There are 2 key things to consider when developing your savings strategy: Building your savings. In the last five years, SLOCPI has been consistently named the top life insurance company in the Philippines by the Insurance Commission. Were committed to keeping our Clients personal data safe and secure. Today, Canada is still the home to many Indigenous, First Nations, Inuit, and Metis peoples from all across Turtle Island. Sign in to your Sun Life account | Sun Life Canada Get advice on your investment and insurance options. 1 Sun Life Milestone 2025 Fund, DSC option (SUN209), is closed to new purchases as of July 1, 2018. Any accounts that already hold securities of the Fund are permitted to continue to hold, purchase, and/or switch-in additional securities of the Fund. Customisable protection and investment in one plan. Sun Classic and Sun Elite Pension provide you with the ease, flexibility and convenience to choose the scheme that best suit your needs and matches your financial requirements. Our Global headquarters in Toronto are on the traditional territory of the Huron-Wendat, Anishnaabeg, Haudenosaunee Confederacy and the Mississaugas of the Credit First Nations. For questions or assistance, kindly consult your Sun Life Mutual Fund Advisor. In exchange for a lump-sum premium, you receive guaranteed income payments for as long as you choose. Annual Statement of Trust Fund Educational Plan, V.SLFPI Quarterly Financial Statement & Trust Fund. Maximizing your earning potential for a financially-free future. Get easy access to your Sun Life benefits, insurance, investments and much more*. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, You can choose to receive this in cash, accumulate this at interest and withdraw whenever you wish, or apply it as payment for your installments. This is our purpose. Speak Up! Canadian Dividend Reinvestment and Share Purchase Plan It also gives you the convenience of paying one-time and an option to even add more money to build bigger . Basic (employer-paid) or Voluntary (employee-paid) options many employers offer both, including dependent plans, Meaningful benefitsamountsavailable Guaranteed Issue, Higher amounts available with and without health questions, Easy online evidence of insurability application, A choice of Value-Added Services, including Emergency Travel Assistance with ID Theft Protection, or Online Will Preparation with Claimant Support(not available in New York). Online Will Preparation, and Claimant Support Services are not insurance and are provided by ComPsych. Receipt of an Accelerated Benefit may be taxable; you should consult your tax advisor for specific advice. Bonifacio Global City, Taguig City 1634, Business Owners Insurance Packages overview, Investment-linked insurance funds overview, Shine Pinoy Program for Overseas Filipinos, Sun Life Prosperity GS (Government Securities) Fund, Sun Life Prosperity Dollar Abundance Fund, Sun Life of Canada Prosperity Balanced Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life of Canada Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, Bright tips for hardworking Filipinos to spend income wisely, Healthy family habits to live your best life, Breaking the Bias Gender equality networking and self promotion, Celebrate independence with financial freedom, Notice of the Annual Meeting of the Stockholders (2023), 2022 Minutes of the Annual Meeting of Stockholders, 2023 Draft Minutes of the Annual Meeting of the Stockholders, Agenda of Audit, Compliance, and Corporate Governance Committee Meetings, Certificate of Board of Directors Attendance, Notice of Annual Meeting of the Stockholders, Procurement Supplier Accreditation and Selection Process, Q1 Quarterly Financial Statement and Trust Fund Report, Q2 Quarterly Financial Statement and Trust Fund Report, Q3 Quarterly Financial Statement and Trust Fund Report, Q4 Quarterly Financial Statement and Trust Fund Report, Training Certificates of Directors and Officers, 2021 Minutes of the Annual Meeting of Stockholders, 2022 Notice of Annual Meeting of Stockholders, Q1 2021 Quarterly Financial Statement and Trust Fund Report, Q2 2021 Quarterly Financial Statement and Trust Fund Report, Q3 2021 Quarterly Financial Statement and Trust Fund Report, Q4 2021 Quarterly Financial Statement and Trust Fund Report, 2021 Notice of Annual Meeting of the Stockholders, Q1 2020 Quarterly Financial Statement and Trust Fund Report, Q2 2020 Quarterly Financial Statement and Trust Fund Report, Q3 2020 Quarterly Financial Statement and Trust Fund Report, Q4 2020 Quarterly Financial Statement and Trust Fund Report, 2020 Certificate of Board of Directors Attendance, 2020 Draft Minutes - Annual Stockholders Meeting, 2021 Draft Minutes of the Annual Stockholders Meeting, 2020 Minutes of the Annual Stockholders' Meeting, 2020 Notice of Annual Stockholders Meeting. Submit health and dental claims and see your claims statements and claims history. Sustainable investing | Sun Life *Available features depend on your account, contract or policy. Mutual funds make a good investment in the Philippines for students because mutual funds are managed by a professional fund manager, meaning that mutual funds can be a great source of passive income for students in the Philippines. Or, connect with a Sun Life advisor to get life or health insurance, set up a savings plan, open an RRSP and TFSA and more. Sun Life reserves the right to discontinue any of the Services at any time. Our insurance and investment solutions help millions of people around the world. To submit a claim, review your investments or update your account information, We acknowledge that Sun Life operates in many Territories and Treaties around the world. Call the Client Solutions Centre at 1-877-893-9893, Monday to Friday, 8 a.m. to 8 p.m. In line with our commitment to provide our clients with comprehensive and flexible products and services, we bring to you the following optional riders to provide you with insurance coverage on top of the benefits you will receive. This article compares these three investment plans to help you make the right choice. Providing value and guarantees for Clientsat a competitive price. The scheme, however, does not guarantee/indicate any returns, the fund house said. TORONTO, July 4, 2023 /CNW/ - Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) (the "Company") announced today the successful completion of the public offering in Canada of $500 million principal amount of Series 2023-1 Subordinated Unsecured 5.50% Fixed/Floating Debentures due 2035 (the "Debentures"). Addresses event-funding needs for those special events in our lives. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. Please review your financial needs depending on your personal situation and objectives. The Balanced Investor | Sun Life Philippines All rights reserved. Canadian Dividend Reinvestment and Share Purchase Plan, Trusted and responsible business overview, Sun Life Everbright (in simplified Chinese only). Sun Life has a series of pre-need products designed to help Filipinos realize their aspirations through a disciplined savings approach. Granite Managed Portfolios Tactical Update, Sun Life KBI Global Dividend Private Pool, Sun Life MFS International Opportunities Fund, Segregated funds Industry best practices for meeting clients needs, Payout annuities advisor resources Overview, Premium source and available annuity types, Tax-Free Savings Account (TFSA) - Taxation upon death, Insurance GICs advisor resources Overview, Superflex/Income Master, Sun GIC Max and GIC - Comparison, Subsequent cheque deposit - Investment instructions, Adjusted Cost Basis (ACB) - Deferred annuities, First sixty-day receipt information for Superflex and GIC products, Marriage breakdown and removal of spousal designation, Non-registered taxation of surrenders or withdrawals for non-residents, Tax slip and receipt mailing schedule for all Individual products, Withholding tax on withdrawals from an RRSP, Six things you need to know about Insurance GICs, Our commitment to achieving net-zero greenhouse gas emissions by 2050 or sooner, Comparison of tax-advantaged savings accounts: TFSA, RRSP and FHSA, Information folders & contracts and supplements, Simplified Prospectus and Annual Information Form, For all questions and inquiries, please contact us. Established on September 18, 2000, Sun Life Financial Plans, Inc. is the pre-need arm of Sun Life Financial in the Philippines. Sun Life offers a variety of investment-linked insurance plans to maximize the earning potential of your money for financial protection and security. Permanent life insurance policies provide death benefit coverage immediately, plus build up cash value . The value of the dividends will vary depending on the Companys performance and will be based on the prevailing rate at the specific time you choose to get them. Investment-Linked Insurance Plans | Sun Life Malaysia Sun Life Guaranteed Investment Funds (GIFs) - Effective April 24, 2023, the Deferred Sales Charge (DSC) option and Low Load (LL) Sales Charge option will no longer be available for new purchases. Sun Life GIFs Products no longer for sale, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Independent Review Committee (IRC) report, Passive Foreign Investment Company (PFIC), Sun Life Core Advantage Credit Private Pool, Sun Life KBI Global Dividend Private Pool F, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life KBI Global Dividend Private Pool A, Sun Life Core Advantage Credit Private Pool F, Sun Life Wellington Opportunistic Fixed Income Private Pool, Sun Life Wellington Opportunistic Fixed Income Private Pool F, Sun Life KBI Sustainable Infrastructure Private Pool A, Sun Life KBI Sustainable Infrastructure Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Guaranteed Investment Funds (GIFs), Sun Life Guaranteed Investment Funds (GIFs) Overview. Our advisors can help you make well-informed financial decisions and maximize your savings. Choose a time period and find out how much your shares have changed in value (holidays, weekends, future dates and today's date are not available). Please be cautious. Sun Life Financial Plans, Inc.is a wholly-owned subsidiary of Sun Life of Canada (Philippines), Inc. (SLOCPI). Eective March 6, 2023, Sun Life Milestone 2025 Fund is closed to new investments. Products & Services | Sun Life In this video, Christine Tan, Portfolio Manager at SLGI Asset Management Inc. makes the case why bonds are an attractive alternative to owning stocks and why they should be part of a well-balanced portfolio. Michelle Choi | Toronto ON | Sun Life | Home Select below to travel to a website for information specific to your region. Learn more about our life insurance offerings. We provide asset management services through our subsidiaries, MFS Investment Management and SLC Management as well as through several of our other businesses. Six in ten Americans say they have a heightened awareness of the importance of life insurance due to COVID-19. Some are difficult. Oscar S. Reyes Independent Director, Francisco S.A. Sandejas - Chairman Wait times, provider shortages exacerbated since the pandemic, and out-of-pocket costs are among reasons employees defer care, which can impact employee health and engagement at work. Heres how you canprotect yourselfand what to do if yoususpect fraud. No lapse guarantee. Learn moreabout our life insurance offerings. View your savings, investment and health-spending account balances. Benefits are paid in cash directly to you as the plan holder, making you fee to choose when and what to use it for. Fraud alert! Life insurance calculator. Investments. It is the most important legacy we can give our children. Sun FlexiLink1. Submit claims, check coverage, manage workplace savings and view your investments anytime, anywhere with the my Sun Life Mobile app. Sun Life Prosperity GS Fund and Sun Life Prosperity Bond Fund); Balanced Funds invest both in shares of stock and debt . Phone: (416) 567-5801. Making your money work for you. Sun Life Completes Second Sustainability Bond Offering | Sun Life It will invest in debt and money market instruments with a relatively low interest rate risk and moderate credit risk. Help protect our families, Fact Sheet, 2021, LIMRA.com. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Sun Life Financial Plans, Inc. is a subsidiary of Sun Life of Canada (Philippines), Inc. Born out of the group's desire to be of greater service to the Filipino people, it answers the growing demand for flexible pre-need products. Bonifacio Global City, Taguig City 1634, Maximizing your earning potential for a financially-free future, Business Owners Insurance Packages overview, Investment-linked insurance funds overview, Shine Pinoy Program for Overseas Filipinos, Sun Life Prosperity GS (Government Securities) Fund, Sun Life Prosperity Dollar Abundance Fund, Sun Life of Canada Prosperity Balanced Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life of Canada Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, Bright tips for hardworking Filipinos to spend income wisely, Healthy family habits to live your best life, Breaking the Bias Gender equality networking and self promotion, Celebrate independence with financial freedom. Granite Managed Portfolios Tactical Update, Sun Life KBI Global Dividend Private Pool, Sun Life MFS International Opportunities Fund, Segregated funds Industry best practices for meeting clients needs, Payout annuities advisor resources Overview, Premium source and available annuity types, Tax-Free Savings Account (TFSA) - Taxation upon death, Insurance GICs advisor resources Overview, Superflex/Income Master, Sun GIC Max and GIC - Comparison, Subsequent cheque deposit - Investment instructions, Adjusted Cost Basis (ACB) - Deferred annuities, First sixty-day receipt information for Superflex and GIC products, Marriage breakdown and removal of spousal designation, Non-registered taxation of surrenders or withdrawals for non-residents, Tax slip and receipt mailing schedule for all Individual products, Withholding tax on withdrawals from an RRSP, Six things you need to know about Insurance GICs, Our commitment to achieving net-zero greenhouse gas emissions by 2050 or sooner, Information folders & contracts and supplements, Simplified Prospectus and Annual Information Form, For all questions and inquiries, please contact us.