Sun Life Financial Services

Sun Life Financial Services
Case Code: BSTR112
Case Length: 32 Pages
Period: 1982 - 2002
Pub Date: 2002
Teaching Note: Not Available
Price: Rs.500
Organization: Sun Life Financial Services
Industry: Financial Services
Countries : Canada
Themes: -
Sun Life Financial Services
Abstract Case Intro 1 Case Intro 2 Excerpts

Abstract

The case provides a detailed insight into the strategies adopted by Canadian insurance major SunLife Financial Services in various areas. The case provides information about the company's history, its evolution and examines its marketing, finance and human resources strategies. Details about the various mergers and acquisitions undertaken by the company over the years are given. The case also provides an insight into the company's global operations and examines its performance in various geographical segments. Sun Life's merger with Clarica is explored in detail and the implications of the merger on the Canadian insurance market are studied. Finally, the case provides a detailed note on the global insurance market and on the Canadian insurance market.

Issues

The case is structured to achieve the following teaching objectives:

  • Changes taking place in the Canadian insurance market after passing of Bill C-8 which would allow more flexibility for the companies

Contents

Keywords

Sun Life Financial Services, Canadian life insurance market, History of Sun Life, Mergers and acquisitions, Products and services, Globalisation strategies, Marketing strategies, Human resources strategies, Corporate governance, Global life insurance market

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