Sun Life Financial Launches New Campaign on Protecting Legacy Featuring Charo Santos-Concio
Insurance Wednesday, July 12, 2017
Leaving a legacy means different things to different people. Living life to the fullest and making memories with your loved ones are part of creating your own personal legacy. Passion is at the heart of your journey. Gone are the days when retirement is sitting in an old rocking chair and just watch the passing of the tides. Now, you pursue the sunset of your life building new dreams, devoting more time to loved ones, and striving to make a difference.
This is what Ms. Charo Santos-Concio did which is why there are so many reasons to admire her. Her notable work in the entertainment industry would immediately come to mind, from her rise as an actress to her post as the head of the country's biggest multi-media conglomerate. She has made an impact in the different roles she has taken on both in front of the camera and behind the scenes, inspiring many in more ways than one.
Along the way, Charo has shaped a legacy built upon the values she holds dear. "I place a high value on professionalism and excellence. But at the same time, I also believe in the importance of having a nurturing heart. More than all the accolades and tangible successes I've had in the industry, it is the legacy of these values that I wish to impart to other people," Charo said.
Just as it is in her career, Charo also cherishes the real treasures 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. By planning ahead, she ensures that the legacy she has built over the years will be enjoyed fully by her family.
"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."
Watch the Grand Presscon with Ms. Charo Santos-Concio
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.
On top of this, the product provides living benefits in the unfortunate event of terminal illness or emergencies. Supplementary benefits that provide additional protection against contingencies such as accidents, disability and illnesses may be .added to the plan for a minimal amount.
Clients can choose between the Classic variant which provides basic insurance protection until Age 100, or the Elite variant which provides LIFETIME guaranteed cash payouts. Each cash payout is fixed at 8% of the face amount given starting at the end of the 6th year and every other year onwards until Age 100. These cash benefits may be used to help fund other financial needs such as paying for child's education, family vacation, or they may be used as pension allowance during retirement years.
To summarize, below are the benefits of SUN Smarter Life:
Lifetime insurance protection, equal to 200% of the face amount starting on Day 1 until Age 100, as long as the insured lives
Lifetime guaranteed cash benefits equal to 8% of the face amount starting at the end of the 6th year and every other year thereafter, until Age 100 (Available to the Elite variant only)
Living benefits in the form of guaranteed cash values and dividends*
Flexible payment options (5-Pay, 10-Pay or Regular Pay)
Acceptance age of up to 80 years old
Ms. Charo Santos-Concio with Sun Life Financial Team
"SUN Smarter Life makes wealth preservation easy. It also gives me peace of mind knowing that when my time comes, my assets will efficiently be transferred to my family," Charo said. "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."
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