Sun Life Mutual Funds

INVESTMENT | WEALTH ACCUMULATION

experience 

PROSPEROUS LIFE!

Life's brighter under the sun

by Sun Life Financial

Prepare for your future TODAY!

Grow your Wealth!

CALL:

Carlo T. Matig-a

0917-7568459

Sun Life Financial Advisor

Licensed Insurance Agent, Certified Investment Solicitor

INVESTMENT | WEALTH ACCUMULATION

How can you experience a PROSPEROUS LIFE? 

To reach prosperity, you must plan well and work hard to achieve your goals. The road to prosperity has no shortcuts, BUT there are ways to help you get there. 

Make your money work harder for you! Diversify your assets, Invest in a pool of funds that provide access to financial instruments not usually available to an ordinary individual investor. These funds may provide you with better yields that beat inflation over the long term. 

The Sun Life Prosperity Funds offer various types of mutual funds suited to risk appetite and investment time frame. These are prudently managed by seasoned fund managers to help you grow your hard earned money. 

IT’S TIME to start your journey to prosperity! 

Invest in the Sun Life Prosperity Funds to enjoy the following benefits: 

- HIGHER POTENTIAL RETURNS* 

The Sun Life Prosperity Funds are mutual funds that Cater to various risk appetites and investment horizons. Whether you invest in one or a combination of these Funds, you have the potential to earn higher than the traditional bank deposit instruments over the long term, thereby cushioning the effects of inflation and preserving the value of your money. 


- DIVERSIFICATION 

When you avail of any of the Sun Life Prosperity Funds, your investment is instantly spread among the different financial vehicles, which automatically lowers your overall investment risk without necessarily reducing your potential earnings. 


- AFFORDABILITY 

For a minimum of Php 5,000 for the peso-denominated funds or USD 1,000 for the dollar-denominated funds, you can jump start your investment account. Each time you want to add to your fund, it takes a minimum of Php1,000 or USD 200 only.

*Share values, yields and investment returns are not guaranteed and may fluctuate. It is best to consult with your Sun Life Financial Advisor.

Prepare for your future TODAY!

Grow your Wealth!

CALL:

Carlo T. Matig-a

0917-7568459

Sun Life Financial Advisor

Licensed Insurance Agent, Certified Investment Solicitor

INVESTMENT | WEALTH ACCUMULATION

- FLEXIBILITY

Risk appetite tends change over time and should you feel like changing Where your funds are invested, you can do so accordingly up to four times in a year at no charge!

- PROFESSIONAL PORTFOLIO MANAGEMENT

The Sun Life Prosperity Funds are managed by leading investment professionals who are dedicated to ensuring that the funds generate the best returns at acceptable risk levels over the long term.

- STABILITY AND GLOBAL EXPERTISE

Sun Life Asset Management Company, the fund manager and distributor of the Sun Life Prosperity Funds, is a member of the Sun Life Financial Group of Companies that started operations in Canada in 1866 and has since then expanded in the United States, United Kingdom, Hong Kong, China, India, Philippines and Indonesia.

- LIQUIDITY

Sun Life Prosperity Funds offer the option to redeem fund shares any time on a business day at the current fund value subject to pertinent fees, if any.

- EXEMPTION FROM CAPITAL GAINS TAX

Unlike other types of investment, there is No 20% Withholding tax when you redeem from your mutual fund investment. Capital gains realized from the redemption of mutual fund shares are exempt from tax as indicated by the Bureau of Internal Revenue. This means that you get to enjoy whatever you earn from your mutual fund shares, tax~free.**

** Returns earned by your mutual fund investment are net of applicable taxes and management fees.

Prepare for your future TODAY!

Grow your Wealth!

CALL:

Carlo T. Matig-a

0917-7568459

Sun Life Financial Advisor

Licensed Insurance Agent, Certified Investment Solicitor

Prepare for your future TODAY!

Grow your Wealth!

CALL:

Carlo T. Matig-a

0917-7568459

Sun Life Financial Advisor

Licensed Insurance Agent, Certified Investment Solicitor

*This is a re-typed version of the image above:

Choose the Sun Life Prosperity Fund that suits your risk appetite and investment horizon.

PESO-DENOMINATED SUN LIFE PROSPERITY FUND:

1. MONEY MARKET FUND

Short Term Alternative

Park your cash and earn modest returns by investing in short-term investment instruments.

2. GS FUND

Prudence that Pays

Enjoy stable returns from debt-instruments issued by the Philippine Government.

3. BOND FUND

Steady Step to Growth

Preserve the value of your capital by investing in government and high quality corporate debt instruments.

4. BALANCED FUND

Best of Both Worlds

Build your wealth over time by investing in a mix of high quality stocks and debt instruments.

5. EQUITY FUND

Aggressive Stance to Wealth

Maximize the earning potential of your money by investing only in high-grade stocks listed in the Philippine Stock Exchange.

USD-DENOMINATED SUN LIFE PROSPERITY FUND:

1. DOLLAR ABUNDANCE FUND

Stable Growth in Dollars

Capitalize on the various government and corporate issued debts issued by the international markets

2. DOLLAR ADVANTAGE FUND

Access to World Markets

Diversify to the maximum and earn by investing in debt and equity issues from the global capital markets.

Prepare for your future TODAY!

Grow your Wealth!

CALL:

Carlo T. Matig-a

0917-7568459

Sun Life Financial Advisor

Licensed Insurance Agent, Certified Investment Solicitor

Insurance with Investment for your Retirement

Everyone deserves a golden retirement.

You spend about 40 years of hard work to provide for yourself and your family. And yet, recent studies show that only 2 out of 100 Filipinos are financially independent.

The good news is, you can take control of how you want to live your golden years. Planning early mitigates the risk of having to work for the rest of your life.

Get a headstart on your savings and retirement plan with Sun MaxiLink Prime. A best selling product from Sun Life Financial (formerly known as Sun Life of Canada).

YOUR ROAD TO FINANCIAL FREEDOM

1. Protect your Loved Ones

In the event of death, the amount that your family or beneficiary can receive may increase depending on the value of your investment.

2. Maximize your money's earning potential


Your money is invested in a diverse range of securities managed by professional fund managers thus offering higher earning potential than traditional deposit accounts.

Choose among 9 investment fund options according to your financial objectives. Plus, enjoy the freedom to switch funds depending on your changing needs.


3. Enjoy Living Benefits


Customize your plan by adding supplemental benefits such as Accidental Death Benefit or Accidental Death, Dismemberment and Disablement Benefit, Hospital Income Benefit and Waiver of Payments upon Disability.


4. Pay for a Limited Period


Sun MaxiLink Prime is payable for at least 10 years*. You may also choose to make additional payments anytime in excess of your regular payments to further increase the value of your fund.

*Regular premiums are payable for 10 years. You may still be required to make additional payments after 10 years if the fund value is insufficient to pay for the applicable fees.

RETIRE IN STYLE

Ideal for:

- Breadwinners, young professionals, OFWs


- Ages 18 to 65


Sample Premiums:

MINIMUM Ps. 350,000 FACE AMOUNT
AGE	QUARTERLY PAYMENT
	MALE	FEMALE
20	Ps. 4,222	Ps. 3,719
25	Ps. 4,397	Ps. 3,852
30	Ps. 4,725	Ps. 4,170
35	Ps. 5,215	Ps. 4,617
40	Ps. 6,185	Ps. 5,430
45	Ps. 7,563	Ps. 6,478
50	Ps. 9,297	Ps. 8,379
55	Ps. 11,606	Ps. 9,997
60	Ps. 16,023	Ps. 11,706

*Based on Non-Smoker Rates


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For an actual proposal generated for a 30 year old, Male, 1 Million Face Amount


(Face amount definition - this is what you usually see on Life insurance plans. This is the amount that your beneficiaries/family will receive in case of death. For the Sun MaxiLink Prime plan, the Life insurance coverage is 200% of the face amount. In this case, the Life insurance is 2 Million.)

Benefits:

1. Life Insurance - 2 Million


2. Your Investment Fund Projection

At Age 50:
4% growth per year projection - Php 714,516.00
8% growth per year projection - Php 1,295,068.00
10% growth per year projection - Php 1,729,090.00

At Age 65:

4% growth per year projection - Php 1,058,990.00
8% growth per year projection - Php 3,843,282.00
10% growth per year projection - Php 6,926,444.00

*Actual growth will depend on investment performance

This for only Php 57,030 yearly contribution for 10 years. Approximately that is only Php 4,800 per month.



************


Insurance and investment for a brighter future only from Sun Life Financial.


You can retire in comfort with Sun MaxiLink Prime.

For your personalized plan proposal:

Contact:

Carlo T. Matig-a

Sun Life Financial Advisor

Cell: 0917-7568459

With the following info:

First Name, Middle Initial, Last Name:

Email:

Birthdate:

Contact Numbers:

Current Location:

Profession:

Target Budget per Month for the Plan:

Do you Smoke? :

or thru:

Add me up on Yahoo Messenger: carlmail_3

Landline: 456-8750 (Metro Manila)
Email: carlo.matiga@gmail.com
Add me up on Facebook: https://www.facebook.com/carlo.matiga