mutual funds Archives | My Financial Advisor PH

Sunday, January 24, 2021

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

FREQUENTLY ASKED QUESTIONS ON MUTUAL FUNDS

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 Marlon, wala naman since Insurance are always underwritten during the inception. As long as the app form questions were…”
Marlon on SURRENDERING YOUR VUL POLICIES? THINK AGAIN: “Hi Garry, Want to ask about policy ng Sunlife for people na mag change ng citizenship. Me and my wife…”
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…”