MANILA, PH – October 2024 – Sun Life of Canada (Philippines), Inc., the country’s leading life insurance company, and Premier Family BusinessConsulting Inc., a renowned consulting firm specializing in family businesses, recently announced a strategic collaboration to foster financial literacy and business succession planning among Filipino entrepreneurs.
The tie-up will focus on implementing comprehensive programs that will equip family business owners with the knowledge and tools needed to secure their financial future and ensure a smooth transition of their businesses to future generations. This includes seminars, forums, and workshops that will cover a wide range of topics related to financial literacy, business succession planning, and the role of insurance in succession planning.
“We believe that financial literacy and business succession planning are essential for the long-term success of Filipino family businesses,” said Benedict Sison, CEO and Country Head of Sun Life Philippines. “Together with our partners from Premier, we aim to empower entrepreneurs to make informed decisions and build a stronger legacy for their families.”
Jon Ramos, Founder and CEO of Premier Family Business Consulting Inc. adds, “By empowering family business leaders with the tools and knowledge they need for success, we will create a legacy of generational wealth that uplifts communities and builds a brighter future for all.”
The Memorandum of Agreement (MOA) signing event was attended by Atty. Edgar Tordesillas, Sun Life Philippines General Counsel; Aleister Cruz, Sun Life Philippines Chief Strategy and Enablement Officer; Deo Orpilla, Sun Life Philippines Chief Distribution and Business Development Officer; Jubilee Ragasa, Sun Life Philippines Regional Expansion Agency Program Head; Jonathan Ramos, Premier Family Business
Consulting Founder and CEO; Neil Montesclaros, Premier Family Business Consulting Executive Director and Chief Operating Officer; Jefferson Tio, Premier Family Business Consulting Chief Partnership and Relationship Officer; and Atty. Michael Zaballero, Premier Family Business Consulting Relationship Manager and Legal Affairs Counsel.
The collaboration between Sun Life and Premier aligns with Sun Life’s efforts to serve the needs of the business owner segment, such as the Sun Future Proof program, which was designed to help Clients achieve their business goals from start-up to maturity stage, while also securing their personal goals.
“This marks a significant step towards promoting financial well-being and sustainable business growth among Filipino entrepreneurs,” Sison said. “The possibilities ahead are exciting.”
To know more about Sun Life’s products and services for business owners, visit sunlife.co/entrepfinancialplan or talk to a Sun Life Advisor today.
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