APT Aids for Financial Planning

Money talk can be a bit tricky and confusing. These are the reasons people tend to shy away from discussing their finances and whether or not they are properly managing their funds. A little help is necessary not only to make the process of financial planning more interesting but also to amplify its benefits.

That is why Sun Life's latest DTM (direct-to-market) drive applies fresh tactics in order generate more interest. For instance, the packaging of Amazing I collaterals deliberately veered away from traditional methods, dropping usual financial jargons and formulas for a more novel look and feel.

This June, the campaign explores a new dimension as it spreads "virally" via the Amazing I Cruise online referral promo.


Netizens get a chance to win a trip for two aboard Star Cruise Virgo and discover the wonders of the South China Sea. All they need to do is to register as a member of the www.amazing-i.com community, complete the Financial Explorer Quiz (FEQ), and then invite their friends to take it too. The referror earns one raffle entry every time a "recruit" finishes the FEQ.

Other must-sees in the site include The Amazing Links Board Game and The Amazing Funds e-Map.


In the Amazing Links Board Game, a player clicks on a dice to move along the board, aided through triumphs and challenges by the potencies of Sun Life's new VUL packages. Each box in the route dictates the fate of the player. The novelty of the game lies in its core difference with your typical Snakes and Ladders; for every challenge you face in Amazing Links, instead of losing a turn or paying up, you receive additional gold coins because you're covered with a Sun Life product. Stimulating scenarios dot the path of the game, trigerring auto-pitches for much-appreciated features like hospitalization and disability benefits.

Learning the ins and outs of a complex product like VUL has never been this simple and exciting (not to mention rewarding, too!).


Meanwhile, the Amazing Funds Map allows one to determine his own "path to prosperity." After profiling risk tolerance and investment horizons, the system prescribes the most suitable fund(s) for the player. Plus, the map provides a preview of how much money a person would have grown if he invested into the Prosperity fund some 3-5 years ago. The resulting amount is definitely an eye-opener (you'd have wished you deferred buying that new cellphone 3 years ago)!

Through the Amazing Links and Amazing Funds games, communicating the basics of insuring and investing become more engaging and enlightening. Surely, financial education cannot be far behind. But don't take our word for it, try these new Amazing Power Tools (APT) at www.amazing-i.com to get the "power to protect" and be off on the "path to prosperity".