The Agency Legacy program, which Sun Life introduced, comprises several knowledge-sharing, digital training, and recruiting activities. Its goal is to find the next generation of Sun Life advisers and provide them with the tools they need to create multigenerational enterprises. To start off the program, Sun Life has launched LEGACY Magazine to offer advisors advice about building teams with family members and intergenerational business.
The Sun Life Agency Legacy initiative seeks to motivate advisers to bring in family members as employees. This enables them to create companies that span generations and provides their clients continuity and certainty that the advisers who will succeed them are qualified and reliable.
Additionally, a number of seminars and hiring fairs will be hosted this year to enhance the Agency Legacy initiative. Sun Life will focus its attention on improving its digital tools to empower advisers and improve client service.
Image Credit: Sun Life
What's Driving This Trend
- Multigenerational Enterprises
- Sun Life's Agency Legacy program aims to equip the next generation of advisers with the tools they need to create multigenerational enterprises.
- Family Business Succession Planning
- The LEGACY Magazine launched by Sun Life provides advisers with advice on building teams with family members and intergenerational business to enable successful family business succession planning.
- Digital Training and Empowerment
- Sun Life is focusing on improving its digital tools to empower advisers and improve client service for the Agency Legacy initiative.
Who This Affects Most
- Insurance
- Sun Life's Agency Legacy program seeks to find the next generation of advisers and provide them with the tools they need to create multigenerational enterprises to ensure continuity and certainty for their clients.
- Financial Services
- The LEGACY Magazine launched by Sun Life provides advisers with advice on building teams with family members and intergenerational business to provide reliable and qualified advisers for successful family business succession planning for clients in financial services.
- Technology
- Sun Life is focusing on improving its digital tools to empower advisers and improve client service for the Agency Legacy initiative in the technology industry.
