Teacher Insights: How to find the Perfect Financial Advisor for You and your Family?

All of us need a companion of a lifetime and not all the time we are able to to find such people. I had some personal struggles as I look for that right person who will help me at the best. And I’m not just talking about love life here. At the age of 23, I never learned that I need to start smart with my finances and build a strong financial house for me and my family. Not until I met my financial advisor and taught me so many things I need to learn for me to have #FinancialFreedom. Now I’m a Financial Advisor too, these financial principles help me teach people to reach their financial freedom too. All because I found my perfect match, a financial advisor and companion that will help me reach my financial goals, for life.


Say hello to my Sun Life Family. Led by my #SunlifePerfectMatch Financial Advisor, now Unit Manager, Dads Valencia.

Sadly, not all of us are able to meet that perfect match like I did. The reality is that only 16% of the Filipino population have Life Insurance despite our social media influence and awareness about Financial Literacy. Many of you probably had some bad experience with other financial advisors. And more than just knowing the best insurance products out there, we are more concern to find someone that we can trust in our financial journey. Furthermore, despite 88% of Filipinos worrying about their financial situation, these scenarios clearly stated that many Filipinos still need guidance and advice on how to achieve lifetime financial security. A role that a Sun Life Financial Advisor can fulfill with their professionalism, a caring attitude, a winning mindset, and an inspired vision.


Teacher Insights: How to find the Perfect Financial Advisor for You and your Family?

It’s a brilliant match!


Because looking for a Financial Advisor shouldn’t be so hard and risky, Sun Life puts the spotlight on the value of meeting a trusted financial partner via the #SunLifePerfectMatch campaign for the Financial Independence Month of June. Here, 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.


How does it work? Simply go to our website to access Advisor Match. Enter your location to generate a list of advisors in your vicinity. Each profile contains a short description of their credentials and how they can extend help – a very nifty way to show you what they have to offer. Such freedom to choose a Financial Advisor is both innovative and relevant, especially for consumers who want personalized service on-demand and at their convenience.

Make your brighter choice!

More than a handy online tool, Advisor Match is about empowering Filipinos to be more exacting and selective when looking for a financial partner. 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.


For its part, Sun Life emphasizes four core values that every financial advisor should possess:

(1) professional in doing business- The Advisor should have the capabilities to know and exercise professionalism and excellence in providing service to the clients.

(2) one who cares for your welfare- Rather than making a hard sale, a financial advisor should have a heart to know the NEEDS of the CLIENT and make it as one of the TOP PRIORITY. And they should not sell solutions to compromise the welfare of the client.

(3) a desire to win for your dreams- A financial advisor, more than just providing needs for the client, should learn how to strive to make client’s dream into reality by making sure their financial goals are met and and being take care of.

(4) an inspiring commitment to serve rather than sell- The financial advisor of Sun Life is more committed to serve and put the best interest of the client as TOP PRIORITY. More than just selling insurance and be shady agent, the financial advisor of Sun Life is more interest in making sure that the financial security of it’s clients are not being compromise and protected in the long run.


These values said define the 11,000 Sun Life’s financial advisors. And for this reason, their aim to add more aspiring Financial Advisors to their growing family is one of the top priority. All these things are to make sure that they will able to give Financial Freedom to 5 Million Filipinos at before the year 2020.

“We’ve seen a growing interest in personal finance lately with the number of inquiries and requests for advisor referrals doubling the past couple of years. We are happy to share that we are now empowering Filipinos to choose their very own Sun Life Advisor with just the click of a button. With Sun Life’s Advisor Match, they can be assured of finding competent and committed financial advisors to help them achieve their financial goals,” affirmed Sun Life Philippines Chief Marketing Officer Ms. Mylene Lopa. After all, finding your #SunLifePerfectMatch should never be difficult.

Looking for your #PerfectMatch_


So when it comes to find your Perfect Match towards financial freedom, don’t need to look further. Go to advisormatch.sunlife.com.ph to experience the Advisor Match tool and learn more about finding the right partner in your financial journey, for brighter life ahead.

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