Charo also cherishes the real treasure in her life: her family. And this is why she strives to protect the properties, investments and heirlooms that she has acquired over the years, so that she may pass it on with ease to her loved ones. “These are not simply assets but my pamana for my apos. This is why estate planning is very important to me,” she said. “Thankfully, I have SUN Smarter Life to help me ensure that no matter what happens, my loved ones will be well taken care of and will not be burdened with estate taxes.”
SUN Smarter Life is a protection product that provides double life insurance coverage until age 100, while the insured lives, thereby ensuring a financially secure future for the family no matter what happens. Should the insured pass away, the insurance proceeds from SUN Smarter Life can be used by the beneficiaries to settle estate taxes. “It makes wealth preservation easy and gives me peace of mind knowing that when my time comes, my assets will efficiently be transferred to my family,” Charo adds. “By preparing early, utilizing the right instruments, and with the help of Sun Life, I am confident that my family will feel my love through the legacy I will leave behind.”
Sun Life Financial is a leading international financial services organization providing a diverse range of insurance, wealth and asset management solutions to individuals and corporate Clients. For more information please visit www.sunlife.com.