How to become a Financial Advisor at Sunlife

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:

  1. Getting Started – Independence is central for this period. Their careers are taking off along with the desire to experience everything that life has to offer. And this ambitious mind-set also shows in their financial goals such as investing and saving for life milestones such as buying a house or creating a wedding fund.
  2. Moving Up – Family is a top priority! They are concerned about health after working hard to achieve their goals. With their family’s future in mind, they need to sustain the household’s future income while saving and investing for education funds.
  3. Planning Ahead – Supporting both their parents and their own family, these added responsibilities highlight the need to ensure continuous support for their dependents. All while looking after their own financial concerns such as healthcare and retirement funding.
  4. Leaving a Legacy –Though they still keep up with the young ones, they simply want to give a better life for the next generation. Their priorities include spending time with loved ones and preserving wealth so they can pass it on without any burden.

Read More …