Our “Money for Life” Experience with Sun Life Financial

I can cite several reasons why 2016 has been financially tough for me but instead of wallowing, my mantra has always been to enjoy and learn from the ride. Many people will shun investing when the going gets tough but wouldn’t it be more productive to make investing a goal and inspiration to start making changes and imagining a better future for ourselves and families?

I know a lot of parents like me are still recovering from tuition fees and other household expenses. Sometimes, it’s a good idea to step out of our households and see things in a different perspective, or at least a fresh set of lenses.

One afternoon in Makati, my sister and I were just discussing our bills and how to split them when we spotted a unique yellow bus parked beside Shangri-la hotel. Both of us have stopped topping up our investments – maybe because of political uncertainties, limited income, and rising expenses.

We were invited by Sun Life Financial staff to board the bus which they call “bus to the future” and asked us to wear these interesting VR (virtual reality) goggles. With the VR goggles on, we watched our own dream futures – having a nice house, the ability to work anytime, anywhere, a relaxed household, and a comfortable life for our children. After viewing, it was explained to us how this dream can be a reality if we continue investing and being serious about financial independence.

Money For Life PH

Sun Life Financial is also promoting their new website http://moneyforlife.com.ph where you can immediately start your own financial plan, get product recommendations, and even buy mutual funds. This is Sun Life’s answer to Filipinos who are embarrassed, shy or simply do not want to talk to a financial advisor.

Right now, one of my concerns is not having health insurance. This is after we let go of our HMO due to high premiums that we can no longer afford. I tried Money for Life PH and it recommended three products for my concern:

1. SunLife Assure
2. Sun FlexiLink Assist
3. Sun First Aid

I do have a very good and approachable Sun Life Financial Advisor whom I will ask about these products. However, if like many – you want to do your own research and deal with everything online then the Money For Life website can automatically connect you with an advisor and process your payments too.

“Bus to the Future” schedule:

If you want to experience Sun Life’s Bus to the Future and learn more about financial independence, catch the bus on the following dates & venues:

BGC High Street – June 11
Eastwood – June 19
SM City Cebu – June 25
Solenad, Nuvali – July 2

School tours:

Mapua Institute of Technology – June 2
Ateneo Graduate School of Business – June 12
De La Salle University – June 16
UP Diliman – June 17
San Sebastian College – June 20
University of San Carlos Cebu – June 24
Lyceum of the Philippines University (Manila) – June 29
UP Los Banos – June 30

Sun Life financial advisors will be on hand during all the tours and stops to accommodate inquiries 🙂