Monday, June 04, 2018

On Finding Your Perfect Match


I must say I am lucky in love. I am married to my first boyfriend. But I'll save my love story for February. June is Financial Independence Month and what I want you to look for is a perfect match for your financial goals.


How do you plan to grow your money?

Filipinos are still stuck with the traditional mindset. Opening a bank account is the prominent option for most Filipinos. After all, we all grew up believing that saving money is enough to help us through unexpected expenses. 

The question is, how much does your money earn from keeping it in the bank? 

With college education and hospital bills becoming more expensive every year, will your savings be more than enough to cover these expenses?


Do you consider insurance an option?

Majority of Filipinos still do not have life insurance. In a survey conducted by SOLAR in 2017, 29% of respondents are not aware of life insurance while only 16% of the 71% of those aware of life insurance currently have one.

In terms of investments, 43% are aware about mutual funds.

Why are Filipinos afraid?

There's no denying that many Filipinos became victims of insurance companies who mismanaged their funds. Just like in love, it is really difficult to trust again after becoming brokenhearted. If the idea of meeting a financial advisor face to face makes you scared or uncomfortable, Sun Life has created digital tools to help you become financial literate.


On finding your PERFECT MATCH

Clearly, many Filipinos still need guidance and advice on how to achieve lifetime financial security. A role that a Sun Life Financial Advisor can fulfill with their professionalism, a caring attitude, a winning mindset, and an inspired vision.

It is very important that you find your perfect advisor match. With the Advisor Match tool, your perfect Sun Life advisor may just be a click away.

How does it work? 

Simply go to our website to access Advisor Match. Enter your location to generate a list of advisors in your vicinity. Each profile contains a short description of their credentials and how they can extend help – a very nifty way to show you what they have to offer. Such freedom to choose a Financial Advisor is both innovative and relevant, especially for consumers who want personalized service on-demand and at their convenience.

Make your brighter choice!

More than a handy online tool, Advisor Match is about empowering Filipinos to be more exacting and selective when looking for a financial partner. A series of online videos called “My Dream Advisor” puts a humorous twist on the challenging journey that comes with seeking one’s perfect advisor match. Taking a cue from the 90s dating game shows, the videos feature searchers faced with a rather disappointing line-up of advisor searchees – each embodying undesirable characteristics that have unfairly stereotyped life insurance agents for the longest time.

For its part, Sun Life emphasizes four core values that every financial advisor should possess: (1) professional in doing business; (2) one who cares for your welfare; (3) a desire to win for your dreams; and (4) an inspiring commitment to serve rather than sell.  These values define Sun Life’s over 11,000 financial advisors. 

Go to advisormatch.sunlife.com.ph to experience the Advisor Match tool and learn more about finding the right partner in your financial journey.

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