Tag Archives: Sun Life

Sun Life retells client stories with new set of digital short films, “Sun Shorts”

Top life insurance company marks 4th Financial Independence Month

There is no doubt that Sun Life has helped transform countless lives over the years. But behind each success lies the story of the many people it has touched, of lives changed and of dreams that came true.

To inspire Filipinos to pursue their financial freedom, Sun Life is launching a new collection of its digital films dubbed Sun Shorts, which will highlight the relationships that make lives #brightertogether.

“The people we love give us the courage to dream big and the strength to keep going even if sometimes it feels like the odds are against us. Truly, we are brighter together,” Sun Life Chief Marketing Officer Mylene Lopa said. “Sun Life shines a spotlight on these relationships to inspire every Filipino to keep chasing their dreams. Our three new Sun Shorts films ‘Waves,’ ‘She Said, She Said’ and ‘Sayaw’ will present this in stories inspired by the stories of Sun Life clients. Through the Sun Shorts, we hope to show Filipinos how life insurance can help them ease their life’s burdens and celebrate their lives’ triumphs giving them the opportunity to show the people they love their commitment to a brighter future for them.”

The roster of short films is part of celebrations prepared by Sun Life of Canada (Philippines), Inc., the number one life insurance company in the Philippines, to mark  the 4th Financial Independence Month this June  to remind Filipinos break free from the cycle of financial shortage and insecurity.

“Waves” by Zig Marasigan gives a peek into the mindset of millennials, who are often criticized for adhering to the “YOLO” mindset and not preparing well enough for the future; a young single mom’s journey takes centerstage in “She Said, She Said” by Nic Reyes; while Mihk Vergara will delve into the reality of coping with a long-time marriage that has gone cold in “Sayaw.”

The films will be released on June 7 at http://www.sunshorts2.com, and will also be uploaded on Facebook so it may be easily accessed and shared by viewers. Each film will also come with an explainer video, where Sun Life brand ambassadors Matteo Guidicelli, Judy Ann Santos, and Piolo Pascual will share their thoughts and shed light on how insurance and investments enable us to protect the relationships that matter to us.

Sun Life released its first collection of Sun Shorts in 2012 and the project has been recognized by different prestigious local and international award-giving bodies, which lauded the creative approach to promoting insurance and investment products.

Empowering Filipinos with concrete steps to financial freedom

To complement the new Sun Shorts films and to give Filipinos the opportunity to learn about life insurance and mutual funds, Sun Life will hold a series of activities throughout June as a next step for those who would like to boost their financial journey.

For the millennials, Sun Life will offer a workshop on achieving their travel goals, while moms and dads will be treated to a pampering activity to help put them in the best mindset to create future goals. For details on these activities, visit @sunlifeph on Facebook, Twitter, and Instagram.

Meanwhile, for those who prefer to learn at their convenience, Sun Life offers basic financial planning courses in the Brighter Life Institute at www.brighterlife.com.ph.

Sun Life will also launch PA Armor, an affordable personal accident protection for Filipino online shoppers. Through Sun Life’s partnership with Voyager Innovations, Inc., members of the online marketplace Takatack.com will exclusively enjoy the benefits of this protection.

“This Financial Independence Month, Sun Life reiterates its commitment to Filipinos who are in pursuit of their financial freedom,” Lopa said. “For as long as they have dreams to pursue and relationships to care for, Sun Life will be here for them as their partner in this journey.”

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About Sun Life Financial

Sun Life Financial is a leading international financial services organization providing a diverse range of insurance, wealth and asset management solutions to individuals and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2016, Sun Life Financial had total assets under management of $903 billion. For more information please visit http://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.

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“Now is the time to invest,” says Sun Life Asset Management as sales expand by 50% in 2016

Financial literacy is a topic that is very dear to my heart. As someone who didn’t know anything about savings and investing, I struggled early in life financially – not because I was wanting but because I was irresponsible.

When I was younger, I was one of the “one day millionaire” kids who go through hard-earned salary in a matter of days, spending it on shopping, food and my many juvenile hobbies that I always end up in the red days before the next payday.

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I spent my twenties subsisting paycheck-to-paycheck, not because I do not have enough in life, but because I was too irresponsible to fix my own finances. The sad thing is I am not alone. A recent study by Standard & Poor’s (S&P) showed that only 25% of Filipinos understand financial literacy.

“While the array of financial products available in Asia continues to grow rapidly, S&P’s FinLit Survey suggests that most consumers lack a general understanding of credit, compound interest and other key concepts,” the ratings firm noted. (SOURCE)

In a recent media briefing, leading Financial organization Sun Life Asset Management Company, Inc. shared the good news that the Philippine economy continues to grow strong. In a media statement, Sun Life Chief Investments Officer Michael Enriquez explained that with the increased consumer and government spending, the outlook remains fundamentally positive:“Remittances from overseas Filipino workers, the BPO industry, and the large number of Filipinos who are of working age are among the factors boosting our economy from the consumer’s end. On the other hand, the rise in government spending is bringing about more jobs and has also increased the demand for construction materials.”

Enriquez advised investors to stay the course, and even boost their investments. “With stock prices cheaper, it’s a good time to buy so they can enjoy the greater gains once the market goes up,” he said.

This is the best opportunity to invest in Mutual Funds, Enriquez advised.

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Photo credit: Sun Life Facebook page (here)

One way to take advantage of this scenario is by investing in mutual funds, such as the Sun Life Prosperity Funds managed by Sun Life Asset Management Company, Inc (SLAMCI). The Sun Life Prosperity Funds have been performing strongly amid the developments in the market. The Sun Life Prosperity Philippine Equity Fund, for instance, yielded a five-year return of 39% and a 10-year return of 119%; while Sun Life Prosperity Balanced Fund marked a 28% and 89% growth in the five and ten-year return respectively; and the Sun Life Prosperity Bond Fund lodged a 12% and 44% return for the same duration. The said figures are as of December 31, 2016.

“We’re delighted that our investors are reaping the rewards of their commitment to invest for the long-term, and we hope to see more Filipinos treading the same path so they too can experience financial security,” SLAMCI President Valerie Pama said.

As a leading financial organization, Sun Life espouses the importance of financial literacy among Filipinos. This is something that the company spends time and effort as part of its advocacy, Pama shares. To do this, the company conducts active engagement of new financial advisors and even rolls out free seminars on financial literacy that are open to the public.

I can relate. After my disastrous twenties, I finally settled into a more responsible financial outlook when I started my 30s. I began a triple bank account dividing my monthly salary, savings/emergency account and travel account. I started buying insurance – maintaining accounts on two different insurance companies. Two years ago, I discovered Mutual Funds and Sun Life and began my investment with just PHP5,000. I figured that all my hard work and all that overtime work will go to waste if I don’t start investing in my future. One day, my health will fail, I will retire but will still have a fairly-comfortable lifestyle, thanks to my savings and investments.

The recent pronouncement of SLAMCI gave me courage to be more bullish on my investments. My mutual fund with Sun Life still needs a lot to be desired and are on the very conservative side. The bullish approach and the positive economic outlook as announced by the company gave me the idea to shift the fund into a more risky approach across a ten-year period. Currently, I am still crunching numbers but hopes to achieve this dream within the year.

Considering the volatility of the economy and what ever may be happening in the world, I am comforted with the fact that SLAMCI continues to look out to its many customers. Their advocacy to financial literacy is slowly chipping away the notion that “investing is complicated.” With proper knowledge and research, and with a company you can depend on like Sun Life, a brighter tomorrow is possible.

The path to Brighter Life begins now 

So, here’s my story… 

Sometime this Summer–just right around my birthday–something clicked in me and I began re-evaluating my life. I’ve been alive for more than 30 years; working close to 20 years; married for less than 10; and still living it up like it’s a scene out of Reality Bites everyday. 

Living it up in Nami Island, South Korea

I began to take stock of what I already achieved and managed to make for myself. I don’t know if it’s friends and family reaching their own milestones, or my own frustration at my own career -but suddenly, I began to be more conscious of my financial health and more importantly, my financial literacy. 

Here’s a bit of real talk: I currently have a passbook savings account with very minimal money in it, a retirement savings account with another insurance company M, a health and insurance account with company P and a mutual fund account with Sun Life. In spite all these, I still feel financially inadequate most of the time. My monthly salary goes kaput as soon as the bills roll around and there are days when I need to tighten our spending in order to have enough fund in time for the next payday. 

In between, I use my husband’s earnings from freelancing as our daily spending money and use the money I earn as a freelance writer to build up my travel fund. Again, in between – I shift between feeling like we have too much and feeling like we have too little. 

these shoes are made for wandering

finding my way in Tokyo

I don’t have any vice but traveling, which for me is not a vice but more of a need since it keeps me sane and feeds my drive to succeed. 

But on a humid early morning last May, I woke up from my usual slumber with a nagging thought in my head. I can die anytime and still not have even a measly house to our name; my savings leaves much to be desired l, I want to be able to afford having kids of my own and yes, I am starting to hate my job. 

You might say it’s a bad case of mid-life crisis, but for me – it’s a wake up call, one that usually surfaces when you got too tired of playing the rat race and is hankering to pursue your passion and the things that make you truly happy. Everyday, I tell myself that I will quit my job and earn a living thru any of my passions like writing, the arts and event styling. But everyday, the pessimistic voice in my head will prevail me to lead my 8 to 5, afraid of a life without the assurance of HMO coverage, vacation and sick leaves and the cushy comfort that comes with the corporate grind. 

#LiveBrighter Better Lives 

We bloggers receive ton of invites to many events – but it’s a blessing when you find an event where some of your life’s questions are answered. 

SunLife’s launch of its #LiveBrighter Campaign held recently at Aracama in the Fort featured notable individuals who heeded their passion call while also setting financial goals for themselves. Here are people broke out of their comfort zones in pursuits of their dreams. 


Arriane Serafico is a travel blogger and educator when she heeded her life’s call to pursue study in the US while laying the ground work for her dream business. From her “raket-raket Lang” mentality, Arriane placed her sights on achieving more out of her passion. Her talk provided me much needed insight that it’s never wrong to monetize your passion. And my most important take away? To always put premium value on what you do, because if you don”t — who will? 

I love how Arriane encourages women to actively campaign for their own voice and reach for their goals while also giving a gentle reminder to be financially prepared for the tough battle ahead. 


For Sun Life Manager Agnes Cuaso, a former commercial model turned Sun Life Advisor, her life’s fulfillment came with helping others achieve their financial goals. Cuaso, whose short six years with Sun Life already yielded numerous milestones, shared how her life now as a Sun Life advisor enabled her to achieve her career milestones while getting fulfillment in her personal life. As a young wife and a new mom, Cuaso now finds a different kind of happiness and achievement — honed by her time with Sun Life. 


So, what now? 

While I wish I can be like Arriane who quit her job to bravely pursue her passion, I know that I just can’t – for the meantime. 

Opting to be strategic about it, I believe that the best way for me to finally be able to my creative career is to set the path to it. I will continue to maintain all my retirement and insurance funds, grow my savings account nest egg and exert more effort to understand my mutual funds account – all while simultaneously growing these portfolio. I will try to save more by staying away from online shops and foregoing wants in favor of “needs.” At the end of the day, the first step in achieving these goals is to have the commitment and discipline to see it through. 

The second step is to ensure that you have the best partner when it comes to lay Ng the ground work towards financial independence. Companies like Sun Life has a wealth of products that answers to whatever you may need. When you’ve prepared by life’s many curve goals, your path towards a brighter and better life becomes easier.