Every Filipino family has a story of sacrifice and perseverance behind the wealth they’ve built. Sun Life Grepa Financial, Inc. (Sun Life Grepa) wants to make sure that story doesn’t end with them.
Across Asia, an estimated USD5.8 trillion* in family wealth is expected to change hands between generations by 2030, the largest intergenerational transfer in the region’s history. Yet despite growing awareness of the need to plan, most families haven’t taken the steps to protect what they’ve built. Wills go unwritten. Succession plans stay unfinished. And wealth that took decades to build can unravel in a single transition.
Sun Life Grepa Premier Legacy is designed to close that gap: giving High-Net-Worth Filipino families the tools to transfer wealth on their own terms, with clarity, control, and continuity.
Protection That Covers the Moments That Matter Most
The plan provides life insurance coverage equivalent to 200% of the face amount from day one through age 100, ensuring families have the financial stability they need during life’s most critical transitions – estate settlement, business succession, or the protection of shared family assets.
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It is anchored on three commitments:
• Protecting and preserving wealth - Coverage is structured to maintain estate value and provide the liquidity families need, so that when the time comes to pass the torch, there’s enough left to make it count.
• Keeping the plan running, no matter what - Built-in provisions ensure that family interests remain protected even when the policyholder is no longer able to make decisions.
• Leaving a legacy that reflects your values - For families who want their impact to extend beyond their household, the plan allows charitable giving to be built into their succession strategy.
In addition, two features make Sun Grepa Premier Legacy stand out. The Legacy Settlement Option gives policyholders control over how and when benefits reach their benefits, whether paid out over a set period or released in structured installments, ensuring inherited wealth is received and managed the way the policyholder intended. The Mental Incapacity Benefit, a first in the Philippine market, allows a pre-designated trusted individual to access defined benefits if the policyholder becomes unable to manage the plan due to illness or injury, ensuring family interests remain protected during vulnerable transition periods.
The plan also builds long-term value through potential dividend earnings, and comes with VIP benefits including priority service, medical concierge access, and exclusive legacy planning forums. Its optimized pricing structure further allows clients to secure substantial coverage at a more efficient cost — maximizing the value of their protection.
For Families Who Want What They’ve Built to Last
"True wealth is not measured solely by what we accumulate, but by what we are able to preserve and pass on," said Richard Lim, President of Sun Life Grepa. "Sun Grepa Premier Legacy is designed for individuals and families who recognize that legacy requires intention. It provides a way to protect, grow and transfer wealth efficiently, helping people create more value for future generations."
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