Sun Life Introduces FlexiRetire to Help Business Owners Secure Their Golden Years

 Preparing for retirement is a crucial aspect in building one’s financial portfolio. It is especially important for business owners who aspire to enjoy their golden years without solely depending on their business for income.  

According to a study commissioned by Sun Life, six out of 10 business owners are already planning to retire as part of their medium-term goals. However, majority are preparing their finances for retirement through traditional ways such as bank savings accounts and government contributions, with some considering investment options.   

 “We want to help business owners achieve their retirement goals by providing an alternative solution that can address this specific financial need,” Sun Life Philippines Client Segment Marketing Head Cary Casipit said.    

In line with this, Sun Life of Canada (Philippines), Inc. has launched the Sun Life FlexiRetire to provide business owners with the flexibility to set up their retirement plan at their desired age with their preferred annual retirement benefit and payout period.  

Sun Life FlexiRetire is a new and innovative option of Sun Life Secure Income, a participating, limited-pay whole life insurance product that provides guaranteed annual cash benefits equal to 6% of the face amount starting at the end of the 6th policy year until age 100.   

With the Sun Life FlexiRetire option, the annual guaranteed cash payouts and the potential dividends earned can be accumulated until the Client’s pre-determined retirement age. Once the retirement age has been reached, the cash benefit will be paid annually, within the Client’s chosen payout period.   

“This can serve as an additional income stream for business owners during their retirement years, independent from the funds tied to their company. It can help ensure a smoother succession process, as it helps future-proof their business for generations to come,” Casipit said.  

Those interested in availing of the Sun Life FlexiRetire may get in touch with their Sun Life advisor or connect with one via www.sunlife.co/Talk-To-An-Advisor. For more information, visitwww.sunlife.co/Sun-FlexiRetire. 

Sun Life Investment Management’s Mikko Vergara recognized among Citywire Asia’s Top 25 ASEAN Selectors for 2025

 Sun Life Investment Management and Trust Corporation recently announced that Michael Adrian “Mikko” Vergara, the company’s Head of Equities and Global Funds, has been named one of Citywire Asia’s Top 25 ASEAN Selectors for 2025. This prestigious recognition highlights Vergara’s influence and expertise in the local and global financial markets.

 

Vergara is among the eight Filipino investment professionals who have been recognized out of the 25 awardees across the ASEAN region. This achievement underscores the Philippines’ growing prominence in the global investment community.

Citywire Asia, a global media company covering the global wealth community, honors the most influential product gatekeepers and investment professionals in the ASEAN region annually through its Top 25 ASEAN Selectors list. The selection process employs a blend of quantitative and qualitative criteria to identify individuals who are at the forefront of investment and product conversations throughout ASEAN. These selectors play a crucial role in shaping investment decisions and driving industry trends.

“We at Sun Life Investment Management are incredibly proud of Mikko for this well-deserved recognition,” said Michael Enriquez, President of Sun Life Investment Management and Trust Corporation. “Mikko’s inclusion in this esteemed list is a testament to his deep understanding of the markets and his commitment to delivering value to our Clients.”

To learn more about Sun Life Investment Management’s products and services, visitwww.sunlife.co/SLIMTC.

Sun Life and Tumana Eco-Warriors Team Up for Park Cleanup and Community Uplift

Continuing their annual tradition of giving back to communities, the leaders of Sun Life Philippines, led by Benedict Sison, Sun Life Philippines CEO and Country Head and Sun Life Foundation

Chairman, actively participated in a volunteer drive with the Tumana Eco-Warriors Organization (TEWO)

in Tumana, Marikina.

The initiative, which was a collaboration between Sun Life Financial-Philippines Foundation, Inc. (Sun Life

Foundation) and its implementing partner, ABS-CBN Foundation, Inc. (AFI), kicked off with a cleanup of

the Tumana Linear Park. Demonstrating their commitment to environmental stewardship, the executives diligently collected and disposed of the litter on the ground.

This was followed by a doll-making activity where the Tumana Eco-Warriors, an organization committed

to protecting nature, taught the Sun Life leaders how to make plush toys called Huggable Dolls using

sustainable materials. The dolls were later donated to children enrolled at the Concepcion Integrated

School, which served as the venue for the activity.

The volunteer drive concluded with Sun Life’s donation of hydration packs to TEWO. These essential

supplies will support the eco-warriors in their efforts to maintain and care for the Tumana Linear Park.

“Volunteerism is a big part of Sun Life’s culture,” said Kristine Dianne Millete, Executive Director of the

Sun Life Foundation. “Our volunteer drives would not be successful without the unwavering support of

our fellow Sun Lifers and our partner organizations. Together, we aim to build a brighter future for more

Filipinos.”

As the philanthropic arm of Sun Life Philippines, the first and longest-standing life insurance company in

the country, Sun Life Foundation organizes volunteer drives that hundreds of Sun Life leaders, employees,and advisors join. In celebration of its 130th anniversary, Sun Life remains committed to shining brighter together with the communities it serves.

Sun Life Expands Destination Experiences for Clients in 2025

 The new year brings a fresh wave of travel goals for many Filipinos who seek new adventures this 2025. This is especially true for two Sun Life Clients, Juan Carlo “JC” Bernardo and Ricky De Borja, who have each won a travel voucher worth PHP 100,000.  

Winning Big with Play for Life 

Queenie Gorospe, Sun Life Philippines Financial Advisor; Juan Carlo “JC” Bernardo”; Lennie Arboleda, Sun Life Philippines Head of Public Relations and Corporate Communications; Shiela Torres, Sun Life Philippines Client Lifecycle Marketing Specialist; Nelson Sequitin, Sun Life Philippines Sales Manager

In line with the launch of Sun Life’s original game, Play for Life: A Game of Choices, they held a special promo that gives Clients a chance to win Giftaway vouchers and the grand prize of a travel voucher to Japan worth PHP 100,000.  

JC Bernardo, an employee who enjoys gaming during his free time, decided to try the online version of Sun Life’s Play for Life: A Game of Choices. He played it, successfully reached his goal in the game, and submitted his raffle entry, not expecting to win. However, months later, he woke up to several missed calls from his Sun Life advisor, Queenie Gorospe. She was calling to let JC know that he was the grand winner of the PHP 100,000 travel voucher to Japan from the Play for Life promo. 

“When I got the call, it didn’t sink in at first because I wasn’t expecting to win the promo at all; I just wanted to try the game,” said JC. “With my busy schedule and graveyard shift, it can get very hard to travel. I’m usually only able to go to local destinations. But with this prize, I will definitely take the  opportunity to explore Japan with my partner, Jane. It will be our first international trip together, which makes it even more special.” 

A Bright Win with the Bright Quiz 

Clar Tagaza, Sun Life Philippines Communications Manager; Amor De Borja; Ricky De Borja; Shiela Torres, Sun Life Philippines Client Lifecycle Marketing Specialist

Every month, Sun Life releases a trivia question about insurance and investments to Clients via an email newsletter, and by answering the question, Clients automatically qualify for the Bright Quiz raffle draw. In this promo, they have a chance to win Giftaway vouchers and the grand prize of a travel voucher to any local destination of their choice worth PHP 100,000. 

Ricky De Borja, an architect working remotely, was the lucky winner of this promo. And after confirming from his Sun Life advisor, Abbey Aquino, that he was, indeed, the winner, he and his wife immediately knew that they wanted to use the travel voucher on a trip to Boracay. 

“This will be a new experience for my family because it will be our first time going to Boracay,” said Ricky. “We love to travel as a family, and this prize came just in time because this trip will be our graduation gift for our daughter. I would like to thank Sun Life and my advisor, Abbey, for the opportunity to travel to a new destination this year.” 

Sun Life encourages everyone to prioritize their financial well-being, knowing that these efforts can unlock amazing opportunities. These winners’ stories serve as an inspiration, reminding us that with the right planning and a little bit of luck, dreams can truly become a reality. 

To learn more about Sun Life’s products, services, and promos, follow @SunLifePH on Facebook, Instagram, and TikTok or visitwww.sunlife.com.ph. 

Maximize Your Holiday Bonus: Smart Strategies for the Festive Season

 The Christmas spirit is upon us—a season of connection, gratitude, love, and joy. It is also a time for giving, but equally important, it is an opportunity to prioritize your well-being and financial future. With year-end bonuses coming in, the temptation to splurge on gifts and celebrations is strong. However, making thoughtful decisions can help nurture both your financial and personal well-being.

 

Here are some practical tips to help you spend your bonus wisely:

1. Save First, Spend Later

 

Start by setting aside a portion of your bonus for savings. Building an emergency fund or adding to your nest egg ensures you are prepared for life’s uncertainties while fostering peace of mind.

 

2. Prioritize Your Health and Wellness

 

Your health is your greatest wealth. You can also use your hard-earned money to enroll in fitness programs, try new wellness therapies, or stock up on healthy food options. Remember, investing in your physical and mental well-being is a gift that keeps giving.

 

3. Practice Self-Love

 

Amid the season’s hustle, take time to care for yourself. Pamper yourself with experiences that bring joy and relaxation, such as a spa day, a short retreat, or a new hobby. A healthy dose of self-love enhances your overall happiness and prepares you to give your best to others.

 

4. Pay Off Debts

 

Use your bonus by clearing high-interest debts such as credit card balances or loans. Reducing financial burdens now gives you a fresh, stress-free start for the new year.

 

5. Plan for Financial Growth

 

Channel your bonus into investments that can grow your wealth. Explore opportunities such as life insurance policies with investment components to achieve your financial goals.

• Stocks, a high-risk, high-reward option where you can flex your investing muscle a little more.

• Real estate where you can check if your bonus can cover downpayment for a condominium or lot.

 

6. Give the Gift of Financial Security to Loved Ones

 

This season, consider meaningful gifts that last not only for yourself but also for your loved ones. A life insurance plan or wellness coverage can provide long-term peace of mind. It’s a thoughtful way to show how much you care by ensuring your family’s future is protected.

 

 

7. Choose the Right Partner for your Own Financial Wellness Journey

 

Sun Life Grepa Financial, Inc. is here to help you maximize your bonus while prioritizing your health, wellness, and financial security. Our comprehensive insurance plans are designed to safeguard your future while enabling you to focus on what truly matters

 

This holiday season, let self-love, financial wellness, and thoughtful planning guide your spending. With Sun Life Grepa, you can turn your bonus into a foundation for a brighter and healthier future. To learn more about Sun Life Grepa’s life insurance and wellness programs, visit www.sunlifegrepa.com or contact a Sun Life Grepa Financial Advisor or visit any RCBC branch today.

 

Sun Life continues to reign as the #1 Life Insurance company

Sun Life of Canada (Philippines), Inc. continues to reign as the no. 1 life insurance company for 13 consecutive years after garnering PHP 55.79 billion in Total Premium Income.

This is according to the 2023 report released by the Insurance Commission based on submitted unaudited Quarterly Report on Selected Financial Statistics. In the same report, Sun Life also ranked no. 1 in Total Assets with PHP 306.33 billion, and Net Income with PHP 8.79 billion. 

Being consistently no. 1 means that our clients continue to trust us to help them secure a brighter future for themselves and their loved ones,” Sun Life Philippines CEO and Country Head Benedict Sison said. “It is a privilege to be their chosen partner in their financial journey, and we will continue to honor their confidence by serving them with excellence.”

 

This milestone comes on the heels of Sun Life’s 129^thanniversary, making it the first and longest-standing life insurance company in the Philippines. As a further testament to its dedication in delivering excellence, the company also received accolades from regional award-giving bodies recently. Sun Life was recognized as one of the Industry Champions of the Year at the Asia Corporate Excellence and Sustainability (ACES) Awards. Likewise, it was also bestowed with the Corporate Excellence Award at the Asia Pacific Enterprise Awards (APEA) for demonstrating effective talent mobilization and organizational capability that deliver consistent business results while remaining aligned to the company’s purpose.

 

“We would not be where we are today if not for the passion and dedication of our advisors and employees,” Sison added. “We would like to thank them for their commitment to our mission of helping Filipinos achieve lifetime financial security and live healthier lives.”