Yes, you read it right. Being compatible with someone who advises you on your investments is fairly important as this can determine the success of your assets.
How to find the perfect Financial Advisor
Before my husband and I decided to purchase a plan under Sun Life, we had no idea on how to start with the investment. Luckily, a friend who just joined Sun Life as financial advisor at that time, kept in touch with us.
Thing is, my husband and I travels a lot and usually leave our 5 kids to our parents during our trips. Our parents being senior citizens can’t help but worry that in case “something happens” to us, how they are going to raise these kids. This has gotten me to thinking and became one of my gauging factor in getting the Sun Life plan. This friend/FA will be able to know first-hand if an unforeseen event happens and we trust him enough that he will be able to inform our parents about our back up plan.
How about those who does not have a friend who happens to be a Financial Advisor?
In perfect timing with the Financial Independence Month this June, Sun Life launches the #SunLifePerfectMatch campaign. With this platform, the country’s first and #1 life insurer aims to educate Filipinos on choosing the right Financial Advisor to help them with your financial goals. And with the Advisor Match tool, your perfect Sun Life advisor may just be a click away.
What are you waiting for?
Make that brighter choice! Advisor Match is about empowering Filipinos to be more exacting and selective when looking for a financial partner. To give you a better understanding, a series of online videos called “My Dream Advisor” puts a humorous twist on the challenging journey that comes with seeking one’s perfect advisor match. Taking a cue from the 90s dating game shows, the videos feature searchers faced with a rather disappointing line-up of advisor searchees – each embodying undesirable characteristics that have unfairly stereotyped life insurance agents for the longest time.
Go to advisormatch.sunlife.com.ph to experience the Advisor Match tool and learn more about finding the right partner in your financial journey.