Tag: financial portfolio

Sun Life Unveils SLP WIF: A Potential Game-Changer for Filipino Investors

In a bid to cater to Filipinos seeking investment opportunities that offer potential monthly dividend payouts, Sun Life Asset Management Company, Inc. (SLAMCI) has introduced a groundbreaking fund – the Sun Life Prosperity World Income Fund (SLP WIF). This peso-denominated feeder fund is designed to empower investors by optimizing their Philippine Pesos through strategic investments, ultimately paving the way for potential monthly cash dividends.

Investing with SLP WIF: Maximizing Potential Gains

The SLP WIF provides a two-fold investment advantage. By channeling funds into a Target Fund managed by the globally renowned BlackRock®, investors gain exposure to a dynamically adjusting portfolio that taps into worldwide asset classes. This adaptability allows for capitalization on varying market conditions, fostering potential for substantial returns and, consequently, potential monthly cash dividends.

Balancing Short-Term Gains with Long-Term Security

For investors seeking both short-term returns and long-term capital preservation, SLP WIF strikes the perfect balance. Clients can relish immediate returns on their investments, all the while securing their capital for the future. This duality makes it an attractive choice for those keen on diversifying their financial portfolio and exploring investment opportunities beyond national borders.

Accessible Investment Opportunities

Sun Life aims to make investment accessible for everyone, and the SLP WIF is no exception. Starting with an initial investment of just ₱10,000 and subsequent additions as low as ₱1,000, this fund empowers a wide range of investors to participate and benefit from global investment potential.

The Perfect Timing

As the global economy gains momentum and the Filipino population rekindles its interest in investments, the launch of SLP WIF comes at a perfect juncture. Gerald Bautista, the President of SLAMCI, expressed excitement about this opportune moment and emphasized how the fund’s creation is centered around meeting the unique needs of the clients.

Discover More about SLP WIF

Curious individuals can find out more about SLP WIF by visiting Sun Life’s SLP WIF page. For those ready to take the leap and open a SLP WIF account, connecting with a Sun Life mutual funds advisor is just a click away at www.sunlife.co/InvestmentsAdvisor.

About Sun Life Asset Management Company, Inc.

Sun Life Asset Management Company, Inc. (SLAMCI) stands as the largest non-bank affiliated asset management company in the Philippines in terms of Assets Under Management (AUM). As part of the esteemed Sun Life group, a global financial services organization, SLAMCI offers a diverse range of protection and wealth products and services to individuals and corporate clients. With operations in numerous key markets worldwide, the organization is committed to empowering investors and fostering financial growth. Currently, SLAMCI manages and distributes the Sun Life Prosperity Funds, boasting an impressive ₱97 billion in AUM as of December 2022. For more insights, visit sunlifefunds.com.

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Sun Life unveils sustainability agenda with Financial Independence Month

In celebration of the Philippines’ independence this June, Sun Life of Canada (Philippines), Inc. has unveiled its sustainability agenda, reaffirming its commitment to helping Filipinos achieve financial freedom and brighter lives.

Sun Life’s Long-standing Commitment to Sustainability

For over 128 years, Sun Life has prioritized sustainability not only within its Philippine office but also as part of the global organization. Benedict Sison, CEO & Country Head of Sun Life Philippines, emphasized the company’s alignment with sustainability goals and its engagement in philanthropic and environmental initiatives. He stated, “As a life insurance and asset management business, we are naturally aligned with sustainability goals apart from pursuing philanthropic and environmental projects.”

Aligned with United Nations Sustainable Development Goals

Sun Life’s commitment to sustainability is demonstrated through initiatives that support the United Nations Sustainable Development Goals. The company focuses on areas where it can have the most positive social and environmental impact, including Increasing Financial Security, Fostering Healthier Lives, Advancing Sustainable Investing, Operating as a Trusted and Responsible Business, and Uplifting Communities. Sun Life’s sustained advocacy for these causes is showcased on their sustainability journey page, available at www.sunlife.co/SustainabilityPH.

Sison highlighted Sun Life’s dedication to creating a positive impact and empowering Filipinos to achieve financial security and healthier living for future generations. He said, “We aspire for our people and our solutions to make a difference in Filipino lives, empowering them to achieve financial security and healthier living for generations to come.”

Financial Independence Month: Empowering Filipinos

Continuing its mission to enhance financial security among Filipinos, Sun Life is once again celebrating June as Financial Independence Month. The company aims to empower individuals through relevant and engaging content that conveys the message, “Freedom starts with a choice. Kaya mo ‘yan!” (You can do it!)

Carla Gonzalez-Chong, Chief Client Experience and Marketing Officer of Sun Life, emphasized the significance of Financial Independence Month, stating, “Our rallying cry for this year shows our confidence in the Filipinos’ power to bring their goals to life.” She expressed Sun Life’s commitment to support individuals on their journey towards financial freedom and the vision of helping Filipinos achieve lifetime financial security.

Inspiring Short Films and Learning Modules

To inspire and motivate individuals, Sun Life has produced four short films created by its in-house team of young creatives. These films share heartwarming stories of Filipinos who made the choice to take control of their future and realize their goals:

  • “Sinag” by Mei Solis tells the story of a daughter struggling to connect with her Overseas Filipino mother until they discover a shared goal of being together for good.
  • “Kulay” by Casey Borja explores the world of a child on the autism spectrum who brings hope to his business-owner father during a crucial time.
  • “Ngayon at Bukas” by JC Manzano depicts the struggle of a son in search of his path, which unexpectedly leads him to his father’s humble barber shop.
  • “Para Sa Akin” by Bea Aguilera humorously portrays how a string of bad luck can ironically lead to finding a bright partner.

Starting from June 19, these films will be available on www.sunlife.co/KayaMoYan. Complementing the films, Sun Life is offering free learning modules for individuals seeking to build their financial portfolio. The message will be further amplified through content on Sun Life’s social platforms, including @SunLifePH on Facebook, Instagram, and TikTok.

Sustaining a More Sustainable Future

Sison affirmed Sun Life’s commitment as a partner in achieving a more sustainable future for Filipinos. He expressed appreciation for the progress made thus far and eagerly anticipated future milestones, with the goal of enabling more individuals to experience the freedom of living brighter.

Details provided in a recent press release.

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Sun Life’s D.E.A.L.: Empowering first-time insurance buyers with a new digital platform

As a new wave of college graduates prepares to enter the workforce, it is crucial to ensure they start building their financial portfolios on a solid foundation. Sun Life recognizes this need and is committed to promoting its digital life insurance products through GCash, the leading mobile wallet in the country.

The Importance of Insurance for Young Adults

Many young individuals overlook the significance of insurance when starting their financial journey. However, Sun Life emphasizes the benefits of securing insurance products at a young age. Not only does it help foster smart financial habits, but it also enables individuals to stay on track with their financial goals. Alex Narciso, President of Sun Life of Canada (Philippines), Inc., explains, “Our tie-up with GCash contributes to this goal because together, we can offer insurance that’s both affordable and accessible.”

Sun Life and GCash Collaboration

Through the partnership between Sun Life and GCash, first-time insurance buyers can experience the advantages of being insured without the burden of high premium costs. Sun Life’s “Digital, Easy, Affordable, Life insurance” (D.E.A.L.) products are available through GCash’s GLife and GInsure platforms.

Sun Life’s D.E.A.L. Insurance Products

The D.E.A.L. insurance products provided by Sun Life cater to different needs and include the following:

  1. Life Armor. This life insurance product offers coverage to protect individuals and their loved ones in the event of unexpected circumstances.
  2. Personal Accident Armor. Designed to provide financial support in the case of accidents, this insurance product ensures individuals have coverage for personal accidents and related expenses.
  3. Byahero Protect. Aimed at travelers, this insurance product offers personal accident coverage along with hospital income benefits and burial benefits for accidents that occur during land travel.

Empowering the Younger Generation

Sun Life’s D.E.A.L. aims to help the younger generation invest in their financial preparedness for the future. The company firmly believes that the financial security of young individuals serves as a strong foundation for nation building among the Filipino people.

For those seeking affordable financial security, Sun Life’s D.E.A.L. insurance products provide an excellent solution. To explore and learn more about these products, visit Sun Life’s official website at https://www.sunlife.com.ph/en/insurance/digital-insurance/.

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