Sun Life Aims for 5M Clients by 2020 : Ri5e PH
My dad passed away when I was in College. A relative who's a financial advisor in an insurance company talked to me and encouraged me to get a plan from her. Out of pity and just wanted to help meet her quota, my mom, sisters and I gave in and "invested" the money we inherited from my dad, not really understanding what we are into because she didn't explained to us clearly how this plan/ policy works. Just because we've known her personally, we entrusted our money to her. So, in short we wasted our daddy's hard earned money, our time on her and that company. They benefited, we did not! Our needs, were not addressed at all. I must say it's some sort of a discreet hold up?! That's why I have this fear of talking to a financial advisor , afraid that I might be persuaded for nothing again. But, It's a blessing I got invited to attend Sun Life's event last June 1, held at Makati Shangri- La. Somehow I got a clearer vision of how financial ...