Sun Life of Canada (Philippines), Inc., the first and longest-standing life insurance company in the
Philippines is eyeing an expanded presence in Visayas and Mindanao in the next three to five
years.
The company plans to open additional offices in various regions as well as grow its number of
financial advisors.
"Acquiring new clients while also deepening our relationship with the ones we are currently
serving both lead towards our vision of a brighter future for more Filipinos," Sun Life President
Alex Narciso said. "And with a stronger presence in Visayas and Mindanao, we will be in a better
position to make this happen."
Welcoming millennials and Gen Z advisors into the fold
To acquire new clients, Sun Life will bolster its recruitment of more financial advisors. "Not only
will this ensure that there will be more champions of the company's purpose, this will also
provide career and business options for those who may have been displaced by the economic
impact of the pandemic," Narciso said.
Sun Life has been seeing a "younging" of its agency force in Visayas and Mindanao in recent
years, with 75% of advisors now millennials and Gen Zs. "This has allowed us to reach out to the
younger generation of Filipinos and build the foundation of a lifetime partnership with them,"
Narciso said. "We're excited to further expand this demographic."
Those who wish to learn more about how to become an advisor can drop by a Sun Life office
near them or visit http://www.sunlife.co/BecomeAnAdvisor.
Serving generations, focusing on segments
Meanwhile, to deepen its relationships with existing clients, Sun Life has designed a client
journey anchored on the four pillars of financial security: liquidity, health, and protection, wealth
accumulation, and wealth transfer.
Priority segments have also been identified, and these include Business Owners, Employees and
Professionals, High Net Worth clients, and Overseas Filipinos who are currently in the
The Philippines. The company has developed specialized programs and solutions to meet its goals
and specific needs.
These efforts are complemented by the company's digital transformation, which has not only
made transactions more convenient but has also resulted in more opportunities for
engagement.
News Release
"We are committed to offering our clients the best experience possible, so we can earn the
privilege of being their partner for life. A foremost example of this is the Sy Family of Cagayan de
Oro and Iligan, which has been a Sun Life client for six generations now," Narciso said. "We wish
to have the same lifetime relationship with more Filipino families."
To connect with a Sun Life advisor, one may visit http://www.sunlife.co/TalkToAnAdvisor.
Now on its 128th year, Sun Life is the Number 1 life insurance company in the Philippines for the
past 11 years in terms of total premium income. The company has also been recognized in the
Trusted Brand Awards, where it was honored with the Platinum Award for being voted by
consumers as a brand that demonstrates trustworthiness and credibility, quality, value,
understanding of customer needs, innovation, and social responsibility.
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Connect with Sun Life
About Sun Life
Sun Life is a leading international financial services organization providing asset management,
wealth, insurance and health solutions to individual and institutional Clients. Sun Life has
operations in a number of markets worldwide, including Canada, the United States, the United
Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore,
Vietnam, Malaysia and Bermuda. As of December 31, 2022, Sun Life had total assets under
management of CAD 1.33 trillion. For more information, please visit http://www.sunlife.com.
Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock
exchanges under the ticker symbol SLF.
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