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Sun Life

Event

Sun Life FUNday: Money Under Age 30

Sun Life FUNday

ILOILO – Sun Life FUNday July 22, 2018 at DOVA Brunch Café for a fun and informative talk on financial literacy and investment. This event was tailored to meet the needs of millennials on their journey as they earn their first salary. As they say, the early we invest rightly, the bigger the return in the future. #SunLifeFUNday

Targeting a younger market, DOVA Brunch Café is a great place to create the vibes and the feels for millennials. Every young Filipino has to know their current financial status in order to create a good plan to achieve financial independence and stability.

Sun Life FUNday: Financial Journey and Learning by Ms. Katrina Loring

The first part of Sun Life FUNday was talked out by Miss Katrina Loring about her journey as a young entrepreneur. She shared her previous businesses and how she managed to earn from them. She shared how she came to realize that by aging older, she had to distinguish really the needs from the wants.

Sun Life FUNday

Miss Katrina pointed out some lessons she learned by herself in her journey as a young person. She mentioned having zero savings, over spending and credit abuse. She also discussed some solution to be practically made. That is to pay the debts accordingly, pay bills on time, manage expenses through having a record and to become an auto saver. This is beyond piggy banks, shall I say.

Sun Life FUNday: Money Regrets and Growth by Mr. Michael Gustilo

The second part of Sun Life FUNday was taken over by Mr. Michael Gustilo, Visayas Regional Sales Manager of Sun Life Financial. He discussed more in depth the mistakes on financial journey of people under 30s. These are what he called “Money Regrets”. Most have gone through these: spending so much on wants, starting late personally on financial management and being dependent on salary as the only source of income. Who wants to be employed at the age of 60, he asked. Compelling, right?

Sun Life FUNday

Also, Mr. Michael shared insights about investments on any form. There are three major factors to consider on investing: time, money and interest. Time, the best time to start investing which should be yesterday (not today) in order to have a return today. Money, save as much as you can. Interest, find better inflation rates today. This is where financial advisors fit in the picture.

Indeed, finances matter and how we save and/or spend it matters even more. It’s not the earning habits but the spending habits that define someone’s wealth. Learn how to make your money work for your dream and achieve financial independence. Income sources, frugality, knowledge, and investment will be the best formula to attain financial security in the future!

For more events, click here.

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Event

Sun Life Piolo Pascual: Keeping His Promises

Sun Life Piolo Pascual

Relationships are built on promises: the promise to love, to care, to secure, to protect, and to provide. This is something that Piolo Pascual knows all too well, committed as he is to the promises he has made to his family as a son, a sibling, and a father.

Sun Life Piolo Pascual

But when financial troubles arise, bringing such promises to life becomes a challenge.

“Like any other person, I want to give my family the best life possible. I am a man of my word, that’s why I work hard and seize every opportunity that comes my way,” Piolo said. “But more than just earning money, it’s how you manage your finances that makes a difference. Fortunately, I have the guidance and help of one very special lady: my very own sister, Chiqui Pascual-Gonzales, who also happens to be my Sun Life Advisor.”

Sun Life Piolo Pascual

According to Piolo, Chiqui has been instrumental in ensuring that his dreams for his family will all come true. “It’s a partnership through and through. With her help, I’ve been able to make it all happen while still pursuing my own passions and advocacies,” he said.

Piolo and Chiqui’s story is but one of many in Sun Life Financial, where lifetime partnerships are developed and nurtured through the years. In fact, this has inspired Sun Life’s latest campaign, at the forefront of which is a new TV commercial highlighting Sun Life’s presence in a client’s life throughout the different stages of her life. It represents the many promises that Sun Life has helped bring into fruition for the past 123 years of its existence.

Sun Life Piolo Pascual

Sun Life hopes that the campaign, as well as Piolo’s own story, will inspire more people to take the same path in their financial journey. “As the longest-standing life insurance company in the Philippines, we have witnessed many promises being fulfilled throughout the years and have served generations of clients. It is an honor for us to serve all our clients and help them secure their future and those of their loved ones” Sun Life Chief Marketing Officer Mylene Lopa said.

Sun Life Piolo Pascual

“The promises we make to our loved ones are sacred, and Sun Life knows this. That’s why it’s committed to helping its clients achieve their goals, no matter what happens,” Piolo said. “You can’t ask for a better lifetime partner than that!”

For more events, click here.

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Event

Sun Life Philippines Launches Three Digital Financial Literacy Initiatives

Sun Life Philippines

Boosting its efforts to make financial literacy accessible to Filipinos, Sun Life Philippines offers three free online resources to help many learn and plan for their future. Together, they provide a three-step push for individuals and families towards achieving their dreams: attend the Brighter Life Institute, begin their journey with the My Future Fund Calculator, and connect with the #SINAG online journalism contest.

Continue reading…

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Sun Life FUNday: Money Under Age 30
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Event

Financial Management: Start A New Journey + Doable Tips

Financial Management

It’s been a couple of months since I left my regular office work and took a huge leap of faith in pursuing blogging as of today. I am not speaking for the end of itself, but I am speaking as someone who had some transition especially on my finances. I lost over 60% of my usual income a month since then. Financial management became a top list topic by that time til now.

For over two and a half years at my office work, I never had that sense of savings in my hand even when I tried (*smirk). Although, I am not saying I am spending on worthless things at all. I spent my salary commonly on my payments, dental and aesthetic maintenance, food, some stuff that I am really happy having them now and of  course, the first on the list, tithing. Basically, I was living just enough for everything financially and working just to make a living. Now, what happened when I got a cut down on my income and my aspirations on financial management?

Continue reading…

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Event

Sun Life Financial: Iloilo How To #LiveBrighter 2017

Sun Life Financial #LiveBrighter Featured Image

Last Saturday, October 14, Sun Life Financial-Philippines held its #LiveBrighter Forum at Seda Atria, Mandurriao, Iloilo City to share their passion and mission on helping Filipinos become financially independent. The event is saturated with financial literacy and freedom. Their advocacy is not just to sell policies but definitely to help every Filipino in managing financial resources and planning out investments suitable to one’s personal lifestyle.

Sun Life Live Brighter Forum

Sun Life Financial in Four (4) Sentences

Sun Life Financial already had more than a century. In 1895, the company introduced life insurance in the Philippines. They survived two world wars and countless economic crises proving their resilience and prudence in the industry. This makes the Sun Life Financial-Philippines (SLFP) not only the first but also the longest-standing life insurance company in the country.

Sun Life Live Brighter Forum

Sun Life #LiveBrighter: Savings does not entail a Sacrifice but rather a Management

This is the first arrow that hit me during the forum. Part of this advocacy is to educate people about money matters and eradicate misconception on saving. Most Filipino when asked about their opinion in savings, their initial reaction is that they will have to give up some parts of their motivation in life.

Sun Life Live Brighter Forum

But as discussed by Sun Life Regional Sales Manager and forum speaker, Valerie Lagarde, you don’t have to sacrifice what motivates you like eating good food, traveling to places, buying useful stuff. You just have to manage them all especially your finances. Plan out ahead. Weigh everything on where to invest. Prioritize what is essential but take note what is on your leisure list. You can enjoy and save at once.

Sun Life #LiveBrighter: Get in the business of helping people

The next arrow that hit my senses is helping people can be a business. The difference with just a business that only earns to a business that helps individuals to better their lives is passion. This is what embodies Churchill Bejemino, a Sun Life Advisor with a transformed life. His passion is to really help people understand the value of a good investment, financial planning, and management. He advocates especially to millennials the value of investing even just a little amount for the future. Let’s not be driven only by what the present shows us. But let’s manage our present to achieve what the brighter future is showing us.

Sun Life Live Brighter Forum

Sun Life #LiveBrighter: Bank Versus Insurance for Millennials

When asked about millennials’ take on where to put their money (bank or insurance), a simple yet very substantiated answer struck me. This is the last arrow that hit my mind. Know the different types of investment and determine the purpose of each, said Mike Gustillo. Basically, between the two, bank and insurance, the difference is the length of terms. Bank can be part of your short-term investment suitable for your daily, weekly or monthly needs because you can easily access the amount. However, if you are looking into long-term investment, you can choose insurance plan which will yield larger amount couple of years from now.

Sun Life Live Brighter Forum

Also, during the forum, they gave everyone a chance to become their family as Sun Life Advisor. Here are quick information on this.

5 Steps to #LiveBrighter as Sun Life Advisor

  1. Join a #LiveBrighter Forum
  2. Attend the interviews/take the POP(Personality Orientation Profile) Screen Test
  3. Take the Licensing Exam at the Insurance Commission
  4. Finish the Sun Life Training Course
  5. Complete the contracting and coding process

Benefits of Being a Sun Life Advisor:

  • It is rewarding in compensation and generous in time. As a Sun Life Advisor, your earning potential is limitless and you can also enjoy the flexibility of time.
  • It allows you to see the world. A job well done is rewarded with a trip to exotic continents and exciting destinations.
  • It’s a noble and fulfilling profession. You can make a positive difference in the lives of others by helping them fulfill their financial goals.
  • Sun Life is a professional agency with a bright legacy. You can shine your brightest because you are with a good company. Sun Life is the number one and the longest-standing life insurance company in the Philippines.

Sun Life Live Brighter Forum

In the end, what matters is the length of support Sun Life can give us being a financial advisor. I want to end this with a snippet of a successful Sun Lifer. #LiveBrighter in your future!

“I have trusted Sun Life for over 20 years. I’m glad they’re still with me as I enter this new phase in my life.” – Charo Santos – Concio, Policy Holder since 1992.

Check out other events.

Follow Sun Life Financial-Philippines at Facebook, Twitter and Instagram (@SunLifePH) and check out their web: http://sunlife.com.ph/

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