SUN LIFE RETIREMENT PLAN

Create Your Personal Retirement Fund with
SUN FLEXILINK + MYFUTURE FUND
and Arrive in Style! 

Sun Life Financial, one of the country's foremost and most trusted brand in the areas of insurance and financial services, offers solutions to help you in your journey toward building up a comfortable Retirement Fund for use in your later years.

One such Sun Life Solution involves the use of the Sun Flexilink Variable Life Insurance product combined with the Sun Life MyFuture Fund.

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You're already IN TROUBLE if you don't have a Retirement Plan in place if you're now in your 30s, 40s or 50s.

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WE OFFER YOU OUR SOLUTION.
​THIS IS HOW IT WORKS. 

SUN FLEXILINK is THE VEHICLE.

​Sun Flexilink is a life insurance policy that is payable for life (if Fund Value is sufficient to pay for all charges).

You have the option, however, to shorten the payment period in a manner that is comfortable for you.  You can opt to pay:

• in just 5 years; 
• or in 7 years; 
• in 10 years or more; 
• or until just before you retire.

It gradually builds up a Fund Value over time that can be used to build up your Retirement Fund .

To accumulate a sufficient Fund Value, you must apply for a Sun Flexilink AS EARLY AS POSSIBLE.
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The MYFUTURE FUND grows YOUR MONEY FOR YOU. 

My Future Fund is an investment fund that is guided by a target date.

It attempts to build your funds aggressively during the early years then shifts to a more conservative strategy to preserve your money as your target date approaches.  

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THE POWER OF TWO.
WORKING FOR YOU.
SUN FLEXILINK + MYFUTURE FUND.  

This dynamic package secures your family's future with: 

• Life Insurance Coverage while

  

• Building up a Robust Fund Value over the course of several years that you could eventually withdraw and use for your future needs during your retirement years.

To build up your Retirement Fund over time, the investment portion of your money can be placed in one of several MyFuture Funds to aggressively grow your money (by placing them in mostly stocks) during the early years while consolidating and preserving it (by transferring them into mostly bonds and money market instruments) as your target date approaches.

You can choose to place the investment portion on any of the following Funds:
MyFuture 2025 Fund - if you expect to retire near 2025.
MyFuture 2030 Fund - if you expect to retire near 2030.
MyFuture 2035 Fund - if you expect to retire near 2035.
MyFuture 2040 Fund - if you expect to retire near 2040.

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Whether you're STARTING OUT...or MOVING UP...or PREPARING AHEAD..or LEAVING A LEGACY, you can be sure that SUN LIFE will be with you
​every step of the way.

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Why You Should Get the SUN FLEXILINK + MYFUTURE FUND Retirement Plan As Early As Possible
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• You accomplish multiple goals as your family gets insurance protection while at the same time growing a Fund that you may use during your Retirement years when your earnings may have already stopped.

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• You pay a yearly amount that is well within your budget but are able to generate a substantial Fund Value that would be a big help when you retire.

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• You pay premiums at a duration of your own choosing.

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• You can choose your own TARGET RETIREMENT AMOUNT.

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• You may withdraw funds at regular intervals during your retirement years.  The amounts withdrawn will be subject to the performance of your chosen funds.

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• You can add health and hospitalization benefits as part of your package.

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• You can voluntarily infuse cash into your Fund should you have extra money, thereby boosting your Retirement Fund.

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• Your Fund will be managed by a team of top-notch fund managers so you gain access to their well-honed skills and expertise.

 

• You can pay your premiums via auto-debit from your BPI or BDO bank account.  No more thinking about going to the bank to manually perform the payments from time-to-time.​

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The Top Reasons Why All Responsible Individuals Should Build a Retirement Plan AS EARLY AS POSSIBLE.
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Because you don't want headaches in trying to find where to get your daily spending money when your earnings have already stopped.

• Because the value of your salary today CANNOT keep up with the rapid rise in the cost of living expenses you will encounter in the future.

 

• Because the money that you keep in a Time Deposit Account or a Regular Savings Account will likely NOT BE ENOUGH to cover your expenses during your retirement.

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• Because you want to cover for all possible emergency expenses during your retirement years, including health and hospitalization costs.

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• Because you don't want to rely on your kids, relatives and friends to be the ones to pay for your living expenses when you retire. 
  

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"You can be young without money but you can't be old without it!"

~ Tennessee Williams
   American Playwright

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A Brighter Life Awaits With SUN LIFE.

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YOUR PARTNER

Edwin T. Bartolome
Financial Advisor and Certified Investment Solicitor 
Sun Life Financial
​Code # 090848
                          CR # 02-2013-08539
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For assistance in crafting an appropriate Educational Plan for your kids, you may reach him at:

Cellphone: 0908-863-4617
and E-Mail: edwinbartolome.sunlife@gmail.com

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Office Address:
Baobab New Business Office
Sun Life Financial
6/F BTTC Centre,
288 Ortigas Avenue
Greenhills, San Juan City
Philippines
Tel. No. 719-3958
Fax. No. 719-3894

Edwin Bartolome is authorized by the Insurance Commission to act as an Insurance Agent.  He is likewise authorized by the Securities and Exchange Commission to act as a Certified Investment Solicitor.

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SUN LIFE ALSO OFFERS THE FOLLOWING RETIREMENT SOLUTIONS:

• SUN SMARTER LIFE ELITE gives you regular and predictable endowment payouts starting on the 6th year of your Policy continuing every 2 years thereafter until your age 100.

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• SUN LIFE EMPLOYEE RETIREMENT PLAN FOR COMPANIES ​enables your Company to comply with mandated retirement laws for your employees. ​​

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