Tara Koppel - Sun Life Advisor

08/27/2026

Back-to-school season is more than new routines — it’s a chance to reset and plan ahead. 📚🎒✏️

From education savings to protecting what matters most, this can be a good time to check in on your financial priorities. Let’s connect to help keep your goals on track this year. https://bit.ly/45MYQ2i

08/25/2026

Discover how permanent life insurance can help safeguard your wealth, smooth portfolio ups and downs and boost your estate value.

Whether you're looking to navigate market uncertainty, want reliable retirement income or hoping to maximize your legacy, permanent life insurance can help deliver the protection you need and the performance you want.

For informational purposes only. Ready to explore this powerful asset? Let's chat! https://bit.ly/4qH861E

07/30/2026

Eating well with diabetes doesn’t have to mean spending more. With a little planning, it’s possible to support your health and your budget at the same time. Explore smart, practical tips for healthy eating with diabetes—on a budget:
https://bit.ly/4fQDoy6

Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

07/29/2026

Living with diabetes isn’t just physical — the emotional side matters too. If you’re feeling overwhelmed or burned out, support and practical strategies can help.
Learn how to recognize and navigate diabetes distress:

Diabetes is about so much more than your blood sugar – it can affect your energy, your peace of mind, and even your bank account. Remember: you don't have to carry this alone. And there are steps you can take to feel better.

07/28/2026

True wealth isn’t just about earning money. It’s about keeping it.

Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.

For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?

Let's chat! https://bit.ly/4pJmp4Y

07/27/2026

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

07/26/2026

Life insurance isn't just about protection, it can be a smart way to build wealth.

When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.

For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!

07/25/2026

Wedding season is full of exciting milestones — and it’s a great time to think about what comes next. From combining finances to setting shared priorities, having the right conversations early can make a difference.

If you’d like to talk through your next steps together, let’s connect. https://bit.ly/4wpkANp

07/24/2026

Your farm isn’t just a business — it’s part of your family’s legacy.

Without a plan, transitions can be complex and disruptive. Succession planning can help protect what you’ve built and support the next generation. Start thinking about your farm’s future with a conversation today. https://bit.ly/4fFTjiG

07/23/2026

See what Investment Executive has to say about Sun Life’s Special Offers.
https://bit.ly/4fSqyAg

Send me a message to know more!

Offers are available until July 31.
Terms and conditions apply.

Offers end July 31, and policies must be in force for one year to be eligible