Here in the Philippines, more and more household have their own life insurance policies, and many Filipinos nowadays have been investing their hard earned money to stocks and any other forms and means of doubling their money/savings. I am thrilled to know that we can invest not just in banks or buy stocks but also in a Life Insurance Company. For as little as 1,000 Pesos, you can now invest thru Sun Life Investment Prosperity Funds.
Investment goes to:
Government Securities
Bond
Balanced
Philippine Stock Index
Philippine Equity
Sun Life Prosperity Funds has Peso and Dollar account. For Peso, you can invest for as low as 1,000 pesos and in Dollar, you can invest for as low as 1,000 USD. This fund is managed by investment professionals who ensure that the funds generate the best result over the long term.
For me, starting a small investment with a 1,000 pesos is ok, however, if you want to add more on your investment you may do so at any time you want. You can always add up 1,000 or 2,000 pesos or more to your account thru participating banks such as BDO, BPI, and Metrobank. You may add up to 4x in a year with no additional charge. Once you did, print screen/save it and upload it to the Sunlife App and automatically your investment account will be updated. However, if you are not tech-savvy, you can still pay over-the-counter.
After attending an event about asset management, immediately I asked my friends if they can recommend a trusted Sunlife Advisor and today, I was able to speak to one of their advisor and next week I will meet her and we’ll be signing my policy. Oh, by the way aside from investment, I acquire another insurance from Sun Life which is a VUL – Life and Investment Policy.
To know more about Sun Life Prosperity Funds and other Policies visit www.sunlife.com.ph
