Group presentation material for Sun Life

2. Fatal Emergency
Expenses
Sudden Unemployability
Estate Tax
National Crisis
Inadequate Pension
Inflation
Uncertainty of the Future

3. “Sun Life indeed was the ray of sunshine for many
survivors who were beneficiaries of insured
Filipinos.
Sun Life was a
glimmer of sunshine
in the grieving yet
jubilant days that
followed the battle
of Manila.”
– Ben Agunod
78-year old Sun Life
beneficiary who
lived through World War II

4. Health and
Income Protection
Substitute Income
Estate Tax
Freedom
Multiple Source of
Funds
Retirement Income
Inflation Buffer
Peace of Mind

5. Fill-up the Forms Honestly
Submit Complete Requirements
Settle Your Payments
Honest Incident Report

6. Published by The Philippine Star last year, 2017

7. Interest
Interest
Growth
depends on the market
depends on your basket of funds
depends on your mode of payment

9. Bob’s Target
Retirement Fund
1. Current Age
2. Retirement Age
3. Annual Cost of Living
4. Basket of Funds
Bob’s Retirement

10. Sarah’s Target
College Fund
1. Current Age
2. Age to Enter College
3. Annual Tuition Fee Increase
4. Current Annual Tuition Fee
Sarah’s College
5. College Course

11. Based on Commission on Higher Education’s (CHED)
report published on Philippine Daily Inquirer
according to Sun Life Manager, Ariel Mañalac

12. Bob Cruz
Male
30 Years Old
Non-Smoker
Sarah
Beneficiary of
Bob Cruz
Math Teacher
who wants a plan of
P100 per day for 10
years
₱1,000,000 Life Insurance in case of death, good until age 88
₱2,042,328 withdrawable fund at age 65, you can grow until 88
Additional Benefits: ₱500k Accidental Death, Dismemberment, and Disablement with
Disability Waiver, ₱500k Critical Illness, and ₱2k/day Hospital Income up to 1,000 days
Bob’s Funds

13. No matter what..
Critical Illness..
So,

14. No matter what..
Accident..

15. No matter what..
Disability..

16. No matter what..
Life Stage..

17. No matter what..
..we are there for you
So you can be there for them

20. Thank
you!