Mutual Funds Archives | My Financial Advisor PH

Sunday, January 17, 2021

Investing Guide in Sun Life Insurance, Mutual Funds, VUL etc in the Philippines.

VIDEO: “WHAT ARE MUTUAL FUNDS?” WITH MATTEO

In my other blog Financial Planning Philippines, I have shared a lot of articles regarding Mutual Funds. Articles ranging from

Usual questions asked when I discuss mutual funds to beginners. Q: Can I lose money in Mutual Fund? A: Yes,

Auto Invest for Sun Life Mutual Funds is now available in BPI, BDO and Security Bank…

Garry De Castro on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi Roxane, yes possible. Best to contact your Sun Life advisor so he/she can help you.”
Garry De Castro on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi Hagler, right now possible to surrender a policy via Remote Servicing. Best to contact your Advisor on the details.…”
Garry De Castro on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi John, usual scenario, ‘downgrading is impossible’ if your current plan is the minimum so there’s nothing to downgrade to.…”
Garry De Castro on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi Archie, one thing is for sure – you won’t get the whole amount you deposited. Depending on the type…”
Garry De Castro on FREQUENTLY ASKED QUESTIONS ON INSURANCE PAYMENTS (VUL INSURANCE PLANS): “Hi Seph, with very limited info, I can’t make assumptions on the kind of policy you have and attached riders…”
John on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi, I want to terminate my SUNLIFE MAXILINK PRIME or the very least, downgrade it to a cheaper policy or…”
Archie Luis Miclat on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “sir what if po isurreder ko yung policy ko, buo po ba sya makeclaim lahat ng nahulog ko since first…”