Do You Want A Coffee Date With Piolo Pascual and A Trip To Dubai?

Do You Want A Coffee Date With Piolo Pascual and A Trip To Dubai?

Thursday, March 9

Yes, you read it right. Piolo. Date. Coffee. Travel.

Valentine’s Day may be over but love is still in the air. With Sun Life Financial’s latest promo dubbed “Coffee with Piolo,” Facebook users can go on a virtual coffee date with brand ambassador Piolo Pascual, and even win a trip to Dubai while at it.

To join, users simply log on to Facebook, visit Sun Life’s Facebook page (SunLifePH), and click on the “Coffee with Piolo” app. After entering the required details, the user should click “Submit” to generate a personalized “Coffee with Piolo” video. 

“Each ‘Coffee with Piolo’ video bears a message specifically tailored to the user’s financial needs. We’re very excited about this because it allows us to communicate with our clients in a digital manner, without losing the personal touch that is part of the Sun Life brand of service,” said Sun life Chief Marketing Officer Mylene Lopa. 

After generating the video, the user may share it on Facebook, Twitter, or Instagram to qualify for the raffle, where 20 Sun Life Prosperity Cards worth Php 5,000 each and a trip for two to Dubai are up for grabs.

“This is just one example of how Sun Life always strives to be creative in the way it communicates the importance of having money for every stage of their life to ensure financial security. We hope that this will inspire more Filipinos assess their financial goals,” Lopa said. “At the same time, we wish to remind them that this is a journey they need not pursue alone. Sun Life is here to guide them every step of the way.”

Read More

EastWest Auto Loans Business Gears Up By 67% in 2016

EastWest Auto Loans Business Gears Up By 67% in 2016

Friday, February 17

East West Banking Corporation (EastWest) continues to make headway in its auto loans business as it registered a phenomenal year-on-year growth of 67% in 2016. A robust partnership with auto dealers as well as the continued growth of the automotive industry contributed to the strong performance of the business.

Data from the Chamber of Automotive Manufacturers of the Philippines Inc. and the Truck Manufacturers Association shows that 2016 was another banner year. Vehicle sales rose 25% to 359,572 units last year on the back of rising middle class income, improving local economy, and the sustained low financing packages available. For the passenger car segment, sales jumped 14% with 133,188 units sold.

"In the coming years, we see the auto industry’s continued growth. Many people dream of owning a vehicle because of the convenience it brings," said EastWest EVP & Head of Consumer Lending Cluster Jacqueline S. Fernandez.

Under the government’s automotive program, the auto industry is looking at surpassing the 500,000 units sales by 2018. The potential for growth remains high as nearly half of Filipino households do not yet own vehicles.

"We are here to help our customers realize their dreams. That’s why we’ve made our consumer loans affordable, with low interest rates and flexible payment terms, and the application process fast and easy," added Fernandez.

Earlier this year, the Bank signed up popular actor and triathlete Matteo Guidicelli to be the face of its Auto and Personal Loans businesses. The young celebrity embodies the hardworking and driven individuals that EastWest supports.

Read More

Is 2017 A Good Year To Invest?

Is 2017 A Good Year To Invest?

Wednesday, January 25

We are now in the age where it is easier to spend than to save. Almost everything can be purchased with the click of the mouse. In my article published last August 2016, Millenials: Spend or Invest, I have listed the truths about Filipino Millennials when it comes to their behavior about money.

Sun Life has been very aggressive in its campaign to make Filipinos financially literate. Aside from educating our countrymen, the company made sure that it provides investment products that will help them achieve a brighter future.

What is stopping you?

The Philippine election has somehow made the Filipinos uncertain on how the political scenario will affect the country's economy. There were news about businessmen who were not in favor of Duterte. There were talks that Duterte will not be competent to run the country. The stock market has been sluggish. Dollar exchange rate has reached 50. Then there is our conflict with China. Our initial conclusion: the economy is bad under the new administration. These factors plus the fear of the unknown made most of us opt not to invest.

Did you know...

• that the surge in investment and consumption saw the Philippine economy expand by 6.9% in the 1st half of 2016.
• that GDP growth in the Philippines remained strong in 2016 with higher investments and consumption.
• that growth forecast for the Philippines is revised up to 6.4% in 2016 and 6.2% in 2017

source: www.adb.org/countries/philippines/economy

Is 2017 a good year to invest?

New Year brings new hope. And then there's the US election. Many Filipinos got so involved in social media especially about Trump. Now that Donald Trump is the new president of the United States of America, we Filipinos are again concerned about how some policies will affect the Philippine economy.

What Sun Life Chief Investments Officer Michael Enriquez has to say

Sun Life Chief Investments Officer Michael Enriquez is very optimistic. "Remittance 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,"said Enriquez.

There is no denying that the Philippine peso has weakened against the US Dollar and the performance of the Philippine stocks is not impressive. Enriquez sees this as an opportunity rather than a liability. He advised that it's a good time for investors to 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.

Sun Life Investments

The Sun Life Prosperity Funds managed by the Sun Life Asset Management Company, Inc. (SLAMCI) have mutual funds products that has an impressive performance in 2016. 

• Sun Life Prosperity Philippine Equity Fund yielded a return of 39% for the 5-year term and 119% for the 10-year term
• Sun Life Prosperity Balanced Fund  has a 28% return for the 5-year term and 89% for the 10-year term
• Sun Life Prosperity Bond Fund has a 12% return for the 5-year term and 44% for the 10-year term

"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.

Sun Life Prosperity Funds

There are 7 peso-denominated funds: 

1. Money Market Fund
2. GS Fund
3. Bond Fund
4. Balanced Fund
5. Dynamic Fund
6. Philippine Equity Fund
7. Philippine Stock Index Fund

4 dollar-denominated funds:

1. Dollar Abundance Fund
2. Dollar Advantage Fund
3. Dollar Wellspring Fund
4. World Voyager Fund

What's in store for SLAMCI in 2017

Financial Literacy Campaign. SLAMCI will continue to provide financial literacy programs for Filipinos to equip them with knowledge about money matters. This knowledge will entice them to invest. 

"More partnerships with banks, brokers, and alternative channels will be launched, and we will also enhance our online capability including the Money for Life e-Planner", shared Pama.

Investment Programs. Sun RISE, which stands for Regular Investment Simplified for Employees, is an affordable investment for the employed wherein a portion of their salary is deducted and invested in mutual funds. Another program is the Auto-Invest, an investment program made possible in partnership with the local banks.

"With the help of 3,200 mutual fund licensed Sun Life financial advisors, and the support of all our partners, we trust that 2017 will be another fruitful year in helping Filipinos achieve prosperity and build a brighter future,"Pama concluded.

I said on the first paragraph that it is easier to spend than to save. But with Sun Life's commitment to help us manage our finances, you'd be surprised how easy it is to save, invest and achieve financial independence.

Need more information? Check out http://www.sunlife.com.ph/

Read More

RCBC Bankard Diamond Mastercard: The Credit Card That Feeds

RCBC Bankard Diamond Mastercard: The Credit Card That Feeds

Sunday, November 27

RCBC Bankard has relaunched the Diamond Platinum Mastercard and its partnership with Gawad Kalinga's "Kusina ng Kalinga" gives the cardholders the opportunity to feed a child and make a difference. Through the Diamond Cares Program, 20 centavos is automatically donated to Kusina ng Kalinga for every P100 spent using the card.

Gawad Kalinga is very much aware of the hunger and malnutrition problems of children studying in public schools all over the country. Through Kusina ng Kalinga, volunteers can prepare, cook, pack at the satellite kitchens and distribute nutritious food to public school children. To know more about Gawad Kalinga, visit www.gk1world.com

Gawad Kalinga Founder Mr. Antonio Meloto

"Ending hunger for Filipino children in public schools is an important step in ending poverty in the Philippines. The support of RCBC Bankard for the Gawad Kalinga's Kusina ng Kalinga is essential to the achievement of our goal to provide meals for one hundred thousand public school students daily.", says Gawad Kalinga Founder Antonio Meloto.

"We believe in Kusina ng Kalinga's noble purpose. We hope that our cardholders will prefer to use their RCBC Bankard Diamond Platinum Mastercard to help support the fight against hunger, and to help the less fortunate children reach their full potential.", added Angela Mirasol, RCBC Bankard Services Corporation First Vice-President and Marketing Group Head.

Mr. Simon Calasanz, President and CEO of RCBC Bankard Services

"As we relaunch the RCBC Bankard Diamond Platinum Mastercard we acknowledge that we, along with our cardholders can make a difference.", said Simon Calasanz, President and CEO of RCBC Bankard Services Corporation. "Lives will be better, both for our cardholders, and for the children who will have a better future because we all cared.", Simon concluded.

The RCBC Bankard Diamond Platinum Mastercard has enhanced features giving its cardholders greater value aside from the Kusina ng Kalinga beneficiary of the Diamond Cares Program, which is a significant component of the relaunched credit card.

Other feature includes a proprietary budget management tool, Spend Monitor, which allows cardholders to manage their finances better by letting them set their own budget. Cardholders are notified once they reach their budget. It also has a top-of-the-line Travel Privileges including complimentary access to Miascor lounge, free travel insurance and purchase protection, plus a bonus travel limit that cardholders can request during their travel. 

RCBC Bankard Diamond Platinum Mastercard cardholders also enjoy more secure transactions with the EMV Chip technology, and a generous and flexible Rewards Program where they can choose to exchange their rewards points for shopping vouchers or have the peso equivalent of their points used as payment. They can also get cash rebates or free flights by enrolling in either the Unlimited Cash Rebate Program or the Air Miles Program.

The relaunch of the RCBC Bankard Diamond Platinum Mastercard last November 24, 2016 was held at the Executive Lounge of RCBC Plaza in Makati. Present during the event were RCBC Chairperson  Helen Y. Dee, RCBC President and CEO Gil A. Buenaventura, RBSC President and CEO Simon Calasanz, RBSC Vice President and Marketing Group Head Angela Mirasol, and Gawad Kalinga Founder Tony Meloto.

For more information about RCBC Bankard, visit www.rcbcbankard.com

Read More

My Journey To Financial Independence: Finding A Financial Advisor

My Journey To Financial Independence: Finding A Financial Advisor

Friday, September 2

I worked as a financial consultant of four companies for three years before I finally decided to pursue what I really love to do. Prior to that, I also worked in the bank handling investments products. Why on earth should I need to find a financial advisor? After attending the 3rd session of Coach Aya Laraya's #Money4Life Challenge, I realized I am not equipped with the proper knowledge when it comes to investing in mutual funds and I need help.

We all want our investments to perform well. Therefore it is very important that we look for someone who we trust to manage our money. We should not hire the first financial advisor that we meet. 

• How do you choose a professional who will work for you?
• What do you look for?
• Can they do what you need them to do?

Financial Planner is a catch-all term in the Philippines. Some of the specialists available are:

• Realtors / Appraisers for Real Estate
• Certified Securities Representative of Stock Market
• Certified Investments Solicitor for Managed Funds

Since I am interested in mutual funds, the person I am looking for is a Certified Investment Solicitor. It is very important that you verify the company where the financial advisor works and his license. We cannot rely on the SEC because the sad truth is that the SEC does not monitor if the company really does what it says in the registration. 

 In order to establish a relationship with your advisor, here are some good questions you need to ask:

• What are his professional and personal experiences in handling mutual funds?
• What are his preferred clients?
• What is his compensation scheme / fee structure?
• What are his limitations?

By asking this questions, you will be able to know if he is competent. Do you prefer somehow who has been in the industry for decades? Are you comfortable with someone older or you can relate with someone your age? How much are you willing to pay for his services? What can he do or not do?

If you are unsure which mutual fund product to invest in, your financial advisor must be knowledgeable about all the investment options available. You should still have the final decision.

I'm in the process of looking for a financial advisor. While still scouting out for one, I have already started reading about the different mutual funds offered by Sun Life suited for my risk appetite. I'm actually the very conservative type. Thus I'm focusing on Money Market Fund, Government Securities Fund and Bond Fund.

Know about the Mutual Fund Basics by visiting the website of Sun Life Philippines  at www.sunlife.com.ph

Read More

Sun Life Philippines Educates Millennials For A Financially Prepared Future

Sun Life Philippines Educates Millennials For A Financially Prepared Future

Monday, August 29

The new generation of workforce, the Millennials, wants to grow with a company that respects their individuality while being part of a noble cause. Such opportunity is possible when one becomes a Financial Advisor. This is a door that Sun Life (of Canada) Philippines, Inc. opens wider with a recruitment drive called #LiveBrighter. It aims to present the profession as a career choice for Millennials who wish to have the time and resources to pursue their passions as they advocate financial foresight and planning.

“Millennials are known to be slashers as they juggle a lot of things live travelling, blogging, and other passion projects on top of their regular 8-5 jobs. It sounds very aspirational but how can they sustain this in terms of time and resources?” said Sun life Recruitment Manager Fin Bernardo. “With that in mind, we see that the profession of a Financial Advisor is a perfect fit for their lifestyle,” added Bernardo.

After introducing the Financial Advisor in popular culture thru its engagement with Cinema One’s Single/Single, Sun Life dishes out the #LiveBrighter Sessions. This is a series of meet-ups to show how a Financial Advisor lives up to the demands and rewards of the profession. It aims to reach more Millennials and send them the message that their dream job is just here all along.

Guided by the core values of a Sun Life Financial Advisor- caring, professional, inspiring, and winning - #LiveBrighter Sessions will give a taste of the benefits one can enjoy in choosing this particular career path. More than the chance to earn unlimited income, it also provides perks such as all-expense travel and the freedom to work with an unbridled schedule.

With more Filipinos keen on getting insurance and investment products, the possibilities for new Advisors are endless. “We need more Financial Advisors to educate Filipinos on the importance of preparing for unexpected life’s events and offer them solutions that let them have Money For Life,” explained Bernardo.

Choose to #LiveBrighter now. Register to the next #LiveBrighter Forum by visiting bit.ly/LiveBrighter.

About Sun Life Financial

Sun Life of Canada (Philippines), Inc. is a member of the Sun Life Financial group of companies, a leading international financial services organization providing a diverse range of protection and wealth products and services to individuals and corporate customers. Sun Life Financial and its partners have operations in key 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, 2016, the Sun Life Financial group of companies had total assets under management of $861 billion. 

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

Read More

Millennials: Spend or Invest?

Millennials: Spend or Invest?

Wednesday, August 24

To be young and free...

I am reaching the big 4-0 in less than a month and as I look back to my younger years I realized that I was not having as much fun as the millennials are now when I was their age. Owning a Nokia 5110 back then was already considered hi-tech. Cheap airfares and backpacking do not exist. I was already 31 years old when I first had my out of the country travel and it was very expensive. I remember spending almost P25,000 for a 4 days 3 nights Singapore trip in 2007. Probably the reason why until now I am not fond of budget airlines and accommodations for the sake of travelling. 

I was working in a bank where I used to receive a 16th month pay every year. I was an investment assistant handling time deposits and that was were most of my money went. I was lucky enough to be in a relationship with a man who is more into saving than spending. We had our own house constructed while preparing for the wedding. We had our own car (though not brand new) two years after marriage. I also planned of retiring from the corporate after working for a decade and true enough I was able to do that.

I turned my back from the corporate in 2007. I do freelance work since then. The best life altering decision I've made. Now working doesn't feel like working.  I've been to some places in the Philippines, enjoys a lot of staycations, been to Hongkong and Singapore a couple of times. The last time I was in Singapore, I stayed at Sentosa for 4 days. Oh and I still have more than enough Mabuhay Miles for a round-trip airfare.

How about you millennials, will you be enjoying the life I am enjoying now when you reach my age?

It was last June when I attended the launch of Sun Life Philippines Money for Life and it was there I learned that I can start my journey to financial independence for only P5,000 initial investment. I bought a P26,000 smartphone almost two years ago. I'm sure I can afford a P5,000 investment, right?

The Truth About Filipino Millennials

• 8 out of 10 believe that how they spend their time is more important than how much money they make
• 7 out of 10 think that money is the best measure of success
• 9 out of 10 would like to own a business someday
• 8 out of 10 enjoy owning high quality things
• 8 out of 10 claim to budget carefully
• 4 out of 10 like to spend their money even before they get it
• 1 out of 3 believes that credit enables him to buy what he wants
• 80% believe it is important to make investments now for the future
• 87% do not have any financial investments
• < 1% invest in shares and stocks; managed funds
• 5 out of 10 claim that they are saving more than they used to
• 4 out of 10 like to put their money in the banks

Nowadays, leaving the money in the bank does not give you a return compared to how it was like 10 years ago.

Truth: A P500,000 time deposit for 30 days will only earn you P215.28 today.  A decade ago, it would have earned P6,250 in 30 days.

Matteo Guidicelli belongs to the millennials generation and is one of Sun Life Philippines ambassadors alongside Piolo Pascual, Judy Ann Santos and Charo Santos-Concio. In his latest television commercial, he portrays two Matteos with different personalities. One Matteo tries to impress with his expensive gadget and a credit card while the other Matteo has a Sun Life Prosperity Card with a promise of a brighter future.

What is Sun Life Prosperity Card?

The Sun Life Prosperity Card is an investment card worth P5,000 which you can use to invest in any of the peso-denominated mutual funds managed by Sun Life Asset Management Company, Inc. (SLAMCI) under its Sun Life Prosperity Funds. This is the first of its kind in the market and it has revolutionized mutual funds investing in the country.

Matteo says...

"It's fun to have nice material things and be on YOLO mode, but what will happen to you if all your money runs out and you have nothing saved for the long-term? Whether I'm doing sports or working on a showbiz project, I know that I need to be patient before I could see the results. Training for a competition takes time, and so does shooting a movie or recording an album. It's the same thing when you invest your money. You have to grow it long term before you can enjoy the benefits. You may have to wait a bit, but it's always, always worth it."

Managing Expenses

I've been attending Coach Aya Laraya's workshop on #Money4Life and I would like to share with you an article about Topic #2: Planning and Managing Expenses.

http://www.snappedandscribbled.com/2016/07/my-journey-to-financial-independence.html

It's okay to have fun. It's okay to enjoy life. I don't believe in depriving myself of the things I want to buy or do. It's all a matter of balance between earning, spending and saving.

To learn more about the Sun Life Prosperity Card and how you can start investing for a brighter future, visit www.sunlifeprosperity.com.ph

Read More

My Journey To Financial Independence: Planning And Managing Expenses

My Journey To Financial Independence: Planning And Managing Expenses

Monday, July 18

A decade ago, one of the companies I was handling as a financial analyst was registering a red bottom line figure for six consecutive months. It was very alarming and the financial committee members were looking for ways to turn the company around. I was tasked to look into the financial statements and make recommendations on how we could save the company. It was a tough time for the company and there's nothing much we could do with the sales. But we could somehow do something with the expenses. It was a difficult time for all of us. Inasmuch as I do not want to decrease the salary and compensation expenses, I had to do it to save the company. The company stayed in operation for two more years and then we had to shut it down.

I attended the 2nd session of Brighter Life Institute workshop with coach Aya Laraya last July 16, 2016 about Planning and Managing Expenses. I signed up during the launch of SunLife's Money for Life Initiative. Suddenly I remembered what happened ten years ago. The employees I had to let go. It was business decision. Nothing personal. But still painful because some of them are my friends. Somehow I felt like I failed to save the company. I was partly responsible.

Fast forward, last Saturday's session made me assess my own financial standing. Last April was very challenging. My father was hospitalized and we spent P375,000 on hospital bills. I must say my parents have prepared for their retirement. Good for them. They financially survived my mom's battle with cancer twice. Dad has more than enough money left for his hospitalization and just this morning I claimed his health insurance check. He also has a monthly pension from his employer and from SSS.

I want to be like my parents. Retired with own house and living a comfortable life.

Me and my husband will be turning 40 in a few months. They say life begins at 40. In our case, planning for retirement begins at 40. When do we plan to retire? If only NOW is a realistic reply. But we have some retirement concerns to consider. We should have more than enough money to pay for the expenses we will incur after retirement. 

Coach Aya Laraya was looking straight to where I was seated as if directly asking me the question, "Alam mo na ba ang expenses mo?" Thanks to my diligent husband, yes we do. Let me share with you the expense questions and my answers. Do the exercise with me. Get a notepad and answer these questions too.

What is your biggest expense?

We have a housing loan we applied for last July 2012 payable in 25 years. That means we need to work until we are 60 years old to have money to pay for the monthly loan amortization. 

Were you surprised?

No. We really planned this expense. We sold the house we bought when we got married and bought another house. More expensive than our previous house that's why we had to loan some money. 

What can you do to modify?

We both know that if we wait for 25 years to pay off the loan, the total amount of interest we paid is greater than the amount of money we loaned. The goal is to pay off the loan in 5 years. 

Feasible? Yes. 

How? Manage our expenses.

We usually travel outside the country once every two years and within the country once or twice a year. We had our last trip abroad last 2013 and decided to cut down on travel expenses. Let me get this clear, cut down on travel expenses and NOT totally remove travel and recreation in our life. We all need that! What we do instead is go to places where we need not spend on plane tickets. We take advantage of hotel promo for staycations. 

We have a PLDT DSL line, postpaid SmartBro LTE, postpaid Globe and CIGNAL subscription. We had our CIGNAL subscription downgraded considering we don't watch much television anymore.  I'll be having my SmartBro LTE plan terminated this September upon fulfillment of the contract and settle for a prepaid Globe account for pocket wifi.

Limit fast food deliveries to twice a month. There was a time we would call delivery every other day! It is cheaper to plan and prepare home-cooked meals.

Avoid unnecessary purchases. This is a bit challenging for me because I'm an impulsive buyer. So far, I can restrain myself from buying things I don't really need.

What challenges do you foresee?

We have already saved enough money to pay off a huge chunk of the loan this July, the loan's anniversary month. We project that by 1st quarter of 2017, the loan will be fully paid. The challenge will be after paying off in 2017, we will start all over again to save money. 

We are giving ourselves 5 years to retire from the corporate work. We want to save money for investments, probably have freelance work to keep our brains active and of course earn, and it would be great if we could start travelling again and enjoy spending time together. 

Read More

My Journey To Financial Independence Begins With Sun Life

My Journey To Financial Independence Begins With Sun Life

Thursday, June 2

I worked in a bank for five years handling investment products. I got way too comfortable with it that when I decided to turn my back from the corporate world, I invested the little money I have in time deposit. The interest rates were high back then. I wish I could still say the same today. The yield is too low it's like keeping my money in my piggy bank. Still, I was too stubborn to look for other options because I find it comfortable.

Financial Independence Month

Sun Life of Canada (Philippines), Inc. invited me yesterday to attend the launch of the Money for Life initiative held at Makati Shangri-la. In line with the company's declaration of June as the Financial Independence Month, they have partnered with 8990 Holdings, Inc., one of the top mass housing developers in the country, for efforts to promote financial literacy.

My Journey To Financial Independence

I entered the freelancing world in 2008 and explored the exciting life of blogging in 2013. I was not earning as much as I used to. It was a lifestyle-changing reality I had to deal with. No regrets, really. I'm broke most of the time but I can say I'm happy doing what I love. I am managing to save a little once in a while but I have no specific financial plan.

I signed up with Coach Aya to help me determine my short-term and long-term goals, priorities and plans to achieve financial independence. Like I've mentioned, my knowledge about investment products is limited. Same with insurance.

Sun Life Aims For 5 Million Clients By 2020

Many Filipinos are not investing in financial products because they are unaware of its importance. Sun Life aims to educate the people to address this problem.

Sun Life President and CEO Ms. Riza Mantaring

Rise PH is a five-year growth plan rolled out by Sun Life of Canada in its aim to serve five million clients by year 2020. It champions financial inclusion in the Philippines where only a small percentage of the whole population utilizes financial products such as insurance and investments.

"Despite the bright prospects that the country's economy has, prosperity still hasn't trickled down to the more disadvantaged sectors of society. We have to address this," Sun Life President and CEO Riza Mantaring said. "Sun Life would like to see more Filipinos looking forward to a brighter future and the whole country rising to greater heights. We would like to start by targetting five million clients in five years."

While it may seem like an ambitious goal, Mantaring believes that it's best to set the targets high. "At Sun Life, we always dare to dream big - more so if the stakes are high. This is the country's future we're talking about, after all," she explained. "Setting high targets will push us to do more, and will allow us to make a greater contribution to our country's future."

Money For Life

Money for Life is a comprehensive, customizable financial planning program that will ensure a client will have sufficient funds for every stage of his life. 

Sun Life will bring to different locations the "Bus to the Future" equipped with VR headseats where the public can view a 360-degree visual reality video transporting them to different scenarios based on their chosen life stage. This will enable the viewer to live the dream for a minute and be encouraged to start planning for their future through Money for Life and Sun Life's insurance and investment products.

Catch the Bus To The Future at the following locations:

June 11 - Bonifacio Global City High Street

June 19 - Eastwood 

June 25 - SM City Cebu

July 2    - Solenad, Nuvali

The students are also encouraged to start planning for their financial goals. The Bus To The Future will also park at these campuses:

June   2 - Mapua Institute of Technology

June 12 - Ateneo Graduate School of Business

June 16 - De La Salle University

June 17 - University of the Philippines Diliman

June 20 - San Sebastian College

June 24 - University of San Carlos Cebu

June 29 - Lyceum of the Philippines Manila

June 30 - University of the Philippines Los Banos

There will be Sun Life financial advisors on site to accommodate inquiries.

Money For Life e-Planner

Sun Life Asset Management President Ms. Valerie Pama

If you are more comfortable doing your transactions online, Sun Life has made it easy for you through Money for Life e-Planner. All you have to do is go to www.moneyforlife.com.ph and start your financial planning. Through the e-Planner, you can get product recommendations and even purchase mutual funds products from Sun Life Asset Management Co., Inc.

Start your journey to financial independence for as low as P5,000. Affordable, right?

Read More

Matteo Guidicelli Spearheads Campaign of Sun Life Prosperity Card

Matteo Guidicelli Spearheads Campaign of Sun Life Prosperity Card

Monday, February 22

Sun Life Asset Management Company, Inc. (SLAMCI) is ringing in the Year of the Fire Monkey with a new offering that will help Filipinos conveniently grow their money: the Sun Life Prosperity Card. The first of its kind in the market, the Sun Life Prosperity Card is a gift card worth P5,000 which may be invested in any of the peso-denominated mutual funds managed by SLAMCI under its Sun Life Prosperity Funds. 

“As Filipinos, we follow many of the Chinese New Year traditions that are believed to bring in luck and fortune. SLAMCI encourages everyone to complement these traditions with action, with the help of the Sun Life Prosperity Card,” SLAMCI President Valerie “Riena” Pama said. “They can use the card to begin their investing journey or give it as a gift of prosperity. The best part about it is that it grows in value over time.” 

The Sun Life Prosperity Card may be purchased from a Sun Life Financial Advisor, at any Sun Life Financial Store, or online at sunlifeprosperity.com.ph. “Investing in mutual funds is now more convenient and more accessible than ever with the Sun Life Prosperity Card. We hope that with this new offering, more Filipinos will start an investing habit and ultimately achieve financial security,” Pama said. 

Matteo leads new campaign

To help spread the word about the Sun Life Prosperity Card and to encourage more people to invest, SLAMCI’s financial literacy advocate Matteo Guidicelli will be spearheading the multi-media campaign. 

“I am proud to be part of this campaign because I understand the importance of investing for the future and the value of financial freedom,” Matteo said. “With the Sun Life Prosperity Card, even the youth can easily start investing, because it’s easy to purchase and can be conveniently activated.” 

To rally everyone to start investing, Matteo will be leading SLAMCI’s Rise and Prosper concert on February 8 at the Ayala Terraces in his hometown Cebu. 

More new offerings in 2016 

Apart from the Sun Life Prosperity Card, SLAMCI is also set to launch more new offerings as the year unfolds. Two new dollar-denominated funds will be introduced as the latest additions to the Sun Life Prosperity Funds, while a regular investment program will also be initiated in partner banks. 

SLAMCI will also be enhancing its digital capabilities and further strengthening its presence in key cities nationwide. Meanwhile, the company will also continue with its multi-media campaign dubbed “Slam the Scam,” which was created as a response to the proliferation of investment scams in the country. With actor Matteo Guidicelli at the forefront, the campaign imparts practical tips on what to consider when choosing an investment company, as well as red flags on dubious organizations. 

“This 2016, SLAMCI’s aims to introduce more Filipinos to investing and encourage them to explore a wider array of financial instruments that would enable them to achieve their financial goals,” Pama said. “We look forward to touching more lives and helping them find their way to prosperity.”

Read More