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Sun Life

  • How To Live Brighter As A SunLife Advisor - Mea in Bacolod
    How To Live Brighter As A SunLife Advisor
    Posted in: Services

    It’s a bit disappointing to say that not all Filipinos see the value in insurance and investments. Heck, based on a survey by done Bangko Sentral ng Pilipinas’ earlier this year, 86% of us don’t even have a deposit account in the bank. It’s surprising, I know. How would one expect to live brighter without knowing how to save and invest properly?

    SunLife Advisor: Live Brighter And Make Others’ Lives Brighter Too

    The answer to this problem, in my opinion, is education. We need to educate ourselves on how to invest in our future or our children’s future. To do this, we can attend seminars, or read books and blogs about financial literacy. We can also consider learning from financial advisors from the best financial service companies, like SunLife Financial.

    How Can SunLife Advisors Help?

    Last July 21, 2018, I attended the #LiveBrighter Forum by SunLife. It was through this event that I learned more about being a SunLife Advisor. The way I saw it was that advisors don’t just tell you the value of investing to make a sale. They can walk the talk, taking on investments of their own to live a brighter life.
    After the forum, I was able to talk to different team leaders to pick their minds about their experience of being SunLife’s partner (the company refers to their advisors as partners). Aside from the freedom they experienced because they owned their time, advisors highlighted the importance of reaching out to people and developing a professional relationship. It’s not just about closing a sale, but it’s more of guiding clients and potential ones towards the right perspective in terms of where to put their money.

    Do SunLife Advisors Live Brighter?

    One of the youngest advisors, Malou Perez, was able to travel around the world. Another advisor, a wife and a mother, was able to bring her daughter to vacations around the Philippines. Despite the obvious benefits, the advisors I talked to mentioned that they live brighter because they are helping people. They help those who want to be prepared for the future. They give advice to those who want to know more about making financially wise choices. It is in this way that they are making a difference.

    Why Did They Choose SunLife?

    Before we go any further, it’s important to know that SunLife is a company that is well-established. They don’t hang out near banks inside malls and offer life insurances to those who pass by. They do not ask for your credit card number and offer you free trips to a luxurious, tropical destination. No!

    • SunLife is a global company.
    • SunLife’s roots trace back to Canada, where it was founded more than 150 years ago.
    • It has survived and thrived during different economic struggles.
    • It employs humanitarian ideals when reaching out to people.

    I, myself, have an account with SunLife and I can say that it is one of the best companies you can entrust with your hard earned money. It is also a company you can be proud to say that you are a part of. If you want to know more about SunLife, visit their About Page. Click on the link below:

    Who Is SunLife: https://www.sunlife.com.ph/PH/About+us?vgnLocale=en_CA

    How To Become A SunLife Advisor To Live a Brighter Life

    The process of becoming a financial advisor is composed of five steps which ensure that all Sun Life Financial Advisors are well equipped in spreading the message of financial literacy.

    • Join a #LiveBrighter Forum – get to know more about what it takes to shine as a Sun Life Financial Advisor
    • Attend the interviews or take the POP (Personality Orientation Profile) Screen Test – find out if your personality profile matches this field
    • Finish the Sun Life Training Course – learn about the concepts and theories of insurance, ethical standards and product discussions
    • Take the Licensing Exam at the Insurance Commission – Sun Life will assist you in securing necessary licenses from the regulator
    • Complete the contracting and coding process – your relationship with Sun Life is guided by a Contract. Expectations are discussed to ensure a successful business or career

    Here in Visayas, you may contact Vladimir C. Fernando, Sourcing Specialist for Visayasy at 09998823316. Or, if you’d like to know more about the benefits of being a financial advisor for SunLife, you can send in a digital application here.

    Live Brighter Today

    Whether you’d like to be an advisor or just invest your money, it’s time for you to become financially literate. Saving your money in the bank is good, but it would be better if you have your savings, plus a plan that for your retirement or for your children’s education. Be smart about which “basket” you put your “eggs” in.

  • Sun Life Prosperity Card: Gifting an Investment
    Posted in: Services

    Sun Life Asset Management Company, Inc. (SLAMCI) has now made it possible for Filipinos (not just Bacolodnons) to give their loved ones the gift of investment through the Sun Life Prosperity Card. I know that it’s not the most exciting gift to give but it’s one of the smartest.

    Sun Life is a Company that's been around fro over 100 years. It's safe to say that they're the real deal.

    Sun Life is a company that’s been around for over 100 years. It’s safe to say that they’re the real deal.

    Over the years, we’ve given so many gifts to the people we love during certain occasions – Chinese New Year, Christmas, Birthdays, Weddings and so on. If we gave them the gift of investment, this gift could have grown to who knows how much. It’s like giving a fisherman a fishing rod and teaching him how to fish instead of just giving him something to eat for the day – it’s beneficial for the person you’re giving the gift to, in the long run.

    The Sun Life Prosperity Card

    L-R: Valerie Pama, President Sun Life Asset Management Company, Inc.; Micheal Enriquez, Chief Investment Officer Sun Life of Canada Philippines, Inc.

    L-R: Valerie Pama, President Sun Life Asset Management Company, Inc.; Micheal Enriquez, Chief Investment Officer Sun Life of Canada Philippines, Inc.

    Each card has P5000.00 to be invested in any peso-denominated mutual fund managed by SLAMCI under its Sun Life Prosperity Funds. It’s like a starter investment fund for investment beginners. The person you’re giving this gift to would have to visit a Sun Life Office to activate the card and then choose the Prosperity Fund he or she wants to put the money in. It’s a very straight forward process.

    Where and How to Buy a Sun Life Prosperity Card

    To purchase a Sun Life Prosperity Card, you can:

    You’ll need to fill up and submit different forms. Upon purchase of the card, you’ll need: a completed purchase form and one valid ID. When activating the card, you’ll need: an investor information form, investor profile questionnaire, order ticket, one billing statement and one valid ID.

    List of Sun Life Prosperity Funds to Invest in

    • Sun Life of Canada Prosperity Balanced Fund, Inc.
    • Sun Life of Canada Prosperity Bond Fund, Inc.
    • Sun Life Prosperity Dynamic Fund, Inc.
    • Sun Life of Canada Prosperity Philippine Equity Fund, Inc.
    • Sun Life Prosperity Philippine Stock Index Fund, Inc.
    • Sun Life Prosperity GS Fund, Inc.
    • Sun Life Prosperity Money Market Fund, Inc.
    • Sun Life Prosperity Dollar Abundance Fund, Inc.
    • Sun Life Prosperity Dollar Advantage Fund, Inc.

    To know more details about each fund, it’s best to talk to a Sun Life advisor who can expertly match your interest and long-term plans with the right mutual fund.

    When should you give this gift?

    The Sun Life Prosperity card is a gift for all occasions – baptisms, birthdays, weddings and the like. You can even buy it for yourself if you want to start investing! You can buy as many as 20 cards, there’s not limit.

    Why should you give this gift?

    • You’re encouraging the idea of investment with the Sun Life Prosperity Card. Since people don’t really know much about investing (and why it’s important), you’re enlightening them and opening their perspective on how to grow money. You’re also demonstrating that investing money is not at all an intimidating and complicated process.
    • You’re giving a good name to the right way of investing money. Lately, the Philippines has caught a trend of investing money into  (I honestly don’t know what to call it) schemes that tell the people something like: invest P5000.00 to get P30,000 in X days (some work, but some do not). SLAMCI has also noticed this which is why they have an on going campaign called SLAM the SCAM with Matteo Guidecelli.Slam the Scam Campaign with Matteo Guidecelli
    • The Philippine market or economy is showing promising signs this year. Sun Life of Canada Philippines Inc. Chief Investment Officer, Micheal Enriquez, hints that 2016 may be a good year to start investing.2016 Outlook of the Philippine Economy Accdg to Sun Life

    Give the gift of prosperity and investment to the people you love. Visit the Sun Life Center here in Bacolod today or contact your Sun Life advisor to know more about the Sun Life Prosperity Card.

    Sun Life Prosperity Card FAQS

    Sun Life Prosperity Card with Matteo G