Dating Tool for your FIN Life : The ADVISOR MATCH

We all want to disclose private details, (especially finances) to a person we truly like.

A staggering 88% of Filipinos worry about their financial situation in case something happens to the family’s breadwinner. A statistics which proves that majority of the Filipinos perceive the impending fiscal discomfort when the family’s provider fails to sustain the clan’s financial needs.

On the other hand, Philippines’ first and #1 life insurer, Sun Life Financial Inc. teams up with over 11,000 financial advisors to educate Filipinos on alleviating such worriment through providing guidance on how to achieve lifetime financial security. Advisors who are armored with professionalism, a caring attitude, a winning mindset, and an inspired vision.

What a brilliant match!

ONE CLICK AWAY ADVISORS

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In order for these skilled advisors to be more accessible and compatible to the more financially conscious Filipinos, Sun Life puts the spotlight on the value of meeting a trusted financial partner via the #SunLifePerfectMatch campaign through the Advisor Match tool. It is also an opportune crusade for the Financial Independence Month of June.

It is like the 90s’ dating game show but is rooted with specific credentials one demands for a personal Financial Advisor. We all want to disclose private details, especially finances to a person we truly like. More than just a handy online tool, Advisor Match indeed, let us be in control and choose the Financial Advisor we deem as we “like”, we deem as trustworthy, we deem as the brighter choice!

  1. Click advisormatch.sunlife.com.ph image
  2. 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. 
  3. Fill out the form so the advisor could set the convenient meeting details with you.

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Sun Life emphasizes four core values that 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.

“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,” affirmed Sun Life Philippines Chief Marketing Officer Ms. Mylene Lopa. After all, finding your #SunLifePerfectMatch should never be difficult.

There are only 16% of Filipinos in the Philippines who claim to have life insurance. The educated few. The prepared few. How about you?

 

Go to advisormatch.sunlife.com.ph to experience the Advisor Match tool and learn more about finding the right partner in your financial journey.

*Statistics is from the Study of Lifestyle and Relationships (SOLAR) conducted by Sun Life.

About Sun Life Financial
Sun Life Financial Inc. is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2018,  Sun Life Financial had total assets under management of $979 billion. For more information, please visit http://www.sunlife.com.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Author: johnllamas

John Llamas is an Asian millennial who is passionately greedy in gleaning insights to be a Master Closer. An offline sales manager of the leading timeshare company in the Philippines. The online brain behind this link. Close on spot!

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