I’ve just recently attended a Sunlife #LiveBrighter Forum wherein they have discussed the how to, benefits and history of Sunlife. Sunlife has been the first and oldest insurance company in the Philippines where it chartered in 1895. With SunLife, they aimed that every Filipinos should live a brighter life i.e. financial secure. Financial security comes in 4 stages which are the following:
As a mom, my priorities for my family are health, education, insurances and retirement. I have already started insurances for me and my husband since I believe that it is better to come prepared than just let the time flies without planning something.
So, the end result with the forum was that it thrust me to become a Financial Advisor of Sun life. Why? To own my time that is earning while attending to my kids. As a working mom, it is my dream now to be a hands on mom i.e. attending to their needs, be their yaya and be able to do what mom needs to do without sacrificing anything or be in dilemma to choose between family and work. With the words of encouragement of Ms. Franchette Mejia, I too can own my time and be able to work full time with Sun Life with its amazing benefits. Not only does it gives satisfactory benefits but also a fulfillment to be able to help others live a brighter life.
See below minimum checklist on the road to financial freedom by being a Financial Advisor of Sunlife:
- Take the Insurance License at Insurance Commission
- Fee: 1545 each for Traditional and VUL
- Get an NBI clearance
- 1×1 ID with yellow background
- completely filled up ACR (Advisor’s Contracting Manual) form
For more info, just leave a message here or contact me. 🙂