy's care team includes care coordinators, advisors, managers and directors, all of whom have extensive experience in social work, medicine, nursing, behavioral health, aging, childcare and patient advocacy. Each family is matched with a dedicated coordinator who works alongside this multidisciplinary team to develop personalized plans that support families through every stage of the end-of-life journey:

Planning for the future

•         Resources for will preparation, power-of-attorney, documentation of end-of-life wishes

•         Referrals to estate attorneys and other legal resources

•         Guidance on having difficult conversations with loved ones

Navigating care

•         Care services such as hospice and palliative care

•         Scheduling and tracking of medical appointments

•         Arrangement of respite care for caregivers (such as childcare while caregiver is tending to their loved one)

•         Advocating with insurance providers to verify coverage for care needs

Managing a loss

•         Research and recommendations for funeral and burial options

•         Support for resolving outstanding bills or insurance claims

•         Resources for closing financial and other private accounts, and digital assets

•         Navigation of survivor benefits, including social security, VA, or employer unions

Supporting grief

•         Connections with bereavement support

•         Resources to help with coping, self-care and emotional wellbeing

•         Coordination of meal and grocery deliveries for grieving families

Wellthy provides an easy-to-access digital portal, offering centralized care-planning resources and tools to help users organize care plans, connect with peer support groups and message directly with their care team. The portal also offers a care circle, which keeps family members connected and allows them to view medical appointments and other relevant information as they support their loved one.

Sun Life clients will have access to Wellthy as of January 1, 2026, as part of their basic or voluntary group life insurance. Wellthy is available in most U.S. states.

About Sun Life
Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2025, Sun Life had total assets under management of C$1.55 trillion. For more information, please visit www.sunlife.com.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. Sun Life employs more than 8,300 people in the U.S., including associates in our partner dental practices and affiliated companies in asset management. Group insurance policies are issued by Sun Life Assurance Company of Canada (Wellesley Hills, Mass.), except in New York, where policies are issued by Sun Life and Health Insurance Company (U.S.) (Lansing, Mich.). For more information visit our website and newsroom.

About Wellthy
Wellthy is the leading care concierge platform helping families navigate the demands of caregiving while staying present and productive in their daily lives. Combining expert human support with smart technology, Wellthy delivers personalized help for care across the lifespan, from complex health conditions to eldercare, childcare, and end-of-life planning. Millions of people have access to Wellthy through top employers and health plans, including Best Buy, Cisco, Hearst, Hilton, and Merck. Follow Wellthy on LinkedIn here.

Media contacts

Devon Fernald
Sun Life U.S.
Devon.Portney.Fernald@sunlife.com
781-800-3609

Michael Jones
Wellthy
Mike.Jones@wellthy.com
617-595-7868

Connect with Sun Life U.S.
https://www.facebook.com/SLFUnitedStates/
https://www.linkedin.com/company/sun-life-financial/ 

Connect with Wellthy
https://www.facebook.com/WeAreWellthy/
https://www.linkedin.com/company/wellthy 

SOURCE Sun Life U.S.

About SLC Management

SLC Management is the brand name for the institutional asset management business of Sun Life Financial Inc. (“Sun Life”) under which Sun Life Capital Management (U.S.) LLC in the United States, and Sun Life Capital Management (Canada) Inc. in Canada operate.

Sun Life Capital Management (Canada) Inc. is a Canadian registered portfolio manager, investment fund manager, exempt market dealer and in Ontario, a commodity trading manager. Sun Life Capital Management (U.S.) LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser and is also a Commodity Trading Advisor and Commodity Pool Operator registered with the Commodity Futures Trading Commission under the Commodity Exchange Act and Members of the National Futures Association.

BentallGreenOak, InfraRed Capital Partners (InfraRed) and Crescent Capital Group (Crescent), and Advisors Asset Management are also part of SLC Management.

BentallGreenOak is a global real estate investment management advisor and a provider of real estate services. In the U.S., real estate mandates are offered by BentallGreenOak (U.S.) Limited Partnership, who is registered with the SEC as an investment adviser, or Sun Life Institutional Distributors (U.S.) LLC, an SEC registered broker-dealer and a member of the Financial Industry Regulatory Authority (“FINRA”) . In Canada, real estate mandates are offered by BentallGreenOak (Canada) Limited Partnership, BGO Capital (Canada) Inc. or Sun Life Capital Management (Canada) Inc. BGO Capital (Canada) Inc. is a Canadian registered portfolio manager and exempt market dealer and is registered as an investment fund manager in British Columbia, Ontario and Quebec.

InfraRed Capital Partners is an international investment manager focused on infrastructure. Operating worldwide, InfraRed manages equity capital in multiple private and listed funds, primarily for institutional investors across the globe. InfraRed Capital Partners Ltd. is authorized and regulated in the UK by the Financial Conduct Authority.

Crescent Capital Group is a global alternative credit investment asset manager registered with the U.S. Securities and Exchange Commission as an investment adviser. Crescent provides private credit financing (including senior, unitranche and junior debt) to middle-market companies in the U.S. and Europe, and invests in high-yield bonds and broadly syndicated loans.

Securities will only be offered and sold in compliance with applicable securities laws.

AAM is an independent U.S. retail distribution firm that provides a range of solutions and products to financial advisors at wirehouses, registered investment advisors and independent broker-dealers.

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The information contained in this website is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained on this website. The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, BentallGreenOak, Crescent Capital Group, InfraRed Capital Partners, and Advisors Asset Management.

AUM as of March 31, 2025. Total firm AUM includes approximately $11B in cash, other, unfunded commitments, and Advisors Asset Management equity. Total firm AUM excludes $16 billion in assets under administration by AAM.

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UK Tax Strategy - InfraRed (UK) Holdco 2020 Limited

InfraRed (UK) Holdco 2020 Ltd is the UK holding company of InfraRed Partners LLP and a subsidiary of Sun Life (U.S.) Holdco 2020 Inc, which has its headquarters in the U.S. The company was incorporated to purchase InfraRed Partners LLP and acts solely as a passive holding company. The Tax Strategy for the InfraRed Holdco Group sets out our approach to the management of InfraRed Holdco Group UK tax affairs in supporting business activities in the UK. 

This UK tax strategy is published in accordance with the requirements set out in Schedule 19 of Finance Act 2016. The strategy, which has been approved by the Board of Directors of InfraRed (UK) Holdco 2020 Ltd, is effective for the period ending 31 December 2024. It applies to InfraRed (UK) Holdco 2020 Ltd and its dormant subsidiary Sun Life (UK) Designated Member Ltd, referred to as the “InfraRed Holdco Group”. InfraRed Holdco Group.