Sun Life and Premier Family Business Consulting team up to advance financial literacy and business succession planning

　　Atty. Michael Zaballero, Premier Family Business Consulting Relationship Manager and Legal Affairs Counsel; Jefferson Tio, Premier Family Business Consulting Chief Partnership  and Relationship Officer; Neil Montesclaros, Premier Family Business Consulting Executive Director and Chief Operating Office r; Jonathan Ramos, Premier Family Business  Consulting Founder and CEO; Atty. Edgar Tordesillas, Sun Life Philippines General Counsel; Aleister Cruz, Sun Life Philippines Chief Strategy and Enabl ement Officer; Deo Orpilla,  Sun Life Philippines Chief Distribution and Business Development Officer; Jubilee Ragasa, Sun Life Philippines Regional Expansion Agency Program Head 

　　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.