Tuesday, August 01, 2017

Sun Life Insurance: Why Sun Maxilink Prime is My Client's Top Choice

Why did my clients get Sun Maxilink Prime? 


This blog post is for you, if you're interested in getting a Sun Maxilink Prime plan for yourself and your family. 


As a licensed Financial Advisor, I frequently receive emails from interested Pinoys who want to start their own journey towards financial freedom. The email would often contain concerns, like: 


-"Lianne, I've read your blog posts about "9 Investing Quotes that Inspire You to Invest Now" and I got hooked. I don't want to put my money in the bank only! Can you help me start investing today? I'm married with 3 children." 

- "Hi, do you know a plan with investment, life insurance and also can cover me until I'm old? I just want to pay for 10 years only but I'll be covered until I'm old." 

- "I want to invest in the stock market but I'm still a beginner. Help! Can I just let pros handle it? I have a son; I'm a single mom." 

- "How much do you spend on hair care?" :) (I spend P500 every two months for hair coloring!) 

- "Do you have your own VUL plans?" (I have 2 VUL plans, and I'm in the process of getting my 3rd one this year, because my assets are growing in size, so my life insurance coverage needs to grow, too.) 


Yes, 9 out of 10 emails I get are about product inquiries. 

And it's thrilling! 

Because this means that more and more Filipinos are now becoming more aware that there are better places they can put their money in, instead of just letting it sleep in the bank! 

But it's also awakening. 

You see, I've written around three articles explaining why a VUL product like Sun Maxilink Prime is most preferred by my clients: 





But based on the emails I've been getting, it seems like you want more details, so I thought, why not let my own clients do the talking? :) 

Let's ask them, shall we? 

Gil Miranda, loving husband & father, engineer based in Riyadh 

"We chose to get VUL like Sun Maxilink Prime because working abroad is not secured and stable. Time will come that we need to go back to our home country to start a new living."




"Our hard-earned money should be invested wisely to secure our future and retirement age. Choosing a VUL enables us to have life insurance plus investment plan for our family." 

Sheera Punzalan, pretty & responsible wife & mother, nurse in Qatar

"VUL has insurance and investment and since OFW kami ni hubby, especially my husband, we never know when kami kukunin ni Lord, lalo nasa dagat sya most of the time."

"Our priority is always the safety and security of the future of our kids, and having VUL like Sun Maxilink Prime makes me feel protected and secured kahit ano mangyari samin, hindi mahihirapan mga maiiwan namin kung papaano palalakihin mga kids namin, if ever."




"And if both of us are blessed to live longer until we are old, we also have retirement money to enjoy our remaining days and help our kids if they needed us.. 😊"

Reneelene Prieto, fit & fabulous mom & wife, events coordinator in Qatar

"I chose a VUL plan (like Sun Maxilink Prime) because it is both an investment and a life insurance product, meaning, you are protected. There is a death benefit attached to it aside from providing additional savings and investment options." 

"Even though fluctuations in the market can affect the value of the policy's investment component, the death benefit amount that goes to my beneficiaries is guaranteed and this give me peace of mind knowing that whatever happens in the market, funds will be available from this portion of the policy if needed." 

"Another reason is I want to diversify. I have another VUL plan with another insurance company, a health insurance, have set up my emergency fund, invested in stocks & mutual funds, built up my passive income and I believe it's high time to be protected and get another VUL plan from Sun Life. I want to ensure my child's future in case something happens to me and I am confident that with 3 insurance policies, my child will survive. Thank you for that wonderful question 😂"

Sun Maxilink Prime is a good financial tool that can help you meet your financial goals. 

If you want to request for a FREE proposal, just fill out this form and I will contact you within 24 hours. 

Lianne, do we need to meet, after you send me my proposal? 

It's like this. Imagine you were talking to a doctor. You emailed the doctor, "Doc, here are my symptoms. Based on my symptoms & medical history, please email me the best medicine & treatment I need to take." 

So then your doctor emails you with a list of the best medicines to take and treatments to undergo. 

But you don't have any idea what they mean and what you should do, because you're not familiar with medical terms! So it's better to meet the doctor personally, right? This way, you can ask more questions and understand it easier. 

It's the same thing with financial planning. 

Yes, you filled out that form to request your free proposal. 

But the form's going to contain financial terms that you may not be familiar with - unless, your financial advisor explains them to you in simple and easier to understand terms. It's also easier to meet, so that you can ask me questions and we can address all of your concerns, don't you think? 

I want to meet you, Lianne, but I don't think we can, since I'm far/too busy. 

- The friends/clients I serve are based in Metro Manila, Laguna, Tagaytay, Batangas, Pampanga, Pangasinan, Tarlac and Rizal. 

(If you're not based in these areas, you'll be referred to my trusted partner financial advisors near you, so don't worry.)

- Since I'm a full-time financial advisor, my calendar consists of client meetings, so if you arrange to meet with me, I'm available to meet you. To date, my latest client meeting done was at 9 PM, but if you're only free around 10 PM, then why not? :) Let's meet! 

- Contrary to popular beliefs, when you meet a financial advisor, you have NO obligation to get a product yet, if you don't think it's helpful. That's fine with me. But, if after the meeting, you get enlightened and realize how amazing and helpful it is, then you're free to go ahead and start it right away. That's fine with me, too. 

As a financial advisor, my goal in meeting you is to let you understand and make you realize how important it is to finally reach your financial goals. 

You want to achieve a sizable retirement fund when you get older - I'll help you get started. 

You want to invest for your child's college fund? Fill out this form and I can help you prepare for it.