Friday, June 3, 2016


Time flies very fast that I regret "why I did not invest?" How I wish I’m still young and prepare my financial investments. But I am very thankful to Sun Life for launching the RI5E Towards Money for Life. It’s Sun Life’s unique life stage and needs-based approach to HOLISTIC financial planning to ensure that clients have money for every stage of their life and also bringing Filipinos Closer to Financial Independence. According to Sun Life President and CEO Riza Mantaring, “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 targeting five million clients in five years. At Sun Life, we always dare to dream big – more so if the stakes are high. This id the country’s future we’re talking about, after all. Setting high targets will push us to do more, and will allow us to make a greater contribution to our country’s future.”

The Money for Life Campaign aims to empower Filipinos: to choose financial independence by preparing financially for every stage of their life, to take action by consulting with professional financial advisors to help them execute their Money for Life plan and to create a brighter Philippines through the collective action of every Filipino who chooses financial freedom.  

Money For Life Online Platform it is Sun Life’s online facility that enables clients to determine product solutions suited for their financial goals and needs depending on their current life stage. It’s a new platform presented in a SIMPLE and EASY TO USE interface fit for the digital audience. And it was designed it with CUSTOMERS IN MIND and BEST PRESENT FINANCIAL PLANNING.

Quick step process with product solution: Invest in just 4 EASY STEPS, SIMPLIFIED investment profile and TOP 3 PRODUCTS that best fir the investors profile are provided – simple and convenient. Also simplified forms and convenient payment options: SHORTER FORMS to fill for clients and Sun Life financial advisors; Convenient payment with more options coming soon and available 24/7.

Another initiative is Money for Life, a comprehensive, customized financial planning program that will ensure that a client will have sufficient funds for every stage of his life: Choose your life stage – Getting Started, Moving Up, Preparing Ahead and Leaving a Legacy.

The writer trying the 360-degree visual reality
To help inspire the public to create their own Money for Life plan with a financial advisor, Sun Life created a 360-degree visual reality (VR) video, transporting them to different scenerios 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.

Viewable with a VR headset, the video can be experienced in a customized bus called “Bus to the Future,” which will be making its way to different malls and campuses nationwide. Among the stops are Bonifacio Global City Street (June 11), Eastwood (June 19), SM City Cebu (June 25) and Solenad, Nuvali (July 2). Meanwhile, to ensure that the youth will also be inspired early on to save and invest, the “Bus to the Future” will also park at Mapua Institute of Technology (June 2), Ateneo Graduate School of Business (June 12), De La Salle University (June 16), University of the Philippines Diliman (June 17), San Sebastian College (June 20), University of San Carlos Cebu (June 24), Lyceum of the Philippnes University Manila (June 29), and University of the Philippines Los Banos (June 30). In all these stops, Sun Life financial advisors will also be on hand to accommodate inquiries.

Those who will not be able to visit the “Bus to the Future” stops will still get a boost in their financial journey with the Money for Life e-Planner. They simply have to go to and they can immediately start their financial planning, get product recommendations, and even buy mutual funds from Sun Life Asset Management Co., Inc.

One thing I've learned here is to start investing as early as you can and start as soon as you can. Identifying and understanding your financial mindset. And lastly do the 3 challenges: Goal List, Expense List and Find an adviser.

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