FINANCIAL

PL ANNING
B Y N I K KO T I G A S
I C - R E G I S T E R E D I N S U R A N C E A DV I S O R
JUAN THE “KAPUS”
HOW DID JUAN COPE OR PLAN TO
COPE WITH IT?
JUAN ON HEALTH COSTS
JUANA ON EDUCATIONAL COSTS
JUAN ON RETIREMENT
JUAN AND JUANA ON RETIREMENT
JUAN ON INFLATION
THE 28,000
WHAT IS MONEY FOR LIFE?
DIFFERENT LIFE STAGE,
DIFFERENT PRIORITIES
AMONG YOUR SEVERAL LIFE GOALS,
WHAT DO YOU WANT US TO WORK ON
TODAY?
THE FINANCIAL PLANNING PYRAMID
ABOUT SUN LIFE FINANCIAL
WHO WE ARE IN THE PHILIPPINES
OUR TRACK RECORD IN THE
PHILIPPINES
NUMBER ONE IN THE INDUSTRY BASED
ON PREMIUM INCOME
LIFE STAGE-BASED AND GOAL-ORIENTED OFFERS
• Sun Life can help you achieve your life goals, wherever life stage you are. Our mission is to
help Filipinos around the world achieve a lifetime of Financial Security.
• Our plans come with competitive rates allowing every Filipino household to be protected.

Sun FlexiLink 1M w/ ADB, Sun MaxiLink Prime 1M w/

TDB for M, NS, 30 y.o. ADB,TDB for M, NS, 30 y.o.
Starts at P85/day or Starts at P170/day or
P2,500/month P5,000/month

Sun Smarter Life Elite Peso 10 500K w/

ADB, TDB for M, NS, 30 y.o.
Starts at P300/day or P9,000/month

Sun MaxiLink Bright 500K w/ Sun Senior Care 10 300K

ADB, TDB for M, NS, 30 y.o. ADB,TDB for F, NS, 30 y.o.
Starts at P250/day or P7,000/month Starts at P120/day or P3,600/month
MARKET AND INDUSTRY-BASED
OFFERS For Health Conscious:

For Employers/Business Owners:

Customized Plans
- Group Life Sun Fit and Well Advantage 10 Sun LifeAssure
- Group Personal Accident 1M w ADB/TDB M, NS, 30 y.o. 1M w ADB/TDB M, NS, 30 y.o.
- Credit Group Life P167/day or P5,000.00/month P30/day or P900.00/month
Packaged Plans
- 5 PLUS
P200,000.00 Life Insurance Coverage (Includes
TPDI) and ADDD Benefit for P1,575 per year Sun Maiden Plus Sun Maiden Plus
per employee (min. of 5 employees) 1M w ADB/TDB/CIB F, NS, 30 1M w ADB/TDB/CIB F, NS, 30
P132.00/month! y.o. y.o.
P75/day or P2,300/month P40/day or P1,200/month
For Students:
Pro Student For Budget Conscious:
Pre-School | Grade School | High School:
P200,000 Personal Accident Coverage and
P 20,000 Medical Reimbursement
P 115 per student per year!
College | Postgraduate | Other Student Type Sun Safer Life 1M with Sun Startup 500K with
P200,000 Personal Accident Coverage and ADB/TDB M, NS, 30 y.o. ADB/TDB. M, NS, 30 y.o.
P 20,000 Medical Reimbursement
P40/day or P1,200/month P35/day or P1,050/month
P 115 per semester per student!
 ENDOWMENT OR INVESTMENT-
LINKED INSURANCE OFFERS

Sun MaxiLink Dollar One $2500 Life Insurance

Sun Acceler8 1M with ADB,TDB for M, for M, NS, 30 y.o. (top-ups and riders are not
NS, 30 y.o. allowed)
P625/day or P19,000.00/month $10,000.00 one-time premium

Sun MaxiLink One 62.5K Life Insurance
for M, NS, 30 y.o. (top-ups and riders are
not allowed)
P250,000.00 one-time premium
Sun FlexiLink1 37.5K Life Insurance for
M, NS, 30 y.o. (top-ups and riders
allowed)
P150,000.00 minimum initial
premium
Sun FlexiDollar1 $500 Life Insurance for
M, NS, 30 y.o. (top-ups and riders
allowed)
$2,000.00 minimum initial
premium
THANK YOU FOR LISTENING AND FOR
YOUR TIME!
• Have you made the #BrighterChoice today? Allow us to help!