I think I have know Sun Life of Canada since elementary. I have my own insurance I got and paid for when I started working after college. Now, we have investments for me, my husband and our 5-year old son. I’m lucky to have Sun Life financial advisors in the family to help us understand about saving and investing wisely.

Mom at the 26th Annual Execellence Awards Night

This June, the company launches the Sun Life Money for Life campaign. It is a comprehensive, customizable financial planning program that will ensure a client will have sufficient funds for every stage of his life.

Part of the campaign is the Sun Life “Bus to the Future” that will bring touring different locations in the metro and some places like Laguna and Cebu to help inspire the public to create their own Money for Life plan. The bus is equipped with 360-degree visual reality video, transporting them to different scenarios based on the life stage they choose. This will enable the viewer to see the dream and be encouraged to start planning for the future ahead.

Another platform that I’m more excited is the online facility that enable a person (open to all, even if you are not an existing Sun Life client) to determine product solutions suited for their financial goals and needs depending on their current life stage. The tool has an easy to use interface and simple instructions that everyone can follow. The Money for Life E-planner (moneyforlife.com.ph) gives recommendations and for those interested to get into mutual funds, right then and there they can purchase from Sun Life Asset Management Co, Inc. There you go, planning, saving and or investing made easy!

I hope and looking forward that this paper-less planning will soon be connected to Sun Link online for existing clients.

Financial Independence Month (June, as declared by Sun Life), is now on its third year. The company is excited to help Filipinos and the county rise to reach its full potential.