Investments

1) Sun Life Prosperity Money Market Fund

The Sun Life Prosperity Money Market Fund presents the least risk amongst all funds,
however, with the lowest possible returns. In retrospect, this Fund provides higher annual returns
than your bank savings account and doesn’t impose any sales load on you.
The Sun Life Prosperity Money Market Fund is for you if:

 You want to have very low risk in your investment, but potentially earn better than
regular current, savings, or time deposits.
 Don’t want to look too far into the horizon? Money Market Funds are beneficial as early
as one year from date of investment.
 You're considering time deposits or opening a new savings account but are wondering if
there are better options.

https://www.sunlife.com.ph/PH/Investments/The+Conservative+Investor/Money+Market+Fund?
vgnLocale=en_CA

2) Sun Life Prosperity Bond Fund

The Sun Life Prosperity Bond Fund enables you to potentially earn modest returns from your
investments. The Fund invests your cash in high quality government and corporate debt issued
by the Philippine government and prime Philippine companies.
The Sun Life Prosperity Bond Fund is for you if:

 You are an investor with a low appetite for risk and you’re amenable to modest returns.
 You have money lying around but might need it anytime soon, so your investing horizon
is closer towards the medium-term.
 You want to dip your toes into investing and try the least risky of all medium-term
investments first.

https://www.sunlife.com.ph/PH/Investments/The+Conservative+Investor/Bond+Fund?
vgnLocale=en_CA

Calculator:
https://apps.sunlife.com.ph/cdt/#/eCalcAge/exploreOptions
 Life Insurance
1) Sun MaxiLink Bright is an investment-linked life insurance plan that offers a
combined benefit of insurance protection and investment, providing you financial security and
peace of mind while you grow your money over time. It enables you to build funds for at least 5
years and offers you an option to even add more into what you have initially saved for better
growth potential. This can help you get financially prepared for any upcoming life goals or any
life milestones.

Benefits of Sun MaxiLink Bright:

 Life insurance coverage

Secure your loved ones' future with guaranteed life insurance benefit equivalent to at least
twice your plan’s Face Amount, which goes to your family in the event of untimely demise.
The amount can be used to help your family in their daily expenses and to ensure that they can
still fulfill the dreams you have planned together.

You may also add supplemental benefits or riders to provide additional protection for
contingencies such as accidents, disability and illnesses.
 Flexible investment options

Choose among the investment fund options to address your different investment objectives and
risk appetite.
 Professional fund management

Take advantage of Sun Life's professional fund managers' investment experience and expertise.
 Funds for future needs

Build funds for your child's education, a comfortable retirement, or an important life milestone.
In case of an emergency, money comes in handy via a partial fund withdrawal.
 Manageable premium payment

Pay for at least 5 years or opt to increase your fund’s value through top-ups or excess payments
on top of your regular premium.
 Loyalty bonus

Keep your policy active for at least 10 years and reap rewards in the form of Loyalty Bonus.
The bonus can be used as an additional source of fund to boost your investment or simply to
help you achieve your dreams faster. Loyalty bonus is not guaranteed and depends on several
factors including the fund’s average monthly balance.