14/05/2026
Done processing my client's partial withdrawal of his child and his wife's life insurance plan with investment component! 😊
Yes! You read it right, their plans has this savings component which they can withdraw when they need it and such withdrawal is as easy as 1, 2, 3!
These plans are initially intended for his child's educational funding and his wife's retirement.
BUT, the flexibility of these plans gives you the freedom to choose into whatever purpose you want your funds to be used. Hindi ka tatanungin ni Sun Life kung saan mo gagamitin, you can withdraw anytime, anywhere and with whatever projects that you like to spend it with.
My client will be using it in their home renovation and as he said, "buti na lang may ganito ako kasi may mapagkukuhaan ako ng pera when I need it." ☀️
Of course, I felt happy and proud of my client's achievement. He acquired a property and he will be using his Sun Life policies to further develop it and make it a home that they aspire it to be. 💛
Congrats sir and to your family! Happy to serve and be your family's partner for life towards achieving your goals today and in the future. 😊
