Showing posts with label #financialadvisor. Show all posts
Showing posts with label #financialadvisor. Show all posts

Wednesday, September 3, 2025

Sun Life Bags Two Excellence, One Merit Award at the 21st Philippine Quill Awards


MANILA, PH – September 2025 – Sun Life, a leading financial services organization, has been honored with multiple awards at the prestigious 21st Philippine Quill Awards, celebrating excellence in business communication. The recognition comes as Sun Life commemorates its 130th anniversary, underscoring the company's commitment to impactful communication and financial literacy.

 

Sun Life received the coveted Excellence Award for two groundbreaking projects: Play for Life, a gamified financial literacy campaign that successfully engaged audiences nationwide, and Sun Talks: Digital Media Edition, a dynamic workshop empowering digital media professionals to champion financial literacy. These initiatives not only fostered greater awareness but also inspired participants to actively support the advocacy of financial wellness.

 

Additionally, the company earned the Merit Award for Unleash Your Brilliance, an employee branding campaign that showcased Sun Life’s vibrant culture while contributing directly to recruitment success. The campaign highlighted the importance of empowering employees and celebrated their individual contributions to the company’s growth.

 

“These awards are a testament to Sun Life's dedication to creating meaningful impact through effective communication," said Carla Gonzalez-Chong, Chief Client Experience and Marketing Officer at Sun Life Philippines. "As we celebrate our 130th anniversary, we're eager to create more programs that will ultimately help Filipinos achieve lifetime financial security and live healthier lives.”

 

The Philippine Quill Awards, organized by the International Association of Business Communicators (IABC) Philippines, is one of the country's most prestigious award-giving bodies in the field of business communication.

Wednesday, August 4, 2021

Real Life Client-Advisor Partnerships Shine in Sun Life’s Latest Campaign

Sun Life Real Life Client-Advisor

Manila, Philippines – Heartwarming real-life stories of Sun Life Philippines’ advisors and clients will take the spotlight in the company’s latest campaign dubbed “Part of Your Life. Partner for Life.” 

“The relationship between Sun Life clients and their advisors is special because it’s one that is built on trust over time and shines brightest during life’s significant moments,” Sun Life Chief Marketing and Client Experience Office Gilbert Simpao said. 

This is demonstrated in the story of advisor Buena Elizondo-David and her client Alpha Trajeco. It was Buena’s foresight that enabled Alpha to have the funds she needed when she was stricken with cancer. “Being an advisor is not just on the surface. When I talk to clients and guide them in securing insurance or an investment, I put their needs first,” Buena shared. Her compassion is well appreciated by Alpha, who said, “If not for Buena, I wouldn’t even be here today. She truly is a part of my life.”

Sun Life Advisor

The same sentiment was echoed by Katherine “Kay” Barcena. After losing her job at the height of the pandemic, it was her advisor Kristine Leechiu-Tan who guided her in making the right financial decisions, that she was even able to start her own business. “It is during these times that their insurance and investment plans really become a lifesaver to these families,” Kristine mused. Meanwhile, Kay’s experience has her wishing the same for others who are pursuing their financial goals. “Just like me, I hope everyone finds a partner for life,” she said. 

The stories of Alpha, Buena, Kay, and Kristine will surely inspire those who will catch it on Sun Life’s Youtube channel (www.youtube.com/sunlifeph) and Facebook page (www.facebook.com/sunlifeph) starting July 24, 2021. 

Such kind of relationships are what makes Sun Life advisors come highly recommended. “We take great pride in having the best advisors in the industry who not only demonstrate integrity and care for our clients but also strive to be partners in their journey towards lifetime of financial security,” Simpao said. 

Meanwhile, to further highlight the value of having a financial advisor, Sun Life will be complementing the stories with various activations, including an escape room dubbed “Escape to the Future”; webinars featuring top financial coach Chinkee Tan, and virtual events featuring the company’s brand ambassadors. Details will be announced on Sun Life’s social media pages. 

“We hope this campaign will encourage more Filipinos to find that partner who will help them achieve their financial goals throughout their lifetime,” Simpao said. “Sun Life and its financial advisors are always here to help.” 


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About Sun Life 

Sun Life is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life has operations in a number of 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, 2021, Sun Life had total assets under management of $1,304 billion. For more information, please visit www.sunlife.com. 

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

Thursday, September 27, 2018

SunPIOLOgy turns TEN


SunPIOLORy and Piolo Pascual has come a long way, from a charity-sorting event in partnership with Sun Life Philippines and as their ambassador. A decade of challenges but fun and exciting events. TR10 will thrill its fans to raise funds for education, dabetes awareness, and help more Filipinos live
ealthier Iives.

SUNPIOLOGY TR10 will have 3 parts.

-SUN CYCLE PH on November 17 at Bonifacio Global City.
-SUN LIFE RESOLUTION RUN
-SUN vs STARS with Star Magic,
both happening on January 26, 2019 at Camp Aguinaldo.

"Wellness has been one of our key intiatives for the past years. Now, we are strengthening our message by inspiring more people to 'live healthier lives' With our line of new-generation Health and Accident insurance products. Go Well community events, and partnerships such as SUNPIOLOgy we want to show Filipinos
how health and wealth shine brighter together" explains Sun Life Chief Marketing Officer Ms. Mylene Lopa


Bike with SUN LIFE CYCLE PH once again and enjoy the beauty of four cities (Taguig, Makati, Manila, and Pasay) in routes fit for both beginners and seasoned bikers.
Organized by Sunrise Events, SUN LIFE CYCLE PH categories include a Family Ride (30mins dur); Tricycle Ride (100m and 500m); Short Ride (20km); and Long Ride (40km). Celebrity SunLife ambassadors Matteo Guidicelli and Piolo Pascual will be leading the race. Interested parties may
register at www.sunlife.cycleph.com.

Run with SUN LIFE RESOLUTION RUN
Part of SunPIOLOgy TR10 is the SUN LIFE RESOLUTION RUN. It has evolved to a regional spectacle with counterparts in different Sun Life Asia territories. Aside from the Philippines, a Resolution Run to kick diabetes and live healthier lives will also happen in Malaysia (January 13), Indonesia (January 20), Hong Kong(January 27), and Vietnam (January 27). Here in t Philippines, t charity Run will retain its charm of a gun start by sunset as the country's biggest stars ce for beneficiaries Hebreo Foundation, Instituteo for Studies on Diabetes Foundation, Nordhoff Foundation, and Star Magic scholars. Registration is now open at www.sunpiology.com.

About Sun Life Financial
Sun Life Financial Inc. ("SLF Inc.") is a leading international financial services organization providing insurance,
wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of 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 December
31, 2017, Sun Life Financial had total assets under management ("AUM") of $975 bilion. For more information. Please visit www.sunlife.com.
Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.


Wednesday, June 6, 2018

Find Your Perfect Match in Sunlife


Filipinos can now take charge of their hard-earned money in this information age wherein options for us are readily availabe and almost everywhere specially if you're online. The growing information and advice on personal finance, many still lack an investing mindset. This means looking beyond traditional savings instruments to achieve future goals. In fact, Sun Life’s SOLAR (Study of Lifestyle and Relationships) reveals that only 38% of Filipinos are willing to take investment risks in order to earn more and that only 8% actually invest.  Furthermore, only 16% claim to have life insurance despite 88% of Filipinos worrying about their financial situation in case something happens to the breadwinner.

This being said, it states that 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

This month of June which is Financial Independence Month, Sun Life puts the spotlight on the value of meeting a trusted financial partner via the #SunLifePerfectMatch campaign. Here, the country’s first and #1 life insurer aims to educate Filipinos on choosing the right Financial Advisor to help them with your financial goals. And with the Advisor Match tool, your perfect Sun Life advisor may just be a click away.

This is good news! Clearly in sync with what is going on in most of the platforms that we have.

How does it work?
Go to advisormatch.sunlife.com.ph 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.This way, you have the freedom to choose the Financial advisor that will be a best match for you.


More than a handy online tool, Advisor Match is about empowering Filipinos to be more exacting and selective in the process of selection. 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.

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
(4) an inspiring commitment to serve rather than sell. 

These values define Sun Life’s over 11,000 financial advisors. “We’ve seen a growing interest in personal finance lately with the number of inquiries and requests for advisor referrals doubling the past couple of years.  We are happy to share that we are now empowering Filipinos to choose their very own Sun Life Advisor with just the click of a button. With Sun Life’s Advisor Match, they can be assured of finding competent and committed financial advisors to help them achieve their financial goals,” affirmed Sun Life Philippines Chief Marketing Officer Ms. Mylene Lopa. After all, finding your #SunLifePerfectMatch should never be difficult.


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