Money for Life, for a brighter future
So, when I heard about this financial literacy advocacy of Sun Life, I immediately accepted the invitation to attend the said event. Whether we accept it or not, here in the Philippines, a lot of us are not knowledgeable enough about investment. It is time for us to learn about being responsible for our future. Who doesn't want to be just relaxing and enjoying our retirement? Of course, all of us! Not just about retirement, we have to open our eyes to be always ready for anything that comes. Saving in our piggy bank, which I still do, or bank savings is not enough. It is not just about planning or thinking about savings, but we have to take actions!
I was enlightened that with just Php 5,000.00 I could start planning for a brighter future! Sun Life of Canada (Philippines), Inc. is a top ranked and longest-standing life insurance company in the Philippines and now they're aiming to serve five million clients by year 2020 under its new five-year growth plan dubbed "Rise PH".
"Despite the bright prospects that the country's economy has, prosperity still hasn't trickled down to the more disadvantaged sectors of society. We have to address this," Sunlife President and CEO Riza Mantaring said. " Sun Life would like to see more Filipinos looking forward to a brighter future and the whole country rising to greater heights. We would like to start by targeting five million clients in five years."
I definitely agree with her! It feels really good to see the good future of Filipinos, because I am a wife, mother, daughter, sister, relative and a friend. I know how hard life can be, especially in times of need and emergency. I've been through a lot of financial distress and I've seen some friends and relatives who experienced the same.
Mylene Lopa, Chief marketing Officer, Sun Life of Canada (Philippines) discussed more about family financial issues and about the company's goals and initiatives which will be launched under "Rise PH" that I see would be beneficial for all Filipinos. I now have more understanding in coping with daily finances. It was explained thoroughly that as we go through life, our needs & goals change which is true. I took down notes to make it as a reminder and guide. I am sharing here what I have learned during the talk.
What is MONEY FOR LIFE?
Money for Life isSun Life's unique life stage and needs-based approach to HOLISTIC financial planning to ensure that clients have money for every stage of their life.
- Lifestyle
- Investments
- Health
- Income Protection
- Basic Living
The Money for Life Campaign aims to empower Filipinos:
- To choose financial independence by preparing financially for every stage of their life.
- To take action by consulting with professional financial advisors to help them execute their Money for Life plan.
- To create a brighter Philippines through the collective action of every Filipino who chooses financial freedom.
Valerie Pama, President, Sun Life Asset Management gave more insights about Money for Life ePlanner, an online facility that is easy to use. She advised that we should start our financial planning as early as possible. There is no age limit, so for me it's now time to make a great and brighter future!
Money for Life is comprehensive, customizable financial planning program that will ensure we have sufficient funds for every stage of our lives.
1. Select your goal
- Getting started
- Moving up
- Preparing ahead
- Leaving a legacy
2. Plan your needs
3. Explore your options
4. Complete your journey
SIMPLE AND EASY TO USE
- The platform is presented in a SIMPLE AND EASY TO USE interface fit for the digital audience.
- It is designed with CUSTOMERS IN MIND and HOW THEY CAN BEST PRESENT FINANCIAL PLANNING.
QUICK FOUR-STEP PROCESS WITH PRODUCT SOLUTION
- Invest in just FOUR-EASY STEPS
- SIMPLIFIED investment profiler
- TOP 3 PRODUCTS that best fit the investors profile are provided - simple and convenient.
SIMPLIFIED FORMS AND CONVENIENT PAYMENT OPTIONS
- SHORTER FORMS to fill for clients and Sun Life financial advisors
- Convenient payment with more options coming soon
- Available 24/7
To enlighten us more, Sun Life created their own Money for Life plan with a financial advisor, a 360-degree visual reality (VR) video, transporting us to different scenarios based on our chosen life stage. After seeing the video, it encouraged me more to start planning for my future through Money for Life and Sun Life's Insurance and investment products.
Sun Life has more for you!
4 ways to win thru the M4L Express: Bus to the Future!
MEET and greet Piolo Pascual in Japan
MOMENTS with the Bus to the Future
MILESTONES of your Life Stage
MEMES and Tips from the Prosperity Tree
MEET and Greet Piolo in Japan
- Spot your MFL Express: Bus to the Future" in any of the bus stops.
- Get on board by getting tickets on-site or by securing "fast pass" tickets through Sun Life Philippines' Fast Pass Facebook App.
- Experience our first-ever Virtual Reality program on the bus to take a peak of your possible future.
- Claim your raffle entry from the Sun Life advisors on the bus for a chance to win one of 5 Sun Life Prosperity Cards worth P20,000 each or win a trip plus meet-and-greet with Piolo Pascual in Japan.
Promo Duration: June 1 to July 3, 2016
Japan Trip Schedule: July 25, 2016
MOMENTS with the Bus to the Future
- Spot and snap a photo of the MFL Express: Bus to the Future as it drives around EDSA Taft, North EDSA, Pasay and BGC starting June 3 until June 10, 2016.
- Post the photos on social media using the hashtags #Money4Life and #SunLifePH to get exciting prizes.
MILESTONES of your Life Stage
- Visit any MFL event, SNAP your photo in our life stage booths, and UPLOAD your photo over social media using the hashtags #Money4Life and #SunLifePH for a chance to win Instax cameras!
MEMES and Tips from the Prosperity Tree
- Pick instant prizes at the Prosperity Tree in any M4L bus stops and get the chance to win P5,000 Sun Life Prosperity Card.
with special guests Clara Benin and Brisom
- June 11 - Bonifacio Global City High Street
- June 19 - Eastwood
- June 25 - SM City Cebu
- July 2 - Solenad, Nuvali
THE MFL BUS TO THE FUTURE will also be seen in the following campuses:
- June 2 - Mapua Institute of Technology
- June 12 - Ateneo Graduate School of Business
- June 16 - De La Salle University
- June 17 - University of the Philippines Diliman
- June 20 - San Sebastian College
- June 24 - University of San Carlos Cebu
- June 29 - Lyceum of the Philippines University Manila
- June 30 - University of the Philippines Los Banos
Learning about Money for Life is a great help for me. It taught me great things in life, the importance of knowing how to handle finances, the difference between "needs" and "wants", investments and how to secure our future. I recommend that you try it yourself, visit their website at www.sunlife.com.ph to know more about their products, try going to their scheduled MFL Bus stops, or you can ask and talk to their professional financial advisors. If you have children, friends or relatives in college, encourage them to start learning about financial planning. Investment is the best legacy that we can leave to our children.
It is really a great opportunity for all of us to know more how to have a brighter future! It's never too early, never too late!
It is really a great opportunity for all of us to know more how to have a brighter future! It's never too early, never too late!
About Sun Life Financial
Sun Life of Canada (Philippines), Inc. is a member of the sun Life Financial group of companies, a leading financial international financial services organization providing a diverse range of protection and wealth products and services to individuals and corporate customers. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2015, the Sun Life Financialgroup of companies had total assets under the management of $891 billion. For more information please visit www.sunlife.com.
Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchange under the ticker symbol SLF.
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