financial security – Jellybeans in the City

Sun Grepa Peso Asset Builder returns: Unlocking wealth and security beyond borders

In the ever-evolving landscape of financial goals and aspirations, affluence often brings with it a unique set of dreams – dreams that revolve around building, securing, and sustaining wealth for a brighter future. For the privileged few in the Philippines, these aspirations are about to receive a significant boost as Sun Life Grepa Financial, Inc. (Sun Life Grepa), a renowned life insurer in the nation, proudly heralds the long-awaited return of Sun Grepa Peso Asset Builder. This time, it comes fortified with new assets designed to cater to the ever-changing needs of its esteemed clientele.

Sun Grepa Peso Asset Builder (Hybrid Income): A Path to Prosperity

Sun Grepa Peso Asset Builder (Hybrid Income) stands as a sterling example of a peso-denominated, investment-linked life insurance product, specifically crafted to protect and empower policyholders for a span of seven years. What sets this financial instrument apart is its unique ability to potentially amplify one’s wealth through a world of global investment opportunities.

Unlock Financial Potential with a Minimum Investment

Entering the world of Sun Grepa Peso Asset Builder (Hybrid Income) requires a minimum one-time payment of P500,000. In return, clients can relish in the assurance of fixed annual income payouts for six consecutive years, with the added comfort of receiving at least the full single premium at the culmination of the seven-year holding period.

One remarkable feature is the hassle-free application process, facilitated by the company’s guaranteed insurability offer, tailored within the boundaries of Sun Life Grepa. This signifies that clients are exempt from the usual medical examination, making the journey to financial security smoother and more accessible than ever before.

Global Diversification: A Gateway to Prosperity

Sun Grepa Peso Asset Builder (Hybrid Income) isn’t just about protecting your wealth; it’s about nurturing it through strategic investments. This exceptional product delves into the realm of credit and equity-linked Note investments, designed to harness the performance of a diversified basket of equity indices from the United States, Japan, and Europe. This global approach presents investors with a unique opportunity to tap into the growth prospects of well-established international markets.

A Commitment to Tailored Financial Solutions

“At Sun Life Grepa, we’re committed to delivering tailored solutions that address our clients’ unique financial goals,” affirms Sun Life Grepa President Richard S. Lim. “Sun Grepa Peso Asset Builder (Hybrid Income) exemplifies our deep understanding of the market, dedication to innovation, and excellence in serving the specialized needs of niche clientele in the Philippines.”

Act Now – Limited Time Opportunity

The return of Sun Grepa Peso Asset Builder (Hybrid Income) is not to be missed, as this opportunity will only be available for a limited time. To embark on your journey towards financial prosperity and security, we encourage you to reach out to a Sun Life Grepa Financial Advisor. Alternatively, you can visit your RCBC Branch of Account or explore further details on this exceptional offering by visiting www.sunlifegrepa.com.

Sun Grepa Peso Asset Builder (Hybrid Income) is more than just an investment; it’s a passport to a secure and prosperous future. With the backing of Sun Life Grepa’s expertise and a global perspective on wealth accumulation, this comeback is poised to unlock a world of financial opportunities for those who dare to seize them. Don’t let this moment slip away; embrace the future with Sun Grepa Peso Asset Builder and chart a course towards financial excellence today.

Sun Life Grepa Financial, Inc. or Sun Life Grepa is a joint venture between the Yuchengco Group of Companies (YGC) and Sun Life Philippines (Sun Life). Sun Life Grepa offers financial protection products through its agency, bancassurance, and group account channels. YGC is one of Southeast Asia’s largest conglomerates with over 90 companies, while Sun Life has been a top player in the Philippine market for over 120 years.

Details provided in a recent press release.

Header image by jcomp on Freepik

Sun Life Grepa’s Heartfelt Pledge: “We Get You, We Got You” for a Secure Future

Sun Life Grepa Financial, Inc. (Sun Life Grepa), a leading insurer in the Philippines, has unveiled its latest campaign, “We Get You, We Got You. Gets Ka Namin, Sagot Ka Namin.” This initiative is set to resonate with Filipinos from all walks of life, addressing their diverse financial needs and encouraging them to secure their futures.

A Personalized Approach for Every Filipino

Sun Life Grepa’s campaign takes a fresh approach by using four captivating videos that depict relatable characters and situations. These narratives are thoughtfully crafted to reach various segments of the Sun Life Grepa market, from entrepreneurs and overseas Filipino workers (OFWs) to blue-collar workers and high-net-worth individuals.

Through these engaging videos, the insurance company demonstrates its commitment to understanding and addressing the unique financial concerns of every Filipino. Whether it’s through friendly video calls or face-to-face meetings, Sun Life Grepa advisors aim to become trusted friends, providing valuable suggestions, solutions, and a comprehensive range of life insurance products.

A Trusted Partner for a Lifetime

With the campaign’s resounding message, “we get you, gets ka namin,” Sun Life Grepa reaffirms its core mission: to ensure lifelong financial security and healthier lives for all Filipinos. This campaign empathizes with the everyday situations and moments that every individual faces, emphasizing Sun Life Grepa’s unwavering commitment to its clients.

Richard S. Lim, the President of Sun Life Grepa, spoke about the campaign, saying, “This campaign encapsulates our commitment to being more than just an insurance provider. We aspire to be a partner beyond one’s lifetime, understanding your needs and ensuring that we are there for clients every step of the way. Because we understand the uncertainties that surround our clients, we continue to design services and solutions that offer not just financial protection but a sense of security and trust. The campaign isn’t just a slogan – it’s a reflection of our company values and our promise to put our clients first. We’re excited to reassure them that, together, we’ve got this.”

Discover More with Sun Life Grepa

For those interested in learning more about how Sun Life Grepa can help secure their financial future, reaching out to a Sun Life Grepa financial advisor is just a click away. You can also explore their offerings and gain insights by visiting https://www.sunlifegrepa.com/we-get-you-we-got-you/.

To watch the captivating campaign films that shed light on the diverse range of financial situations Filipinos face, head to Sun Life Grepa’s Facebook page.

In a world where financial security is paramount, Sun Life Grepa is here to assure Filipinos, “We Get You, We Got You. Gets Ka Namin, Sagot Ka Namin.”

Details provided in a recent press release.

Header image by Lifestylememory on Freepik

Navigating Sun Life’s Journey: Innovations and commitment to brighter financial futures

In a rapidly evolving landscape of financial services, Sun Life emerges as a beacon of innovation, illuminating the path to brighter futures for Filipinos. Recent developments spanning engaging roadshows, regional recognition, and pioneering investment strategies reflect not just a trail of achievements, but a dedication to empowering individuals and families.

A Vibrant Blend of Inspiration and Community

The “Wish Upon A Sun: Kasa-Kasama sa Roadtrip” event, a collaboration between Sun Life and Wish 107.5, brought a tapestry of music, camaraderie, and inspiration to Iloilo’s Parksquare Festive Walk. Beyond the festivity, the event echoes Sun Life’s Partner for Life campaign, illuminating the brand’s promise to help Filipinos achieve a brighter life while securing their loved ones’ futures.

Local artists like Dan Pornel, Rock Opong, Tropa Vibes, and Mary Anjolie set the stage ablaze, while interactive experiences like Swipe Bright engaged attendees in a novel way to match financial solutions with personal preferences. Yet, it was not just about fun and games; participants gained the chance for free financial consultation, reflecting Sun Life’s commitment to providing tangible value.

Recognition Beyond Borders: Industry Accolades

Sun Life’s impact transcends national borders, earning recognition at esteemed industry awards in Singapore. At the Asia Trusted Life Agents and Advisers Awards (ATLAA), CEO & Country Head Benedict Sison was acknowledged as the Executive Champion of the Year, a testament to his leadership in the industry. Meanwhile, Sun Life Grepa Financial, Inc. (SLGFI) secured the MSME Insurance Initiative of the Year Award for the second consecutive year.

These accolades spotlight Sun Life’s unwavering dedication to excellence and its role in empowering both its team and its clients. This recognition reaffirms Sun Life’s commitment to delivering value beyond expectations.

Pioneering Investment Strategies for Tomorrow’s Growth

Beyond events and recognition, Sun Life propels Filipinos toward brighter tomorrows through innovative investment solutions. The Sun Life Prosperity World Voyager Fund, managed by Sun Life Asset Management Company, Inc. (SLAMCI), recently earned recognition from the CFA Society Philippines. Named the 2023 Best Managed Fund of the Year in the Equity Fund, Dollar category, this acknowledgment underscores the fund’s consistent performance and its ability to navigate global equity markets.

The Sun Life Prosperity World Voyager Fund breaks the mold by providing access to global equities, empowering investors to seize opportunities worldwide without being confined by specific indices. With an investment horizon tailored for high-risk profiles, this fund symbolizes Sun Life’s commitment to fostering long-term growth and diversification of US Dollar investments.

Guiding Filipinos Toward Radiant Tomorrows

As Sun Life’s journey unfolds, it embodies the spirit of transformation, empowerment, and dedication to a brighter financial future. The milestones achieved, be it through engaging events, regional recognition, or innovative investment strategies, reflect Sun Life’s commitment to guiding Filipinos toward prosperity.

Amidst an ever-changing financial landscape, Sun Life stands steadfast, not just as an industry leader, but as a partner for life. With a resolute promise to empower individuals and families on their journey to financial security and well-being, Sun Life continues to illuminate the path toward the radiant tomorrows that every Filipino deserves.

For further exploration of Sun Life’s offerings and the pursuit of a brighter financial future, visit its website or talk to Sun Life Financial Advisor. The promise of prosperity and security awaits, guided by the unwavering beacon that is Sun Life.

Details provided in recent press releases.

How freeing yourself from money worries lets you #LiveLifeBrighter

Picture a life where stress and worries take a backseat, where your daily concerns don’t revolve around making ends meet or fretting over unexpected expenses. That is what a brighter life means to me. It’s a life unburdened by financial strains, a life where you have the freedom to chase your dreams, nurture your relationships, and explore your passions without the constant shadow of money problems looming overhead.

Financial Stress and Its Impact

Let’s rewind to the past – a time when my journey (together with my husband’s) was just beginning. Fresh out of college, I found myself not only navigating the world of adulthood but also shouldering the responsibilities of parenthood. The weight of financial obligations grew as my husband and I pursued career paths that differed from our college majors. Climbing the corporate ladder was exhilarating, but it came with its share of challenges, particularly as we juggled building a family alongside our demanding careers.

The differences in how my husband and I managed money only added to the stress. Our contrasting financial styles led to disagreements and misunderstandings, increasing already existing tensions. It became clear that money was not just a tool for transactions; it was intertwined with our emotions, choices, and even our happiness.

Back then, I was constantly fretting over utility and credit card bills, wallowing in bitterness because I felt like I was being left behind by my peers who are out partying at clubs, dining at fine restaurants, or job-hopping to more glamorous or higher paying work, while I was stuck at home, learning how to be a wife and parent, or stuck at work, earning a paycheck to settle the burgeoning bills.

I won’t be surprised if there were times when Hubby didn’t like me then, given how often I nagged and complained. To tell you the truth: looking back, I wouldn’t like me either.

The Journey to Financial Independence

Fast forward to today, and our story has taken quite a different turn. Over time, we’ve come to realize that financial independence isn’t just about having a substantial bank balance; it’s about understanding how money works and aligning our goals and values. (Of course, it helped that as our brood grew to two children, our motivations for getting our act together doubled.)

Also, as we matured and our careers stabilized, we gained a better grasp of managing our finances as individuals and as a couple.

This is when we started to see a shift.

We began to communicate more openly about our financial aspirations, fears, and plans. Gradually, we moved from vastly opposing views on spending and saving our money to meeting in the middle. With this newfound alignment, there was this tangible sense of relief and freedom. It was like shedding an invisible weight that had held us down for far too long.

Cultivating a Brighter Life through Financial Freedom

With financial worries fading into the background, we saw some changes in our relationship as well. We began to appreciate each other’s perspectives, strengths, and even quirks. This newfound understanding brought a renewed sense of togetherness, as we faced life’s challenges hand in hand.

But it wasn’t just about us as a couple. As individuals, we started investing more in ourselves – exploring passions, hobbies, and interests that had taken a backseat during the turbulent financial times. By pursuing career paths that aligned with our competencies and interests, we were also able to develop as professionals and experience pride in our work. We also learned to manage ourselves better, making wiser purchase decisions and putting more value on things that will benefit our family in the long-term, rather than just giving us a momentary taste of luxury. Ultimately, these personal shifts not only made us happier but also added new dimensions to our relationship.

I can definitely say that at this point, we are living significantly brighter lives.

First things first: The Financial Planning Pyramid

We all have our unique personal and financial journeys but there are some bits of wisdom that guide us, no matter our unique circumstances.

One of these is the Financial Planning Pyramid.

Sunlife Financial Planning Pyramid — From SunTalks Digital Media Edition “Achieving Your Own Brighter Life”

This tool serves as a road map, determining our current priorities as they pave the way towards our long-term financial objectives.

For instance, as Hubby and I worked our way towards financial liquidity – being able to cover our family’s daily needs, managing our debt and being secure of our ability to weather calamities ranging from bad weather to work disruptions – we are able to devote time and energy towards pursuits that greatly contribute to our family’s health and happiness, as well as those that protect and build wealth that improve our way of life, as well as transfer as our legacy to our kiddos.

This is just one of the many insights that I, together with fellow bloggers, learned during the recent Sun Talks Digital Media Edition “Achieving Your Own Brighter Life.”

Sunlife Achieving Your Own Brighter Life — During the SunTalks Digital Media Edition “Achieving Your Own Brighter Life” (I’m in one of the Zoom frames :-))

During the session, Sunlife Agency Strategy & Digital Transformation Head Jenny del Mundo and Sun Life Advisor Josh Jayzzer de Leon shared their personal experiences and smart tips on how everyone could achieve financial freedom to be able to achieve their own brighter lives.

Fundamental to all of these learnings, of course, is the need to manage money wisely to be able to grow it and live a life free from financial worries.

As I reflect on where Hubby and I were when we started and where we are now, the transformation is awe-inspiring. Our journey from financial stress to having a lot more financial freedom has taught us that money isn’t just currency; it’s the power to shape our lives, relationships, and happiness. The weight of worries has been replaced with the lightness of possibilities, and every day feels like a step towards a brighter future.

So, Dear Reader, should you ever find yourself bogged down by financial woes, remember that you hold the pen to your financial story. As you navigate the maze of financial choices, keep in mind that freedom from money worries is not just a destination; it’s a way of life, one that allows you to shine brighter than you ever thought possible.

Begin your journey towards financial freedom. Check out Sun Life’s life insurance products by consulting a Sun Life advisor or visiting its website.

Sun Life is a leading international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sun Life 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, 2022, Sun Life had total assets under management of CAD 1.33 trillion. For more information, please visit http://www.sunlife.com.

Check out my posts about previous Sun Talks:

#HealthIsWealth: How your physical well-being impacts your finances

Rebooting your finances: How to restart your financial journey

Sun Life: Empowering Advisors, Promoting Sustainability, and Making a Difference in Communities

Sun Life, a leading financial services company, has been making significant strides in various areas, from empowering its advisors to promoting sustainability and making a positive impact in communities. Through a series of recent accomplishments, Sun Life has showcased its commitment to excellence, innovation, and social responsibility.

Empowering Advisors for Success

Over 200 Sun Life Advisors Conferred with Wealth Planner Designations by Wealth Management Center

Sun Life’s dedication to empowering its advisors and providing them with the necessary skills and knowledge is exemplified by the recent conferment of Associate Wealth Planner and Certified Wealth Planner designations to over 200 advisors. Through a comprehensive learning program in partnership with the Wealth Management Center (WMC), Sun Life advisors received extensive training in life insurance planning, investment planning, risk management, healthcare, and estate planning. The program emphasized the practical application of knowledge through discussions centered around real-life cases and examinations after each module. By upskilling its advisors, especially those specializing in high-net-worth business, Sun Life ensures that its clients receive expert guidance and exceptional service.

Promoting Financial Security and Sustainability

RCBC Diskartech relaunches voucher promo for availing Sun Life Grepa insurance

In collaboration with RCBC Diskartech, Sun Life is driving accessibility and affordability in life insurance by offering shopping vouchers to new and existing Diskartech users who avail of Sun Life Grepa insurance products. This promo encourages more Filipinos to protect their financial future while providing them with convenient rewards. By combining the power of technology and insurance, Sun Life aims to make life protection packages easily attainable and manageable for individuals and their families. Through this initiative, Sun Life promotes financial security while fostering a culture of inclusivity and innovation.

Investing in a Sustainable Future

Build a sustainable future with Sun Life Grepa’s newest fund

Sun Life Grepa Financial, Inc. takes a significant step towards sustainable investing by launching the SLG Peso Global Sustainability Growth Fund. This sustainability-driven VUL equity fund focuses on Environmental, Social, and Governance (ESG) factors and aims to generate long-term capital appreciation. By investing in global funds that integrate ESG principles, Sun Life Grepa offers investors an opportunity to align their investments with their values. The fund not only delivers financial returns but also contributes to the building of a more sustainable future. Sun Life Grepa’s commitment to sustainable investing reflects its dedication to helping clients achieve lifetime financial security while making a positive impact on society and the environment.

Those interested to avail of the SLG Peso Global Sustainability Growth Fund can contact their Sun Life Grepa Advisor, visit any Sun Life Grepa or RCBC branch, or email wecare@sunlifegrepa.com.

Enriching Lives through Corporate Social Responsibility

Rides for School: Sun Life Foundation donates bikes to school kids

The Sun Life Foundation, in collaboration with Good Neighbors International Philippines (GNIP), demonstrates its commitment to improving communities by donating bicycles to school children in remote areas. These bicycles benefit students who face long and challenging journeys to school. By providing the means of transportation, Sun Life Foundation enables these students to reach school faster, saving time and energy for studying and personal growth. Additionally, the Foundation organized a Sun Life Cycle PH Kids’ Bike Camp, where the recipients learned bike skills, received safety tips, and had the opportunity to ride their new bikes. Sun Life Foundation’s dedication to creating a brighter future extends beyond financial services and contributes to the holistic development of individuals and communities.

Recognitions and Leadership

Sun Life Bags Employer Brand Award and Two HR Chief Accolades

Sun Life’s commitment to its employees and fostering a positive work environment has been recognized with the company being named one of the Philippines’ Best Employer Brands of 2023-2024 at the Employer Branding Awards. Michelle Cordero-Garcia, Sun Life’s Chief Human Resources Officer, also received accolades as one of the Top Most HR Leaders of 2023 and as one of the Philippines’ Woman Leaders. These acknowledgments affirm Sun Life’s dedication to creating a caring and inclusive company culture, attracting top talent, and fostering an environment where employees can thrive. The company’s commitment to its workforce is evident in its mission of helping clients achieve financial security and live healthier lives, making Sun Life a true leader in the industry.

Sun Life’s recent achievements in empowering advisors, promoting sustainability, making a difference in communities, and being recognized for its outstanding employer brand and HR leadership underscore the company’s commitment to excellence and social responsibility. With a focus on employee well-being, sustainable investing, community development, and exceptional leadership, Sun Life is shaping a brighter future for its stakeholders. Through its continued dedication and innovation, Sun Life is poised to make a lasting impact on the lives of Filipinos and beyond.

Details provided in recent press releases from Sun Life.

Rebooting your finances: How to restart your financial journey

Do you sometimes get the feeling that you’re in a financial rut? When you feel overwhelmed with bills and debts, or short on funds? Or when you worry about what you will leave behind for your kids?

It may be time for a financial reset.

In a recent leg of Sun Talks, Sun Life’s series of talks on financial wisdom, Cluster Head Valerie Lagarde-Amora and Financial Advisor Andrea de Guzman provided attendees with pertinent knowledge and stories on how to do just that.

During the session, I learned that taking control of your finances and embarking on a journey towards financial success can be quite a transformative step. Whether you’re starting from scratch or seeking to realign your financial goals, restarting your financial journey is possible at any stage of life.

Getting Ready

As the initial phase of the financial journey, this is the time to assess your current financial situation and lay a solid foundation for future success.

Take stock of your income, expenses, debt, and assets. This self-assessment will provide clarity on where you stand financially.
Set realistic financial goals. Whether it’s paying off debt, saving for a down payment, or creating an emergency fund, clear goals will serve as a roadmap for your journey.
Create a budget and track your spending. A budget helps you allocate your resources effectively and identify areas where you can cut back and save.
Build healthy habits. Now is also the time to establish patterns of behavior that will keep you fit and healthy for life such as a sustainable exercise routine and a balanced diet.

Moving Up

When you’re at this stage of progress and growth, you should strive to increase your income, build wealth, and improve your financial standing.

Enhance your earning potential. This is the time to go after opportunities for career advancement or consider pursuing additional education .
Develop a savings plan and establish an emergency fund. Having a financial safety net allows you to navigate unexpected expenses without derailing your progress.
Reduce debt and manage credit effectively. Prioritize paying off high-interest debts and explore options for consolidating or refinancing to ease your financial burden.
Explore investment options to grow your wealth. Consider diversifying your investment portfolio based on your risk tolerance and financial goals.

Planning Ahead

At this stage, you should focus on long-term financial security and retirement planning.

Evaluate your retirement goals. Think ahead on how you want spend your retirement years and consider savings options to sustain your lifestyle.
Assess insurance needs for protecting your assets and loved ones. Adequate life, health, and disability insurance coverage provides peace of mind and safeguards against unforeseen circumstances.
Engage in estate planning. Creating wills, establishing trusts, and designating beneficiaries ensure that your assets are distributed according to your wishes.

Review and adjust your investment portfolio to align with your long-term goals. Regularly assess your risk tolerance and make informed decisions based on market conditions and changes in your financial situation.

Leaving a Legacy

By focusing on preserving the value of your wealth that you have accumulated over the years and safeguarding your loved ones from costly estate taxes and fees, you can leave a lasting legacy that truly benefits future generations.

Create a comprehensive estate plan that maximizes the value of your assets. Working with estate planning professionals, such as lawyers or financial advisors, can help you navigate complex tax laws and ensure your assets are distributed efficiently.
Consider life insurance as a way to provide financial security for your beneficiaries. Life insurance policies can cover estate taxes, funeral expenses, and provide a financial cushion for your loved ones in your absence.
Regularly review and update your estate plan to reflect changes in your financial situation, family dynamics, or tax laws. By staying proactive, you can ensure that your legacy plan remains aligned with your goals and current circumstances.

The key is to restarting your financial journey is to take action and start today. Regardless of the stage you find yourself in, doing so will pave the way for a brighter financial future. Empower yourself with knowledge, stay committed to your goals, and adapt as circumstances change. Also, remember that seeking professional advice can provide invaluable support along the way.

The Sun Talks on “Restarting Your Financial Journey” has illustrated that undergoing a financial reset may not be easy, but the rewards are worth it. Embrace the opportunity to regain control, achieve financial success, and build a solid foundation for the future. Your financial journey starts now—make the decision to take that first step towards a brighter financial future.

Want to get started on journey towards a better financial future. Check out Sun Life’s life insurance products by consulting a Sun Life advisor or visiting its website.

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.

Header image by Freepik

#HealthIsWealth: How your physical well-being impacts your finances

In recent years, there has been a growing awareness of the importance of good health. As people have become more health-conscious, they have begun to recognize that taking care of their bodies can have a significant impact on their overall well-being. Along with this increased focus on health has come a greater understanding of the ways in which our health can impact other areas of our lives, including our personal finances.

Studies have shown that there is a strong link between good health and financial stability. For example, individuals who suffer from chronic illnesses may face high medical bills and a reduced ability to work, which can impact their income and savings. On the other hand, those who prioritize their health may be more productive at work, have lower healthcare costs, and enjoy a better quality of life overall.

Given the importance of good health to our financial well-being, it’s no surprise that many people are seeking ways to improve their health and wellness. From adopting healthier eating habits to incorporating regular exercise into their routines, individuals are taking steps to protect their health and their finances.

Let’s explore some of the ways in which your health can impact your personal finances, and reasons to stay healthy in order to maintain financial stability.

Medical expenses

One of the most obvious ways in which your health can impact your personal finances is through medical expenses. If you have a chronic illness or injury, you may have to spend a lot of money on medications, doctor visits, and other healthcare-related costs. Even if you’re generally healthy, unexpected medical emergencies can quickly add up, leading to a significant financial burden.

Lost income

If you become ill or injured and are unable to work, you may lose income, which can impact your ability to pay bills and save money. This is especially true if you don’t have paid sick leave or disability insurance through your employer. Even a short period of lost income can be difficult to manage, so it’s important to have a financial plan in place in case of illness or injury.

Productivity

Your health can also impact your productivity at work, which can have a direct impact on your income. If you’re frequently sick or fatigued, you may not be able to perform at your best, which could lead to missed opportunities for promotions, raises, or bonuses.

Lifestyle choices

The lifestyle choices you make can also impact your personal finances. If you eat a healthy diet, exercise regularly, and get enough sleep, you may be less likely to develop chronic illnesses that can lead to expensive medical bills. On the other hand, if you smoke, drink excessively, or engage in other risky behaviors, you may be more likely to experience health problems that can impact your finances.

Long-term planning.

Finally, your health can impact your ability to plan for the future. If you have a chronic illness, you may need to save more aggressively for retirement or plan for the possibility of long-term care. Additionally, if you’re in poor health, you may not be able to work as long as you had planned, which could impact your retirement savings.

It’s clear that your health and personal finances are closely intertwined. By taking care of your health and planning for the unexpected, you can ensure that you’re in the best position possible to manage your finances and achieve your financial goals.

Recently, Sun Life held a series of Sun Talks, the first of which dwelt on “Unlocking Your Health Goals.” This talk was designed to help attendees understand the importance of good health, and to offer practical advice on how to improve their physical and mental well-being.

One of the key takeaways from the Sun Talks was the importance of balancing mental, physical and social well-being in order to maintain financial health. Sun Life’s Affinity Partnership Manager Health & Accident Team Francesca Tolentino and Financial Advisor/Sales Manager Garett Maralit shared their personal experiences and financial health journeys to drive home important points and provide inspiration to their audience.

Another key theme of the Sun Talks was the importance of self-care. Many of us lead busy, stressful lives, and it can be difficult to find time for ourselves. However, taking care of ourselves is essential for our overall health and well-being. Getting enough sleep, taking time to relax and unwind to spending time with family and friends can help us stay physically and mentally healthy.

The Sun Talks also addressed the importance of financial planning for health-related expenses. Good health is closely linked to financial stability. By planning ahead for medical expenses and saving for unexpected health-related costs, individuals can protect themselves and their families from financial hardship in the event of illness or injury.

With the varying health needs and budgets of Filipinos in mind, Sun Life offers healthcare and life insurance packages to help you better cope with life’s emergencies:

SUN Fit & Well. Offers critical illness and life insurance benefits until age 100 with bonus disease prevention programs.
SUN Senior Care. Addresses the evolving life and health protection needs of seniors.
SUN Cancer Care. Enables you to live a healthier life and helps you to be financially prepared so you can be in control should cancer strike.
SUN LifeAssure. Provides protection benefit against any of the covered critical illness conditions.
SUN Healthier Life. Provides protection benefits to help you get through any stage of a critical illness.
SUN First Aid. Provides cash benefits so you can worry less about costly medical bills due to hospital confinement or surgery.
SUN Maiden and SUN Maiden Plus. Provide life insurance coverage to secure your loved ones future against life uncertainties and health protection benefits that can help cushion the financial impact caused by any of the covered female-specific illnesses and surgeries.
SUN ICU Protect. Enables you to live a healthier life as well as ensures your financial health is well-taken care of should any life-threatening conditions happen.

The Sun Talks on “Unlocking Your Health Goals” offered valuable insights and practical advice for individuals looking to improve their health and well-being. By taking small, achievable steps towards our health goals, practicing self-care, and planning ahead for health-related expenses, we can ensure that we’re taking care of both our bodies and our finances.

In line with its commitment to help Filipinos live healthier lives, Sun Life also launched GoWell Studio, an on-demand holistic wellness platform which houses top-notch content such as follow-along exercise programs, guided meditation sessions, various masterclasses, short courses, and healthcare awareness and education.

It also holds various health and wellness symposia in partnership with healthcare and pharmaceutical companies, as well as sports events, to spread information on the importance of health.

Those who wish to know more about Sun Life’s health and accident insurance products are encouraged to consult a Sun Life advisor or visit sunlife.com.ph.

Images by Lifestylememory on Freepik

Sun Life rallies millennials to reach for their dreams

If you feel like you’re headed towards a dead end, that you’re not where you feel you’re supposed to be, well, chin up, young person.

With its newest campaign, Sun Life Philippines is encouraging you to hit that reset button and claim a fresh new start in your journey towards the future you’ve always dreamed of.

Entitled “Ito ang Araw Mo,” the campaign launched on March 8 with a digital video highlighting the unique experiences of today’s generation, such as graduating in a virtual ceremony, exploring gaming as a career, pursuing online entrepreneurship, and starting a new family in extraordinary times.

The “Ito ang Araw Mo” campaign takes inspiration from the pursuits of the Millennials who are keen on building their career, growing their wealth, and finding self-enrichment amid the pandemic.

“The times we are in may have pushed Millennials to put their goals on hold, but it also brought out their creativity, resourcefulness, and undeniable spirit. They are well equipped to fulfill all their dreams, even as they navigate their way in a new environment,” Sun Life Chief Marketing and Client Experience Officer Gilbert Simpao said. “It all begins with recognizing the start of this new chapter in their lives, taking control of what they can accomplish today, while working on their bigger goals in the future with Sun Life as their partner.”

To inspire and enable them with specific actionable to-dos, Sun Life will hold an interactive workshop entitled “Build Bright Habits to Reach Your Goals” on March 20, 10am, featuring international author, speaker, and life coach Dr. Christine Carter and AHA! Behavioral Design Managing Director TJ Agulto.

These bright habits on self-improvement, relationships, and personal finance will be reinforced through a Facebook community where they can avail mini mentorship programs, weekly challenges, and exclusive promos in the company of their fellow goal-achievers.

Those ready to craft their financial plans and be experts in handling their money are encouraged to seek the help of a Sun Life advisor, who can help them create a financial roadmap that matches their needs and will put them in a better position to make their plans a reality.

“Ito Ang Araw Mo” updates and other relevant information will be posted on Sun Life’s various online platforms for those who wish to take part in the activities and for those looking for added inspiration.

“There may have been a tremendous shift in our lives, but Millennials have the power to realize their goals and aspirations. It can start today,” Simpao said. “Ito ang araw nila, and it would be Sun Life’s honor to be their partner for life in this journey.”

So equip yourself with the right attitude and the right habits that will help you as you forge your way through life. And, make sure to enjoy the journey as well.