What could be more compelling and heartwarming than real-life stories about heartbreak, pain, moving on, and triumph? Real Sun Life Philippines advisors and clients have taken the spotlight in the company’s new campaign billed, “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,” said Sun Life chief marketing and client experience office Gilbert Simpao.
The story of advisor Buena Elizondo-David and her client, Alpha Trajeco, a cancer survivor, exemplifies this. “Being an advisor is not just on the surface. When I talk to clients and guide them in securing an insurance or an investment, I put their needs first,” Buena shared.
“If not for Buena, I wouldn’t even be here today. She truly is a part of my life,” replied Alpha.
Katherine “Kay” Barcena, meanwhile, lost her job at the height of the pandemic. Her advisor, Kristine Leechiu-Tan guided her in making the right financial decisions, and she was 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 beamed. As for Kay, she quipped, “Just like me, I hope everyone finds a partner for life.”
These are the partnerships that each financial advisor and Sun Life itself look up to. “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 toward lifetime of financial security,” Simpao said.
“We hope this campaign will encourage more Filipinos to find that partner who will help them achieve their financial goals throughout their lifetime. Sun Life and its financial advisors are always here to help.”