--- title: Sun Life Financial Reviews meta_title: 'Sun Life Financial Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Sun Life Financial works for a business like yours. aggregate_rating: rating_value: 3.3 review_count: 5 scale: '5' date_modified: '2026-06-14' parent_category: name: HR Services url: https://www.g2.com/categories/hr-services --- # Sun Life Financial Reviews **Vendor:** Sun Life Assurance Company of Canada **Category:** [Benefits Consulting Providers](https://www.g2.com/categories/benefits-consulting) **Average Rating:** 3.3/5.0 **Total Reviews:** 5 ## About Sun Life Financial Sun Life Financial is a leading provider of employee benefits in the U.S. Our mission? To help people protect what they love about their lives. ## Sun Life Financial Reviews ### 1. Review for Sun Life Financial **Rating:** 4.5/5.0 stars **Reviewed by:** Harsh V. | Developer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 05, 2022 **What do you like best about Sun Life Financial?** Sun Life Financial has several features for providing different types of insurance, and one can access all features on mobile and the website. One can quickly go through their portal and select the plan that suits them the best. The portal also auto suggests users select the best method with their requirements, considering all their current and future investment. **What do you dislike about Sun Life Financial?** The portal is very well built and keeps upgrading as new insurance schemes come into the market, but the portal frequently hangs whenever there are holidays and weekends. Once, the portal started hanging intermittently on the website, which caused a bad user experience. But the service portal guys helped and saved us from trouble. **Recommendations to others considering Sun Life Financial:** It's highly recommended if you are looking for investment portals. **What problems is Sun Life Financial solving and how is that benefiting you?** Sun Life Financial provides a platform to monitor client insurance policies and investments. It is an excellent tool for delivering all insurance management schemes through web and mobile-based applications. With the trust of over 150 years of satisfied clients, Sun Life Financial has provided us with excellent financial plans for our employees. ### 2. Excruciatingly slow service **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2021 **Describe the project or task Sun Life Financial helped with:** I have a group retirement investment with Sun Life. **What do you like best about Sun Life Financial?** It was relatively easy to set up and my employer's contribution covered the 1.69% management fees. Initially the fund did make some money. **What do you dislike about Sun Life Financial?** I am trying to move the investment to another broker and their customer service is almost non-existent. The fund is losing money suddenly which suggests to me that its poorly managed. I suspect they are just as lackadaisical about that as they are about responding to enquiries. Make sure, if you are trying to get out of the fund, that you understand the government form they give you because they will take forever to review it. In any case, expect to be taking weeks to get the transaction completed. If your employer offers this negotiate to contribute to something else if you can. **What problems is Sun Life Financial solving and how is that benefiting you?** I am trying to get the money out of the fund. So far no benefits. ### 3. Sun Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2019 **Describe the project or task Sun Life Financial helped with:** I explored options for Accident Insurance when beginning my own business **What do you like best about Sun Life Financial?** Like most platforms they are digitally integrated which fits into my lifestyle **What do you dislike about Sun Life Financial?** Maybe some more options regarding their accident insurance payouts **What problems is Sun Life Financial solving and how is that benefiting you?** Insurance options - there are many to choose from so don’t make hasty decisions when choosing a plans for yourself ### 4. Easy monitoring of insurance policies or investments with Sun Life **Rating:** 4.5/5.0 stars **Reviewed by:** Bernice Janine S. | Senior Consultant / Senior Auditor, Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2018 **Describe the project or task Sun Life Financial helped with:** The Sun Life Financial application helps clients easily monitor their insurance policies and investments since it is possible for one person to have several and miss out on due dates. **What do you like best about Sun Life Financial?** I like the fact that you can see the updated fund values. All the basic info about the policies or accounts are there as well. **What do you dislike about Sun Life Financial?** The application does not show the payments made. I believe this would be a good improvement. For example, every month, I pay P2,000 - I would prefer to see the total amounts paid as of date as well as the details as to when the payments were made. This would definitely make it easier to track any missed payments. **Recommendations to others considering Sun Life Financial:** If you are a policyholder, I really suggest for you to download this app. ### 5. Sunlife financial is a great tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Enterprise (> 1000 emp.) **Reviewed Date:** September 19, 2018 **Describe the project or task Sun Life Financial helped with:** Providing custom insurance coverage for businesses. Services are provided through an app and a web portal. **What do you like best about Sun Life Financial?** We use this at work and I have to say it is really easy to use, payments are quick, and it is customised to our business coverage. Also Great mobile and desktop experience. **What do you dislike about Sun Life Financial?** The password reseting process is not intuitive and complex. The plateform is sometimes unavailable. - [View Sun Life Financial pricing details and edition comparison](https://www.g2.com/products/sun-life-financial/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-17+19%3A52%3A17+-0500&secure%5Bsession_id%5D=7b30a9d2-fe9a-4acf-84fe-d85a0321dd43&secure%5Btoken%5D=0abb8ca4b8df85bbfef77b05e50b8c8880ee08db260fccf0066e463e2be96f4d&format=llm_user) ## Sun Life Financial Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Sun Life Financial Alternatives - [Pilot](https://www.g2.com/products/pilot/reviews) - 4.7/5.0 (142 reviews) - [Insperity](https://www.g2.com/products/insperity/reviews) - 4.2/5.0 (161 reviews) - [Baker Tilly](https://www.g2.com/products/baker-tilly-baker-tilly/reviews) - 4.7/5.0 (118 reviews)