With the rise of do-it-yourself financial planning, more Filipinos can now take charge of their hard-earned money. But despite 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.
Clearly, 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.
It’s
a brilliant match!
In time for the Financial Independence
Month of June, 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.
How does it work? Simply go to our
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. Such
freedom to choose a Financial Advisor is both innovative and relevant,
especially for consumers who want personalized service on-demand and at their
convenience.
Make
your brighter choice!
More than a handy online tool, Advisor Match is about empowering
Filipinos to be more exacting and selective when looking for a financial
partner. 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.
For its part, 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; and (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.
Go to advisormatch.sunlife.com.ph
to experience the Advisor Match tool and learn more about finding the right
partner in your financial journey.
