Your Financial Advisor for Life
I am a licensed financial advisor. I personally teach Money Management to Filipinos who want to stay financially organized. PM me for FREE financial planning. ๐
29/08/2022
Some heroes have special costumes while others have incredible superpowers. Most of them, however, are regular folks who make extraordinary sacrifices for those around them. As we celebrate National Heroes Day, let us thank all our heroes - from our personal champions, to those who have devoted themselves to our country.
04/08/2022
Financial literacy took a bright leap forward under former President Fidel V. Ramos.
He signed Proclamation 1059 declaring the first week of October of every year as โLife Insurance Consciousness Week.โ The document highlighted โservices and benefits for financial protectionโ and how โthe life insurance industry is a major contributor to the social and economic developmentโ of the country.
As a formative political figure, President Ramos was also instrumental in Sun Lifeโs decision to stay and thrive in the Philippines. He was the one who reminded the company to believe in the Filipino spirit โ a mutual exchange of trust that created a lifetime partnership spanning renewal, reinventions, and revolutions.
Thank you for sharing your light to Sun Life, the life insurance industry, and financial security for Filipino families. Rest in peace, FVR.
27/07/2022
๐ ๐ฃ๐ฟ๐ผ๐บ๐ถ๐๐ฒ ๐๐๐น๐ณ๐ถ๐น๐น๐ฒ๐ฑ ๐ฏ๐ ๐ฆ๐๐ป ๐๐ถ๐ณ๐ฒ
โฑ๐ฎ๐ฎ,๐ต๐ด๐ฐ,๐ฌ๐ฑ๐ณ.๐ฒ๐ฏ ๐๐ป๐๐๐ฟ๐ฎ๐ป๐ฐ๐ฒ ๐๐น๐ฎ๐ถ๐บ
The client is a 47 year old businessman, active and with a healthy lifestyle. Nahulugan ang plan for 7 years. Less than 1 month yung process hanggang sa ma-release yung tseke na ito para sa kanyang pamilyang naiwan.
One thing I have learned about businessmen is they know how to protect their assets as much as they know how to earn them.
Why Iโm sharing this?
โ
If you are earning well either in work or in business, you can do the same as my client did, invest ka din ng part ng kita mo sa life insurance, so your loved ones will still continue the life you both envisioned even at the time of demise.
โ
For reference na smooth ang process ng claims, basta kompleto ang ipapasang requirements.
โ
For reference sa mga di naniniwala sa life insurance due to some of their own reasons
Claims story from UM Allan Dionela
12/06/2022
Happy 124th Independence Day! ๐ต๐ญ
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