More Than Life Insurance—It’s a Strategy for Life.
At New Sun Life Solutions Brokerage, we help individuals, families, and business owners unlock the wealth-building and protection power of life insurance. From tax-free retirement income to niche products like disability, critical illness, long-term care, and Medicare—we provide expert guidance with a consultative, client-first approach.
Real People, Real Stories
CASE STUDY
Turning an Underperforming 401(k) Into a Lifetime of Tax-Free Income
Client Profile:
A mid-career Project Manager contributing consistently to her employer-sponsored 401(k), frustrated with low returns and market volatility.
The Challenge
The client's 401(k) was underperforming, and she was concerned about whether it would provide enough income in retirement—especially with future tax rates uncertain.
Our Solution
We helped the client transition a portion of her retirement contributions into an Indexed Universal Life (IUL) policy—a solution that offers market-linked growth potential without the risk of losing value due to market downturns.
The Result
With structured contributions through age 65, she is now positioned to receive $61,000 per year in tax-free income for life, in addition to maintaining her life insurance death benefit. She’s now more confident in her retirement future, knowing her income is protected and guaranteed.
How Does It Work
Simple. Personal. Focused on You.
We make it easy to take control of your financial future. Our process is built around clarity, education, and personalized strategy. Whether you’re planning for retirement, protecting your income, or exploring coverage options, we’re here to guide you every step of the way.
Reach
Out
It starts with a conversation. Whether you're curious about tax-free retirement income, income protection, or just want to explore your options—we’re here to help. Simply fill out our quick consultation form to get started.
Personalized
Consultation
We listen first—then guide. You’ll connect with a licensed advisor who will take the time to understand your goals, concerns, and current financial situation. No pressure. Just a clear, honest conversation about what’s possible.
Tailored
Recommendations
Based on your needs, we’ll provide smart, personalized policy recommendations—whether it’s life insurance with tax-free income potential, disability coverage, critical illness protection, or Medicare guidance. You decide what fits best.
Why Clients Choose Us
“I had no idea life insurance could do more than just provide a death benefit. The team at New Sun Life Solutions showed me how to turn my underperforming 401(k) into a plan that gives me guaranteed, tax-free income for life. I feel confident about retirement for the first time in years.”
Monica H., Atlanta, GA
“What really stood out was how educational and no-pressure the whole process was. They took the time to understand my goals, explain my options, and tailor a plan that made sense for me—not just sell me a policy. It’s rare to find that kind of care in the financial world.”
Jason R., Denver, CO
"I knew I needed to protect my income, but I wasn’t sure where to start. New Sun Life Solutions walked me through a disability insurance policy that now gives me peace of mind. I know my family and future are covered, no matter what happens.”
Elaine T., New York, NY
