Lincoln Financial execs jump to Sun Life

Jon A. Boscia has joined Sun Life as its president and will handle the company’s overall U.S. business, with the exception of Massachusetts Financial Services Co. He will oversee worldwide marketing.
OCT 02, 2008
Three executives from Lincoln Financial Group have switched over to Sun Life Financial Inc. Jon A. Boscia has joined Sun Life as its president and will handle the company’s overall U.S. business, with the exception of Massachusetts Financial Services Co. He will oversee worldwide marketing. A veteran of the industry, Mr. Boscia was Radnor, Pa.-based Lincoln Financial’s chief executive until he retired in August 2007. He begins his new role at Sun Life of Toronto on Oct. 14. Westley V. Thompson and Terrence J. Mullen have also joined Sun Life from Lincoln Financial. Previously president of retirement solutions, Mr. Thompson will now be a president of Sun Life Financial U.S., overseeing all the business lines under that unit. Meanwhile, Mr. Mullen, previously the president and chief executive of Lincoln Financial Distributors Inc. in Philadelphia, will be president of Sun Life Financial Distributors Inc. of Wellesley Hills, Mass., overseeing distribution at Sun Life’s employee benefits group, as well as the life and annuities products.

Latest News

Merrill lands four advisor teams as May recruiting data shows firm's two-way churn
Merrill lands four advisor teams as May recruiting data shows firm's two-way churn

Merrill's latest hires span Colorado to Louisiana, even as industry-wide recruiting data suggests the firm is losing almost as many advisors as it gains.

Fund manager sues Kandeo, alleges $100 million FinSocial loss
Fund manager sues Kandeo, alleges $100 million FinSocial loss

The $36 million buy allegedly hid inflated books and a $50 million diversion.

Advisor gets $200,000 from Ameriprise in 'emotional distress' lawsuit
Advisor gets $200,000 from Ameriprise in 'emotional distress' lawsuit

“An award citing emotional distress is very unusual,” an industry executive said.

Workplace financial education linked to stronger financial habits, but participation remains low
Workplace financial education linked to stronger financial habits, but participation remains low

New EBRI research found workers who participated in employer financial education reported higher confidence, literacy and financial satisfaction.

The rise of the super advisor: How AI is redefining competitive advantage in wealth management
The rise of the super advisor: How AI is redefining competitive advantage in wealth management

Beyond operational excellence, the winning advisors of the future are the ones who can reach across multiple disciplines without discarding specialist skills.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income