PRIVATE INSURANCE

COMPANY
(SUN LIFE)
BSBA 1 FM 2
LOG
O

“SUN LIFE”
 HISTORY
Sun life financial, Inc.- is a Canadian financial services company known primarily as a life
insurance company. It is one of the largest life insurance companies in the world, and
also one of the oldest with a history spanning back to 1865.
1895- Sun life financial began its operations in the Philippines through the presentation of
the H.J. Andrews and Co. a British trading firm. Throughout the Philippine Revolution,
Sun life Philippines experienced continuous growth; and by its 25th year in the country,
the company posted huge growth while planting the seeds of financial protection in the
island.
At the outbreak of the Second World War, Sun Life Philippines was force to suspend
its operations. Nevertheless, the company maintained underground operation to support
its clientele. By the end of the war, everyone started rebuilding and true to its
commitment, Sun Life Philippines paid a total of US$2.175 million worth of death claims,
matured endowment settlements and cash surrender value to its surviving clients. As
post war recovery goes full swing, Sun Life Philippines boasted continuous growth with
an increase in assets and investments, while protecting the future of more Filipinos.
 HISTORY
 From world wars to building a nation, sun life in the Philippines led an illustrious
history that bore witness to the struggles and triumphs of the Filipinos.
 It was in 1895, three years before the Republic of the Philippines was officially
founded, when sun life first set foot in the country with the mission giving Filipinos
the opportunity to enjoy the humanitarian benefits of insurance.

 Building a nation under the sun

 Spreading the benefits of financial security
 Investing in their advocacy
 Ascending to the top
 Risking with the Filipinos
 HISTORY

Building a nation under the sun

 It was not an easy task. When world war II happened, it became even more
daunting but sun life’s love for the Filipinos pushed the company to be there for
its clients no matter what, even if it meant running underground operations
during the Japanese occupation. Sun life was the only life insurance company
who paid post-war death claims amounting to S1.3 million even without
documents attesting to the validity of the claims. In the end all claims were
found to be legitimate. Through the years , sun life flourished even as the
country faced economic crises and martial law. The company’s commitment t
the Filipino people remained firm and unsullied.
 HISTORY
SPREADING THE BENEFITS OF FINANCIAL SECURITY

 By the end of the century, sun life was motivated to do more and be more as it prepared for a
major organic change under the process called “demutualization” –transforming from a branch
of a mutual company offering a single product, life insurance, to a wholly-owned subsidiary of
a publicly-traded stock company. And that happened in march 2000 when sun life financial
shares were traded on the Philippine stock exchange for the first time. It had the biggest
number of shareholders at the local bourse that year with 194,000 shareholders during initial
listing. The most important provided opportunities for sun life Philippines to expand its product
offering even further. On top of the list was the launching in April 2000 of sun life’s mutual
funds business with the creation of its first subsidiary, the sun life asset management
company, Inc. that offered the biggest family of mutual funds in the country then. Following this
development shortly was the launching of its 2nd subsidiary, sun life financial plans, Inc. which
offered the industry’s first participating pre-need plans.
 HISTORY

INVESTING IN THIER ADVOCACY

As this two subsidiaries took shape, sun life pioneered new
business strategies and enriched its financial literacy advocacy with
the launching of its first multi-media campaign called “it” Time!” – a
breakthrough advocacy in the industry. This campaign was
completed with efforts to increase the reach of sun life through its
provincial expansion and aggressive recruitment activities. The
pursuit of excellence was a never ending journey for sun life
Philippines.
.
 HISTORY
ASCENDING TO THE TOP
 Sun life finally took the top spot in premium income in 2011, overtaking its leading competitor who
reign for 60 years. Sun life’s rise to the top was the culmination of wholeheartedly and
collaborative efforts of all the members of the sun life family.it was also in 2011 when sun life
financial signed a joint venture agreement with the Yuchengco Group of companies for the
creation of sun life Grepa Financial, Inc. that marked sun life entry into the bancassurance
business. As its celebrated its 20th anniversary in 2015, sun life sustained its strength and
prominence despite a more challenging environment. In 2015, the company successfully
completed and achieved all the goals under its 5 year growth plan (crafted in 2010)called “route 5”
which served as the company’s driving force to attain 5 billion in net income, 5 billion in AFYP, 50
billion in mutual funds AUM and 5000 advisors, all done in five years. The year culminated with
sun life receiving the life insurance company of the year award at the 19th asia insurance awards
in Singapore, and the distinction of being the employer of the year given by the management
association of the Philippines. Beyond the numbers and the accolades, however, sun life is never
remiss of its duties as a good corporate citizen, consistently lending a hand to those in need
through the Sun Life Philippines Foundation. It is a task that accompany does with much passion.
 HISTORY
 In celebration of sun life’s 120th , the foundation mounted the ‘120 Rays of
Giving Back’ program that extended assistance to various underprivileged
communities in Luzon, Visayas and Mindanao. Assistance came in the form of
fishing boats and school buildings and supplies for calamity victims, and the
provision of health care and basic needs like electricity and water systems
which helped alleviate the livelihood of the underserved Filipinos in far flung
areas, among others.

RISING WITH THE FILIPINOS

 The journey is not over. It is continuing endeavor to always see sun life clients,
advisors, employees and the communities rise to the challenges of the times. It
is when they shine that sun life feels most fulfilled.
 HISTORY
1970s coincided with the 75th anniversary of Sun Life in the Philippines. It was also
during this time that Sun Life Philippines ranked #1 in terms of income with Php.14.9
million worth of earnings. Two new business centers were opened; one for Metro
Manila and another for Manila Provincial, which should further boost sales and serve
more clients. Although the company’s sales force was quite small compared to its
competitors, it became one of the top players in the insurance industry in the entire
region.

1980s the 1980s was a tumultuous year for the Philippines especially for the economy.
Despite this turn of events, Sun Life manage to maintain its status as a company that
could balance growth, client commitments, and employee welfare. The end of the
decade marked the year when the regional office was transferred from Hong Kong to
Manila, signifying a country’s rise after decades under a violent dictatorship.
 HISTORY
1990s became the decade of revolution for Sun Life Philippines beginning with more
focus on its Asian identity as Sun Life Far-East Division became Sun Life Asia-Pacific
Division. This change of name coincided with Sun Life’s 100th anniversary in the
Philippines, making it one of the oldest insurance companies operating in the land. The
90s also marked the decade when Sun Life Philippines “demutualized” with 99% of
qualified policy owners voting in favor.
At the turn of the new millennium, a decade of innovation and vigor swept through
Sun Life Philippines. This started with the creation of its first subsidiary named Sun Life
Asset Management Company, Inc. or SLAMCI, which gave birth to the country’s largest
family of mutual funds called Sun Life Prosperity Funds. On top of its astounding growth
over the years, Sun Life Philippines has been advocating for various causes aimed at
providing “A brighter life under the sun.”
 HISTORY
One of the company’s priorities is continuing financial literacy program
collectively called Brighter Life, aimed at teaching Filipinos the value of financial
security for one’s future. Through various campaigns like the Brighter Days
Financial Planning Sessions, participants were given the chance to learn the values
of financial management as well as investing and planning for one’s financial future.
To complement its financial literacy advocacy, Sun Life Philippines has also
been hosting the Sun Life ‘Sinag’ (Rays of the Sun) Awards. This events was
designed to encourage Filipinos to be financially literate and prepared; free from
financial ignorance, debt and dependency. It encourages the media to be a catalyst
of change for the Philippines by being the channel of information to propagate the
advocacy.
Sun Life Financial in the Philippines offers diverse range of insurance, wealth
and asset management solutions to help every Filipino in their journey towards a
brighter life.
As the country’s first and longest-standing life insurer, they provide:
• Financial Planning and guidance
• Life insurance products for every life stage
• Investment products for individuals, families and companies
• Health-focused products with an innovative wellness community
• Exceptional client-servicing
For over a century, they have been steadfast in our commitment to provide
quality life insurance products and services to Filipinos.
 Sun Life Grepa Financial, Inc. (Sun Life Grepa) – offers a range of financial
products to fulfill the needs of millions of Filipino people. Their products vary
from traditional Life insurance, Group Insurance and Variable Life insurance to
Education , Retire Plans and Mutual Funds.
- it is a joint venture between the Yuchengco Group Companies (YCG)
and Sun Life Finacial Philippines (Sun Life).

Sun Life Financial Plans- established on September 28, 2000, Sun Life Financial
Plans, Inc. is the pre-need arm of Sun Life Financial in the Philippines.

Sun Life Financial Plans, Inc.

-is a wholly-owned subsidiary of sun life of Canada (Philippines), Inc.
(SLOPCI).
-Aside from Sun Life Financial Plans, Inc. Sun Life Financial Philippines is
represented in the country by SLOPCI, its life insurance arm, and Sun Life Asset
Management Company Inc. (SLAMCI), its mutual funds manager.
 SLOPCI pioneered life insurance in the Philippines in 1985. today, SLOPCI is
one of the largest and most trusted insurers in the country with almost half a
million policy holders to date. In the last five years, SLOPCI has been
consistently named the top life insurance company in the Philippines by the
insurance Commission.

PRE-NEED PLANS
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 answer the growing demand
for flexible pre-need products.
Incorporated in 2001, SLFPI offers innovative products that provide both guaranteed and value
added benefits to clients. SLFI maintains capital and trust fund positions in excess of SEC
requirements and is committed to meeting all of its obligation to policyholders in the Philippines.
PRE-NEED PLANS help you plan for future needs before the needs arise the Sun Life Financial pre-
need plans let your money work for you:
 Educational Plans
 Sun Classic and Sun Elite Pension Plan
 Sun Pension Plus Plan
 Sun Ka Pa Product Series
 Sun Kaganapan
 Sun Kabuhayan
 Sun Lakbay
 Sun Pensionado
 Options Riders

Sun kaganapan, Sun kabuhayan , Sun Lakbay and Sun Pensionado are packaged of Sun Pension
Plus Plans. In case of death or disability, installments may be waived. Beneficiaries will receive
maturity date. With GYRT insurance coverage computed for clients at age 40. in case of accidental
death or disability, maturity benefits are advanced to your beneficiaries.
MISSION
To help clients achieve lifetime financial security.
VISION
A community of 5 million Sun lifers who have ensured their brighter future with the country’s
best financial services company.
CORE VALUES
INTEGRITY- We are committed to the highest standards of business ethics and good
governance.
ENGAGEMENT- We value our diverse talented workforce and encourage support and reward
them for contributing to the full extent of their potential.
CLIENT FOCUS- We provide sound financial solutions for our clients and always work with their
interest in mind.
EXCELLENCE- We pursue operational excellence through our dedicated people, our quality
products and services, and our value- based risk management.
VALUE- We deliver value to the clients and shareholders we serve and to the communities in
which we operate.
 PRODUCTS AND SERVICES
 INSURANCE- We made our name in life insurance, and now we offer permanent,
term and universal life insurance as well as health, dental, critical illness, long term
care insurance and more.
-it is the foundation of your plan for secure financial future. It helps to protect your
finances when you’re faced with health challenges, and helps safeguard your family’s
quality of life after you’re gone.
 Life insurance- life insurance helps protect the financial security of the people who
matter most, should something happen to you. It is also a crucial component of state
planning.
They are 2 main types of life insurance:
• Term life insurance policies are temporary and provide death benefits only.
• Permanent life insurance policies provide death benefit coverage immediately, plus build
up cash value over time. Universal life insurance is a type of permanent insurance.
 INSURANCE
 HEALTH INSURANCE- It protects you and your family from the
financial impact of illness, accidents and disability.
They are 4 main types of health insurance:
• Personal health insurance helps pays for health expenses such as
prescription drugs, dental and vision care.
• Critical illness insurance helps pay the costs associated with
surviving life-altering illness.
• Long-term care insurance helps cover the cost when you require
substantial assistance from other due to your diminished physical or
mental abilities.
• Disability insurance helps protect your income if you become
disabled and can’t work.
 INSURANCE

PREPARING FOR LIFE MILESTONE-(Have peace of mind while you aim for
your life goals) Nowadays, a lot of financial solutions can get you to your goals
in life. However, Sun Life offers you a better solution. Through its life insurance
and investment-linked insurance plans, you can grow your money as well as
secure the future of your family no matter what happens, helping you reach the
dreams you have planned together.

 RETIREMENT- (enjoy an inspired, Financially- free Retirement) With the

rising cost of elderly care, gone are the days when pension can cover our
retirement needs. Sun Life offers insurance plants that provide peace of mind
and enable you to build a fund for golden years.
 INSURANCE

INCOME COTINUATION-(Protect your future from Life’s Uncertainties) Preparing

for the unexpected is an important step that you should take to secure your
family’s future. Designed to achieve financial security, Sun Life provides you
affordable life insurance protection plans that can help take care of your family’s
needs no matter what happens.

EDUCATION- (Secure a brighter future for your child) Education opens the door to
brighter opportunities, but the rising cost makes it challenging for families to afford
it without proper planning. Sun Life offers life insurance plans that can help fund
the dreams of your child, empowering and enabling him to fulfill his aspirations.
 PRODUCTS AND SERVICES

 INVESTMENTS (MAKING YOUR MONEY WORK FOR YOU)

Individual and group investments through the Sun Life Financial can help you build your savings
through your own plan, your workplace plan or both.
They are 2 key things to consider when developing your savings strategy:
• Building your savings- we can help you save for major expenses like buying a home or paying
for your children’s education. We can also help you make sure you have enough retirement
savings to last.
• Enjoying your savings retirement- we can help you turn your retirement savings into income
that you can count on when you’re ready to retire.
- Whatever your goal- a secure retirement income, your first home, your children’s education- our
savings and investment options can help make your life brighter.
 INVESTMENTS
 Mutual funds- Mutual funds are a great way to maximize your earning potential. It is an
investment company that pools together money from different investors and invest them in various
securities depending on the investment objective of the fund. The mutual fund company issue
shares to the public that represents their holdings in the fund.
They are four different basic types of mutual funds currently available in the market categorized
according to the investments objective of the fund or the investments that the fund is primarily
invested in.
• Money Market Funds invest purely in short-term(one year or less) debt instruments.
• Bonds funds invest in long-term debt instruments of governments or corporations.
• Balanced Funds invest both in shares of stock and debt instruments.
• Stock Funds/ Equity Funds invest primarily in shares of stock.
 PRODUCT AND SERVICES

FINANCIAL ADVICE- (Planning for lifetime financial security)

Lifetime financial security isn’t just something to wish for- its
something to plan for. Our advisors, agents and consultants can
help you choose the right mix of investment and insurance
products to help you meet your financial goals, and the wellness
programs and innovative health solutions that can help you live a
healthier life.
 PRODUCT AND SERVICES

 ASSET MANAGEMENT- (The business of managing assets on behalf of

others) At Sun Life, our asset ,management business draw on the talents
and experience of professionals from around the globe.
Since making our first investments for our insurance business in 1871, our
asset management operations have expanded to include our subsidiaries MFS
Investment Management, which serves individual and institutional investors
around the world, and Sun life investment Management, which serves
institutional Clients in North America. Asset management is also a part of
investment and wealth products we offer to individuals and through work places
in many of our businesses.
SUN LIFE ASSET MANAGEMENT
Sun life Asset Management Company, Inc. (SLAMCI) is the fund manager and
principal distributor of the Sun life prosperity funds. It is a wholly-owned subsidiary of
Sun life of Canada (Philippines), Inc.(SLOCPI).
SLAMCI acts as the adviser, administrator, and provides management, and all required
operational services for the family of mutual funds, collectively called the Sun life
Prosperity Funds. The company benefits from the expertise of Sun life Financial, a
global force in financial services with international operations, subsidiaries and joint
ventures serving millions of people in Canada, United States, United Kingdom, Hong
Kong, the Philippines, Indonesia, India and China.
SLAMCI is ranked by the Philippine Investments Funds Association (PIFA), formerly
known as the Investment Company Association of the Philippines (ICAP), as among the
largest and most awarded asset management companies in the Philippines. At the 12th
PIFA Annual awards, SLAMCI received 17 awards for the Sun Life Prosperity Funds,
the company’s biggest haul to date.
 PRODUCT AND SERVICES
 HEALTH PROTECTION

Sun Fit and Well- is a new generation wellness plan that offers
you a comprehensive life and health protection, giving you and
your family comfort and peace of mind in times of great distress
caused by a serious illness.
 HEALTH PROTECTION

Benefits of Sun Fit and Wellness:

o Health and wellness coverage
 Preemptive wellness benefit
 Comprehensive critical illness
 Specific cancer booster benefit
o Life insurance Protection
o Special Bonus and dividend earnings
o Limited payment period
 HEALTH PROTECTION

 SUN Senior Care- is specifically designed to address the evolving life and
health protection needs of your life stage, protecting your hard-earned savings
even if an illness strikes.
Benefit of Sun Senior Care:
o PREVENTION
o Special benefit
o Life insurance protection
 HEALTH PROTECTION

 SUN First Aid- is an affordable plan that provides regular income benefit
which may help lessen the lost income or savings during hospitalization due
to an illness or injury. Alongside the insurance coverage it provides, SUN
First Aid also give back a portion of your total payment if you outlive the
protection period.
BENEFITS OF SUN FIRST AID :
o Hospitalization benefit
o Protection benefit
o Money-back feature for Sun First Aid Plus
 HEALTH PROTECTION

 Sun FlexiLink Assist- is an investment-linked life insurance plan that provide you
with a complete suite of life, accident , disability and health protection benefits,
with potential for wealth accumulation. It gives you comprehensive health
benefits, which lessen the burden of medical expenses. It protection benefits let
you worry les about life’s uncertainties while investment component gives you the
opportunity to build funds for your family’s future needs or for your long-term care
requirements when you reach your golden years.
 HEALTH PROTECTION

Sun life Assure- is a life and health insurance plan that provides
protection benefits against any of the covered critical illness
conditions. This gives you and your family financial comfort and
peace of mind no matter what happens.
Benefits of Sun Life Assure:
o Critical Illness coverage
o Life insurance coverage
 Types of critical illnesses
covered:
9. Multiple sclerosis
1. Heart attack 10. Total blindness
2. Stroke 11. Lost of limbs
3. Cancer 12. Aplastic anaemia
4. Kidney failure 13. Paralysis
5. Dissecting Aortic 14. Bacterial meningitis
Aneurysm 15. Benign brain tumor
6. End stage Lung disease 16. Deafness
7. Progressive Mascular
atrophy
8. Major burns
Types of critical illness
covered:
25. Terminal illness
17. Encephalitis
26. Medullary cystic
18. Amyotrophic lateral
disease
sclerosis (ALS)
27. Alzheimer’s disease
19. Progressive bulbar
28. Fulminant hepatitis
palsy (PBP)
29. Major head trauma
20. Meningeal tuberculosis
30. End stage liver failure
21. Cerebral metastasis
31. Motor Neuron disease
22. Loss of speech
32. Guillain-Barre
23. Coma
syndrome
24. Parkinson’s disease
 HEALTH PROTECTION

Critical illness requiring surgery:

33. Major organ transplant
34. Coronary artery bypass surgery
35. Surgery for disease of the aorta (aortic surgery)
36. Replacement of heart valve

Sun Healthier Life- is a convenient and affordable life and health solution that provides protection
benefits to help you get through any stage of a critical illness, so you can be healthy and stay
healthy to live the life you envisioned.
Benefits of SUN Healtheir Life:
 Insurance coverage
 Simplified issue offer (SIO)
 BOARD OF DIRECTORS
BENEDICTO C. SISON
CEO and Country Head MARIA JOSEFINA A. CASTILLO
ALEXANDER S. NARCISO Chief Financial Officer
President and Chief Agency Distribution officer, MICHAEL GERARD D. ENRIQUEZ
Chief Investment Officer
Sun Life of Canada (Philippines),Inc. (SLOPCI)
MARIRA LOURDES D. LOPA
VALERIE N. PAMA Chief Marketing Officer
President, Sun Life Asset Management company, MICHAEL OLIVER G. MANUEL
RICHARD S. LIM Chief Market Development Officer
President, Sun Life Grepa Financial, Inc. (SLGFI) HIYASMIN LEDI C. MATTISON
Chief Human Resources
MA. KARENINA M. CASAS
MARIA SACHIKO A. PANG
Chief Operation Officer Chief Actuary
CARLO L. CAGALINGAN ATTY. EDGAR S. TORDESILLAS
Chief Technology Officer General Counsel
THANK YOU!
AMELYN R. ROA
MA. FRITCHIE GRACE P. ROCA