Sun Life / Maxwell Health Marketplace Lifestyle & Financial Request Form

Basic Employer Information

This form is used to capture information needed to setup Maxwell’s pre-built & pre-negotiated Lifestyle products for your client as well as Financial connections. This form will collect the following information:

Basic Employer Information
Integration Contacts
Lifestyle Billing Contacts

1. Employer Name *This question is required.

2. What is the Advisor's contact information for this employer? *This question is required.

Advisor Name *This question is required.

Email Address *This question is required. This question requires a valid email address.

3. What would you like to do? Select all that apply. *This question is required.

Add Lifestyle Product(s)
Add Financial Connection(s)