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Money Matters | Sun Life pushes more effort in aiding Business Owners

As the COVID-19 pandemic begins to slow down and more businesses reopen, Sun Life Philippines  is stepping up its efforts to aid business owners in their journey towards recovery. 

To help business owners understand the essentials of tax management, Sun Life held a webinar  entitled “Effective Tax Planning” with the former president of Tax Management Associationof the  Philippines, Atty. Benedict Tugonon, at the helm. 

Meanwhile, women business owners were engaged through a webinar entitled “Women Mean  Business: Breaking Barriers and Forging Success.” Featured in the event were Shoppertainment  Live, Inc. Co-founder and CEO Hiyasmin Beri-Soyao, WILCON Depot, Inc. SEVP-COO Rosemarie  Bosch Ong, Ever Bilena Cosmetics, Inc. Chief Sales and Marketing Officer Denice Sy, and Jeron  Travel & Tours Corp. CEO Chal Chang Lontoc-Del Rosario. 

“Even before the pandemic began, Sun Life was already active in engaging business owners, in a  bid to help them secure their businesses financially through insurance and investments,” Sun Life  Chief Client Experience and Marketing Officer Carla Gonzalez-Chong said. “Our Sun Future Proof  programand Business Owner Insurance Packages were especially designed for this purpose.”  

Sun Future Proof is a two-pronged program that brings together financial education and financial  solutions. With this combination, business owners can be more resilient in facing challenges in  the future. 

Meanwhile, the Business Owner Insurance Packages (BIP) are product combinations designed to  address the financial needs of entrepreneurs both for their business and personal goals. The options include BIP Emergency Fund + Lifetime Protection, BIP Health Protection, BIP Education  Fund, BIP Key Employee Protection, BIP Partner/Shareholder Protection, BIP Retirement Fund,  and BIP Estate Protection. 

“We have seen many success stories among business owner clients who were able to use their  insurance and investments to protect their businesses especially at the height of the pandemic,”  Gonzalez-Chong said. “Sun Life hopes to replicate these storiesfor more of Filipino entrepreneurs,  so they can achieve their financial goals.”  

Business owners interested to catch Sun Life’s future events may follow Sun Life PH on Facebook.  Meanwhile, those interested to know more about the Sun Future Proof program are encouraged  to talk to their Sun Life advisor or connect with one via


About Sun Life  

Sun Life is a leading international financial services organization providing insurance, wealth and  asset management solutions to individual and corporate 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 June 30, 2021, Sun Life had total assets under management of $1.36  trillion. For more information, please visit

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock  exchanges under the ticker symbol SLF.