Let's save, grow, ​and automate ​your insurance ​and investments!
Sun Synergy
Saving Habit thru auto-debit ​enrollment (Monthly/Quarterly/Semi-​Annually/Annually)
FROM BANK ACCOUNT
Temporary parking lot of money to be ​invested for capital preservation and ​accumulation
TO MUTUAL FUND ACCOUNT
TO YOUR SUN LIFE POLICY
Enrolled in an automated payment ​facility to automatically pay your Sun ​Life policy/ies for less hassle, on-​time payments to avoid lapsation.
how it works
types of synergy
installment approach
installment approach
installment approach
lumpsum approach
lumpsum approach
who can enroll
3 easy steps
program flow
Contact Us
dream life designer
Presented by
Wynchell l. lim
Financial Advisor
Sun Life of Canada Philippines, Inc.
Certified Investment Solicitor (CIS)
Certified Wealth Planner (CWP)
Certified Estate Planner of the Phils. (CEPP)
Registered Financial Planner, Phils. (RFP)
Exponential Organizations Certified (ExO)
Executive Coach
Thank you!
wynchell.l.lim@sunlife.com.ph
+63918-881-9-188