Insurance Agency Careers - Team Yanda

Cheers to our exceptional team members for achieving MDRT status! ⭐⭐⭐

Their dedication and expertise shine brightly in the competitive world of insurance, making them the creme de la creme of our industry. 🥂💯

Their commitment to excellence sets the standard for success and inspires us all to reach greater heights. 🥰

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Top 2% MDRT standard of excellence in the Philippines, and 6% Worldwide.

🏆 Million Dollar Round Table (MDRT) is an international recognition in the Insurance Industry. It is a global association of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations. 🌎

All praises and honor be to God. 😇🙏

Congratulations to our teammate, COT Glen Gatdula, for achieving remarkable success as the Top 6 Agent Nationwide and the Top 3 Rookie Nationwide! 💗

His dedication, hard work, and exceptional performance are truly commendable. Glen's impressive achievements reflect his commitment to excellence and his ability to thrive in a competitive environment. 💯

We are proud to have him as part of our team, and we look forward to witnessing his continued success in the future. 🥰

Happy Leap Day 🥰

⭐⭐⭐⭐⭐

Talent is a gift, but our character is a choice and we have the power to determine it.

That power rests on a foundation consisting of the choices we make in life.

And those choices almost always dictate the amount of trust others have in us, and to what level of leadership we rise.

Your success stops where your character stops! 🫶

Not many people realize how important it is to have a proper retirement plan. You see, by the time most people come to such a realization, they are usually too late and have already missed out on the many opportunities that would have given them financial stability and peace of mind in their later years.

Hence, starting somewhere is always better than not starting at all!

If you are a client reading this and do not have a retirement plan for your later years, speak to your financial advisor today and read up to educate yourself. It is always better to start early.

😇⭐☝️🫶

These are 5 steps that you can take to help ensure that kids are able to generate a steady flow of income from their inheritance:

✅ Help them understand the value of money and the importance of financial planning: It's important to teach kids about the value of money and how to manage their finances responsibly. This will help them make informed decisions about how to generate income from their inheritance.

✅ Encourage them to save and invest wisely: Encourage kids to save a portion of their inheritance and invest it in a diverse portfolio of assets that is appropriate for their age and risk tolerance. This will help them generate a steady stream of income over the long term.

✅ Help them develop a business idea: If kids are interested in entrepreneurship, you can help them develop a business idea and provide guidance on how to turn it into a successful enterprise. This can be a great way for them to generate income from their inheritance.

✅ Encourage them to pursue further education: If kids are interested in a particular field, you may want to encourage them to pursue further education in that area. This can open up new opportunities for them to generate income in the future.

✅ Help them create a budget and stick to it: Encourage kids to create a budget and stick to it. This will help them manage their money responsibly and make the most of their inheritance.

There's a fine line between being effectively persuasive and coming off as pushy. The art of prospecting, when done correctly, is neither about aggressive sales pitches nor relentless follow-ups. It's about being educational, consultative, and genuinely helpful.

I've always believed that the core of prospecting is not to 'sell' but to 'educate'. It's about understanding the unique financial situations of individuals and providing them with insights and solutions that align with their goals and needs. The focus should be on building relationships, trust, and delivering value, not just on closing a deal.

Good prospecting is like a two-way educational street. It's a chance for advisors to educate potential clients about their financial options, and equally, an opportunity for advisors to learn about their clients' aspirations, concerns, and financial landscapes. This approach positions advisors as knowledgeable and trustworthy professionals, not just salespeople.

Prospecting should feel like a conversation, not a sales pitch. It's about listening more than talking, asking insightful questions, and offering solutions that genuinely benefit the client. When you prioritize the client's needs and educate them on the best pathways to meet those needs, you create a non-pushy, respectful, and highly effective prospecting environment.

Remember, in the world of financial advising, your role is to guide, not to coerce. By keeping your prospecting efforts educational, you're not just selling a product, you're building a lasting professional relationship based on trust and mutual respect.

Congratulations to our teammate, Michael Cu for achieving the prestigious qualification to MDRT (Million Dollar Round Table) Qualifier! 🫶

This accomplishment demonstrates Michael's dedication, professionalism, and exceptional performance in the financial services industry.

Qualifying for MDRT is a testament to Michael's commitment to excellence and his ability to provide top-notch financial advice and service to his clients.

We are proud to have Michael as a valuable member of our team, and we look forward to celebrating more successes together in the future. 😇🫶💗

Qualifying for MDRT Court of the Table (COT) is a significant achievement and a testament to Glen's hard work and dedication. It reflects his commitment to excellence in the field of financial services. 🫶💯

Glen's accomplishment not only elevates his own career but also inspires and motivates the entire team to strive for greater success.

Celebrating Glen's achievement reinforces the culture of excellence within the team and fosters a supportive and collaborative environment for everyone. 😇

We are proud of you 💗

“𝗦𝗼𝗺𝗲𝘁𝗶𝗺𝗲𝘀 𝗯𝗲𝗶𝗻𝗴 𝗼𝗻 𝗮 𝘁𝗲𝗮𝗺 𝗺𝗲𝗮𝗻𝘀 𝗯𝗲𝗶𝗻𝗴 𝗵𝘂𝗺𝗯𝗹𝗲 𝗮𝗻𝗱 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝗼𝘁𝗵𝗲𝗿𝘀 𝗳𝗶𝗿𝘀𝘁. 𝗜𝘁 𝗵𝗮𝘀 𝘁𝗼 𝗯𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝘁𝗲𝗮𝗺 𝗮𝗻𝗱 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹.”

~ 𝗠𝗮𝗴𝗴𝗶𝗲 𝗪𝗵𝗶𝘁𝗲

Our team is founded on big dreams, determination and persistence. Success will be ours as long as we keep our spirits up. 😇

Proud of Team Yanda 😇

Let's always be reminded of our

𝗧𝗘𝗔𝗠 𝗚𝗢𝗔𝗟𝗦:
✅ 𝗧𝗼 𝘄𝗶𝗻 𝗮𝘀 𝗼𝗻𝗲.
✅ 𝗧𝗼 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝘆.
✅ 𝗧𝗼 𝘁𝗼𝘂𝗰𝗵 𝗼𝘁𝗵𝗲𝗿 𝗽𝗲𝗼𝗽𝗹𝗲'𝘀 𝗹𝗶𝘃𝗲𝘀.
✅ 𝗧𝗼 𝗴𝗼 𝗙𝗮𝘀𝘁 𝗮𝗻𝗱 𝗙𝗮𝗿𝘁𝗵𝗲𝗿 𝘁𝗵𝗶𝘀 𝟮𝟬𝟮𝟰

Establishing a strong financial foundation early in your career is essential for long-term stability, enabling you to achieve personal and professional goals while confidently navigating your financial journey. Here are 5 financial planning tips for early career professionals:

💡 Start with a Solid Emergency Fund: Before diving into long-term investments, it's essential to establish a safety net. Aim to save at least 3-6 months' worth of living expenses in an easily accessible, low-risk account like a high-yield savings account or money market fund.

💡Prioritize Long-Term Goals Over Short-Term Gains: Focus on building long-term wealth by investing in assets that have the potential to grow over time. Avoid trying to time the market or chasing quick gains, as these strategies often lead to losses. Instead, adopt a disciplined, long-term investment approach by consistently contributing to your investment accounts.

💡Diversify Your Investment Portfolio: Diversification is a crucial aspect of any investment strategy, as it helps to spread risk across multiple asset classes.

💡Leverage the Power of Compound Interest: Start investing early in your career to maximize the benefits of compound interest. This means that the interest earned on your investments is reinvested, allowing your money to grow at an exponential rate over time. The earlier you start, the more time your investments have to grow and compound, leading to greater wealth in the long run.

💡Get Insurance While You're Young and Healthy: When you're in the early stages of your career, it's the ideal time to assess your insurance needs and obtain adequate coverage. Since insurance is typically more affordable and easier to qualify for when you're young and healthy, it's wise to invest in life, health, and disability insurance now.

CTTO: Sanjay Tolani

Join us in celebrating our Senior Executive Unit Manager for achieving the prestigious milestone of becoming an MDRT Builder! 🫶💯

Her dedication, leadership, and commitment to excellence have set a remarkable example for our entire team.

We're proud to have her driving success and inspiring others along the way!

Monday 🥰🫶

Way maker
Miracle worker
Promise keeper
Light in the darkness
That is who you are 🥰

Reflecting on the trials and triumphs of 2023, I'm immensely proud of our team's resilience and determination. 🫶

Together, we weathered the storms and emerged stronger than ever.

As we usher in the next months of 2024, let's harness this momentum and propel ourselves towards even greater heights of success.

With a shared vision and unwavering dedication, there's no limit to what we can achieve. 🙏💯

Here's to making 2024 a season of rapid growth, boundless opportunities, and unparalleled success.

Cheers to the best team ever! 🥂🫶💗

All glory belongs to the Lord 🙏

Asset structuring stands at the intersection of strategic planning and financial management. It involves arranging a client's financial assets to maximize tax efficiency, ensure protection, and foster growth. This process is not merely about resource allocation; it's about creating a financial strategy that aligns with the client's long-term goals and personal values. Asset structuring goes beyond traditional financial planning by adopting a holistic view, crucial for catering to the nuanced needs of high net worth individuals.

Consider the analogy of a chess game, where each piece has a distinct role, and success hinges on strategic positioning and foresight. In asset structuring, every financial element - from trusts and insurance policies to investment vehicles - is carefully positioned to protect and enhance the client's wealth. It involves a deliberate orchestration of various financial components, ensuring that each part enhances the overall financial structure.

CTTO: Sanjay Tolani

✅Right People
✅Right Place
✅Right Time
✅Right Heart

Joining the insurance industry to safeguard futures and empower individuals with comprehensive protection, creating lasting value for all. 🥰💯

TRAVEL 2024 ✈️

Da Nang, Vietnam 🇻🇳
Osaka, Japan 🇯🇵
Gold Coast, Australia 🇦🇺 &
Wellington, New Zealand 🇳🇿
Seville, Spain 🇪🇸 &
Lisbon, Portugal 🇵🇹

Join us! 🥰

MONEY LESSONS FROM ITAEWON CLASS🇰🇷

Oh yes! K-Dramas give you a vast array of topics which allows you to learn about anything in life. ANYTHING 💯

If you've seen Itaewon Class, you'll surely remember these characters.

Here are the 3 money lessons that I learned from the series:

✅ GET LIFE INSURANCE (Park Sung-Yeol)
He died a tragic death. The good thing is he owned a life insurance that allowed him to leave a good amount of money for his son. He was financially prepared.

✅ INVEST (Park Sae-ro-yi)
He was wise with the money that he got from his father's insurance. He used it to invest in a company that had stocks on sale. Years after, his money exponentially grew.

✅ CONSULT A FINANCIAL ADVISOR (Lee Ho Jin)
Park Sae-ro-yi didn't do it on his own. Like I said, he was wise with his money. He was wise enough to consult a finance guy that strategically planned his finances.

How about you? Are there any other lessons that you learned from Itaewon class? 😊

Are you ready for a new learning opportunity?

I am currently looking for any 4 year course graduates who needs a part time job or those who aspires to be a Unit Manager. You don’t have to leave your current work.

- No work experience needed!
- Free professional trainings
- Work from Home set up
- Just take 2 exams (with reviewer provided 😉

Potential income: 10k-60k per month
- Free International Travel
- HMO
- Monthly Incentives

Feel free to message me!! Baka ikaw na ung next top Leader na hinahanap ko 💕

𝗦𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗧𝗮𝗹𝗹 𝗔𝗺𝗼𝗻𝗴 𝗧𝗵𝗼𝘂𝘀𝗮𝗻𝗱𝘀 🙏

Grateful to be one of the Seven Agency Leaders Spotlighted in MDRT Center for Field Leadership Article. 💗

Team Yanda, this is all because of you 🥰



🇵🇭

This is a 1000 gram iron bar. It’s raw value is around $100.

If you decide to make horseshoes, its value would increase to $250.

If, instead, you decided to make sewing needles, the value would increase to about $70,000.

If you decided to produce watch springs and gears, the value would increase to about $6 Million.

However still, if you decided to manufacture precision laser components out of it like ones used in lithography, it’ll be worth $15 Million.

Your value is not just what you are made of - but above all -in what ways you can make the best of who you are.

🙏

"Touching hearts, changing lives – the beauty of impacting others is in the lasting echoes of kindness and inspiration."

Welcome to the realm of insurance industry careers, where professionals not only safeguard financial security and offer hope but also have the opportunity to build empires of protection and value. 🥰

Through innovation, risk management, and personalized solutions, individuals in this field contribute to creating a resilient future while enriching the lives of others by ensuring their peace of mind and prosperity.💯

Joining this dynamic industry means being part of a legacy that empowers and uplifts communities through the provision of invaluable protection and support. 🥂