Sunlife

#LiveBrighter Forum

As we go on with our day to day lives, working hard, taking care of the family or doing stressful tasks, we sometimes pause and think and look forward to our retirement years….just sitting back and relaxing, travelling or dining out whenever we want to. Well, all these can be made possible if we have raised enough savings and made other provisions for our retirement.

Reality is that nowadays young professionals who work double time to earn for their living and even those who have been working all their lives don’t have enough savings especially now that the cost of living is high due to inflation and other factors. Youngsters also are more into travel, expensive gadgets and fashion and only a few seem to care about investing for the future. But planning ahead is the key and there are ways to achieve this dream.

SUN LIFE #Livebrighter

SUN LIFE, one of the country’s top life financial advisor/ insurance firm, recently conducted their #LiveBrighter forum at the Seda Capitol Central, Bacolod City. They presented their products and other pre-need plans that will suit the specific needs of every client according to age, income and lifestyle.

What People Ask about Sun Life

When we say investing in an insurance plan or mutual fund, the first thing that comes to mind is how do I benefit from investing and of course, what would I gain from the investment that I put in?

To answer these questions, Sun Life’s financial advisors/insurance agents are always  within reach to answer inquiries about their products— life insurance, pre-need plans, mutual fund or educational plan.

The #LiveBrighter event gave us an overview of Sun Life as a company.  To date, they have more than 1,000 employees, over 9,000 advisors, 50 new business offices, 42 inter-branch offices (ISOs) and 64 customer center and financial stores nationwide. At present, Sunlife has more than a million individual and group life policyholders.

Sun Life of Canada (Philippines), Incorporated (SLOCPI) was ranked as the number one life insurance company in the country in 2015.  This is in terms of total premiums amounting to P32.8B.  The company topped this category for the fifth time already.

To understand the structure, it is SLOPC that offers life insurance products; Sun Life Asset Management Company, Inc. or SLAMCI that manages and distributes the Sunlife Prosperity Funds and Sun Life Financial Plans, Incorporated or SLFPI that manages its education and pension plans.

Be a Sun Life Advisor

The #LiveBrighter presentation also focused on information on how to become a Sun Life advisor.  How to be one?

• Attend a #LiveBrighter forum to understand the concept of being an advisor
• Take the POP (Personality Orientation Profile), a test to see if your personality matches the job.
• Finish the training course  to learn about the theories of insurance, ethical standards and product knowledge
• Take the Licensing Exam at the Insurance Commission with the help of Sunlife in getting the required licenses from the regulator
• Complete the contracting and coding process.

After undergoing the above, the SunLife Financial Advisor is now ready to help clients to live a better life.

Why Should You Become a Sun Life advisor?

• It is rewarding in terms of  compensation. As a Sun Life advisor, you will be given allowances and incentives plus opportunities to travel in the Philippines and abroad—all expenses paid by the company. It is generous with time as you work on your own flexible hours.
• It’s a rewarding feeling to be able to help clients by guiding them as they invest their hard earned money into Sun Life’s products — mutual fund, educational and retirement plan among others.
• Of course, with Sunlife being one of the pioneers in the insurance industry in the country and in other parts of the globe, you know you’re working with the finest.

If you have more questions/inquiries about on how to be a financial advisor and about SUN LIFE’s products, drop by any Sun Life office near you.