The campaign was launched as part of Sun Life’s annual commemoration of Financial Independence Month every June. It features initiatives ranging from online financial literacy sessions to digital tools, all of which aim to empower Filipinos to get back on track in their financial goals, as well as their health and wellness aspirations.
“Rise Together to a Bright New World” is rooted on an online survey conducted by Sun Life among its clients from May 11 to 29, 2020 to know how the pandemic has affected them, and so the company could respond to their needs appropriately. Results showed that their top concerns were the physical health of their family (71%), the health of the economy (71%), their children’s education (69%), providing support for an elderly member of the family (61%), and the ability to save for the future (63%).
Asked about what negative impact the pandemic has had on their lives, the respondents shared that it affected their financial situation (48%), ability to socialize with friends (44%), and getting enough physical ability (31%).
But while 63% of the respondents expressed concern about the current situation, 68% remained hopeful about the future. In a separate survey, 62% are putting in place recovery plans with 68% saying that they will start saving more and building their emergency fund, 57% looking for more financial advice and 53% investing in family’s health.
“We would like to help Filipinos channel their energies towards actions that would help them prepare for the future. While there is still much uncertainty as our country continues to deal with the pandemic, there are steps that they can take now to make sure they and their loved ones can look forward to brighter days,” Sun Life Chief Marketing and Client Officer Mylene Lopa said. “Through this campaign, we want to show Filipinos how they can emerge from this pandemic stronger, healthier, and financially resilient, so they may look forward to a brighter tomorrow.”
Empowerment through financial literacy
A pioneer of financial literacy multimedia campaigns, Sun Life has launched Sun Talks, a series of online financial literacy sessions held in webinar format and as Facebook live streams.
The webinar series featured Wealth Coach Chinkee Tan, Life and Personal Finance Guru Randell Tiongson, Sun Life Chief Business Development Strategy Officer Michael Manuel, and Sun Life Distribution Support and Strategy Head Jenny del Mundo, who shared how Filipinos can pursue their financial goals and what financial instruments such as insurance and investments they can utilize. Meanwhile, health and wellness took center stage in the webinars with Dr. Anne Louise Gabriel-Chan of Chinese General Hospital and Medical Center, Dr. Candy Drilon-Dalman of Centro Holistico, Life and Corporate Coach Kimi Lu, and Sun Life Health and Accident Head Lirio Ang-Torres.
Meanwhile, Sun Life Brand Ambassadors Piolo Pascual, Matteo Guidicelli, Enchong Dee, and Inigo Pascual were featured in Facebook Live events, where they shared about learnings amid the pandemic as they faced issues specific to their respective life stages. Experts from Sun Life were likewise on hand in each session to give practical tips on how viewers can stay on track in their financial journey. These talks, along with other relevant content and tools, are available in a hub called STORES or Sun Talks Online Resource at www.sunlife.com.ph.
The learning will continue in the Sun Talks Virtual Conference happening on June 27, 2020 starting at 10am. The whole day virtual gathering will tackle money matters and health and wellness, and will also have sessions specifically for business owners and overseas Filipinos. It features a prominent lineup of speakers, including Business Speaker and Consultant Francis Kong, Wealth Coach Chinkee Tan, Strength and Conditioning Specialist Chappy Callanta, Personal Development & Wellbeing Coach Avril Rodriguez, Nurture Wellness Village Founder Cathy Turvill, Department of Trade and Industry Director Jerry Clavesillas, Stephane Sanchez of CX Advisory, Professor Eric Soriano, entrepreneur RJ Ledesma, Economics professor Dr. Alvin Ang, overseas Filipino and financial literacy advocate Pablo Santos. Sun Life’s very own will likewise share their expertise, including Sun Life President Alex Narciso, Chief Marketing and Client Officer Mylene Lopa, Head of Distribution Support and Strategy Jenny del Mundo, and Head of Business Support Cary Casipit.
Enhancing digital capacity
To further enable Filipinos to take concrete steps towards recovery while staying safe in their own homes, Sun Life has likewise been boosting its digital capacity.
Sun Life recently launched a digitally-enabled sales process that will allow Filipinos to stay financially protected from the safety of their own home during the COVID-19 pandemic. Through this process, clients can connect virtually to get professional financial advice from Sun Life advisors to learn about the insurance products that fit their needs and avail of these solutions. For those who have no Sun Life advisor yet, they can simply go to advisormatch.sunlife.com to connect with one and receive a free consultation.
Meanwhile, the company’s website, sunlife.com.ph, houses tools such as the Life Insurance Calculator, Investment Calculator, and e-Quote, which can help users check their progress in their financial journey.
Sun Life has also expanded its suite of digital insurance products for registered Lazada members. To know more about the products, registered Lazada members simply need to visit www.lazada.com.ph/sunlife. As for those who wish to invest in mutual funds, they may go to www.sunlifefunds.com to open an account and start investing in the Sun Life Prosperity Funds.
Onward to a Brighter Future
“Rise Together to a Bright New World” was inspired by the courage of Filipinos to rise above challenges. Sun Life, which is marking its 125th anniversary in the Philippines this year, has been with Filipinos through triumphs and struggles through the years. The company remains confident that they will pull through as they always have, and that better days are in the horizon.
This message is encapsulated in a digital video entitled “Rise Together”, which will soon be released on Sun Life’s Facebook page, www.facebook.com/SunLifePH. Related materials will likewise be posted on @SunLifePH on Twitter, Instagram, and Youtube.
“This campaign is an opportunity for us to reiterate our commitment to Filipinos and partner with them in the journey to recovery,” Lopa said. “No matter the difficulties, as long as we work hand in hand, we can surely rise together to a bright new world.”