SUN LIFE PRESENTS: SOLUTIONS FOR FINANCIAL INDEPENDENCE MONTH

FILIPINOS ARE SAVING BUT NOT INVESTING FOR THE FUTURE, SUN LIFE STUDY

Filipinos are eager to prepare for the future, but are still tied to traditional ways of handling their
finances. This was revealed in a nationwide study of 1,200 respondents conducted by Kantar Milward Brown and commissioned by Sun Life Financial Philippines ("Sun Life”).

According to the study, 68% of Filipinos were concerned about saving for emergencies, 62% on securing their family’s future, and 57% on retirement. In order to address these priorities, 62% said they are managing their finances while 54% are spending only on things that are planned. Only 39% replied that they were investing their money in order to fund their goals.

Many pointed to their financial situation as a reason for not availing of life insurance or mutual fund
products, where an average of 44% said that these products are considered as added expenses rather
than tools to be financially secure. Moreover, it appears that lack of knowledge was also a factor, where 16% admitted they knew little about life insurance, 15% confessed to not knowing much about accident insurance, and 17% felt the same way about health insurance.

This prompted Sun Life to adopt the theme ”Life, Health, and Wealth” for its Financial Independence
Month campaign this June.”Life, health, and wealth are the essentials of a brighter future, but one can only achieve them if they save and invest for the future,” Sun Life Chief Marketing Officer Mylene Lopa said. ”This is possible with the right partner, tools, and products, and these are what we would like to highlight this Financial Independence Month.”
Life solutions Among the initiatives under ”Life” is the Life Insurance Calculator, which would help one assess how much life insurance he would need to properly cover the needs of his loved ones, giving him a clearer goal to pursue. The digital tool can be accessed via bit.ly/SLlnsuranceCalc.
Meanwhile, SUN Smarter Life Classic is a protection plan that provides double life insurance coverage throughout one's lifetime. Available in flexible premium payments, it also offers benefits that he can usein case of emergencies or immediate need for cash.

Sun Life is also set to team up with Waze to promote road safety in an initiative dubbed ”Brighter Drive,Brighter Life,” which will alert Waze users on accident-prone areas. This may also serve as a reminder for Waze users, who are also registered Lazada members, to insure themselves with a digital life insurance from Sun Life, such as Life Armor. It may be availed via the said online marketplace for as low as P100.

Health solutions Under ”Health," Sun Life endorses SUN Fit and Well, a new generation wellness plan that offers comprehensive life and health protection. It covers the whole health Journey from prevention, diagnosis, treatment, and rehabilitation, offering comfort and peace of mlnd should a serious illness strike. GoWell, Sun Life's wellness community, has also expanded its tie-up with Fitness First to offer club benefits and preferential rates for Sun Life clients, advisors and employees.

Wealth solutions
Those eager to pursue their wealth goals can give the Investment Calculator 3 try at InvestmentCalc to see how their money can grow over time using various financial instruments. Once they are ready to start investing, they can opt to invest in the Sun Life Prosperity Achiever Funds from Sun Life Asset Management Inc. (SLAMCI). The first target date investment funds in the Philippines, these funds are designed to help investors achieve their goals on time with the minimum investment at only P1,000.

Should they wish to encourage their loved ones to start their own investing journey as well, they can
give them a Sun Life Prosperity Card, 3 gift card which can be invested in any of Sun Life’s peso-
denominated funds. It is available in P1,000 and P5,000 denominations.
In order to keep them on track as they pursue their life, health, and wealth goals, Sun Life also created Sun Future Planner, a comprehensive financial planning guide that would help one determine his life stage, analyze his needs, and take concrete steps to achieve his goals. The Sun Future Planner may be availed via a Sun Life advisor.

"We hope that Filipinos would utilize these solutions to create a more holistic and hardworking financial plan and serve more of his and his family‘s needs,” Lopa said. ”By saving, investing, and being more proactive in this pursuit, there is no doubt that they can look forward to a brighter future, and we aspire to be their partner for life in theirjourney towards financial freedom.”
For updates on Sun Life’s Financial Independence Month initiatives and for details on Sun Life’s products and digital tools, follow @SunLifePH on Facebook, Twitter, and Instagram, visit sunlife.com.ph, or talk to a Sun Life advisor today.

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Posted at 11:33 PM  |  by #MisterMisis

A Mom's Day Out Story, Because I Deserve It!

I was invited to a Mom’s Day Out event courtesy of Sun Life Financial, the number 1 Life Insurance Company here in the Philippines. It was held at I’M Hotel in Makati, wherein I’m Onsen Spa was also located. I got excited about visiting the hotel since I’ve seen a lot of photos of their swimming pool area plus knowing that we’ll have a spa treatment too. Talking about hitting two birds with one stone lol!

Hi Ms Michele

For the Family

For the first part, we were ushered in a room where the talk will be held. The first speaker was Ms. Michelle Alignay, a Family Life Specialist. She looks intimidating, like she was so serious and all, but when she started to talk, my attention was all hers. Her topic was interesting, about family and being a mom. I specifically love her topic about not getting guilty if ever there are times we need to leave our kids for some “me time” because we deserve it. Also, that there is nothing wrong to stop or pause and not fix everything and give ourselves time to rest. Oh it was such a relief for first time moms like me to hear encouraging words that everything is going to be alright even though there are life challenges. I love her and would love to talk with her some more in the future lol! (I think I can talk all day)

For The Future

The second talk was by Ms. Mylene Segismundo, Cluster Head of Sun Life. She discussed on how we can start now and save for our child’s future. I was shocked on how many millions a college tuition fee would cost when my baby would eventually enter college. So when I got home I told my husband that we have to be ready for it and start soon so we won’t have to deal with it in the future. It was an eye opener that there are people from Sun Life Financial willing to help and assist us in planning for our future and it’s for FREE!

For Relaxation

After the very educational talks, we lead to have our spa at I’m Onsen Spa. We were made to change into our Japanese Robes in the locker area, no need to worry their lockers is very high tech and very secured so I was comfortable leaving my valuables inside.

Then we went on the area where we will wait to be called by our therapist. Surprisingly the area was so huge with lots of comfortable lazy boy kind of seats plus hot and cold tea was available while we sit and wait and of course have our photos taken. Here’s a quick video of the area.

Ate Jen and I in my Japanese Robe

Finally my name was called by my therapist, Ate Jen. I was ushered in the spa area and again it was like an entire floor of massage rooms with private curtains. I chose the single room only but saw that there were rooms for couples too and thought to myself I will be back here with my husband so we can avail the couple room yay! Ate Jen was very careful when it came to the massage she kept asking me during the first part if I was okay with the strength of her hand. You see, based on my past massage experiences, therapist would go in and massage me the “hard” way because they thought maybe just because I am chubby that I won’t feel them when it’s just a “light” massage. Wrong! Lol! I hate “hard” I just want it “light” it relaxes me. That’s why when Ate Jen finally got a hold of how I wanted my strokes, I dozed off. The place was just so relaxing, a little bit cold at times but still the best one I experienced so far, and the oil that was used on me smells just about right.

The very spacious spa room

My first plate

For Food
After the very lovely massage, a dinner buffet was waiting at the Bloom restaurant. What a way to cap off the day with a wide spread of food for buffet. Bloom restaurant was very cozy, the variety of food was that of an international buffet style restaurants. There was a vegetable station, my favorite broccoli and cauliflower in mushroom sauce was my "rice" for the meals, just because I don't want to be super full immediately and won't be able to taste the other sumptuous dishes. The Tempura station was heaven, always filled with freshly fried Japanese staples. Other stations were the soup, salad, and grill stations with a lot of food choices that definitely is comforting.

There was also a pasta station for all you pasta lovers out there, you can ask the chef to create one for you, cooked to your hearts desire. The dessert station will always be the area where most people converge, unbelievably Bloom's has a good spread of sweets. Crepes can be made upon request and topped with a scoop of ice cream, imagine it melting on your crepe? Drool my dear friends.


If you enjoyed reading my post, good news you can also experience the Mom's Day Out courtesy of Sun Life Financial by visiting their facebook page here: Sun Life Financial to know more. Hurry there's another one happening on July 1st, so register immediately!

To wrap things up, it was indeed a day which filled my whole being from my mind, to my body down to my tummy. Thank you again to Sun Life Financial for this very fruitful event. Also, thank you to the very generous product sponsors for our goodie bags.

I hope the next time I could try their swimming pool (finally saw this up close)

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Posted at 2:48 PM  |  by Misis Nikole