Sun Life Financial Inc.

Company: Sun Life Financial Inc., Wellesley Hills, MA
Company Description: Sun Life Financial is a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers. Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide. Assets under management total $411.2 billion as of December 31,2009.
Nomination Category: Live Event Awards Categories
Nomination Sub Category: Best Sales Presentation

Nomination Title: Sun Executive UL Client Seminar Program

1. The date on which this nominated production was first presented:

January 2010

2. Briefly describe the nominated event's communications objectives and how it met those objectives (up to 500 words). After this description, provide URLs to online photographs, video clips, press clippings, etc. that will portray the event for the judges. IMPORTANT: Begin each link with http://, and enclose each link in square brackets; for example, [http://www.youraddress.com]:

Our objective was to provide a vehicle for reaching the small business market to
capture Sun Executive UL sales by developing a turnkey seminar program to be
given by producers which features advanced sales concepts that are central to
today's small businesses.

We created a complete seminar program whereby key materials could be printed
directly from the CD. The disk features an introduction landing page that
provides tips on running a seminar and describes the program pieces and how to
use them. Wholesalers can hand producers this complete program all on a compact
disk.

Introduction/Menu will come up first. At the "Engage attendees" header (bottom
left), click on the hyperlink that says Click here to view materials. The
Seminar Presentation, Seminar Handout, and Client Contact Requests Form can all
be viewed on this page by clicking on the links. Going back to the
Introduction/Menu. click on the "Attract prospects" link to bring up the PDF
Invitation, Print Ad Invitation, and Printed Invitation.

3. Provide the appropriate creative and production credits for this entry: Advertising Agency/City: Client: Art Director: Cinematographer: Creative Director: Designer: Director: Illustrator/City: Music Producer/City: Photographer/City: Printer/City: Producer: Production Company/City: Programmer: Writer: Web Development Firm/City:

Agency: Sun Life's Internal Creative Services
Creative Director: Roberta Ruel
Graphic Designer: Terri Lopas
Writer: Dawn McDermott
Multimedia Designer: Marcia Kennedy