Real-life client-advisor relationships shine in Sun Life campaign

    LifestyleMoneyReal-life client-advisor relationships shine in Sun Life campaign

    Heartwarming real-life stories of Sun Life Philippines’ advisors and clients will take the spotlight in the company’s latest campaign dubbed Part of Your Life. Partner for Life.

    “The relationship between Sun Life clients and their advisors is special because it’s one that is
    built on trust over time and shines brightest during life’s significant moments,” Sun Life chief
    marketing and client experience officer Gilbert Simpao said.

    This client-advisor relationship is demonstrated in the story of advisor Buena Elizondo-David and her client Alpha Trajeco. It was Buena’s foresight that enabled Alpha to have the funds she needed when she was stricken with cancer. “Being an advisor is not just on the surface. When I talk to clients and guide them in securing insurance or an investment, I put their needs first,” Buena shared. Her compassion is well appreciated by Alpha, who said, “If not for Buena, I wouldn’t even be here today. She truly is a part of my life.”

    The same sentiment about the client-advisor bond was echoed by Katherine “Kay” Barcena. After losing her job at the height of the pandemic, it was her advisor Kristine Leechiu-Tan who guided her in making the right financial decisions, that she was even able to start her own business. “It is during these times that their insurance and investment plans really become a lifesaver to these families,” Kristine mused.

    Meanwhile, Kay’s experience has her wishing the same for others who are pursuing their financial goals. “Just like me, I hope everyone finds a partner for life,” she said

    Sun Life client Kay has a Partner for Life in her advisor Kristine

    The stories of Alpha, Buena, Kay, and Kristine will surely inspire those who will catch it on Sun
    Life’s Youtube channel and Facebook page.

    Such meaningful client-advisor relationships are what make Sun Life advisors come highly recommended. “We take great pride in having the best advisors in the industry who not only demonstrate integrity and care for our clients but also strive to be partners in their journey towards a lifetime of financial security,” Simpao said.

    Meanwhile, to further highlight the value of having a financial advisor, Sun Life will be
    complementing the stories with various activations, including an escape room dubbed Escape
    to the Future
    ; webinars featuring top financial coach Chinkee Tan; and virtual events featuring the company’s brand ambassadors. Details will be announced on Sun Life’s social media pages.

    “We hope this campaign will encourage more Filipinos to find that partner who will help them
    achieve their financial goals throughout their lifetime,” Simpao said. “Sun Life and its financial
    advisors are always here to help.”

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