Preserve your legacy for your heirs through SUN Smarter Life

Most people who invest in financial products and buy insurance are in any of three stages in life: 1) starting to build a financial nest at the start of one’s career 2) growing wealth as one moves up in his career and has a family by then, and 3) preparing ahead for one’s senior years when the propensity to grow wealth starts diminishing and health-related expenses go up.

The three life stages and their needs

If you are one of these types of investors, you are in a good place. But…did you know that there is still a fourth life stage and yet, so many Filipinos miss out on preparing amply for it and it has a huge tax impact on the heirs? Here’s something to think about…

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Sun Life #Money4Life: Helping Filipinos plan for financial independence

Frankly, I came to this Sun Life event thinking it was one where we would listen to financial planners give a short talk on personal finance and maybe learn about new product offerings. I never expected this event to be about ME!!! And about all of us – you and I.

Sun Life Financial #Money4Life

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