Tips in Finding your Perfect Match

Nowadays, assurance is key to everything. In business and relationships you want to be assured of your best interest.

During my younger days, someone sold me an insurance plan which I already forgot what I was being insured for. Regardless to say, I did not quite understand the plan and the person who signed me up did not bother to get personal and know what I actually needed.
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Now that I am older and have a family to consider, I again signed up for an insurance/investment plan in which I am more aware of the benefits and the security it will give my family. This time I was more knowledgeable that I needed a Financial Advisor who I can be more personal with. I chose a company with whom I am certain of its stability and with a person who I know wanted to signed me up not because he needed a sale but because he care.
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Financial security is something that we Filipinos should not neglect and luckily there is a company who advocates for financial literacy like no other else. Sun Life, the company which I entrusted my insurance/investment plan with made sure that they train their financial advisor to have empathy and listening skills. Their financial advisors invests in relationships with their client, a relationship that assures that they have their client’s best interest in mind.

My FA and his wife when they delivered my policy

Sun Life emphasizes four core values that every financial advisor should possess:
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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.

Hence, Sun Life launched #SunLifePerfect Match, in time for the Financial Independence Month of June. 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.

The system is geographically-based, 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. You are given a freedom to choose a Financial Advisor, which is both innovative and relevant, especially for consumers who want personalized service on-demand and at their convenience.
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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.

​Wait no more, go to advisormatch.sunlife.com.ph to experience the Advisor Match tool and learn more about finding the right partner in your financial journey.