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Real life client-advisor partnerships shine in sun life’s latest campaign 

3 min read
Real life client-advisor partnerships shine in sun life’s latest campaign Real life client-advisor partnerships shine in sun life’s latest campaign 

The stories of Alpha, Buena, Kay, and Kristine will surely inspire those who will catch it on Sun  Life’s Youtube channel (www.youtube.com/sunlifeph) and Facebook page  (www.facebook.com/sunlifeph) starting July 24, 2021. 

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 Office Gilbert Simpao said.  

This 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 an 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 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. 

The stories of Alpha, Buena, Kay, and Kristine will surely inspire those who will catch it on Sun  Life’s Youtube channel (www.youtube.com/sunlifeph) and Facebook page  (www.facebook.com/sunlifeph) starting July 24, 2021. 

Such kind of relationships are what makes 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 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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