Life empowers business owners to soar in the Year of the Dragon

Three  Expert Insights from  Francis Kong and Rex Mendoza

Sun  Life Philippines, the first and longest-standing life insurance company in the Philippines, ignited a spirit of entrepreneurial ambition at its recently held event, “Unleashing the Dragon in You: Business and Financial Health Check for  Winning 2024”.

The event provided valuable insights and actionable strategies from two renowned guest speakers, Francis Kong  and Rex Mendoza.

“Empowering business owners with the knowledge and tools they need to thrive is part of our commitment to help our clients achieve lifetime financial security,” said Cary Casipit, Head of Client Segments Marketing of Sun Life Philippines. “We believe that by connecting with them with renowned speakers and fostering a supportive community, we can  enable them to achieve their full potential.”

More than 300  attendees, representing a diverse range of industries, engaged with business experts. The informative sessions highlighted key themes, such  as:

1. Doing business now is all about building communities.

As Francis Kong said during the event, “Today, we don’t create our brands; our clients are the ones who  create it.” Businesses are  increasingly recognizing the power of building  communities. This involves fostering connections and shared experiences with customers, creating a sense of belonging and  shared values. Beyond selling,  this approach cultivates customer satisfaction and loyalty. No matter what stage your business is in, at the end of the day, success is marked by strong customer focus.

2. Financial wellness is built on a sound investment strategy.

At  the event, Rex Mendoza talked about the importance of financial  wellness in  the context of business. As a business owner, achieving financial wellness involves more than just securing profits; it’s about fostering stability and growth for the long  term. Strategic investing plays  a crucial role in achieving this, as this provides a more goal-focused approach. This is where a financial advisor comes in, as  they will be there to help business owners come up with an  investment strategy built on diversification, risk management, and sustainability.

3. Success without succession is failure.

While achieving financial success for  a  business is crucial, it can  be considered a  hollow victory without a plan  for its continuation. Both Francis Kong and Rex Mendoza emphasized the importance of succession planning during the event. By implementing a t horough succession plan,  businesses can  cultivate talented individuals equipped to carry the torch, ensuring the company’s longevity.

“At Sun  Life, our  clients are at the heart of everything we do. This is why we came up with the Sun  Future- Proof program, Sun  Life’s financial planning approach that was developed specifically for  business owners. The program covers both personal and busin ess goals and was designed to address financial  needs at different stages of the business,” said  Casipit.

To know more about Sun Life’s Sun Future Proof program, please visit