sun life philippines – Jellybeans in the City

What Do You Really Think About Legacy Planning?

Legacy planning isn’t exactly the kind of topic you bring up over coffee or weekend brunch. For many of us, who are deep into careers, raising families, building assets, or supporting parents, it feels like something that belongs far off in the future. But a new study from Sun Life Asia reveals why it might be time to think about it sooner rather than later—and why many Filipinos are worried that what they’ve worked so hard to build might not last.

The report, Passing the Torch: Building Lasting Legacies in Asia, surveyed more than 3,000 people across the Philippines, Hong Kong, Indonesia, Malaysia, Singapore, and Vietnam. And what it uncovered is a mix of practical concerns, emotional truths, and generational realities that will sound familiar to anyone navigating adulthood today.

What really matters to Filipinos when planning a legacy?

For most of us, “legacy” is no longer just about passing down money or property—it’s about ensuring that the people we love are secure long after we’re gone.

According to the study, more than seven in ten Filipino respondents (77%) say that having protection in place to ensure their family’s financial security is the most important part of legacy planning. That tracks with where many mid-career Filipinos are today: juggling financial responsibilities, maybe raising kids, maybe caring for aging parents, and definitely thinking about stability.

After financial security, the next priorities are:

Educating future generations about financial responsibilities (53%)
Building enough wealth to pass to the next generation (52%)

This shows a shift happening right now among Filipino families. It’s no longer enough to earn and save. We want our children—and even our younger siblings, nieces, or nephews—to be equipped to handle money wisely. Teaching them to manage what they inherit is becoming just as important as leaving the inheritance itself.

How Filipinos want their legacy to be used

The study also highlights what Filipinos hope their wealth will do for the next generation. The majority—69%—prefer that what they leave behind goes to essential family needs such as housing and healthcare.

Others want their legacy to help create future opportunities:

63% want wealth to support long-term wealth creation, not just immediate needs.
62% want to fund education, whether that’s school, college, or vocational training.

If you’re someone who’s spent years building your career or starting a business, this probably resonates deeply. We want our families to be comfortable, but we also want them to have momentum—something that helps them build their own futures, not just survive day-to-day.

But here’s the hard part: many fear their wealth won’t last

This is where the report gets especially real.

A striking 81% of Filipino respondents fear that their wealth won’t last beyond their children’s generation. More than half—64%—are worried their heirs might not be financially equipped to manage what they inherit. And only 45% are confident their children will actually uphold their wishes around preserving and growing family assets.

For anyone raising Gen Z or Gen Alpha—or even navigating relationships with younger relatives—these numbers reflect the tension we often feel. Values are shifting. Priorities are shifting. Family conversations about money sometimes don’t happen as openly as they should.

Legacy is more than money—it’s meaning

This is one of the most powerful insights from the study.

When asked what kind of legacy they want to leave:

37% mentioned passing down wealth or property
16% want to leave a positive personal influence
13% want to pass on family traditions and life lessons

It’s a reminder that legacy isn’t just about pesos and bank accounts. It’s about who we are, what we stand for, and the stories and values we want to live on long after us.

Yet only 43% believe their children will uphold family traditions. The rest—more than half—are unsure or worried these traditions may fade.

Many are aware of legacy planning—but few feel prepared

Even as legacy planning becomes more important, only 18% of Filipinos feel fully prepared. A small minority—just 6%—have completed and communicated their legacy plans. Meanwhile:

53% only have partial plans
25% have no plans at all

Many of the conversations happening in families today are also unstructured. 42% of discussions about legacy are informal or casual. But only 19% actually prefer it that way. Most people want more structured, thoughtful conversations—they just don’t know how to start them.

Financial literacy is becoming part of the inheritance

This is one of the most encouraging trends in the study. Many families are already preparing the next generation by:

Teaching financial basics (66%)
Engaging in open financial discussions (57%)
Sharing personal financial experiences (57%)

There’s also a growing interest in professional advice. 43% have already engaged advisors, and 46% are planning to.

As Benedict Sison, CEO and Country Head of Sun Life Philippines, puts it:

“People today want to pass on more than wealth; they want to give the next generation the knowledge and values to manage it wisely.”

Why this matters for our generation

We are the bridge generation: caring for older parents, raising or guiding younger ones, and trying to build stability in an unpredictable world. This study shows that we’re thinking more deeply about legacy—not just in terms of assets, but in the form of values, education, and preparedness.

Legacy planning isn’t morbid. It’s practical. It’s empowering. And as the report reminds us, it’s something we can start shaping today—through the conversations we have, the habits we teach, and the plans we take time to put in place.

To learn more about Sun Life’s award-winning products and how they can help witch your legacy planning, visit its website or contact a Sun Life advisor for personalized advice. Your future self will thank you!

3 Tips for Business Success from Chef Tatung

On a breezy November afternoon in BGC, the aroma of spices mingled with the hum of conversation at The Kitchen by Coffee Bean & Tea Leaf. Renowned chef, restaurateur, and content creator, Chef Tatung Sarthou, wasn’t just there to cook—he was there to inspire.

As part of Sun Life’s Coffee & Play event, Chef Tatung served up more than just his signature peri-peri chicken and chicken macaroni. He dished out the wisdom that has guided his own ventures, offering aspiring entrepreneurs a taste of what it takes to succeed in business. Here are his three essential tips for turning dreams into reality.

1. Define Your Success and Design Your Plan

“Success will happen by design, not by chance,” Chef Tatung said, his voice confident yet approachable. He explained that the first step to any successful endeavor is having a clear vision. For him, success isn’t just about opening doors—it’s about building an organization that thrives long-term.

“Be intentional,” he urged the audience, emphasizing the value of nurturing a team of leaders and hard workers who share your vision. “Your business should have the right people to help expand it.” Just like perfecting a recipe, success requires precision, preparation, and a pinch of determination.

2. Be a Problem-Solver

Running a business is no walk in the park, and Chef Tatung knows it firsthand. “Every day brings challenges,” he shared. “But successful businesses exist because they solve other people’s problems.”

For Chef Tatung, a problem-solving mindset isn’t just helpful—it’s essential. He described it as part of an entrepreneur’s DNA, a way of approaching obstacles with curiosity and creativity. Whether it’s a supply chain hiccup or an evolving market trend, every problem presents an opportunity to innovate.

3. Seek Professional Help to Grow

As the conversation turned to financial management, Chef Tatung didn’t mince words: “Get advice from people who know finance.” He reminded the audience that growing a business involves navigating complex financial and legal landscapes. The right experts, he explained, can help ensure a solid foundation for success.

For budding entrepreneurs, these words carried weight. Many nodded in agreement, their pens busy scribbling notes.

A Taste of Inspiration

As Chef Tatung wrapped up his talk, the audience sampled the dishes he prepared during the demo, savoring not just the flavors but the lessons behind them. The event didn’t end there. Participants dove into Sun Life’s original board game, Play for Life: A Game of Choices, designed to teach strategic thinking and decision-making—skills every entrepreneur needs.

For Sun Life’s Market Segment Manager for Business Owners, Renee Co, the event was about more than sharing tips. “We want to empower our clients to make the bright choice in achieving their life and business goals,” she said, thanking Coffee Bean & Tea Leaf for their collaboration.

Chef Tatung’s tips are a reminder that success, much like cooking, requires the right ingredients, a thoughtful process, and a willingness to learn. Whether you’re plating your first dish or launching your first business, the recipe for success is within reach—with a clear vision, a problem-solving mindset, and the right support team to guide you along the way.

For more resources to grow your business, visit Sun Life’s Business Owner Program. Follow @SunLifePH on Facebook, Instagram, and TikTok for updates on future events.

Details provided in a tecent press release.

Sun Life Foundation Advances Environmental and Social Causes with Key Initiatives

Sun Life Financial-Philippines Foundation, Inc. (Sun Life Foundation) continues its commitment to environmental sustainability and community health development through a series of impactful initiatives. These include a new mangrove conservation project, a tree planting drive in La Mesa Watershed, and the turnover of Barangay Health Stations in Central Luzon.

As the philanthropic arm of Sun Life Philippines, the Foundation continues to focus on initiatives that address health, education, and environmental sustainability. The Foundation’s recent activities further underscore its role in fostering community-driven solutions that promote long-term resilience. “Each step we take contributes to the greater good. If a small step makes a difference, imagine the impact our concerted effort will have not just in the present but for generations to come,” said Sun Life President Alex Narciso, emphasizing the importance of collective action.

Mangrove Conservation Initiative in Eastern Visayas

Sun Life Foundation enhances mangrove conservation in Samar and Biliran

In a bid to support environmental preservation, Sun Life Foundation has launched the Integrated Mangrove Citizen Science and Sustainable Livelihood Initiative in partnership with the ABS-CBN Lingkod Kapamilya Foundation. The project, which covers sites in Samar and Biliran, aims to empower local communities with sustainable livelihoods while improving mangrove conservation efforts. According to Kristine Dianne Millete, Executive Director of the Sun Life Foundation, “Protecting mangroves is more important than ever given their role in mitigating the impacts of climate change. We hope that this project will empower communities to actively care for mangroves while sustainably reaping the benefits these ecosystems provide.”

Tree Planting Activities at La Mesa Watershed

PRESS RELEASE [FINAL] - Sun Life Foundation champions environmental sustainability, plants 3,000 trees at La Mesa Watershed

Furthering its commitment to environmental sustainability, Sun Life Foundation, with the support of over 200 volunteers, organized tree planting activities at the La Mesa Watershed, one of Metro Manila’s last remaining large forests. A total of 3,000 seedlings were planted in collaboration with Asia Society for Social Improvement and Sustainable Transformation (ASSIST). In her remarks, Kristine Dianne Millete emphasized, “It’s crucial to conserve and protect nature, especially here in Metro Manila where pollution, climate change, and monsoon rains greatly impact the quality of life of millions. Through annual tree plantings, we hope to help in building a more sustainable, climate-resilient, and livable city.”

Expansion of Barangay Health Stations in Central Luzon

Sun Life Foundation Turns Over Four New Barangay Health Stations in Central Luzon

In an effort to enhance healthcare access in underserved regions, Sun Life Foundation has officially turned over four new Barangay Health Stations (BHS) in Tarlac and Nueva Ecija. This initiative, in partnership with Health Futures Foundation, Inc., aims to provide primary healthcare services and health education, particularly in remote communities. Sun Life Foundation President Alex Narciso remarked, “The Sun Life Barangay Health Stations program aims to empower residents and aid in building healthy, resilient, and thriving communities. Having a health station helps eliminate distance as a barrier to forging a brighter future.”

Through its multifaceted programs, Sun Life Foundation not only champions environmental sustainability but also plays a crucial role in enhancing the quality of life in the communities it serves. These initiatives reflect the Foundation’s ongoing dedication to improving public health, protecting natural resources, and supporting local communities in line with its core values of social responsibility and sustainability.

Details provided in recent press release.

Coffee & Play: Sun Life and Coffee Bean & Tea Leaf Make Financial Literacy Fun

Picture this: the comforting aroma of freshly brewed coffee, the hum of friendly chatter, and a table buzzing with excitement as players strategize their next move in a life-inspired board game. This is no ordinary coffee break; it’s “Coffee and Play,” a unique collaboration between Sun Life Philippines and Coffee Bean & Tea Leaf (CBTL) that infuses financial literacy into casual coffeehouse moments.

Through this innovative partnership, Sun Life is taking its advocacy for financial literacy to new heights by creating an inviting space where people can learn the fundamentals of money management in a relaxed, interactive, and—dare we say—fun way.

“We’re excited to engage even more Filipinos and help enrich their financial knowledge,” shared Carla Gonzalez-Chong, Sun Life’s Client Experience and Chief Marketing Officer. “The enthusiastic response to the Play for Life board game during its launch early this year has inspired us to create more versions to cater to different needs and experiences.”

From Coffee Cups to Life Lessons

The centerpiece of “Coffee and Play” is Sun Life’s original board game, Play for Life: A Game of Choices, designed to mimic real-life financial scenarios. With versions tailored to employees and professionals, business owners, and Overseas Filipino Workers (OFWs), the game offers participants insights into budgeting, investing, and planning for the future—all through an engaging and competitive format.

To bring this initiative to life, select CBTL branches will host game sessions where coffee enthusiasts can sip their favorite brews while making financial decisions in a simulated setting. It’s a blend of education and entertainment that resonates with people from all walks of life.

“Coffee Bean & Tea Leaf is committed to nurturing connections and enriching the lives of our community,” said Kimberly Cruz, CBTL’s Senior Marketing Manager. “Sun Life’s advocacy for financial literacy complements this by equipping individuals with knowledge and tools that lead to personal growth and financial well-being.”

A Coffeehouse for Every Crowd

Each “Coffee and Play” session is crafted with its audience in mind:

Game Night for Employees and Professionals

On November 28, 2024, at The Kitchen by CBTL in Bonifacio Global City, professionals will gather for an evening of gaming, dining, and camaraderie. Beyond the board game, attendees can enjoy exclusive merchandise, raffle prizes, and a chance to network—all while sipping their favorite coffee blends.

Coffee, Play, and Cooking Demo for Business Owners

Business owners will find inspiration not just in financial strategies but also in culinary creativity. On November 29, 2024, Chef Tatung Sarthou will join the session at the same venue, treating participants to a live cooking demo and tips for running a successful food business.

Game Day for OFW Families

In Bacolod, where family ties are cherished, Sun Life will host a special session for OFWs and their families on November 30, 2024, at CBTL in Ayala Malls Capitol Central. It’s a holiday homecoming event that combines financial learning with family bonding over coffee and an exclusive Shine Pinoy travel kit.

Brewing a Future of Financial Wellness

By transforming coffeehouses into hubs for financial learning, Sun Life and CBTL are redefining the way Filipinos approach money matters. The collaboration is a testament to the belief that financial literacy doesn’t have to be intimidating—it can be as comforting as your go-to coffee order.

“Sun Life is always on the lookout for allies who can help us promote our financial literacy advocacy in a more engaging way,” Gonzalez-Chong emphasized. “We are glad to collaborate with Coffee Bean & Tea Leaf to demonstrate how learning about money matters can be a fun and memorable experience.”

For Sun Life and CBTL, the partnership is more than just a series of events—it’s a movement to make financial wellness accessible and enjoyable for everyone.

Follow Sun Life Philippines (@SunLifePH) on Facebook, Instagram, and TikTok for more updates about “Coffee and Play” and other exciting initiatives.

Details provided in a recent press release.

Sun Life’s Multifaceted Initiatives: Enhancing Education, Health, and Community Well-Being

Sun Life Financial-Philippines is actively improving communities through a series of impactful initiatives focused on education, health, and overall well-being. These efforts highlight the company’s commitment to supporting Filipinos in various aspects of their lives.

Educational Milestone for Sama-Bajau Children

Sun Life Foundation recently celebrated a significant achievement with the Sama-Bajau children in Parañaque City. The children’s graduation was marked by a Recognition Day at the Sama-Bajau Activity Center, followed by a fun-filled event at The Mind Museum. This celebration was made possible through a partnership with Cartwheel Foundation, aiming to create safe and culturally relevant learning spaces.

PRESS RELEASE [FINAL] - Sun Life Foundation holds fun-filled graduation celebration for Sama-Bajau kids

Kevin Strain, Sun Life’s Global President & CEO, emphasized the importance of education: “Education can empower us to achieve incredible things. That’s why Sun Life is so proud to support this learning initiative which will help children in Mindanao and Metro Manila unlock a bright future.”

Sun Life Foundation Executive Director Kristine Millete added, “Every Filipino child deserves access to education, no matter where they come from, no matter where they are, and no matter the circumstances they are in.” This initiative underscores the foundation’s dedication to ensuring that marginalized communities receive quality education.

Strategic Healthcare Partnership with The Medical City Clinic

In a move to enhance health care access, Sun Life has partnered with The Medical City Clinic. This collaboration merges Sun Life’s expertise in financial planning with The Medical City Clinic’s healthcare services. The goal is to empower Filipinos to prioritize their health with confidence, knowing they have financial support for unexpected health issues.

Press Release - Sun Life x Medical City Collaboration

Benedict Sison, CEO and Country Head of Sun Life Philippines, stated, “By collaborating with The Medical City Clinic, we are driving towards building a stronger, healthier, and brighter future for Filipinos.” Roberto Muñoz, President and CEO of The Medical City Clinic, echoed this sentiment: “Together, we can empower more Filipinos to take control of their health and well-being.”

This partnership aims to improve health outcomes by integrating financial security with preventive care and accessible healthcare services.

New Barangay Health Station in Tarlac

Sun Life Foundation recently handed over a new Barangay Health Station to Brgy. Maasin in Pura, Tarlac. This facility will provide essential primary health services, including consultations, prenatal check-ups, and immunizations. It is also part of a broader initiative to improve health services in remote areas.

PRESS RELEASE [FINAL] - Sun Life Foundation turns over Barangay Health Station to Brgy, Maasin in Tarlac

Kristine Millete commented on the project, saying, “This program is not just about improving the health of communities, but also about strengthening the foundations upon which Filipinos can build brighter futures.” Pedrito de la Cruz, Executive Director of Health Futures Foundation, Inc., added, “HFI and Sun Life Foundation are planting the seeds for a thriving community.”

The Maasin Barangay Health Station is one of nine such facilities being established, reflecting Sun Life’s ongoing commitment to enhancing community health and well-being.

Sun Life Financial-Philippines continues to make a meaningful impact through its comprehensive initiatives that support education, healthcare, and community development. These efforts illustrate the company’s dedication to creating brighter futures for Filipinos, one community at a time.

For more information about Sun Life, visit www.sunlife.com.ph.

Details provided in recent press releases.

How the Bright Barkada of Sun Life can inspire you to level up your financial game

Let’s face it—adulting is tough. You’ve got dreams to chase, goals to crush, and a future to plan, but there’s one thing that can make everything feel a bit overwhelming: money. You’ve probably heard a lot about financial literacy, maybe even tried to figure out how to budget or save, but where do you even start? The good news is that you’re not alone in this journey. Meet the Bright Barkada—a group of five Gen Z content creators who are here to show you that getting your finances in order can be empowering, fun, and yes, totally doable.

Sun Life Philippines recently introduced the Bright Barkada to inspire people like you to take control of your finances and make smarter money decisions. The group, made up of Dan Yotoko, Elize Mariano, John “JD” Deseo, Cess Tan, and Migo Austria, is on a mission to show how financial literacy helps you live a brighter life. They’re real-life friends who are chasing their dreams while supporting each other—and now they’re inviting you to join them in learning how to turn those dreams into reality, with a little help from some solid financial planning.

So, how can you follow in their footsteps? Here are five important tips you can pick up from the Bright Barkada:

1. Financial Literacy is Key to Adulting

Whether you like it or not, adulting comes with responsibilities—managing your money is one of the biggest. It might seem scary at first, but learning how to handle your finances early on will give you more control over your future. That’s exactly what the Bright Barkada is here to prove. They’re just like you—figuring things out as they go, but with a focus on making better financial decisions.

If you’re feeling overwhelmed, start small. Think of financial literacy as a toolkit that will help you achieve what you’ve always dreamed of, whether it’s starting a business, traveling the world, or just having a stable future. Every little step you take now will count in the long run.

2. Learn From Real-Life Experiences

Dan Yotoko, known as the “Active Runner,” has built his platform by sharing #RealTalkSaglit moments on TikTok, where he opens up about the life lessons he’s learned from his own experiences. And one of the biggest lessons? Managing money is part of building the life you want.

Dan’s story is a great reminder that it’s okay to make mistakes—what’s important is that you learn from them. Maybe you’ve overspent before or struggled with budgeting, but that doesn’t mean you can’t bounce back and improve. Every financial experience, good or bad, teaches you something valuable.

3. Passion Meets Smart Financial Planning

You don’t have to give up what you love to be financially smart. Look at Elize Mariano, the group’s “Beauty Guru,” and Cess Tan, the “Fashionista.” They’re passionate about beauty and fashion, but they know that in order to sustain their passions, they need to be financially savvy. Whether you’re into skincare, makeup, fashion, or any other hobby, you can find ways to balance it with your financial goals.

The trick is to budget for the things you love while still planning for your future. By prioritizing your spending and setting aside money for what matters most, you can enjoy your passions without putting your financial health at risk.

4. Support Systems Make a Difference

One of the best things about the Bright Barkada is how they support each other in their financial journeys. When you surround yourself with people who are also focused on financial literacy, you stay motivated to stick to your own goals.

Migo Austria, “The Smart One,” knows this well. He recently graduated with Latin honors and plans to pursue law—ambitious goals that require both focus and careful planning. With friends like the Bright Barkada cheering him on, Migo is proving that big dreams are achievable with the right mindset and a solid financial plan.

You don’t have to figure out everything on your own. Lean on your friends, family, or even online communities to share tips, advice, and support.

5. It’s Never Too Early to Start

One thing the Bright Barkada wants you to know is that it’s never too early to start learning about financial planning. Whether you’re still in school or just starting your career, the time to start thinking about your finances is now. The earlier you begin, the more prepared you’ll be to handle whatever life throws your way.

Sun Life Philippines has teamed up with the Bright Barkada to show you how financial literacy can help you live life to the fullest. They’ve even launched a video podcast called “Adulting with the Bright Barkada” where they dive deep into their experiences with money and adulting. It’s packed with practical tips, relatable stories, and real talk on how they manage their finances while chasing their dreams.

You can watch the first episode on Sun Life’s official Facebook page and YouTube channel through this link: www.sunlife.co/BrightBarkadaPodcast.

Financial Freedom Is in Your Hands

As Sun Life Philippines Chief Client Experience and Marketing Officer Carla Gonzalez-Chong puts it, “We’re glad to have the Bright Barkada as allies in our financial literacy advocacy. We hope that through the content they will create, today’s generation will be inspired to build bright money habits, learn more about financial solutions, and secure their future.”

So, what are you waiting for? Take the first step toward financial freedom today. Follow @SunLifePH on Facebook, YouTube, and TikTok to stay updated on the latest financial tips and tricks from the Bright Barkada. And if you’re ready to dive deeper, check out Sun Life’s products and services at www.sunlife.co/GettingStarted.

Remember, your future is bright—and with a little financial planning, you can make it even brighter.

Details provided in a recent press release.

Sun Life Philippines shines with top industry honors and community impact

Sun Life Philippines has recently achieved remarkable recognition across various fronts, underscoring its commitment to excellence and positive impact within the industry and the community. From topping industry rankings to receiving accolades for its HR practices and philanthropic efforts, Sun Life continues to set a high standard.

Sun Life Tops MDRT Rankings

In a notable achievement, Sun Life of Canada (Philippines), Inc. has secured the number one spot in the Million Dollar Round Table (MDRT) for having the highest number of financial advisors among its peers in the Philippines. With 540 MDRT members in 2023, Sun Life surpassed its nearest competitor by 172 advisors, solidifying its leadership position. Globally, Sun Life ranks 41st among the top 50 MDRT companies.

Alfonso Quitangon, Chief Distribution Officer of Sun Life, commented, “Excellence is a cornerstone of Sun Life’s commitment to its clients and the Filipino nation as a whole.”

Benedict Sison, CEO & Country Head of Sun Life Philippines, added, “They not only bring to life our purpose but do so with such passion and dedication. They make us proud and remind us that going the extra mile to help Clients secure their future will always be a rewarding pursuit.”

Benedict Sison, CEO & Country Head, Sun Life Philippines

HR Excellence Awards Finalist

Sun Life Philippines has also been recognized as a finalist in the HR Excellence Awards 2024 in two key categories: Excellence in Employee Engagement and Excellence in CSR Strategy. This acknowledgment highlights the company’s dedication to fostering an engaging workplace and its impactful community initiatives.

Michelle Garcia, Chief Human Resources Officer at Sun Life Philippines, expressed, “We strive to create a positive impact both internally and externally, and this will inspire us to continue building a sustainable future for our employees and the communities we serve.”

Press Release - Michelle Garcia, Sun Life Philippines Chief Human Resources Officer

Legal Team’s Prestigious Recognition

Adding to its accolades, Sun Life’s legal team has been honored in the inaugural Legal 500 GC Powerlist, a prestigious roster of influential in-house legal teams in the Philippines. Sun Life is notably the only insurance company included in this elite list.

Atty. Ed Tordesillas, General Counsel of Sun Life Philippines, remarked, “My team and I are honored to be included in this prestigious list. We continuously strive for excellence, and this recognition will inspire us to further contribute to Sun Life’s mission.”

Sun Life’s Legal Team earns a spot in prestigious Legal 500 GC Powerlist

Benedict Sison further acknowledged, “We are truly grateful for their contributions as we continuously help clients achieve lifetime financial security and live healthier lives.”

Philanthropic Efforts: Clean Water Project in Palawan

In its philanthropic endeavors, the Sun Life Foundation has completed a significant project to improve access to clean water in remote areas of Palawan. Partnering with the Philippine Tropical Forest Conservation Foundation, Inc. and the Embassy of Canada in the Philippines, the initiative benefits 4,362 households and over 18,000 individuals across three barangays.

Kristine Millete, Executive Director of the Sun Life Foundation, stated, “We are delighted to see the completion of this project, knowing the benefits it will bring our community beneficiaries. This not only brings to life our health advocacy but likewise our sustainability priorities, as it supports biodiversity conservation and climate adaptation.”

Sun Life Foundation Director, Dianne Kristine Millete

Sun Life Philippines continues to set benchmarks for excellence in the financial services industry while making a meaningful impact on the communities it serves. Through its achievements in MDRT rankings, HR practices, legal prowess, and philanthropic efforts, Sun Life exemplifies a commitment to both professional excellence and social responsibility.

For more information about Sun Life, visit www.sunlife.com.ph.

Details provided in recent press releases.

Maximizing Financial Security and Health with Sun Life’s Award-Winning Insurance Products

In the ever-evolving world of personal finance and health, finding the right balance between securing your future and maintaining your well-being is crucial. Sun Life, the Philippines’ leading life insurance company, has set a high standard in this arena by recently earning three prestigious recognitions at the Insurance Asia Awards 2024. These accolades highlight Sun Life’s commitment to providing innovative and client-centric solutions that address both financial and health security. Let’s explore how Sun Life’s award-winning products can help you achieve your financial goals while promoting a healthier lifestyle.

Importance of Financial Planning and Health Security

Financial planning and health security are two pillars that ensure long-term stability and peace of mind. Whether you’re a young professional starting your career, a business owner, or preparing for retirement, having a robust plan in place can make all the difference. Sun Life, with its comprehensive range of insurance products and programs, offers solutions tailored to meet these diverse needs, helping you secure your future and protect your health.

Sun Future Proof – Crafting Financial Plans for Every Business Stage

One of Sun Life’s standout offerings is the Sun Future Proof program, which was awarded the Business Insurance Initiative of the Year. This innovative program is designed to cater to the unique financial needs of business owners at various stages of their business journey. Whether you’re in the start-up phase, experiencing growth, or managing a mature enterprise, Sun Future Proof crafts personalized financial plans that cover four essential aspects:

Personal Goals. Ensuring that your personal financial objectives are met alongside your business ambitions.
Business Continuity. Providing strategies to keep your business running smoothly in the face of unforeseen challenges.
Succession Planning. Preparing for the future transition of your business to the next generation or new leadership.
Leaving a Legacy. Securing your business’s impact and legacy for years to come.

Since its launch, Sun Future Proof has generated impressive results, significantly growing Sun Life’s business owner segment. This program exemplifies how thoughtful financial planning can safeguard your personal and professional future.

Sun Peso Maximizer and Sun Dollar Maximizer – Innovative Insurance Products

In recognition of its outstanding product innovation, Sun Life’s Sun Peso Maximizer (Hybrid Income) and Sun Dollar Maximizer (ProIncome) plans were honored as the Insurance Product Innovation of the Year. These products are designed to provide both insurance coverage and fixed annual payouts, addressing the need for financial stability and growth.

Sun Peso Maximizer (Hybrid Income): This plan offers a unique blend of life insurance protection and regular income payouts in Philippine Pesos, making it an excellent choice for those looking to secure their financial future while enjoying a steady income stream.
Sun Dollar Maximizer (ProIncome): Similar to its peso counterpart, this plan provides life insurance coverage with fixed annual payouts in US Dollars, appealing to those seeking growth and stability in a global currency.

Both products have achieved record-breaking sales, gaining widespread support from clients and advisors alike. By offering guaranteed payouts, these plans ensure a stable income, making them ideal for long-term financial planning and peace of mind.

Health Awareness through the Wheel of Life Campaign

Recognizing the importance of health in overall financial planning, Sun Life launched the Wheel of Life campaign, which earned the Marketing Initiative of the Year award. This innovative campaign used a game show format to raise awareness about critical illnesses and their impact on personal and financial well-being.

The Wheel of Life campaign not only surpassed all success metrics but also significantly increased the company’s health product sales. By engaging clients in a fun and informative manner, the campaign emphasized that Sun Life is committed to being a partner in their journey towards healthier lives.

Client-centric Approach

Sun Life’s success is rooted in its client-centric approach. Carla Gonzalez-Chong, Sun Life Philippines Chief Client Experience and Marketing Officer, expressed the company’s dedication to its clients: “These accolades are proof that putting Clients at the center of everything we do will always lead us to our best work. We look forward to continuously providing them with innovative solutions and exceptional value.”

Financial advisors emphasize the advantages of incorporating Sun Life’s products into a comprehensive financial plan, noting their ability to offer both protection and growth opportunities.

How to Get Started with Sun Life’s Solutions

If you’re looking to enhance your financial and health security, starting with Sun Life’s award-winning products is a great choice. Here are some practical steps to get started:

Assess Your Needs. Evaluate your current financial situation and health needs to determine which products best suit your goals.
Consult a Sun Life Advisor. Reach out to a Sun Life advisor who can provide personalized advice and guide you through the available options.
Explore Online Resources. Visit Sun Life’s website to learn more about theiitsr products and services, and utilize its online tools to get a quote or schedule a consultation.
Plan for the Future. Consider integrating Sun Life’s solutions into your long-term financial and health plans to ensure a secure and prosperous future.

Sun Life’s award-winning insurance products, including the Sun Future Proof program, Sun Peso Maximizer, and Sun Dollar Maximizer plans, along with the impactful Wheel of Life campaign, highlight the company’s commitment to helping clients achieve financial stability and better health. By incorporating these innovative solutions into your personal finance strategy, you can enjoy the benefits of financial security and a healthier lifestyle. Don’t wait – explore Sun Life’s offerings today and take the first step towards a secure and prosperous future.

To learn more about Sun Life’s award-winning products and how they can benefit your financial and health planning, visit its website or contact a Sun Life advisor for personalized advice. Your future self will thank you!

Details provided in a recent press release.

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Sun Life Philippines and Lifestyle Medical Group Manila tie up to empower Filipinos towards a healthier future

In today’s fast-paced world, maintaining overall well-being and ensuring a healthier future for ourselves and our families has never been more crucial. Now, more than ever, Filipinos need to take proactive steps to safeguard their health.

Here are a few ways we can start:

Regular Health Screenings and Check-ups: Proactive health screenings can detect potential health issues early, allowing for timely intervention and treatment. Regular visits to healthcare providers help maintain a baseline of good health and monitor any changes over time.
Healthy Lifestyle Choices: Adopting a balanced diet rich in fruits, vegetables, lean proteins, and whole grains supports overall health. Engaging in regular physical activity, such as walking, jogging, or participating in sports, helps maintain physical fitness and mental well-being.
Mental Health Awareness: Prioritizing mental health by managing stress, seeking therapy or counseling when needed, and fostering supportive relationships can significantly improve overall well-being. Practicing mindfulness and relaxation techniques, such as meditation or yoga, can enhance emotional resilience.
Financial Planning and Security: Developing a comprehensive financial plan that includes savings, insurance, and investment strategies can provide peace of mind and reduce financial stress. Utilizing financial services and products can help ensure long-term financial stability and security.
Health Education and Lifestyle Modifications: Educating oneself and family members about common health risks and preventive measures empowers informed health decisions. Making lifestyle modifications, such as quitting smoking, reducing alcohol consumption, and maintaining a healthy weight, can prevent chronic diseases and promote longevity.

By integrating these practices into our daily lives, we can take meaningful steps toward ensuring a healthier and more secure future for ourselves and our families.

In line with this, Sun Life Philippines recently announced its tie-up with Lifestyle Medical Group Manila, a premier healthcare services provider. This collaboration aims to empower Filipinos to prioritize their health and well-being through a holistic approach that combines financial security and high-quality healthcare.

This strategic collaboration brings together the financial security and peace of mind offered by Sun Life with the top-notch medical care expertise of Lifestyle Medical Group Manila. Through strengthened offerings and solutions, individuals and communities can focus on maintaining good health with greater confidence.

“This collaboration marks a step forward in fulfilling our core purpose – to help Filipinos achieve lifetime financial security and live healthier lives,” said Benedict Sison, CEO and Country Head of Sun Life Philippines. “By joining forces, Sun Life Philippines and Lifestyle Group Medical Manila will be able to create awareness about illnesses to watch out for, ensure lifestyle modification, and foster general wellness among our clients.”

Dr. Marc Dexter Macalintal, CEO of Lifestyle Medical Group Manila, underscores the importance of this approach: “By collaborating with Sun Life Philippines, we will be able to empower more Filipinos to take control of their overall well-being and create a healthier future for themselves and their families.”

Know more about Sun Life’s health insurance products by consulting a Sun Life advisor or visiting sunlife.com.ph.

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 March 31, 2024, Sun Life had total assets under management of $1.47 trillion. For more information, please visit http://www.sunlife.com. 

Lifestyle Medical Group Manila was established to provide prevention and treatment of lifestyle-related diseases in both individual and community levels.

Partnership details provided in a recent press release.

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Sun Life Philippines shines in communication excellence and community sustainability

Sun Life Philippines celebrates dual achievements in marketing excellence and community development.

Sun Life Philippines, the leading life insurance provider in the country, has garnered significant recognition at the prestigious Gold Quill Awards for its exemplary marketing campaigns. Simultaneously, its philanthropic arm, Sun Life Financial-Philippines Foundation, Inc. (Sun Life Foundation), continues to make strides in promoting food security and livelihood sustainability in remote areas.

Excellence in Communication: Gold Quill Awards Triumph

Sun Life Philippines was honored at the International Association of Business Communicators (IABC) Gold Quill Awards, securing three distinguished awards for its innovative marketing initiatives. The company received an Award of Excellence for its Brand Health Journey and an Award of Merit for its Freedom to Live Brighter campaign. Additionally, Sun Life’s Client Experience & Marketing Departments were bestowed with the Team of the Year Special Award.

The Brand Health Journey aimed to maintain Sun Life’s status as a top-of-mind brand in the Philippines by deploying comprehensive digital and traditional advertising campaigns. These efforts ensured a wider reach, encouraging more Filipinos to secure their health and wealth.

The Freedom to Live Brighter campaign, a refreshed financial literacy advocacy, targeted younger audiences through engaging digital films created by Sun Life’s Gen Z multimedia artists. This campaign successfully boosted financial literacy awareness among the younger demographic, significantly enhancing the company’s appeal to this age group.

Carla Gonzalez-Chong, Chief Client Experience & Marketing Officer of Sun Life Philippines, expressed gratitude for the recognition, stating, “We share this achievement with our clients, who inspire us to be innovative. We will continue striving for excellence in communication to help Filipinos achieve lifetime financial security and healthier lives.”

Promoting Food Security and Sustainability in Surigao del Norte

Parallel to its marketing success, Sun Life Foundation has made significant contributions to community development through its Food Shed Farming Enterprise project in Surigao del Norte. This initiative, conducted in collaboration with the World Wide Fund for Nature (WWF) Philippines, aims to enhance food security and provide sustainable agriculture-based livelihoods to the barangays of Caub and Halian in Del Carmen.

The remote locations of these barangays have historically faced challenges in food supply due to their reliance on the main Siargao island and Surigao City. The new food sheds, equipped with sustainable technologies, are designed to mitigate these challenges. They ensure access to safe and quality food, reduce dependency on external supplies, and boost local income by facilitating market linkages.

Furthermore, the project incorporates climate-adaptive farming techniques and financial education to ensure long-term sustainability. The food sheds directly benefit 250 individuals and indirectly improve the lives of 2,943 barangay residents by providing fresh, locally-produced, nutrient-rich food.

Sun Life Foundation’s commitment to health, education, and environmental sustainability underscores its mission to uplift the lives of marginalized Filipinos. Through initiatives like the Food Shed Farming Enterprise, the Foundation aims to build a brighter future for all.

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 June 30, 2023, Sun Life had total assets under management of $1.37 trillion. For more information, please visit www.sunlife.com.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Details provided in recent press releases.