Sun Life Foundation Earns Recognition at LCF’s 2026 CSR Guild Awards

MANILA, PH – (July 2026) – Sun Life Financial-Philippines Foundation, Inc. (Sun Life Foundation) was recently recognized for its commitment to environmental sustainability at the 2026 CSR Guild Awards ceremony held in Mandaluyong City.

 

The CSR Guild Awards honors exceptional corporate sustainability programs. It is organized by the League of Corporate Foundations, a network of corporate foundations and corporations dedicated to advancing CSR practices in the Philippines.

 

Sun Life Foundation was named a Finalist under the Outstanding CSR Project in Environment category for the Food Shed Farming Enterprise, a collaboration with the World Wide Fund for Nature-Philippines that constructs food sheds in remote areas.

 

Capable of food production year-round, these food sheds provide local residents with sustainable livelihoods and promote food security through improved access to affordable, healthy, locally produced food. To promote program sustainability, the initiative also integrates financial education and formation of community-managed savings and loans associations. As of 2026, the collaboration has established sheds in over a dozen climate-vulnerable communities across the provinces of Albay, Negros Oriental, and Surigao del Norte.

 

“This recognition inspires us to continue advancing environmental sustainability in ways that support and empower Filipinos,” said Joy Castillo, Chief Operating Officer of Sun Life Grepa Financial, Inc. and Sun Life Foundation President. “We are grateful to WWF-Philippines and our partner communities for sharing our vision of a brighter, more climate-resilient nation and working with us to create solutions that generate lasting impact.”

 

As the philanthropic arm of Sun Life Philippines, the country’s first and longest-standing life insurance company, Sun Life Foundation helps uplift Filipino lives by supporting programs focused on health, education, and environmental sustainability.

Sun Life Strengthens High-Net-Worth Advisory Capabilities as 100 Advisors Complete Exclusive CTEP Certification Program

MANILA, PH – (July 2026) – Marking a significant milestone in its commitment to elevating expertise within its high-net-worth advisory team, Sun Life Philippines announced that 100 financial advisors have successfully completed an exclusive delivery of the Chartered Trust and Estate Planner (CTEP) program. 

 

A specialized program, CTEP equipped participating advisors with advanced knowledge across six comprehensive modules covering estate planning fundamentals, estate taxation, wills and trust strategies, gifting and life insurance planning, business succession arrangements, and special powers of attorney.

 

Delivered by seasoned financial industry experts, the CTEP curriculum combined comprehensive theoretical knowledge with practical case studies, enabling advisors to apply learning immediately to real-world client scenarios involving business succession, philanthropic structuring, and incapacity planning.

 

"This program represents our commitment to ensuring our advisors possess world-class expertise in wealth preservation and legacy planning," said JJ Moreno, Country Head and CEO of Sun Life Philippines. "As Asia approaches an unprecedented intergenerational wealth transfer, our advisors need to be equipped not just with product knowledge, but with sophisticated planning strategies that address the complex concerns of affluent families. These 100 advisors now hold globally recognized credentials that reflect the caliber of guidance we can provide."

 

The CTEP cohort contributes to Sun Life's sustained investment in advisor development, positioning them among the Philippines' most qualified trust and estate planning professionals. The designation validates their expertise across critical wealth management disciplines and enhances client confidence in their advisory capabilities.

 

This also aligns strategically with Sun Life's recent launch of Sun Life Premier Legacy, a comprehensive financial solution designed for affluent Filipinos seeking structured wealth preservation and multi-generational continuity.

 

"Our advisors are our greatest asset in serving the high-net-worth segment," Moreno added. "By continuously investing in their professional development, we ensure Sun Life remains the trusted partner for families navigating complex wealth transfer and legacy preservation decisions."

Sun Life Leads Gintong Kalasag Awards with 5 Advisors in Top 10

At the prestigious Gintong Kalasag Awards, the top tier of the Philippine Life Insurance Awards (PhiLIAA), Sun Life Philippines delivered a strong performance with five of the Top 10 life insurance advisors in the country coming from its advisory force.

 

Recognized based on annualized premium were Sun Life advisors Raul Glenn Cuevo, Owdylyn Lee, Rallph Jhan Aaronne Monzon, Salvador Valbuena, and Adelina Villacorte, who secured spots among the nation’s top-performing advisors, based on their 2025 production figures.

 

Organized by the Life Underwriters Association of the Philippines (LUAP), PhiLIAA is the first nationwide recognition program for life insurance advisors in the Philippines. It features three categories, with the Gintong Kalasag Award regarded as the most prestigious, given to the Top 10 life insurance advisors in the country.

 

“It is with much pride that we congratulate our advisors recognized in the Gintong Kalasag Awards,” says Alfonso Quitangon, Chief Distribution Officer of Sun Life. “This achievement reflects their dedication to helping Clients achieve lifetime financial security and live healthier lives. It also serves as an inspiration to others in the industry who share in this important mission”

 

Since its launch in 2022, the Gintong Kalasag Awards have consistently recognized Sun Life advisors among the country’s top performers. In 2024, the company recorded its strongest showing, with nine out of 10 awardees coming from Sun Life.

 

For more information about Sun Life Philippines, visit www.sunlife.com.ph. Stay updated by following Sun Life Philippines on Facebook, Instagram, and TikTok.