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Background: Business planning requires the use of key analytical tools. Among the most important of

these is a robust SWOT analysis. This assignment is designed to give you practice using this analytical

tool. As you may recall from the course material, however, a strong SWOT analysis is often premised on

completing and integrating other important, related analyses too. These might include a 5Cs analysis or

a Porter's Five Forces Analysis.

SWOT analyses are used in businesses of all sizes - very small, privately-held start-ups to large, well-

established, publicly traded companies. This assignment will focus on a large publicly traded company.

This will make it easier for you to obtain and assess information. (It is often much harder to get reliable

information on small, privately-held companies).

Instructions: Please complete and submit a SWOT analysis on Sun Life Financial. You will need to do

some research on Sun Life and the industry to complete this assignment. There are a great many

resources for you to use. Here is a short list of some potential sources:

Sun Life Financial's website

www.sedar.com - contains filings for all publicly-traded companies in Canada; search on Sun Life

LIMRA (a life insurance industry association)

CLHIA (a Canadian-based life and health insurance industry association)

• Benefits Canada (a trade publication)

Do not go overboard with your research. You should do as much or as little research as you feel is

appropriate to complete a strong SWOT analysis. Research is not a substitute for writing and editing

your work.

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