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Sun Life Prosperity Funds

purplehazel · 454 · 114628

freefront

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Reply #300 on: Jul 15, 2010, 05:10 PM
Hey FF! Howdy our very patient Sunlifer? I'm about to post my nephew's soa. I was wondering if there was no stock dividend declaration in 2009?


freedomfighter

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Reply #301 on: Jul 15, 2010, 11:48 PM

Hey FF! Howdy our very patient Sunlifer? I'm about to post my nephew's soa. I was wondering if there was no stock dividend declaration in 2009?


Hi there good friend, freefront!  hehe can't blame you.  I would love to post too some of the Soa's of some of my clients who practice the discipline of making regular investments with us.  But I don't think our compliance dept. will allow me on that. hehe  

Regarding your question, if my memory serves me right, I think we did last year but with our GS Fund only.  Let me get back on you once I confirmed it.


freefront

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Reply #302 on: Jul 16, 2010, 06:48 AM
^I got the SOA from my adviser. It one of my nephews' and I got his approval and his name will be cropped out anyway. I'll do it as soon as the kids get back from school. It is very interesting. It shows how you get capital gains, stock dividends, the cost averaging principle, the back end, no load, front load thing and exactly where you are to this day.

So as not to affect the rep. of SL, I will post it in the general MF thread.


freedomfighter

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Reply #303 on: Jul 16, 2010, 11:02 AM
Please do give us a heads-up here once you posted it, freefront.

I'm a bit catching up on the threads here including those who sent me pm's. Been busy more on offline activities lately as I have to see and talk with clients personally on the field. I would appreciate for those contacting me to just send me a text message so I could attend promptly to your concerns.

As regards, personally practicing the discipline & strategy of doing cost averaging, I have instructed my employer, Sun Life, to automatically deduct/debit from my ACS the amount of Php 5,000 every month (P2,500 every payday) and credit it to my personal MF account, just for good measure. This is in addition to the automatic 5% deduction that Sunlife witholds from my monthly earnings as my personal share and credited to our company sponsored Provident Retirement plan. Sunlife matches our personal contributions under such provident plan with a 100% equal share/amount.:watchuthink: I am thus very grateful that I am associated with the Best company in the industry that encourages its advisors not just to do the talk, but walk the talk too, as well! :rakenrol:

I also a have a private traditional trading/distribution company in the province, and me and my business partner has taken life insurance policies that are link to an investment component similar to a Mutual Fund (we call it Vul). This is more under a Keyman or partnership insurance that is funded from the earnings of our company.

And I do have my own personal life insurance policies, max-out my Group life insurance coverage to maximum coverage allowed by Sunlife in my case, and I do have a stand-alone personal accident insurance with medical reimbursement and stand alone critical illness insurance in addition to Sunlife's CIB riders on my policies.

Now Rotchschild, if only you would do me the honor of meeting you personally perhaps I could influence you to have a change of heart on your outlook. Please be assured I will not sell you anything bro let's just get acquainted over a cup of coffee.

Regards to all!

^I got the SOA from my adviser. It one of my nephews' and I got his approval and his name will be cropped out anyway. I'll do it as soon as the kids get back from school. It is very interesting. It shows how you get capital gains, stock dividends, the cost averaging principle, the back end, no load, front load thing and exactly where you are to this day.

So as not to affect the rep. of SL, I will post it in the general MF thread.
« Last Edit: Mar 11, 2011, 05:02 AM by FutureGizmo »


Rothschild

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Reply #304 on: Jul 16, 2010, 05:10 PM
before me meet in person, can you email me a proof na ikaw mismo ay bumili na policy ng sunlife? I expect na siginificant amount ang ibinili mo at hindi lang yung masabi lang na bumili ka...perhaps I will be convinced na maganda yung product kasi ikaw mismo bumili ng policy...
Posted on: Jul 16, 2010, 05:06 PM
@GoodSteward,

Ikaw ba yung nagaahente before sa Legacy Mess (Banco Paranaque)??
Posted on: Jul 16, 2010, 05:08 PM

^How can you be a rothschild if you diss financial products so easily? These are the same instruments that enable these people to live like kings, give away to charities and to be able to keep their riches, whether gotten by fair means or foul. It is called wealth preservation. And they have been doing this for generations, not just 2-3 years.

What could be your attitude if you bombed in stock trading, too. I wonder?

Just to keep things cool, have you seen the 1 Million dollar replica living room of the Rothschilds of New York at the Jerusalem Museum? That will make you gig instead of sourpussing all over the place. We all get to feel like a fool sometime. Get over it.
Siguro Insurance Salesperson ka kaya ka nagagalit, apektado ba sales mo??


freefront

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Reply #305 on: Jul 16, 2010, 08:45 PM
^Sorry sweetie. My livelihood still involves sales, but you go away in pain if you don't avail of it, is all I am saying. I am really sorry for your loss. You will believe what you want to believe and we will leave it at that.

And why would I need to show proof to you? This will just become a pissing contest. A very useless endeavor I certainly don't need. 'Ciao!
Posted on: Jul 16, 2010, 07:48 PM
Sorry FF. The item from photobucket is all blurry and we can't make it look right. Maybe you can post a portion of yours?


GoodSteward

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Reply #306 on: Jul 16, 2010, 08:54 PM
« Last Edit: Jul 16, 2010, 08:57 PM by GoodSteward »


AbysmalSpecter

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Reply #307 on: Jul 16, 2010, 08:57 PM

^Sorry sweetie. My livelihood still involves sales, but you go away in pain if you don't avail of it, is all I am saying.


Med rep ka?  Hehehehehe


freefront

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Reply #308 on: Jul 16, 2010, 09:10 PM
^Worse! Pero hindi ako "drug pusher" :hihi:


freedomfighter

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Reply #309 on: Jul 16, 2010, 10:08 PM

before me meet in person, can you email me a proof na ikaw mismo ay bumili na policy ng sunlife? I expect na siginificant amount ang ibinili mo at hindi lang yung masabi lang na bumili ka...perhaps I will be convinced na maganda yung product kasi ikaw mismo bumili ng policy...


Why email pa when i can show them to you personally.  You can touch them, hold them, scrutinized, go from cover to cover, and read the fine prints and best of all, we could have a lively, intelligent conversation as to any of your questions and objections.  Face to Face, man to man.  Nothing to lose bro.  And since ako naman ang nag-invite, sagot ko na coffee natin sa Starbucks.

You know how to contact me.

Regards!


Tony




AbysmalSpecter

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Reply #310 on: Jul 16, 2010, 10:27 PM

^Worse! Pero hindi ako "drug pusher" :hihi:


Hahahaha.  If you're not, I have no use for you.   :D   Of course, joke lang un.


richpulubi

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Reply #311 on: Jul 17, 2010, 08:16 AM

Guys,

Dont invest on Philam or Sunlife or Grepalife or AXA or Mutual Funds...Sayang lang pera nyo kasi matutulog...Pag me nagoffer sa inyo ng ganyang products , all of them are Insurance Sales Person disguising as Financial Consultants !! So beware!! If someone is trying to sell you insurance ask them first kung sila mismo ay bumili kasi lahat sila hindi bumibili ng insurance products na ibinebenta nila (bumili man malamang konti lang).. Kung meron sila , humingi kayo ng proof na bumili nga sila and compare nyo kung magkano nya nabili before at kung ibebenta nya ngayon  magkano maibebenta, from there makikita nyo na yung insurance funds ay hindi lumaki at sasabihin lang nila na kasi "DOWN ANG MARKET!"  Just be careful because you will LOSE your retirement money to them...its like plain and simple robbery!


I know exactly how you feel!  I just hate it when people will go up to you and try selling insurance, investment, or insurance investments.  They don't even know your needs! Pretending to know what is good for you!

But I will admit, I do deal with an insurance lady, I have invested through her, and I have bought insurance from her.  But i too have tested her when I needed to make a claim and she really really helped me!  And so, not all insurance sales people are so bad after all!


bisoy

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Reply #312 on: Jul 18, 2010, 01:50 PM
bossing baka may makatulong nmn sken.. interested po ako d2 sa mutual fund na offer ng sunlife...
OFW po ako baka meron nmn makakapagadvice sken anu ung mga kelangan at konting enlightement pa sa sunlife mutual fund...

thank you po...


kenshin

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Reply #313 on: Jul 24, 2010, 12:59 PM
just a quick inquiry: how much is the minimum monthly investment for sunlife prosperity funds. i understand that initial investment is 10k but how bout the succeeding payments?
thanks and God bless! :D  


freefront

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Reply #314 on: Jul 24, 2010, 01:52 PM
5k initial
1k subsequent, as frequent as you like


 


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