Sun Life takes STEPS forward

MANILA, Philippines - Sun Life Financial Philippines has implemented a program suitable to employees who seek new benefits and investment instruments to gain financial stability and security.

This is called STEPS (Simple Techniques to Prosperity and Success) specially tailored for modern-day professionals who are young, active, fast-paced, creative, aggressive, and know what they want in life.

Through STEPS, employees can gain access to financial advisors whose services are usually available only to corporate clients and high net worth individuals.

“Companies should take advantage of this opportunity for their employees. All they need to do is schedule a consultation and our financial advisors will be there right at the workplace to discuss financial planning with their employees, for free,” says SLFP chief strategic marketing officer Gregory S. Martin. “Simply call the number 849-9888 or visit the website www.sunlife.com.ph.”

Since change begins with one’s own initiative, here are five STEPS in preparation for a consultation with a Sun Life financial advisor:

• STEP 1: Know what you want.

What are the goals in life? When do you want to see the realization of these dreams? How soon do you need to achieve them?

• STEP 2: Compute how much you need.

How much money do you need to accomplish the goals you identified? How can you meet this amount within your prescribed time frame?

• STEP 3: Determine your current situation and available options.

Do you have any savings or investment? How much assets do you currently have? Are you able to maximize the growth potential of your money? How close are you from your financial goals?

• STEP 4: Establish your risk tolerance.

What are the financial plans and policies that suit your lifestyle?

• STEP 5: Meet with a Sun Life Financial advisor.

“This last step is the most crucial in providing the peace of mind that your employees and their loved ones truly deserve. And because creating a financial plan can be very confusing and time-consuming, you need professional guidance and a highly trained Sun Life financial advisor who can discuss with your employees how to plan properly to attain financial stability moving on to the future,” Martin added.