Client Welcome Kit

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To our dear client,

Welcome to Sun Life! We are delighted to have you as a new member of our growing family, and we want to extend a warm welcome as you embark on this important step towards securing your future.


We understand the significance of safeguarding what matters most to you. We are committed to providing you with the best possible coverage and personalized service tailored to your unique needs.


We believe in building strong and lasting relationships with our clients. Your trust is invaluable to us, and we want to assure you that we will always strive to exceed your expectations. We are ready to assist you with any questions, concerns, or assistance you may require.


We will work closely with you to understand your specific requirements and find the insurance solutions that provide you with peace of mind. We take pride in our commitment to transparency, integrity, and excellent customer service.


Thank you for choosing us as your Financial advisors. We look forward to a long and mutually beneficial relationship.


Please do not hesitate to reach out to us if you have any questions or need further assistance.


Your Partners for Life,

RALPH AND BEVS ILAGAN

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Para sa aming minamahal na kliyente,

Malugod naming ipinapaabot ang aming mainit na pagtanggap sa iyo bilang bagong miyembro ng aming lumalaking pamilya sa Sun Life! Nais naming batiin ka sa malugod na pagdating sa mahalagang hakbang na ito tungo sa pagsiguro ng iyong kinabukasan.


Nauunawaan namin ang kahalagahan ng pagprotekta sa mga bagay na pinakamahalaga sa iyo. Ipinapangako namin na magbibigay sa iyo ng personalisadong serbisyo na naaayon sa iyong mga espesyal na pangangailangan.


Sa Sun Life, naniniwala kami sa pagtatayo ng malalakas at pangmatagalang relasyon sa aming mga kliyente.

Ang iyong tiwala ay napakahalaga sa amin, handa kaming tumulong sa iyo sa anumang mga tanong, alalahanin, o pag gabay na iyong kinakailangan. Makikipagtulungan kami sa iyo upang maunawaan ang iyong espesipikong mga pangangailangan. Ipinagmamalaki namin ang aming pangako sa katapatan, integridad, at mahusay na serbisyo sa mga kustomer.


Salamat sa pagpili mo sa amin bilang iyong mga Financial Advisors. Lubos kaming umaasa sa isang malawak at malalim na relasyon. Mangyaring huwag mag-atubiling makipag-ugnayan sa amin kung mayroon kang anumang mga tanong o kailangan ng karagdagang tulong.





Your Partners for Life,

RALPH AND BEVS ILAGAN

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SET UP YOUR SUN LIFE WEB CLIENT PORTAL

STEPS


  • Click the link Sun Life Web Client Portal
  • Create an Account
  • Enter your Account No. for MF & Policy No. for Insurance(Take note of Policy Details)
  • To download the mobile application click on the Icon
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PAY USING THE SUN LIFE CLIENT PORTAL OR MOBILE APP

  • If you have a Sun Life Client Account, you may settle your premium dues using your Visa or Mastercard credit card.


  • Pay your premium dues conveniently via the internet. If you have a Sun Life Client Account, you may settle your premium dues using your Visa or Mastercard credit card. Just go to the "Pay Now" section to process your payment.


Accepted payments:

  • For Variable Unit Linked products (VUL) Peso renewal premiums of up to PHP 2,000,000
  • For traditional Peso and Dollar policies (no maximum amount limit)


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PAY USING THE SUN LIFE WEBSITE ONLINE PAYMENT

  • Make your initial payments easier with the online payment facility right on our website.


  • Start securing yourself with your new insurance policy by making your initial premium payment here on our website.


What you need to know:

  • Accepts initial premium payment of VUL policy of up to PHP2,000,0000
  • Accepts initial Traditional insurance policy (no maximum amount limit)
  • Input your application serial number and amount due
  • Accepts Visa/Mastercard credit card only
  • Input your active email address to receive your payment confirmation email right away.


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PAY USING BILLS PAYMENT

You can choose to activate the bills payment feature by simply enrolling Sun Life through your bank’s website or mobile app. Once enrollment is completed, you may use the bank’s facility anytime, anywhere.

Click the icon for instructions:

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PAY USING GCASH

STEPS


  • Go to Pay Bills
  • Click Insurance
  • Then Select Sun Life of Canada Philippines
  • Fill up the needed information


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PAY USING PAYMAYA

STEPS


  • Go to Bills
  • Click Insurance
  • Then Select Sun Life of Canada
  • Fill up the needed information



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I am your Policy

Family life insurance concept

You and I have similar purposes in this world


It is your job to provide food, clothing, shelter, schooling, medicine and other things for your loved ones today. You do this while I lie asleep.


I have faith and trust in you. Out of your earnings will come the cost of my upkeep. At times, I may appear insignificant to you but someday and who knows when, you and I will change places.


When you are laid to rest, I will come awake and do your job. I will be counted on to provide food, clothing, shelter, schooling, medicine and other things your family will continue to need just as your are doing now. When your work and labor are done, mine will begin. Through me your loved ones will be protected.


Whenever you feel the price you are paying for my upkeep is burdensome, remember that I can do more for you and your family than you will ever do for me.


If you do your part, I will do mine.


For I am your life insurance policy.

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Email:

Phone Number:

Bevs: 0916 479 3022

Ralph: 0961 217 6451

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CONTACT US

Bevs: beverly.s.fernandez@sunlife.com.ph

Ralph: ralphrolandphilip.a.ilagan@sunlife.com.ph