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Monday, December 29, 2008

Sun Life Financial Social Responsibility

The SUN S.H.A.R.E.S.

Through the years, Sun Life of Canada (Philippines), Inc. has never wavered in its commitment to alleviate the plight of the needy and disadvantaged members of the Philippine society. This has consistently been proven in practice and in deed.

Sun Life Financial's expression of its responsibilities as a good corporate citizen in the Philippines is its S.H.A.R.E.S. Program - Sharing Hope and Resources for Education and Social Services.

The Company lives by its philosophical belief that "Corporate Citizenship starts within the Company." Sun Life Financial manages the Company, its internal environment and culture, in a way that is challenging, fair and equitable. We see to it that we maintain a caring attitude for our people and policyholders so that as they return each evening to communities where they live, they will carry that attitude and share it with others.

The objectives of the SHARES program have always been part of the Company's way of doing things. Even before the program was instituted in 1992, the Company had already been involved in relief operations for disaster-stricken areas in the country.

Through SHARES, Sun Life Financial has forged vital linkages with humanitarian, research and academic institutions, non-government agencies and non-profit groups in delivering its commitment to social amelioration.

Areas of Concern

In the area of education and research, it had provided for a fund that will enable business researchers at the Asian Institute of Management (AIM) to conduct studies which will relate business practices with the teaching of ethics.

Corollary to its efforts to help professionalize the insurance industry in the Philippines, the Company established in 1992 a scholarship program for Actuarial Science at the University of the Philippines Department of Mathematics. The field was chosen because of its direct bearing on the insurance industry in the country which then had only 65 actuaries. Education is a lasting endowment of the Company's program of Corporate Citizenship.

In the field of healthcare, the Company has become a strong ally of the Philippine National Red Cross (PNRC) with the annual nationwide Bloodletting drive with employees and agents donating thousands of blood units every year for the benefit of the PNRC bloodbank.

Furthermore, the Company's agents consistently extend financial assistance to children afflicted with Leukemia through a partnership with Hallmark cards.

Social Welfare remains as a major area of concern under SHARES. The program serves as a venue for the Company and its employees and agents to help develop much needed community services throughout the country. Services rendered help bring back the dignity in people's lives in the face of tragedies like the El Niño in Mindanao and the garbage disaster in Payatas. The Company's employees and agents have, time and again, breathed life into the word "volunteerism," and, as a result, alleviated the lives of countless Filipinos. The same spirit of volunteerism helped build hundreds of Habitat for Humanity homes for the Jimmy Carter Work Project '99 Program, and for Youth Build 2002.

For the environment, SHARES continues to support the "Save the La Mesa Watershed" project in partnership with the ABS-CBN Foundation.

A Lifetime Commitment

SHARES will always be a part of the Sun Life Financial business in the Philippines and around the world. Like the sun's rays that shine on everything, the success that the Company has been blessed with over decades of service in the Philippines is shared not only with its stakeholders but also with the Filipino people. By enriching the lives of others, we enrich ourselves.

source

Sun Life Financial Offices

Sun Life Financial has an extensive service reach in the Philippines with various Financial Stores, Customer Centers, New Business Offices and Sales Offices nationwide. Here's a list of all the Financial Stores, Customer Centers, New Business Offices and Sales Offices in the Philippines:

Head Office

Sun Life Financial Plans, Inc.
12/F, Tower 2, Enterprise Center
6766 Ayala Avenue Corner Paseo de Roxas Makati City, Philippines
Tel. No. (632) 886-6188 (Trunk Line)

Sun Life of Canada (Philippines), Inc.
12/F, Tower 2, Enterprise Center
6766 Ayala Avenue Corner Paseo de Roxas Makati City, Philippines
Tel. No. (632) 886-61-88 (Trunk Line)
Fax No. (632) 8499686 - (Marketing)

Sun Life Asset Management Company, Inc.
15/F, Tower 2, Enterprise Center
6766 Ayala Avenue Corner Paseo de Roxas Makati City, Philippines
Tel. No. (632) 886-6188 (Trunk Line)
Fax No. (632) 849-9744/849-9758

Customer Care Center, Sun Link (Call Center)
10th Flr., The Enterprise Center Tower 2,
6766 Ayala Avenue cor. Paseo de Roxas, Makati City
Tel. No. (632) 849-9888

Sun Life Financial Stores

Sun Life Financial Store Binondo
G/F Sun Life Financial Center Binondo, Dasmarinas corner Quintin Paredes Sts. Binondo, Manila
Tel. No. (632) 247-9454
Fax No. (632) 247-9426

Sun Life Financial Store Cebu
G/F Innove Plaza Building Panay Rd. cor. Samar Loop Cebu Business Park, Cebu City 6000
Tel. No. (032) 415-8540
Fax No. (032) 415-8564

Sun Life Financial Store Greenhills
G/F E Square Building 416 Ortigas Ave., San Juan, Metro Manila
Tel No. (632) 719-3997

Sun Life Financial Store Makati
Ground Flr, BA Lepanto Bldg.
8747 Paseo de Roxas, Makati City
Tel No. (632) 813-7229

Sun Life Financial Store Quezon City
G/F Orcel II Building
1611 Quezon Ave, Quezon City
Tel. No. (632) 448-6515

Customer Centers

ACE Customer Center
2/F, ACE Building, 101-103 Rada Street
corner dela Rosa Street, Legaspi Village,
Makati City.
Tel. No. (632) 750-1056

Alabang Customer Center
G/F Unit 102-103 ALPAP II Bldg, Trade St corner Investment Drive, Madrigal Business Park, Ayala Alabang, Muntinlupa City
Tel. No. (632) 807-0491, (632)807-0592 and (632) 807-0947

Antipolo Customer Center
2F Camina Building, Circumferential Road, Antipolo City, Rizal
Tel No. (632) 650-0541, 695-1423

Bacolod Customer Center
Corner 10th Lacson Street, Bacolod City
Tel. No. (034) 433-3534 to 39
Fax No.(034) 433-0736

Baguio Customer Center
RM 701-702 7/F National Life Bldg no. 110 Session Road , Baguio City
Tel. No. (074)446-9301
Fax No. (074) 446-9305

Bataan Customer Center
2nd Level Dilig Building,
Don M Banzon Ave,
Balanga City, Bataan
Tel. No. (047) 237-9226, (047) 237 9225

Batangas Customer Center
3F JR Business Complex, JP Laurel Highway Mataas na Lupa, Lipa City
Telefax No. (043) 312-3770

Bulacan Customer Center
2/F A&C Building Gil Carlos Street Poblacion Baliuag, Bulacan
Tel. No. (044) 766-7468

Butuan Customer Center
2nd Floor D&V Plaza Holdings J.C. Aquino Avenue 8600 Butuan City
Tel. No. (085) 342-5624

Cabanatuan Customer Center
2/F R&M Building H. Concepcion ,Maharlika Highway Cabanatuan City Nueva Ecija, 3100
Tel. No. (044) 463-0450
Telefax No. (044) 463-1928

Cagayan de Oro Customer Center
2/F, Philippine First Insurance Bldg. President Aguinaldo corner Borja Sts. 9000 Cagayan de Oro City
Tel. No. (08822) 725-242;
Telefax No. (088)857-4702

Caloocan Customer Center
3/f Dianne Building 746 Rizal Avenue Extension Grace Park, Caloocan City
Tel. no. (632) 365-3180
Fax no: (632) 365-3179

Cavite Customer Center
2/F Sun City Plaza, Aguinaldo Highway Barrio Anabu 1-B, Imus, Cavite
Tel. No. (046) 471-5329
Fax No. (046) 471-5361

Dagupan Customer Center
3rd Floor, Don Benito Building, Mayombo District, Dagupan City, Pangasinan 2400
Tel. No. (075) 522-4132
Telefax No. (075) 515-4724

Davao Customer Center
G/F Plaza de Luisa Commercial Complex, R. Magsaysay St., Davao City 8000
Tel. No. (082) 227-7635; (082) 221-1589
Fax No. (082) 221-5946

Dumaguete Customer Center
RM 202 EBT Building,Rizal Ave Dumaguete City, Negros Oriental
Tel. No. (035) 225-7165
Fax No. (035) 225-7174

Feliza Customer Center
10/F Felisa Bldg 108 VA Rufino Street, Legaspi Village Makati City
Tel. No. (632) 892-4748
Fax No. (632) 894-5439

General Santos Customer Center
3/F Perfect Image Bldg, Roxas East Ave., corner Osmeña St., 9500 General Santos City
Tel. No. (083)-301-3474
Fax No. (083)-552-3046

Iloilo Customer Center
Ground Floor Platinum Square Building Gen. Luna St. Iloilo City
Tel. No. (033) 336-3190; (033) 335-0032
Fax No. (033) 335-0032

Kalibo Customer Center
3/F ALG Building XIX Martyrs St. Kalibo, Aklan
Tel. No. (036) 268-6325; (036) 268-6397
Telefax No. (036) 268-6325

Laguna Customer Center
2/F AS Building, Crossing
Calamba City, Laguna
Tel. No. (049) 545-1970

Legaspi Customer Center
3rd Floor, LCC Expressmart Bldg. Peñaranda St., Legaspi City
Tel. No. (052) 820-0436
Fax No. (052) 820-5286

Lepanto Customer Center
2nd Floor Lepanto Building, 8747 Paseo De Roxas, Makati City
Tel. No. (632) 813-7229

Naga Customer Center
G/F Romar II bldg Caceres St cor Dinaga St Naga City 4400
Tel. No. (054) 811-3480
Fax No. (054) 473-3440

Olongapo Customer Center
3F Star Bldg 2425 Rizal Avenue East Bajac Bajac Olongapo City, Zambales
Tel. No. (047) 224-7375
Fax No. (047) 224-7376

Ortigas Customer Center
30/F Orient Square Building, Emerald Avenue, Ortigas Center, Pasig City
Tel. No. (632) 683-3422

Pampanga Customer Center
2/F China Bank Bldg., Dolores, San Fernando, Pampanga 2000
Tel. No. (045) 860-1632

Philcox Customer Center
6/F Philcox Bldg., 172 Salcedo St. Legaspi Village, Makati City
Tel. No. (632) 818-2400

Roxas Customer Center
Mc Kinley corner San Jose Sts., Roxas City
Tel. No. (036)261-0198

Santiago Customer Center
3/F Heritage Building, Maharlika Highway ,Santiago City, Isabela
Tel. No. (078) 682-3736
Telefax No. (078) 682-3737

Tacloban Customer Center
2F CYC Building 166 Veteranos Avenue Tacloban City
Tel No. (053) 523-0003

Tagbilaran Customer Center
2nd Flr SLAO Bldg., C.P. Garcia St., cor Tamblot St., Tagbilaran City, Bohol
Tel No: (038) 5019995

New Business / Sales Offices

Acacia New Business Office - Cebu
3/F Innove Plaza Panay Rd. cor. Samar Loop Cebu Business Park, Cebu City
Tel. No. (032) 415-8543 to 49
Fax No.(032) 415-8565

Almond New Business Office
2/F ACE Bldg, 101 Rada St. Legaspi Village, Makati City
Tel. No. (632) 818-4948

Antipolo Sales Office
2F Camina Building, Circumferential Road, Antipolo City, Rizal
Tel No. (632) 650-0541; (632) 650-0694

Baguio Sales Office
RM 701-702 7/F National Life Bldg no. 110 Session Road , Baguio City
Tel. No. (074) 446-9301 to 04
Fax No. (074) 446-9305

Banyan New Business Office - Bacolod
Corner 10th Lacson Street, Bacolod City
Tel. No. (034) 433-3534 to 39
Fax No. (034) 432-2426

Bataan Sales Office
2nd Level Dilig Building, Don M Banzon Ave, Balanga City, Bataan
Tel. No. (047) 237-9225 to 26

Batangas Sales Office
3F JR Business Complex, JP Laurel Highway Mataas na Lupa, Lipa City
Telefax No. (043) 312-3770; (043) 312-3765

Baywood NBO - Laguna New Business Office
2/F AS Building, Crossing
Calamba City, Laguna
Tel. No. (049) 545-7491; (049) 545-9830; (049) 545-1970

Birch New Business Office
2/F Sun Life Center-Binondo Dasmarinas St. cor. Quintin Paredes St. Binondo, Manila
Tel. No. (632) 247-9402 and (632) 247-9409
Fax No. (632) 247-9422

Bristlecone New Business Office – Antique Extension Office
2/F Prucon Building San Jose, Antique
Tel. No. (036) 540-7686

Bristlecone New Business Office - Iloilo
2/F 168 Platinum Square Building Gen. Luna St. Iloilo City
Tel. No. (033) 337-8918; (033)336-3189
Fax No. (033) 335-0032

Bulacan Sales Office
2/F A&C Building, Gil Carlos Street Poblacion Baliuag, Bulacan
Tel. No. (044) 766-7468;
Fax No. (044) 766-7469

Butuan Sales Office
2nd Floor D&V Plaza Holdings J.C. Aquino Avenue 8600 Butuan City
Tel. No. (085) 342-5624; (085) 225-4264

Caloocan Sales Office
3/f Dianne Building 746 Rizal Avenue Extension Grace Park, Caloocan City
Tel. no. (632) 365-3278; (632) 365-3179

Cavite Sales Office
2/F Sun City Plaza, Aguinaldo Highway Barrio Anabu 1-B, Imus, Cavite
Tel. No. (046) 471-5329
Fax No. (046) 471-5361

Cedar New Business Office
3/F ACE Bldg., 101 Rada St. Legaspi Village, Makati City
Tel. No. (632) 814-0590
Fax No. (632) 892-7062

Chestnut New Business Office
2/F BA Lepanto Bldg., 8747 Paseo De Roxas, Makati City
Tel No. (632) 813-7229 Ext 301
Fax No. (632) 812-9047

Corinthian New Business Office
3rd Floor Platinum Square Bldg Gen Luna St, Iloilo City
Tel. No. (033) 337-8918; (033) 336-3189

Cypress New Business Office
3F E-Square Bldg., Ortigas Ave., San Juan, M. Mla
Tel. No. (632) 719-3903 ext. 403
Fax No. (632) 719-3904 ext. 404

Dagupan Sales Office
3/F Don Benito Bldg., Mayombo District Dagupan City
Tel. No. (075) 522-4132
Fax No. (075) 515-4724

Dumaguete New Business Office
Unit 202 EBT Building, Rizal St. Dumaguete City, Negros Oriental
Tel. No. 035) 225-9149
Fax No. (032) (035) 225-7174

Durian NBO - Calbayog Extension Office
G/F West Samar Telecom Building Maharlika Highway, Barangay Obrero Calbayog City 6710
Tel No. (055) 209-6377

Durian NBO - Gen. Santos Sales Office
3/F Perfect Image Bldg, Roxas East Ave., corner Osmeña St., 9500 General Santos City
Tel. No. (083) 552-2227; (083)-301-3474
Fax No. (083)-552-3046

Durian NBO - Koronadal Extension Office
Stall 3, 2F Notre Dame Complex, Alunan Avenue, Koronadal City
Tel. No. (083) 520-0542

Durian New Business Office - Davao
2/F Plaza de Luisa Commercial Complex Ramon Magsaysay Ave., Davao City 8000
Tel. No.(082) 221-0072; (082) 227-7514
Fax No. (082) 226-3638

Eucalyptus New Business Office
3/F ACE Bldg.., 101 Rada St., Legaspi Village, Makati City
Tel. No. (632) 894-2462
Fax No. (632) 812-9834

Evergreen New Business Office
24F, Unit 2403, Orient Square Bldg., Emerald Ave., Ortigas Center, Pasig City
Tel. No. (632) 683-3431 to 36
Fax No. (632) 683-3435

Golden Rain New Business Office
6/F Philcox Bldg., 172 Salcedo St. Legaspi Village, Makati City
Tel. No. (632) 818-2400
Fax No. (632) 812-8553

Green Fir New Business Office
2/F Sun Life Financial Center Binondo, Dasmarinas corner Quintin Paredes Sts. Binondo, Manila
Tel. No. (632) 247-9402
Fax No. (632) 247-9422

Jacaranda New Business Office
30/F Orient Square Building, Emerald Avenue, Ortigas Center, Pasig City
Tel. No. (632) 683-3402; (632) 683-3408
Fax No. (632) 683-3400

Lucena ISO
2/F, J Building, Enverga St. cor Enriquez St., Lucena City
Tel No. (042)373-2155, (042)373-2156, (042)373-2157, (042)373-2160 Fax: (042)373-2159

Magnolia Woods NBO - Daet Extension Office
2F Caranceja Bldg., Vinzon Ave., Daet, Camarines Norte
Tel. No. (054) 440-5858

Magnolia Woods NBO - Olongapo Sales Office
2F Palm Crest Business Center 765 Rizal Avenue, West Tapinac Olongapo City, 2200 Zambales
Tel. No. (047) 224-7375 to 78
Fax No. (047)224-7376

Magnolia Woods NBO - Pampanga New Business Office
2/F China Bank Bldg., Dolores, San Fernando, Pampanga
Tel. No. (045) 961-1302; (045) 961-1304; (045) 860-1632
Fax No. (045) 961-1303

Mahogany NBO - Kalibo Sales Office
3/F ALG Building XIX Martyrs St. Kalibo, Aklan
Tel. No. (036) 262-5825; (036) 268-6397
Fax No. (036) 268-6325;

Mahogany NBO - Roxas City Extension Office
Mc Kinley corner San Jose Sts., Roxas City
Tel. No. (036) 621-0198; (036) 621-1952
Fax No. (036) 621-1952

Mangrove NBO - Bislig Extension Office
4398 Andres Soriano Ave., Mangagoy, Bislic City, Surigao del Sur
Tel. No. (086) 628-2548

Mangrove NBO - Kidapawan Extension Office
Rm 2006 Prudencio Bldg. 1, Jose Abad Santos St., Kidapawan City
Tel. No. (064) 278-3134

Mangrove New Business Office
2nd Floor Plaza de Luisa Commercial Complex R. Magsaysay Ave, Davao City
Tel. No. (082) 227-5269; (082) 227-9319; (082) 222-0731

Mangrove New Business Office - Tagum Extension Office
Door #2, 3/F Casaway Building J. Abad Santos Street, Tagum City
Tel No. (084) 218-7888

Mangrove New Business Office - Zamboanga Extension Office
2/F, Torre de la Buena Vista Building Mayor Jaldon Street Zamboanga City, 7000
Tel No. (062) 990-2719

Molave NBO - Legaspi Sales Office
3rd Floor, LCC Expressmart Bldg. Peñaranda St., Legaspi City
Tel. No. (052) 820-5286; (052) 820-3877
Fax No. (052) 481-3141

Molave NBO - Naga Sales Office
4/F Romar II Building, cor. Padian & Ojeda St. Naga City 4400
Fax No. (054) 473-3440

Molave New Business Office
2/F ACE Bldg., 101-103 Rada corner Dela Rosa Sts. Legaspi Village, Makati City
Tel. No. (632) 815-4979; (632) 892-4144
Fax No. (632) 892-4144

Mulawin New Business Office
5/F ACE Bldg., 101-103 Rada corner Dela Rosa Sts. Legaspi Village, Makati City
Tel. No. (632) 815-4978, (632) 818-4943
Fax No. (632) 815-4978

Mulberry New Business Office
2F Orcel 2 Bldg., 1611 Quezon Ave., Quezon City
Tel. No. (632) 920-4108
Fax No. (632) 920-3170

Narra NBO - Cagayan de Oro Sales Office
2/F, Philippine First Insurance Bldg. President Aguinaldo corner Borja Sts. 9000 Cagayan de Oro City
Tel. No. (088) 857-4824
Fax No. (088) 857-4702

Narra NBO - Iligan Extension Office
2/F 202 Eltanal Building, Roxas Ave., Iligan City
Tel. No. (063) 492-1493
Fax No. (063) 221-8614

Narra NBO - Ozamiz Extension Office
2F First Consolidated Bank, Ozamiz Branch Bldg., Don Anselmo Bernard Ave., Ozamiz City
Tel. No. (088) 521-4851

Olive NBO - Cabanatuan New Business Office
2/F R&M Building H. Concepcion ,Maharlika Highway Cabanatuan City Nueva Ecija, 3100
Tel. No. (044) 463-1928; (044)600-2867
Fax No. (044) 463-0450

Olive NBO - Tarlac Sales Office
2nd Floor, LC Building, along National Highway, Barrio San Roque, Tarlac City
Tel. No. (045) 982-8857, (045) 982-8859

Ormoc Extension Office
2nd Floor Julieta Building Carlos Tan Street Ormoc City, Leyte, 6541

Osmanthus New Business Office
5/F Sun Life Center-Binondo Dasmarinas St. cor. Quintin Paredes St., Binondo, Manila
Tel. No. (632) 247-9461/62; (632) 247-9476
Fax No. (632) 247-9497

Palm New Business Office
5/F ACE Bldg., 101 Rada St. Legaspi Village, Makati City
Tel. No. (632) 878-1407
Fax No. (632) 878-1397

Quezon City Sales Office
2F Orcel 2 Bldg., 1611 Quezon Ave., Quezon City
Tel. no. (632) 448-6515

Red Oak New Business Office
30/F Orient Square Building, Emerald Avenue, Ortigas Center, Pasig City
Tel. No. (632) 683-3421; (632) 683-3489; (632) 683-3487
Fax No. (632) 683-3488

Red Spruce New Business Office
3F Emerald Sqaure Bldg Ortigas Ave, San Juan MM
Tel. No. (632)719-3999 ext 509 Fax No. (632)719-3805

Redwood New Business Office
3F E-Square Bldg., Ortigas Ave., San Juan, M. Mla.
Tel. No. (632) 719-3999

Rosewood New Business Office
2/F BA Lepanto Bldg., 8747 Paseo De Roxas, Makati City
Tel No. (632) 813-7229 ext 501
Fax No (632) 812-6676

Royal Ponciana New Business Office
6/F Philcox Bldg., 172 Salcedo St. Legaspi Village, Makati City
Tel. No. (632) 818-2432
Fax No. (632) 813-5513

Santiago Sales Office
3/F Heritage Complex, Maharlika H-way Santiago City, Isabela
Tel. No. (078) 682-3737; (078) 682-3735; (078) 682-3738

Sequoia New Business Office
2/F BA Lepanto Bldg., 8747 Paseo De Roxas, Makati City
Tel No. (632) 813-7229 ext 401
Fax No. (632) 812-3665

Sun Life Financial Plans, Inc. - Laguna
2/F AS Building, Crossing Calamba City, Laguna
Tel. No. (049) 545-1970

Sun Life Financial Plans, Inc. - RMM Baguio ISO
RM 701-702 7/F National Life Bldg no. 110 Session Road , Baguio City
Tel. No. (074) 446-9301 to 04
Fax No. (074) 446-9305

Sun Life Financial Plans, Inc. - RMM Binondo
Penthouse Dasmarinas corner Quintin Paredes St. Binondo, Manila
Tel. No. (632) 247-9455
Fax No. (632) 247-9426

Sun Life Financial Plans, Inc. - RMM Makati
5F Ace Bldg Rada cor Dela Rosa Sts
Legaspi Village Makati City
Tel No. (632) 893-0305 (Direct Line)
Fax : (632) 840-4269

Sun Life Financial Plans, Inc. Regional Sales Office - Cagayan De Oro
3rd Flr. Phils. First Insurance Building
Aguinaldo St., Cagayan de Oro City
Tel. No. (088) 8573122
Fax No. (088) 8573120

Sun Life Financial Plans, Inc. Regional Sales Office - Cagayan De Oro
2F Phil 1st Insurance Bldg., Pres. Aquinaldo cor Borja Sts., Cagayan De Oro City
Tel No. (088) 857-7863
Fax No. (088) 857-3120

Sun Life Financial Plans, Inc. Regional Sales Office – Cebu
3/F Innove Plaza Panay Rd. cor. Samar Loop Cebu Bus. Park, Cebu City
Tel. No. (032) 415-8550 to 52
Fax No. (032) 415-8566

Sun Life Financial Plans, Inc. Regional Sales Office – Davao
Mezzanine Plaza de Luisa Commercial Complex R. Magsaysay Ave., Davao City 8000
Tel. No.(082) 224-5290 to 93
Fax No. (082)224-5300

Sun Life Financial Plans, Inc. Regional Sales Office – Davao (Gensan ISO)
4F Perfect Image Bldg.,
Roxas Ave. cor Osmeña St.,
Gen. Santos City
Tel. No. (083) 301-6987

Sun Life Financial Plans, Inc. Regional Sales Office – Iloilo
3/F 168 Platinum Square Bldg. General Luna St., Iloilo City
Tel. No. (033) 336-8115
Fax No .(033) 336-8120

Sun Life Financial Plans, Inc. Regional Sales Office – Legaspi
3rd Floor, LCC Expressmart Bldg. Peñaranda St., Legaspi City
Tel. No. (052) 820-4022; (052) 481-3140
Fax No. (052) 820-3864

Sun Life Financial Plans, Inc. – Regional Sales Office – Quezon City
2F Orcel 2 Bldg., 1611 Quezon Ave., Quezon City
Tel No. (632) 448-5330;
Fax : (632) 920-0676

Tacloban Sales Office
2F CYC Building 166 Veteranos Avenue Tacloban City
Tel No. (053) 523-0004

Tagbilaran Sales Office
2F SLAO Bldg., 78-A Carlos P. Garcia Ave. cor. Tamblot St., Tagbilaran, Bohol
Tel. No. (038) 411-2035, (038) 411-3501, (038) 411-3696

Tagum ISO
2nd Floor RV Building Quirante cor Pioneer Ave Tagum City, Davao Del Norte 8100
Tel no. (084) 646-0099

Tindalo New Business Office
5/F ACE Bldg., 101-103 Rada corner Dela Rosa Sts. Legaspi Village, Makati City
Tel. No. (632) 893-7037, (632) 817-8139
Fax No. (632) 892-7016

Tuguegarao Extension Sales Office
Remolacio Bldg., 64 Luna St., Ugac Highway, Tuguegarao City
Tel. No. (078) 846-1974

source

Sun Life Financial Company History


The Filipinos are among the most festive people on earth. Celebrations of seemingly infinite variations fill their lives throughout the year.

Sun Life Financial in the Philippines is proud to have shared in these "Celebrations of Life" with a people it has served for over 100 years.

During the last century, through the ravages of war and the fruits of peace, Sun Life Financial never abandoned its commitment to provide quality life insurance products and services to you and to all Filipinos.

1895
Dr. Edward Horsey appoints H.J. Andrews and Co., a British trader, to represent Sun Life Financial in Manila.

1898
E.E. White, inspector of agencies, visits Manila two years after the Philippine Revolution against Spanish Rule to re-evaluate business prospects. White is to serve as Division Manager in the Philippines for 27 years.

Agency changes to Smith Bell & Co., the most prominent British firm in the islands.

1920
Now on its 25th year in the Philippines, Sun Life Financial posts a phenomenal growth of more than Php 8 Million in production paid.

1941 - 1945
World War II suspends Sun Life Financial's businesses in territories overruled by the Japanese, including the Philippines, Netherlands, East Indies, Singapore, Burma, China, Hong Kong and Thailand.

During the war years, Sun Life Financial ran "underground" operations.

1946
In September, the Philippine Branch pays out the equivalent of US$ 1.2 million in death claims, US$ 850,000 in matured endowment settlements, and US$ 125,000 in cash surrender value.

In November, the Branch leads the Company's foreign field, placing third in the whole organization, only a year after the Japanese occupation of the islands ended.

1950
Sun Life Financial expands in the context of a much-improved Philippine economy. It transfers from its pre-war offices in Wilson building to Singson building in the Binondo District.

1960s
Sun Life Financial posts annualized growth rate of 9.4% in total assets and 9.8% in investments.

1970s
On its 75th year, Sun Life Financial ranks first in income with Php 14.9 Million earned. From 1975-1979, the Company's average annual growth rate in investments was pegged at 27.7% while total assets increased annually by an average of 21.1%.

Two New Business Offices-Manila Metro and Manila Provincial are created. These will further improve sales growth.

Sun Life Financial becomes one of the leading life companies in the region despite a sales force that is 20 times smaller than its competitors.

1980s
Despite the economic travails of the 80s, Sun Life Financial sustains premium growth with Php 91.6 Million in 1981; Php 117.9 Million in 1982; and Php 157.6 Million in 1983.

1988
Sun Life Financial introduces reforms to streamline operations. It also offers new compensation and benefit packages for employees and agents while adopting rational schemes and technological breakthroughs to expand the field force.

1989
Regional Headquarters transfer from Hong Kong to Manila.

Staff transfer offices from Philcox Building to Interbank Building, which is now known as 111 Paseo de Roxas building.

Company maintains consistent growth in gross revenues and makes its first billion mark.

1992
The Company steps up diversification efforts with the launching of Sun Life Financial's Group Insurance products.

1993
Division's name changes from Far East to Asia-Pacific Division, indicating Sun Life Financial's interest to aggressively assert its presence in Asia.

1994
Sun Life Financial expands rapidly with a network of 15 New Business Offices and 4 sales offices nationwide. These offices are manned by some 1,000 agents and managers serving Metro Manila and key cities in the northern and southern parts of the Philippines. About 450 staff members provide administrative support to these offices.

Company experiences a surge in amount of insurance from Php 245.9 Million to Php 292.7 Million, while agency credit rose from Php 237.6 Million to Php 278.8 Million.

1995
Sun Life Financial celebrates 100th Anniversary in the Philippines.

1996
Industry-wide, Sun Life Financial ranks No. 2 in terms of Total Premium Income with a record high of Php 2,970,727,985.

1997
The Company achieves a total volume in force in ordinary life insurance of Php 136 Billion and a net worth of Php 2.7 Billion.

The Company's nationwide service network increases to 18 New Business Offices with over 1,500 sales agents and about 600 employees providing administrative support.

1998
In January, Sun Life Financial announces its plan to Demutualize.

1999
On December 15, 99% of Sun Life Financial's eligible policyholders in the Philippines takes part in a special meeting. They vote in favor of Demutualization.

2000

SLOCPI
Sun Life Financial lists on the Philippine Stock Exchange thereby completing the Demutualization process.

On March 31, Sun Life of Canada(Philippines), Inc. (SLOCPI) becomes a subsidiary of Sun Life Financial Services of Canada.

SLAMC
On April 5, Sun Life Asset Management Company, Inc. (SLAMC), the first subsidiary of Sun Life of Canada (Philppines), Inc., starts selling Sun Life Prosperity Funds to the public.

SLFPI
On September 18, Sun Life Financial Plans, Inc.(SLFPI), SLOCPI's second subsidiary, was incorporated.

2001

SLOCPI
The Philippine Operations receives a special citation from Sun Life Financial Chairman and CEO Don Stewart for hitting the Php 1 Billion mark both in sales and earnings in 2000.

The Company makes it to the Philippines' top ten "Best Employers in Asia". It is the first and only local insurance company to receive such internationally acclaimed recognition.

The Best Employers in Asia 2001 is the largest and most comprehensive people management study ever undertaken in Asia.

It was conducted by Hewitt Associates in cooperation with Dow Jones and its publications, The Asian Wall Street Journal and Far Eastern Economic Review.

SLAMC
In July, Sun Life Prosperity Funds best competitors in YTD net sales across all funds.

SLAMC's assets under management surpass the Php 1 Billion mark. As of year end 2001, SLAMC, with its 233 licensed representatives, continues to have the highest number of licensed mutual fund representatives in the industry.

SLFPI
In June, SLFPI starts operations as the first pre-need company in the country to offer education and pension plans that earn dividends.

Barely seven months after its birth, SLFPI lands a spot in the top 20 list of pre-need companies from its former 55th place. Among the pre-need companies, SLFPI registers the highest GCP (Gross Contract Price) per application and 3rd highest ICBI (Initial Cash Brought In) per application.

2002

SLOCPI
Sun Life Financial's New Business Offices grow to 20 with the addition of Jacaranda NBO in Metro Manila and Bristlecone NBO in Iloilo City. With two more offices, Sun Life Financial hopes to provide Filipinos an even broader access to its relevant and quality financial services.

The Filipino-Chinese Federation of Business and Professional Women of the Philippines (FCBPWP) confers upon SLOCPI President and Chief Executive Officer Esther Tan, the 2002 Outstanding Woman in Business award.

On March 20 at the Malacañang palace, Ms. Tan receives the award from Philippine President Gloria Macapagal-Arroyo, whom FCBPWP named Most Outstanding Woman Political Leader of the Millennium in the previous year,

SLAMC
Early in December, SLAMC realizes its Php 2 Billion target for gross sales in the Year 2002.

SLFPI
SLFPI leaps into the top 10 list of pre-need companies in the Philippines as verified by the Securities and Exchange Commission's statistical report for 2002 where SLFPI ranked tenth in the industry in terms of Number of Plans Sold, GCP (Gross Contract Price) and ICBI (Initial Cash Brought In).

2004

Sun Life Financial ties up with Bancnet, the first multi-bank payment gateway, enabling clients to settle their Life Insurance premiums, Pre-need plans and Mutual Funds investments through its internet online facility.

Sun Life taps the collection facilities of several local and international banks to facilitate premium payments, investments and other transactions, making it more accessible to the policyholders, investors and agency force. The collection banks are: BPI, Security Bank, Equitable Bank, RCBC, Unionbank, Citibank, Deutsche Bank, Standard Chartered Bank and PNB. Payments are also accepted at all SM Bayad Centers.

Sun Life ventures into non-traditional insurance products through the introduction of Sun FlexiLink. It is a life insurance and investment fund in one smart package that combines both protection features and wealth accumulation. Sun FlexiLink is a variable universal life plan that provides not just life insurance but also gives the added advantage of the long-term investment growth potential of stocks, bonds, and money market accounts. It provides financial protection and full control over where premiums will be invested. It is also available in U.S. dollars as Sun Flexi Dollar.

SLAMC offers the first ever no-load fund in the Philippines. The Sun Life Prosperity Money Market Fund is a mutual fund that invests in short-term peso denominated fixed income securities issued by the Philippine government and other high quality short-term instruments.

2005

Sun Life Financial Plans, Inc. (SLFPI) posts strong growth in 2004 ending the year with total revenues of P246.8 Million or 68% higher than the previous year’s level. As of September 2004, SLFPI rose to the 5th spot in terms of Initial Cash Brought In (ICBI) which stood at P164 Million, after barely four years of operations. Trust Funds also totaled P465 Million by yearend, which is higher than the required reserves of P426 Million.

The Sun Life Prosperity Family of Funds grew some more with the Prosperity Dollar Abundance Fund and the Prosperity GS Fund.

The Prosperity Dollar Abundance Fund, a bond fund, invests in dollar fixed income instruments of the Philippine Government as well as major Philippine corporations. It also invests in the bonds of governments and leading corporations in developed countries such as the US, EU and Japan.

The Prosperity GS Fund invests in purely Philippine Government Securities. These instruments are considered virtually risk-free as these are direct obligations of the National Government.

With the introduction of these two funds, Sun Life Financial becomes the owner of the widest array of funds in the industry.

SLFP’s agency force grows further with the addition of six New Business Offices: Rosewood, Evergreen, Green Fir, Goldenrain, Royal Poinciana and Mulberry.

2006

Sun Life Financial remains to be one of the largest and most trusted insurers in the country.

Individual and group life insurance business reached a sales growth of P1.17 Billion, up 14% over last year. December 2006 sales for both individual and group life amounted to P182 million, which is 84% higher than the previous year’s comparable period.

SLAMCI boasts of being the first in its field to put in place the accounting system needed to adequately comply with the standards set by the International Accounting Standards (IAS). Serving as the company’s wealth management arm, SLAMCI benefits from the expertise of its mother company’s close association with MFS Investment Management – the inventor of mutual funds in the US.

SLAMCI ended 2006 with P867 million in sales, which is 108% higher than that of the previous year. By yearend, Sun Life mutual funds business reached P11.4 Billion in Assets under Management (AUM), reflecting a 58% increase over last year. Fee Income rose by 44% at P156 Million. The year-on-year net returns of the Sun Life Prosperity Funds as of end-2006 surpassed all benchmarks.

Despite the extremely challenging times that prevailed in the industry in recent years, SLFPI has experienced a phenomenal growth rate never before seen in the industry. The SEC report for 2006 noted that total initial collection of the country’s pre-need firms increased by 9.5% versus 2005. Excluding Sun Life, the initial collection would have decreased by 9.9%.

From its 3rd spot in terms of overall ranking in initial cash brought in (ICBI) for the year 2005, it jumped to Number 1 in year-to-date ICBI covering January to December 2006.

The global insurer's pre-need arm posted a year-to-date December 2006 sales of P838 million which is 95% higher than last year. Total revenue jumped by 95% to a hefty P1.8 Billion as of yearend.

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Sun Life Financial Missions, Visions and Core Values

COMPANY VISION & MISSION STATEMENT

"To be the preeminent provider of financial security to individuals over their lifetime"
Financial Freedom for Filipinos



COMPANY CORE VALUES

SERVICE
We act with a sense of urgency
We make customers feel important
We make it easy for customers to do business with us
We seek customer feedback for continuous improvement

INTEGRITY
We are honest and fair in our dealings
We honor our commitments
We adhere to ethical standards in everything we do

EXCELLENCE
We do things first
We do things right
We do things best

TEAMWORK
We work in partnership for common goals:
We set aside personal gain for the good of all
We carry our share of the load
We watch out for each other
We communicate openly and honestly
We appreciate and recognize one another's contribution

LOYALTY
We are committed to the company's mission, vision and goals
We do not commit acts detrimental to the good of the company
We are proud to be part of Sun Life Financial

STEWARDSHIP
We take good care of our assets
We optimize the use of our resources for sustained financial strength and profitability
We provide an environment for growth and development
We are responsible corporate citizens

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Sun Life Financial Philippines Profile


About Sun Life Financial

Sun Life Financial(SLF) is an international leader in protection and wealth management with key operations in Canada, US, UK, Hong Kong, Japan, Indonesia, India, China, Bermuda, and the Philippines.

Using the ticker symbol “SLF,” Sun Life Financial Inc. trades on the Toronto (TSX), New York Stock (NYSE) and Philippine Stock Exchanges.

In the Philippines, SLF is in the business of life insurance, mutual funds, pension and education plans, represented by the following 3 entities:

Sun Life of Canada (Philippines), Inc. pioneered life insurance in the Philippines in 1895. Today, Sun Life of Canada (Philippines), Inc., is one of the largest and most trusted insurers in the country with almost a half a million policies in force and is boosted by the strength and stability of Sun Life Financial shares in the Philippine Stock Exchange.

Sun Life Asset Management Company, Inc. (SLAMCI) is the fund manager and principal distributor of the biggest family of mutual funds in the Philippines, the Sun Life Prosperity Funds.

It also boasts of being the first in its field to put in place the accounting system needed to adequately comply with the standards set by the International Accounting Standards (IAS).

Serving as the company’s wealth management arm, SLAMCI benefits from the expertise of its mother company’s close association with MFS Investment Management – the inventor of mutual funds in the US.

Sun Life Financial Plans, Inc. (SLFPI) is the second wholly-owned subsidiary of SLOCPI and the sole distributor of its pension and education plans.

SLFPI holds the distinction of being the fastest growing pre-need company in the country today.

For 113 years now, SLF-Philippines continues to be a proud and trusted partner of the Filipino in his journey to financial freedom.

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