Tara Koppel - Sun Life Advisor

Call Website Contact the business

Tara Koppel - Sun Life Advisor I help families and individuals protect what matters most when life happens: financial, life and health.

During these unexpected life events, the bills keep coming and I can help take a piece of the burden off with a cheque and a little piece of mind.

It's never too early to start. When kids learn about money young, they make smarter choices later. đź’ˇ Here's how to get s...
10/20/2026

It's never too early to start. When kids learn about money young, they make smarter choices later. đź’ˇ

Here's how to get started:

• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate

Small money conversations today build confident adults tomorrow.

Ready to help your kids build money confidence? Reach out and let's talk about it. https://bit.ly/4yuBp9C

Building financial confidence doesn't always require dramatic changes. Sometimes it's as simple as automating savings, r...
10/19/2026

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Let's talk about practical strategies that fit your lifestyle. https://bit.ly/3VUBOF0

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Person...
10/16/2026

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens. Let’s talk about a strategy that’s right for you.

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mo...
10/15/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions help ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today. https://bit.ly/4iofbRX

MYTH: Permanent life insurance can’t adjust when your life changes. REALITY: Universal life insurance may offer options ...
10/14/2026

MYTH: Permanent life insurance can’t adjust when your life changes.

REALITY: Universal life insurance may offer options to pay more after a strong year or use savings in the policy to help cover insurance costs when things change in your life.

Want to see how it could adapt with you? Let’s talk. https://bit.ly/4ylg2rs

Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide f...
10/13/2026

Health events can happen without warning — and the costs aren’t always medical. Critical illness insurance can provide financial support during a serious diagnosis, helping with time off work, travel for care, or everyday expenses so you can focus on recovery. Want to explore if it fits your plan? https://bit.ly/3VzcN22

This Thanksgiving, we're grateful for the relationships, experiences and moments that bring meaning to our lives. Wishin...
10/11/2026

This Thanksgiving, we're grateful for the relationships, experiences and moments that bring meaning to our lives.

Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.

Happy Thanksgiving! 🍂

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing fami...
10/09/2026

Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.

If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://bit.ly/4hOYyNJ

10/09/2026

Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://bit.ly/4yIe19O

MYTH: Insurance and long-term savings must always be separate. REALITY: Universal life insurance combines coverage for l...
10/08/2026

MYTH: Insurance and long-term savings must always be separate.

REALITY: Universal life insurance combines coverage for life with savings that can grow in a tax-preferred way inside your policy.

Could it work for you? Let’s talk.

Address

Lloydminster, SK

Telephone

+15877891155

Website

Alerts

Be the first to know and let us send you an email when Tara Koppel - Sun Life Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Tara Koppel - Sun Life Advisor:

Shortcuts

Share

Category