April 11, 2014

Sun Life to Host Wake Up Summit on April 16 Featuring a Public Debate on Private Health Exchanges

Fox News contributor Juan Williams to moderate; Freakonomics authors to provide new perspectives on trends in healthcare and employee benefits

Panels of private exchange leaders, economic experts, and healthcare professionals to discuss “How Healthy is Health Care Reform?”

WELLESLEY, MA (April 11, 2014) - The U.S. business group of Sun Life Financial Inc. (NYSE: SLF, TSX: SLF) will host its 2014 “Sun Life Wake Up Summit” on Wednesday, April 16, focused on private health insurance exchanges and the potential changes to the employee benefits landscape. The event will bring valuable information to insurance brokers, human resource (HR) professionals and employers on a rapidly emerging way to provide health insurance to employees.

The Sun Life Summit will feature renowned healthcare and economic experts who hold diverse views on private exchanges, providing a balanced debate on the topic by offering a range of perspectives. The live and digital event will provide a unique platform for these experts to discuss the pros and cons of private exchanges and the future of employee benefits.

Steven D. Levitt and Stephen J. Dubner, authors of best-selling books Freakonomics and Super Freakonomics, will deliver the keynote address and Fox News’ Juan Williams will moderate two panel discussions that will feature leaders of private exchanges, healthcare professionals, a medical economist, and a sociobiologist.

**Media interested in attending, please RSVP to Becky Brand at**

WHEN: Wednesday, April 16, 2014
1:00 p.m. – 4:00 p.m. EDT
WHERE: Live:
Sun Life Stadium

2269 NW 199th Street
Miami Gardens, FL 33056

WHAT: Sun Life 2014 Wake Up Summit
  • A Public Debate on Private Exchanges | 1:00 p.m. – 2:00 p.m. ET

    Leading private exchanges in the country debate the pros and cons of different models and where the future of private exchanges is going.

    • Shannon P. Alfonso, President of Seitlin, Florida Region
    • Alan Cohen, Chief Strategy Officer and Co-Founder of Liazon
    • Rob Harkins, VP, Private Exchanges, Willis Human Capital Practice
    • Mike McDonald, Principal of Mercer Health & Benefits
  • Six Months In: How Healthy is Health Care Reform? | 2:00 p.m. – 3:00 p.m. ET

    Health care experts discuss the growth of private exchanges and how they have the potential to change the employee benefits landscape.

    • Vincent Capozzi, Senior Vice President, Sales & Marketing at Harvard Pilgrim
    • Rebecca Costa, Sociobiologist and Author of The Watchman’s Rattle
    • Shan Fowler,  Director of Marketplaces at Benefitfocus
    • J.D. Kleinke, Medical Economist and Health Care Information Entrepreneur
  • Freakonomics Meets Benefits | 3:00 p.m. – 4:00 p.m. ET

    Best-selling authors of the Freakonomics series apply their theories to the health benefits system and decision-making in a changing marketplace.

    • Steven D. Levitt, Co-Author of Freakonomics and Super Freakonomics
    • Stephen J. Dubner, Co-Author of Freakonomics and Super Freakonomics

About the Sun Life Wake Up Summit

The Sun Life Wake Up Summit is the second in a series of Summits hosted by Sun Life Financial. The inaugural Sun Life Summit, hosted in October 2013, focused on the changing healthcare landscape and the impact the Affordable Care Act has on the U.S. workplace. The first event was attended by thousands of employers and benefits professionals. The topic of private exchanges was selected for the second Sun Life Summit based on the audience’s interest in the topic and desire to delve deeper into the issue.

The Sun Life Wake Up Summit on April 16, 2014, has been submitted for general credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.

About Sun Life Financial
Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers. Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Malaysia, Vietnam, and Bermuda. Sun Life Financial Inc., the holding company for the Sun Life Financial group of companies, is a public company. It is not an insurance company and does not offer insurance products for sale in the United States or elsewhere, and does not guarantee the obligations of its insurance company subsidiaries. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE), and Philippine (PSE) stock exchanges under the ticker symbol SLF.

In the United States and elsewhere, insurance products are offered by members of the Sun Life Financial group that are insurance companies. In the United States, Sun Life Financial provides a range of products and services to employers and their employees, including Group and Voluntary Life, Disability, Dental, Critical Illness, Accident, and Stop-Loss insurance products. Product offerings may not be available in all states and may vary depending on state laws and regulations. For more information, please visit


Media contacts
Tim Stone
Sun Life Financial

Becky Brand

SLPC 25798, 04/14 (exp. 04/19)