Financial Management with Dez

📣 TAYLOR SWIFT SINGAPORE CONCERT GIVEAWAY FOR SUN LIFE CLIENTS!!!!

Want to make the whole place shimmer? Speak now!

We are raffling off the following to our dear clients:
• a Trip for 2 to Singapore and concert tickets to watch a Grammy & VMA Award-winning artist LIVE!
• 15 VIP Tickets to the Sama-Sama sa Pasasalamat Concert to be raffled off from the 1st 150 clients who arrive at the Concert
• 150 Sun Life Sama-Sama sa Pasasalamat Gift Boxes

Sounds like a love story?

Check out our full mechanics here:
https://sunlife.co/Q4-Contact-Info-Update-Promo

Clients have until November 15, 2023 to become eligible. Drop everything now!

“Today the greatest single source of wealth is between your ears.” © Brian Tracy

Teachers are blessings in educating young minds. I am greatly humbled that an educator like Ms. Jarvie opens her heart and mind to a brighter life with Sun Life Philippines. 🌤

Continuing to build her goals and dreams for her family while being wise in acquiring a risk management tool.

Excited to embark a new milestone with with you maam Jarvie ✨🥂

It’s OFFICIAL!🔥🔥🔥

Sun Life still is NUMBER 1 for MORE THAN 10 years!!!We did it! The crown is ours in terms of New Business and Total Premium 👑👑👑

Undisputed Number 1 insurance company in the entire country, Sun Life 🏆🏆🏆

When others are still doubting, others have been believing to this longest (128 years) and strongest standing company in the Philippines!!!!

I am a proud SUNLIFER🫰🏼💛

𝗢𝗡𝗖𝗘 𝗔𝗚𝗔𝗜𝗡, 𝗦𝗨𝗡 𝗟𝗜𝗙𝗘 𝗜𝗦 𝗧𝗛𝗘 𝗡𝗨𝗠𝗕𝗘𝗥 𝟭 𝗜𝗡𝗦𝗨𝗥𝗔𝗡𝗖𝗘 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 𝗜𝗡 𝗧𝗛𝗘 𝗣𝗛𝗜𝗟𝗜𝗣𝗣𝗜𝗡𝗘𝗦!

𝙎𝙏𝘼𝘽𝙄𝙇𝙄𝙏𝙔. 𝘾𝙍𝙀𝘿𝙄𝘽𝙄𝙇𝙄𝙏𝙔. 𝙋𝙀𝙍𝙁𝙊𝙍𝙈𝘼𝙉𝘾𝙀.

𝑺𝑼𝑵 𝑳𝑰𝑭𝑬 is still Number 1! (5 out of 8 categories)

🥇Number 1 in New Business
🥇Number 1 in Net Income
🥇Number 1 in Total Premium
🥇Number 1 in Assets
🥇Number 1 in Invested Assets

Sun Life Philippines is also significantly top in traditional products because our guaranteed return funds are just that EXCELLENT!

Thank you, clients for making us SH1NE!

Sources:
https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Assets.pdf
https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Invested-Assets.pdf
https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-NBAPE.pdf
https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Premium-Income.pdf
https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Net-Income.pdf

☀️ 𝙇𝙄𝙁𝙀 𝙄𝙉𝙎𝙐𝙍𝘼𝙉𝘾𝙀 + 𝙎𝘼𝙑𝙄𝙉𝙂𝙎 ☀️

𝐒𝐮𝐧 𝐒𝐦𝐚𝐫𝐭𝐞𝐫 𝐋𝐢𝐟𝐞 𝐄𝐥𝐢𝐭𝐞 𝐏𝐞𝐬𝐨 𝟏𝟎
🔥Here are 7 Compelling Reasons:

1. 𝘾𝙍𝙄𝙎𝙄𝙎 𝙋𝙍𝙊𝙊𝙁 𝙇𝙞𝙛𝙚𝙩𝙞𝙢𝙚 𝙂𝙪𝙖𝙧𝙖𝙣𝙩𝙚𝙚𝙙 𝘾𝙖𝙨𝙝 𝘽𝙚𝙣𝙚𝙛𝙞𝙩𝙨
▪️ As early as end of 6th year of your policy, you get to receive a Guaranteed Pay Out every other year until age 100 regardless of the economic situation

2. 𝙀𝙖𝙧𝙣 𝘿𝙄𝙑𝙄𝘿𝙀𝙉𝘿𝙎 𝙔𝙚𝙖𝙧𝙡𝙮
▪️ You will receive money if the company declares that there is a dividend

3. 𝙈𝙪𝙡𝙩𝙞 𝙂𝙚𝙣𝙚𝙧𝙖𝙩𝙞𝙤𝙣𝙖𝙡 𝘽𝙚𝙣𝙚𝙛𝙞𝙩𝙨
▪️ Even your grandchild will experience benefits

4. 𝙁𝙪𝙩𝙪𝙧𝙚 𝙍𝙚𝙖𝙙𝙮 𝘾𝙧𝙚𝙙𝙞𝙩
▪️ You can borrow money when you need money

5. 𝙁𝙪𝙩𝙪𝙧𝙚 𝙈𝙍𝙄 𝙁𝙤𝙧 𝙃𝙤𝙪𝙨𝙞𝙣𝙜 𝙇𝙤𝙖𝙣
▪️ You can use it if you're going to loan a house

6. 𝙈𝙪𝙡𝙩𝙞-𝙋𝙪𝙥𝙤𝙨𝙚 𝙁𝙪𝙣𝙙
▪️ You can give it as a gift, wedding fund, buy a car, build a business, property and many others

7. 𝙇𝙀𝙂𝘼𝘾𝙔 𝙂𝙞𝙛𝙩 𝙁𝙤𝙧 𝘼 𝙇𝙞𝙛𝙚𝙩𝙞𝙢𝙚
▪️ Your family will never forget you and what you've set-up for them

𝙎𝙐𝙄𝙏𝘼𝘽𝙇𝙀 𝙁𝙊𝙍:

🎓 Educational Fund
✈️ Travel Fund
🧓 Retirement Fund

Message me for inquiries.📩

150k ni Client, 60k lifetime pension ang kapalit 😍
Start sa end of 6th year of the Policy may matatanggap na syang 60k PLUS may 1.5Million Life Insurance Coverage na Pamana Fund pa!

This Plan is Transferable. Pwede mong maipamana sa anak mo at sya naman ang makakatanggap ng lifetime pension 😮

Sure na ang pang aral sa College ng anak, Business Funds and For Building Retirement ni Client.💛

Message me to know more📩

Financial Management with Dez
Licensed Financial Advisor

GOOD NEWS SUN LIFE POLICY HOLDERS!!

𝗜𝗳 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗣𝗢𝗟𝗜𝗖𝗜𝗘𝗦 𝗡𝗔 𝗧𝗥𝗔𝗗𝗜𝗧𝗜𝗢𝗡𝗔𝗟 𝗣𝗟𝗔𝗡𝗦 𝘀𝘂𝗰𝗵 𝗮𝘀 𝗦𝘂𝗻 𝗦𝗺𝗮𝗿𝘁𝗲𝗿 𝗘𝗹𝗶𝘁𝗲, 𝗦𝘂𝗻 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲, 𝗦𝘂𝗻 𝗙𝗶𝘁 & 𝗪𝗲𝗹𝗹 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲, 𝗲𝘁𝗰).

BIG congratulations dahil our accumulation rates (dividends and bonuses) will INCREASE from 3.90% to 4.20%! 🏆🤝

These plans are guaranteed and no risk! Pataas lang ng pataas! 😊

If you want to have this kind of plan, message mo lang ako. 😊

𝐌𝐚𝐲 𝐧𝐚𝐭𝐮𝐭𝐮𝐥𝐨𝐠 𝐤𝐚 𝐛𝐚𝐧𝐠 𝐢𝐩𝐨𝐧 𝐬𝐚 𝐛𝐚𝐧𝐤? 🤔

Invest your money with Sun Life and get 𝙂𝙐𝘼𝙍𝘼𝙉𝙏𝙀𝙀𝘿 𝙍𝙀𝙏𝙐𝙍𝙉𝙎 at 4% yearly and life insurance coverage!

Sun Life is introducing SUN WEALTH PRIME 7:

The following are the product's features and benefits:
• 𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 Annual payout of 4% net for 7 years
• 𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 Return of capital after 7 years
• 𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 Life insurance protection of 110%
• 𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 Insurability. No medical exam.
• Min investment PHP 500k - 𝐨𝐧𝐞-𝐭𝐢𝐦𝐞 𝐩𝐚𝐲𝐦𝐞𝐧𝐭

Send me a message so you don’t miss out on this Bright Opportunity!

Napakaresponsable na magulang ng mga clients ko. Kumuha sila ng plan na may guaranteed return after 6 years. Ibig sabihin 14 years old palang ang kanilang anak tumatanggap na ng P104,000 every other year until age 100 😍

Pwedeng gawin muna nilang pension then eventually ipapasa na ang pension sa anak. Pwede din gawing pandagdag sa tuition fee soon.

Mapapasana all ka nalang talaga! 8 policies na sila! Cheers to more mam and sir!

Thank you so much for trusting me always.

I love my job!

📩 Schedule a free financial planning today.



Credits to Jo Ballena

Mao na siguro ni isa sa practical na regalo! 🥰

✅Educational Fund para sa mga anak.

✅Retirement Fund para saimo or para saimong parents.

✅Health Fund para sa hardworking person like you.

✅Income Protection para sa mga breadwinners.

Hopefully, magamit atong 13th month pay or bonus to give value to yourself and to your family. There’s no harm in getting your “wants” first, but sa panahon karon “Being practical is King”.

Balance is always the key. 🙌🏽

Message me if gusto mo mag pa quotation, but I will always recommend to sit down first. Para han-ay. 🥰

One of the BEST GIFT is to secure your loved one's FUTURE. 💛

Life insurance plan is BEST for:

✨Breadwinners who provide for their family's needs and who's priority is to secure their family’s future, no matter what happens;

✨Young professionals who are just starting their careers, taking one step ahead for their future life milestones;

✨Babies/children's education is their parents' priority;

✨Parent's who want to live the life they want to have on their retirement years; and

✨Grandparents to pass on their LEGACY to the next generation ✨✨✨

ctto: Loreta Delbidos

Uy, overnight!! Ugma naman diay no?

Spend you 13th month wisely!

1.) Pay you debts. Please unahin ang obligasyon. 🥰

2.) Magpa rebond! Char. Kumurot to reward yourself. Deserve mo yan!

3.) Add to your emergency fund. (Kung hindi ka pa nag b-build, simulan mo na!

4.) Check Life Insurance, Health Fund, and contact Financial Management with Dez, jusko mag start ka na! (Pag earlier, cheaper ang insurance)

5.) Investments. Whether to yourself, to Mutual Funds, to MP2, etc.

If you want deeper conversation on your finances, message me directly. 😄 Maybe I can share one or two lessons about finances that I have learned from series of trainings.

Life insurance is love insurance 💛

Grabe ka Sun Life Philippines! Thank you very much! You delivered the claims of my client very fast directly to the beneficiary’s bank account! This is a great help to the family members left behind ng namayapa kong client.

𝐓𝐨𝐭𝐚𝐥 𝐨𝐟 𝐏𝐡𝐩 𝟕𝟏𝟔,𝟏𝟐𝟑.𝟑𝟐
𝟕𝟎𝟎,𝟎𝟎𝟎 - 𝐋𝐢𝐟𝐞 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐂𝐨𝐯𝐞𝐫𝐚𝐠𝐞
𝟏𝟔,𝟏𝟐𝟑.𝟑𝟐 - 𝐅𝐮𝐧𝐝 𝐕𝐚𝐥𝐮𝐞

October 18, 2022 - Sinubmit ang mga requirements for claims
October 19, 2022 - Approved (less than 24hrs)
October 21, 2022 - Deposited to the bank account ni beneficiary.

✅ Promise fulfilled!

(C) Napril Ermac

Thank you sooooo much Mama! 💛

Be a proud Mama or Papa now!
📩 Message ka lang, ill send the options. ☺️

Looking for a sign? This is it. Talk to a financial advisor today!

THIS.

On basic analogy, she has the capacity to get treatment abroad. I would assume malaki ang Health Insurance nya. Dahil mayaman naman sya talaga. Hence, she has given importance to her value as a person, as a wife, as a businesswoman, as a doctor, SPECIALLY AS A MOTHER.

The diagnosis was wala ng pag-asa, 2 years na lang daw.

Mahirap talaga maging mahirap. If one doesn’t have the capacity, the odds may be different.

Kaya kung kaya naman, please lang, get Health Insurance. These situations are something you cannot predict. Ngayon healthy ka and can provide, pero paano naman bukas? Bakit mo ide-delay kung kaya naman? May mura naman.

Ito yung drive eh. Kapag marami rami ang rejections, always remember what you can give to the person and to the family. You have tried, and you will try to pe*****te LAHAT NG WALANG INSURANCE.

Marites with a heart. 🤍

‘JUST FIX YOUR AFFAIRS’

Vicki Belo sought treatment in Europe and New York but was told by doctors that she only had two years to live.

READ: https://www.philstar.com/entertainment/2022/10/07/2214956/dead-two-years-vicki-belo-reveals-she-had-stage-3-breast-cancer

Naalala mo nung kumuha ka ng first car mo na 20K monthly, yung cellphone plan mo na 3,000 per month, yung refrigerator mo na kinuha na 4,000 monthly, yung tv mo at washing machine na 5000 monthly.

Ang mindset mo kakayanin mo.
Kaya natapos at kinakaya mo. 💛

Yung life insurance na 50-100 pesos a day - ang mindset mo ang mahal. Kaya until now hindi ka pa rin insured.

I feel you! Nung 22yo ako, ang mahal din ng tingin ko sa 1758 monthly. Ayun, hinayaan ko mag-lapse!

Ngayong 26 na ko, mas tumaas na ang premium payment kasi nga tumatanda na ako.

Pero so far ay di pa ko nagkakaron ng late payment kasi nag-iba na yung mindset ko sa pagbabayad ng insurance. Syempre, nakita ko na rin ang importansya nito!

Kaya tama yung sinasabi nila na, “mindset ba, mindset!” ☺️☀️💛

(C) Pinoy Budgeteer

𝙂𝙧𝙚𝙖𝙩 𝙉𝙚𝙬𝙨! 📢📢📢📢📢
𝙎𝙪𝙣 𝙇𝙞𝙛𝙚’𝙨 𝙇𝙖𝙩𝙚𝙨𝙩 𝙎𝙐𝙉 𝙒𝙀𝘼𝙇𝙏𝙃 𝙋𝙍𝙄𝙈𝙀 7 - 𝙨𝙚𝙘𝙪𝙧𝙞𝙣𝙜 𝙡𝙞𝙛𝙚 𝙖𝙣𝙙 𝙬𝙚𝙖𝙡𝙩𝙝 𝙬𝙞𝙩𝙝 𝙂𝙐𝘼𝙍𝘼𝙉𝙏𝙀𝙀𝘿 𝙄𝙉𝘾𝙊𝙈𝙀 𝙥𝙡𝙖𝙣 𝙝𝙖𝙨 𝙖𝙧𝙧𝙞𝙫𝙚𝙙! 🌞🌞🌞

A Wealth of Benefits!!! 🤩🤩🤩

✅ Life Insurance Coverage that is equal to 110% of your one-time premium payment 💛
✅ Enjoy ANNUAL GUARANTEED cash payouts equal to 4% for seven years 🤩
✅Maturity Benefits - get back 100% of your Single Premium at the end of the protection period 🥳
✅ Guaranteed Acceptance!!! No medical exam!! Experience a hassle-free application and policy approval, subject to the limits of Sun Life. 💛
✅Convenient One-time Payment allowing you to focus on other important matters. 💛

MINIMUM TO INVEST:
500,000 for ages 0-60
1,000,000 for ages 61-70

NOTE: The information indicated above is subject to the specific guidelines set by Sun Life and the actual provisions of the insurance policy contract.

⏩⏩⏩This is LIMITED OFFER only!!! Offer period is from Oct 1-Nov 29, 2022 only OR until the maximum single premium of 1 Billion is reached, whichever comes first 🏃🏃🏃

So don't delay! Message me now! 📨📩📨

🙌🏼 Nice ka ‘Tay!

MOST EXPENSIVE BED THAT YOU WILL EVER GET. (Sa true lang)
What measures have you taken to be prepared? This is reality, and truth to be told, it sucks. Good health can be our greatest asset.
But, in bad times where we are not on our excellent shape, who can be your partner in recovery?

Your health is part of your investment.

𝐒𝐔𝐍 𝐅𝐈𝐓 𝐀𝐍𝐃 𝐖𝐄𝐋𝐋
𝐂𝐎𝐌𝐏𝐑𝐄𝐇𝐄𝐍𝐒𝐈𝐕𝐄 𝐇𝐄𝐀𝐋𝐓𝐇 𝐈𝐍𝐒𝐔𝐑𝐀𝐍𝐂𝐄 𝐏𝐋𝐀𝐍 (probably my most favourite Health Insurance in Sun Life and favourite din ng clients ko!)

𝟕 𝐫𝐞𝐚𝐬𝐨𝐧𝐬 𝐰𝐡𝐲 𝐲𝐨𝐮 𝐬𝐡𝐨𝐮𝐥𝐝 𝐢𝐧𝐜𝐥𝐮𝐝𝐞 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐒𝐔𝐍 𝐅𝐢𝐭 𝐚𝐧𝐝 𝐖𝐞𝐥𝐥 𝐡𝐞𝐚𝐥𝐭𝐡 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞:

✅ 1. 𝗦𝗣𝗘𝗖𝗜𝗔𝗟 𝗔𝗖𝗖𝗘𝗦𝗦 𝗧𝗢 𝗪𝗘𝗟𝗟𝗡𝗘𝗦𝗦
🧘‍♂️⛹️‍♂️🚴‍♀️🏊‍♂️💆‍♀️
Once you avail SUN Fit and Well life insurance, you are automatically a GoWell GOLD member. GoWell is a wellness advocacy program of Sun Life where you can receive health and wellness contents, invites to community workouts, receive perks and privileges, and have the opportunity to meet like-minded individuals who also promote healthy living.

✅2. 𝗖𝗢𝗠𝗣𝗥𝗘𝗛𝗘𝗡𝗦𝗜𝗩𝗘 𝗖𝗥𝗜𝗧𝗜𝗖𝗔𝗟 𝗜𝗟𝗟𝗡𝗘𝗦𝗦
𝗕𝗘𝗡𝗘𝗙𝗜𝗧
🚑🏨💊🏩🌡🔬🏥
SUN Fit and Well health insurance provide coverage from 64 Major Critical Illnesses, 34 Minor Critical Illnesses and 16 Specific Cancer for a total of 114 critical illnesses. Specific Cancer Booster benefit gives an additional 50% of the Face Amount to the insured in the case of diagnosis of specific cancer-related illness.

✅3. 𝗛𝗢𝗦𝗣𝗜𝗧𝗔𝗟𝗜𝗭𝗔𝗧𝗜𝗢𝗡 𝗕𝗘𝗡𝗘𝗙𝗜𝗧*
🏨🛏🛌🏩
In case of diagnosis from the critical illnesses, you can claim 0.125% of the Face Amount for Hospital Income Benefit (HIB) which will be multiplied by the number of days you’ve been confined. You also get a fixed amount of Post Hospitalization Benefit to be used for follow up check-ups.

✅ 4. 𝗛𝗢𝗠𝗘 𝗥𝗘𝗖𝗢𝗩𝗘𝗥𝗬 𝗕𝗘𝗡𝗘𝗙𝗜𝗧*
👨‍⚕️🏠🏡🙏♿️
This is an additional fund that you can claim upon discharge which is equivalent to 50% of HIB multiplied also by the number of days you’ve been confined.
In the case of worst scenario where insured became terminally ill having a life expectancy of 6 months or less, a Palliative Care Benefit of 10% of the Face Amount will be given additionally to the insured. It is somehow a way of relieving the pain and stress caused by the illness.

✅ 5. 𝗟𝗜𝗙𝗘 𝗜𝗡𝗦𝗨𝗥𝗔𝗡𝗖𝗘 𝗖𝗢𝗩𝗘𝗥𝗔𝗚𝗘
🤝👨‍👩‍👧‍👦💰🗂💵
SUN Fit and Well insurance also provide a guaranteed life insurance coverage until age 100 in case no major critical illness claim has been made from the plan. It will be equivalent to the original face amount plus cash benefits, less minor critical illness claims if there’s any.

✅ 6. 𝗚𝗨𝗔𝗥𝗔𝗡𝗧𝗘𝗘𝗗 𝗖𝗔𝗦𝗛 𝗕𝗘𝗡𝗘𝗙𝗜𝗧
📊📈💸💵🎯
For eight consecutive years starting at age 65, you have the option to get 5% of the original Face Amount in advance which serves as your guaranteed steady income during retirement*.
Aside from that, Special Paid Up Bonuses**at the end of premium paying period and Annual Dividend earnings** are available for withdrawal anytime. You also have the option to just leave it with Sun Life to accumulate.

✅ 7. 𝗟𝗜𝗠𝗜𝗧𝗘𝗗 𝗣𝗔𝗬𝗜𝗡𝗚 𝗣𝗘𝗥𝗜𝗢𝗗
⏱⏳🕰⏰⏳
Unlike any other plans that you need to pay for the plan forever, with SUN Fit and Well insurance, you only have to pay it for a limited period of time. You have the option to pay for it in:
* 10 years
* 15 years
* 20 years
Take note, these are guaranteed paying periods. Sun life will never require you to pay beyond those years.

So there you have it! The 7 Major Reasons Why You Should Get SUN Fit and Well Insurance Today!

I strongly believe that responsible people like you who want to have financial security against life odds won’t hesitate taking action TODAY.

*for Sun Fit and Well Advantage👌

Message me to know more!

Don't let your excuses be the reason for being late!
Do something today that your future self will thank you for!

Save, Insure, Invest NOW:
https://bit.ly/FinancialOnPoint

Lahat ba ng SEGURISTANG MAGULANG nakakuha na nito?!?!? 😱😱😱

We cannot rely our children’s future sa mga negosyo or investment na walang kasiguraduhan. Dito tayo sa SIGURADO no matter how our market will perform in the future kasi GUARANTEED CASH BENEFIT ito LIFETIME kahit wala na tayo our kids will continuously receive the benefits that we planted! 🌱 ganun siya kaganda!

At kung swertehin naman tayo to live longer.... We can use the money to reinvest, travel, or pandagdag sa bills, or tuition fee! 😱

Message me for a one on one discussion

"𝗧𝗵𝗲 𝗣𝗼𝗰𝗸𝗲𝘁𝘀 𝗧𝗵𝗲𝗼𝗿𝘆"

If nagiipon ka let us say P5,000 monthly, try natin ilagay yan sa 2 pockets..

𝗟𝗲𝗳𝘁 𝗽𝗼𝗰𝗸𝗲𝘁 - 3,000 alloted for Savings, Emergency Fund, Short term saving goals.

𝗥𝗶𝗴𝗵𝘁 𝗽𝗼𝗰𝗸𝗲𝘁 - 2,000 alloted for Life or Health Insurance, income protection critical illness benefit, hospital income benefit, investment benefit.

Imagine, if you only have one pocket na 5,000 monthly savings, kapag nagkasakit ka ubos ang 5,000 diba? Madalas Kulang pa..

Whereas if you have 2 pockets na pwdeng pag kunan.. at your P5,000 pwede ka kumuha either SAVINGS FUND mo or sa LIFE INSURANCE.

𝙉𝙖𝙬𝙖𝙡𝙖𝙣 𝙠𝙖 𝙗𝙖 𝙣𝙜 𝙥𝙚𝙧𝙖? 𝙃𝙄𝙉𝘿𝙄

Hinati mo lang 5,000 mo, pero once na there will be an emergency, marami kang pagkukunan. Maximize your money. Your family and your future self will be protected when the unexpected time comes.

That’s the value of financial literacy

Want to check a personal policy for you?
Send me a direct message. 📩

Work mode; meeting today with a couple targeting . Ang anak nila is around 5 years old, target university? Ateneo de Davao. Why not? We wanted the best for our kids.

These are the computations: mejo mahaba hahahaha

Today, annual in Ateneo is P110k/annual (2 semesters)

In 13 years, the child is going to college.

In 13 years, your 110k/year will become at least 200k/year, halos double! (At 5% tuition increase) Can you imagine?

Now, if you have extra, why not put your money in Sun Life in preparation to supplement your child’s education and let your money work for you?

Beating inflation + the benefits of life and health insurance.

"STOP ROMANTICIZING POVERTY"

I don't tolerate Filipino's poor mindset. Don't get me wrong, I don't hate the poor but rather the mindset. My way of serving them is to help them get out of financial illiteracy.

This person has a point. Talagang mahirap maging mahirap. This should be our lesson to push for financial freedom. I've been hearing a lot from people who'd rather thank themselves for not being rich, "unsaon man tanang dato nya pirmi masakit?"🤦

Kitang pobre unsaon man nato pag survive kung walay pambayad sa ospital if ever masakit? We might end up 3ft below the ground. Not everyone will help you when you're in need, if you'd say "naa ra man si mayor mo tabang". Learn to be independent coz others aren't obliged to take care of you.🙅

Don't solely depend on government assistance, it isn't permanent. Yes, we are in the same ocean but not in the same boat. However, all of us can still reach the independence we dreamed of. 🙏

Have a mentor and learn from them. You'll see a great difference—from barely surviving up to having financial freedom. Honestly, it all starts with you. According to Benjamin Franklin, "An investment in knowledge pays the best interest." ✨💯

Dez Amelda
Licensed Financial Advisor

Photo taken from Miss Wais PH

Solidify your health and finances with our Health Protection Plans.

Message me to know more.

Life happens.

Always think ahead and prepare for life’s uncertainties.

The moment we stop earning is usually the same moment we need more money to spend. How prepared are you? 💯

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Get a plan today. DM me the word "start" and you will be contacted right away. 📩

Good News:

Starting July 1 , we (SUN LIFE) Financial Advisors are accepting POLITICIANS and their immediate relative to apply for insurance.
Take advantage of this, PM me for an appointment.

You can already refer your politician friends and family if ever they needed any financial planning and insurance. ☺️

𝐀𝐧𝐨𝐭𝐡𝐞𝐫 𝐬𝐭𝐨𝐫𝐲 𝐨𝐟 𝐒𝐮𝐧𝐥𝐢𝐟𝐞 𝐛𝐞𝐢𝐧𝐠 𝐭𝐫𝐮𝐞 𝐭𝐨 𝐢𝐭𝐬 𝐩𝐫𝐨𝐦𝐢𝐬𝐞𝐬.

"My First Approved Death Claim" 😭🥰

Cause of Death: Multiple Mycloma
Total Payment: P 27,678.78
Total Claimed Amount: P750,000.00
Claim was Approved: July 07, 2022

My client got insurance with investment last 2020. Less than a year last August 2021, she passed away. Sa buhay ntn hnd ntn alam kung kelan tau kukunin ni God. Nakakabigla, nakakalungkot. Alam natin hnd na maibabalik ung buhay na nawala pero nakakatuwa isipin na sa ganitong paraan ako ay nakatulong para ma secured ang future ng kanyang dalawang anak. Sinigurado niyang may magandang kinabukasan na maiiwan sa kaniyang dalawang anak. At un ung hnd matutumbasan ng kht anong salapi. Ang pagmamahal ng isang magulang sa knyang mga anak at pamilya. Btw hnd lng isa ung insurance niya. Eto ung last insurance na kinuha niya and I’m grateful that I fulfilled my job as an advisor and add value to my clients.

“The purpose of insurance is simple: If god calls you home today, your kids won’t go hungry - bo sanchez “

This is us.

This is just around 35% of who joined the biggest and grandest mid-year kick off in Pasay!

After 2 years!

Yes, we will continue to impart financial literacy to all Filipinos. We will continue to encourage diversifying of portfolios.

Number 1 in MPR!!

Here comes the sun ⛅️

𝗣𝟰𝟬𝟬,𝟬𝟬𝟬 𝗣𝗮𝘆 𝗢𝘂𝘁 𝗳𝗿𝗼𝗺 𝗦𝘂𝗻 𝗟𝗶𝗳𝗲!

My client is so happy to have received this check, this is 𝙎𝙐𝙉 𝙇𝙄𝙁𝙀 𝙀𝙇𝙄𝙏𝙀 𝙋𝙇𝘼𝙉.. it's a 10 years to pay plan but on the 6th year up to AGE 100.. may makukuha na syang P400,000 every 2 years and thereafter for life, yes FOR. LIFE. As in FOR LIFE!

It is likened to a Giving Tree that gives and gives and gives...

LEGIT NA ELITE! 💯

Ask me how 📌

Ctto Tetchie Carpio

Health Protection as your top priority?

This is Sun Life Assure, a term insurance of Sun Life PH.

This is one of our most affordable health policies. For 1k/month! Get covered for P1,000,000.00 for 36 Critical Illnesses.

This is based on 35yo, male, non smoker, no occupational risk. So if you are younger, probably mas mura pa!

For more details on what are the illnesses covered, the standard risk classifications, and other questions you have in mind, message me and let’s sit down over a coffee *and cake* 😙

We can also meet online! 📱

Kaya don’t wait until it’s too late, hays. Kung kaya naman why not? Lisod jud because nobody is guaranteed of tomorrow. ☹️

And, friendly reminder, take care of your body, mind, and soul. 🙏🏼

P50/day! Pwede na mag start to build an education fund for your child. 👶

Sun Life’s most affordable education fund!

You got choices:

✅ Save now and let your money work for you

or

✅ Borrow later

or

✅ Save now, avail scholarships later and get an education fund that will support your child’s dream!

Nasa 4% ang pagtataas ng tuition fee these days 😔 naisip mo na ba how much will it cost you to send your child to college 18 years from now?

To fully understand education fund needs, iMessage nyo lang ako

Dez Amelda-Shotwell
+63 916 311 9270