Financially speaking, many Filipinos are still wary when it comes
to investing or buying insurance. They would rather put their savings either in
bank or hidden somewhere in their homes. The idea of taking insurance or
investing is something of a scheme for them. Also, many of them are still
unbanked despite the passing of financial inclusion aimed to specifically
helped them.
Financial institutions are mainly focused on this sector of our
society. Take Sun Life for example. Recently, Sun Life, thru its SOLAR (Study of Lifestyle and Relationships)
reveals that only 38% of Filipinos are willing to take investment risks in
order to earn more and that only 8% actually invest. Furthermore, only
16% claim to have life insurance despite 88% of Filipinos worrying about their
financial situation in case something happens to the breadwinner.
What is it about the word “investment” or “insurance” makes it a
scary topic for them. The study made it clear that Filipinos are aware how this
could be a big help for them, and yet. May be because they haven’t met someone
who can make them believe that they can now take charge of their hard-earned
money.
Just like in a love relationship, each of us have a perfect
match where we can make a relationship bloom for a long time. Financial-wise,
someone is out there willing to establish a relationship with you where you can
be guided or advice on to achieve lifetime financial security.
In every relationship, we have a set criteria or roles to fulfil
for a perfect relationship, something of a brilliant match. Now that we are
ready and set to achieve financial security, there is none other than Sun Life
who can make us achieve this goal thru their Sun Life Financial Advisor.
Just In time to celebrate the Financial
Independence Month of June, Sun Life puts the spotlight on the value of meeting
a trusted financial partner via the #SunLifePerfectMatch campaign.
For so many years now, the country’s first
and the #1 life insurer aims to educate Filipinos on choosing the right
Financial Advisor to help them with their financial goals. With its new Advisor Match tool, your perfect Sun Life advisor who will help you
achieve financial security may just be a click away.
HOW DOES ADVISOR MATCH
WORK?
Thru the Sun Life website, 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 – a very nifty way to show you what they have to offer. Such
freedom to choose a Financial Advisor is both innovative and relevant,
especially for consumers who want personalized service on-demand and at their
convenience.
MAKE YOUR BRIGHTER CHOICE!
More than a handy online tool, Advisor Match is
about empowering Filipinos to be more exacting and selective when looking for a
financial partner.
As shown during the official launch of Advisor Match, 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 characteristic
that have unfairly stereotyped life insurance agents for the longest time.
So, what do you think are the values need to possess by your Sun
Life Financial Advisor? Every financial advisor should possess: (1)
professional in doing business; (2) one who cares for your welfare; (3) a
desire to win for your dreams; and (4) an inspiring commitment to serve rather
than sell.
These are the values that define Sun Life’s over 11,000
financial advisors. As affirmed by Sun Life Philippines Chief Marketing Officer
Ms. Myle Lopa, “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.”
Finding your #SunLifePerfectMatch should never be difficult. Just go
to advisormatch.sunlife.com.ph to experience the Advisor Match tool and learn more about
finding the right partner in your financial journey.
For more information, please visit www.sunlife.com.
