Pinay Wealth Planner

𝗜𝗧’𝗦 𝗢𝗙𝗙𝗜𝗖𝗜𝗔𝗟! 🏆🤩🥳

𝗢𝗡𝗖𝗘 𝗔𝗚𝗔𝗜𝗡, 𝗦𝗨𝗡 𝗟𝗜𝗙𝗘 𝗜𝗦 𝗧𝗛𝗘 𝗡𝗨𝗠𝗕𝗘𝗥 𝟭 𝗜𝗡𝗦𝗨𝗥𝗔𝗡𝗖𝗘 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 𝗜𝗡 𝗧𝗛𝗘 𝗣𝗛𝗜𝗟𝗜𝗣𝗣𝗜𝗡𝗘𝗦!

𝙎𝙏𝘼𝘽𝙄𝙇𝙄𝙏𝙔. 𝘾𝙍𝙀𝘿𝙄𝘽𝙄𝙇𝙄𝙏𝙔. 𝙋𝙀𝙍𝙁𝙊𝙍𝙈𝘼𝙉𝘾𝙀.

#1 in New Business for the year 2022.
#1 in Total Premiums for the year 2022.
#1 in Net Income for the year 2022.
#1 in Assets for the year 2022

Sun Life Philippines is also significantly top in traditional products because our guaranteed return funds are just that EXCELLENT!

Thank you, clients, for making us SH1NE!

Sources:
https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Assets.pdf
https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Invested-Assets.pdf
https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-NBAPE.pdf
https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Premium-Income.pdf

“It's better to have it and not need it than to need it and not have it.”

Apply for an insurance coverage habang bata at healthy ka pa. Mas mahirap magpa approve kapag nagkakaedad.

Tara usap tayo ng coverage na fit sayo at sa budget mo. 😊

Angeli Baranda
Sun Life Licensed Financial Advisor
Pinay Wealth Planner

Ang PAMANA PLAN para sa iyong anak 😊
May pension ka na hanggang age 100

💛SUN SMARTER LIFE ELITE PESO 5/10

Nagbibigay si Sun Life ng 8% GUARANTEED Cash Benefit on 6th year of the policy, and every other year thereafter until age 100.

You read it right! 👍
Magbibigay si Sunlife ng guaranteed 8% ng face amount on 6th year of the policy kada 2 taon ang pagbigay hanggang tumanda ka until age 100. Diba ang ganda, may pension ka na until you reach age 100.

Ano ang PROS ng Sun Smarter Life Elite 5/10:
✅ Double ang face amount upon death of the insured
✅ Meron syang GUARANTEED 8% na endowment benefit
✅ Meron kang dividend (not guaranteed, projected 3%)
✅ Great for child's educational fund from 0 to 10 years old
✅ Ikaw ang bahalang ilipat sa anak mo ang cash benefit, until magka-apo ka, meron makukuha until age 100.
✅ Depende sa laki ng face amount ang laki ng 8% endowment benefit na makukuha
✅ Meron waiver of premium kapag namatay ang nagbabayad ng policy, ibig sabihin secured ang education ng bata kahit mawala ka sa mundo ng hindi inaasahan (God forbid), makakatanggap pa rin siya ng pera until age 100
✅ Okay siya sa taong may hesitations sa VUL, kung hindi sila comfortable iinvest sa stocks ang pera nila
✅ Perfect para sa mga taong sigurista
✅ May paying period na 5 years or 10 years
✅ Merong Accidental Death at Total Disability Benefit

For example if you have
1,000,000 face amount..
8% guaranteed endowment benefit, that is 80,000

Child: 0 year old

6th year : 80,000 + dividends
8th year: 80,000 + dividends
10th year: 80,000 + dividends
12th year: 80,000 + dividends
14th, 16th. . .and so on...until 100 years old!