Penny-Wise - Financial Planning

According to the Insurance Commission (IC), there were more policies and insured lives during Q1 or 2022. 🙏

More details from the PhilStar article: https://www.philstar.com/business/2022/09/09/2208343/insurers-earn-less-q1

Need extra income para di na sumakit ulo? 😅

Join us na kasi friends!!!!

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SWELDO DAY TODAY!

HEAR ME OUT TEAM ESLIA.

SUPER PERFECT DAY ANG SWELDO DAY TO SELL AND RECRUIT.

Look at your prospect list.

✅ Alin dyan maganda sendan ng poster or message regarding our products and services.

NEED KASI NILA:
- breadwinners- parents or non parents basta may naka asa sa kanila
- dami anak
- ofws
- buss people

THEY CAN AFFORD:
- laging nag tra-travel
- may new items lagi sa shoppers
- mga peeps na nag fleflex ng watch and other items they own, eating in restos, etc.
- gen z & millenials

✅ Alin sa kanila pwede marecruit nasa ByB. Yung alam mo ang sipag at ang galing pero lam mo pag nakita nya uli sweldo nya ngayon, mejo dismayado sya kasi ang liit.

Also mga agents na kilala nyo Team- car, real estate, medrep, corporate sales, events mgt people, entrepreneurs and any new grads that you know.

𝗟𝗶𝗳𝗲 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗶𝘀 𝗠𝗼𝗻𝗲𝘆--

Money for our family when we 𝗽𝗮𝘀𝘀 𝗮𝘄𝗮𝘆;

Money for 𝗵𝗼𝘀𝗽𝗶𝘁𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻;

Money when we get 𝗱𝗶𝘀𝗮𝗯𝗹𝗲𝗱;

Money when we are 𝗱𝗶𝗮𝗴𝗻𝗼𝘀𝗲𝗱 with cancer, heart attack, or stroke;

Money in case we meet an 𝗮𝗰𝗰𝗶𝗱𝗲𝗻𝘁.

𝘐𝘯 𝘤𝘢𝘴𝘦 𝘭𝘪𝘧𝘦 𝘪𝘴 𝘨𝘰𝘰𝘥 𝘢𝘯𝘥 𝘸𝘦 𝘨𝘳𝘦𝘸 𝘰𝘭𝘥, Life Insurance becomes our 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗙𝘂𝗻𝗱, Business Fund, Travel Fund, Educational Fund.

PM for an exploratory talk, let me help you understand better how Insurance and Investment work. 😊📩

Sabi nila, yung unang sweldo ibigay mo na sa parents yan, treat them out, pay it forward. 🤗👍 Happy pa sila! ♥️

But for the subsequent pays, mag-SAVE ka na!
"DON'T MISS A SINGLE PAYDAY Without SETTING ASIDE MONEY for your SAVINGS".

Better yet, Save, Insure and Protect your money! DO ALL 3 in a SINGLE PLAN!

Start while you are young and healthy.
Start while you are still earning.

Want to start your own savings plan but don't know how?
Let me help you start your journey to financial wellness.😊

Let's customize your plan suitable to your needs and budget!

Uulitin ko DAPAT MAG-SAVE KA NA.
© ma'am Liesa

𝗖𝗥𝗘𝗗𝗜𝗧𝗘𝗗 𝗡𝗔 𝗦𝗔 𝗕𝗔𝗡𝗞 𝗡𝗚 𝗕𝗘𝗡𝗘𝗙𝗜𝗖𝗜𝗔𝗥𝗜𝗘𝗦 𝗔𝗡𝗚 𝗜𝗡𝗦𝗨𝗥𝗔𝗡𝗖𝗘 𝗖𝗟𝗔𝗜𝗠!!!

How an insurance policy works. 🥺

Imagine less than 60K pa lang ang nasesave ni client, nangyari ang hindi inaasahan. 🥺

Think about how insurance claims can change the lives of your beloved family. ♥️

Usually in my case. Friends ages 28 to 33 get a policy because they know its value.

Know your insurance options with us today. 🗓️




Insurance claim of a teammate. 🙏

💡📕✍️📈📊

A better financial future for you and your clients. That's the promise of being a great Financial Adviser.💖

If you can spare 2-3hrs a day and put it into good use, join us in our zoom career orientations! 🤩

Why get Life Insurance?

Life insurance coverage is not only good for a person's financial security and well-being, the industry itself is "an 'institutional investor' that provides vital fuel to the engines of economic growth."

"Insurance companies use their funds to invest and add value into the economy. As a result of these investments, gross domestic product (GDP) grows and this will in turn lead to an increase in the level of disposable income."

If you are still under insured or your families have yet to get their own coverage, leme know so I can assist you. 🙂❤

Happy Saturday Friends!

Thanks dearest clients. To God be all the Glory💖

PARENTS,
This is for your kids 😍

Client: How can I use the insurance that I will take in education funding?

Me: This is how it is Mr. Client, while you pay your insurance regularly, we invest a portion of your money in different investment platforms like bonds or stocks so the money grows over time. The return of investment (or fund value) can be withdrawn once your child is in college and you can use it to pay for the tuition fees.

Client: Ah great! But what if we don't need money when my child is going to college? Can we still withdraw that?

Me: Yes. Since that money is yours, you can use it however you want. It can be for travel, graduation gift for your child, it can also be for business, etc. Plus you are protected by insurance benefits. If something unexpected happens, your savings are still safe.
———————

Parents,
Let's talk. Let's plan. Get your own policy insurance with investment for your kids! 😍

Business Community in favor of the Economic A Team formed by the New President

Meaning natatanaw ng mga negosyante na gaganda ang ekonomiya

Meaning confident sila ngayon to invest more to support the economy

Meaning corporate profits will incease

Meaning stocks are poised to increase

Meaning if kumuha ka sa akin ng policy mapapabuti ka

Meaning mag appointment na tayo tomorrow

9am or 10am?

PM me for schedule 🫰🏻

"Ayoko sa Insuravest na yan dahil matagal pa bago kumita ang pera ko."

-After a year, diagnosed with Kidney Failure, naka-claim ng ₱500,000 Medical Benefits kahit isang taon pa lang ang hulog.

-Fast forward, tinuloy lang ang pag-iipon, laking tuwa na may ₱784,437.37 na laman ang kanyang Insuravest Account.

Truth is, gusto lagi natin ng AGAD AGAD na benefits, where in fact it takes time and a lot of patience.

Imagine if hindi niya sinimulan magpa-insure and something happened to him, limas ang savings. Lalo na, wala pang maiipon overtime.

That's why investing in our health is a MUST and it definitely affects our lifestyle and finances.

Message me anytime so I can give you a free financial consultation 💖🤩

IT'S OFFICIAL! Once again, PRU LIFE UK is the NUMBER 1 Life Insurance Company in the Philippines. 🏆

PRU LIFE UK is really leading the way:
✅ Pioneer in offering investment-linked insurance programs
✅ First to offer dollar-denominated policies
✅ Most recommended insurance company according to Esquire Magazine
✅ Number 1 in Corporate Governance for 4 consecutive years
✅ And now the Number 1 Life Insurance Company in the Philippines in 2020 and 2021

A huge thanks to our dear clients who trusted us despite the year that was.
We assure you that we will continue to innovate and deliver the best service and experience to meet your needs and be your most preferred partner as you deliver your life's milestones.

Money is not the most important ingredient to be a successful business person, nor is your business acumen.

It's your attitude- your grit and response to challenges and victories.

By far, the most real infographic I've seen about being in business. See number 4. 🙂

16.7B insurance claims since the pandemic started in March 2020 up to end-2021.

The life insurance sector disbursed the most claims at 9.1 Billion or over half of the industry claims.

In this time of great uncertainties

War
Pandemic
Inflation

Life insurance policies can help provide financial security and peace of mind to you and your family. 🙏

https://youtu.be/iesPm1aWc6c

Prulink Equity Tracker Fund video. Pls watch friends! 😍

You may want to get for kids for educational planning or to augment your own retirement fund.

✅ Access to the PH stock market
✅ Great way to diversify
✅ Protection coverage while growing your money

Ang pinaka maganda dyan, ako po ang magaalaga senyo at sa account nyo. 😁😍

Good morning friends!


&trustworthyFA

PRULink Equity Index Tracker Fund Drive closer to your financial goals with an insuravest via the PRULink Equity Index Tracker Fund! Know more about this new fund option from Pru Life UK by w...

🤩

We make Change for Women.

MARCH is 𝐍𝐀𝐓𝐈𝐎𝐍𝐀𝐋 𝐖𝐎𝐌𝐄𝐍'𝐒 𝐌𝐎𝐍𝐓𝐇

Empowering Women In this fast growing industry has never been this so fulfilling.

Send me a message to know more about the career and be on a great mission.

Free online career orientation via Zoom.
Monday - 7:00 pm
Wednesday- 7:00 pm
Saturday- 4:00 pm

Register here:

https://bit.ly/explor31202

Send me a message for the zoom details.

Why Insure Mothers?

Women, mommies in particular- whether working, sole breadwinners or stay at home- have very big financial impacts to a household.

Life insurance is an important financial tool to have.

Here are reasons why:

1) It provides financial security

Mothers do what they do to provide well for their families. A life insurance policy can guarantee that important financial obligations are met even when they are no longer around.

2) Ability to withdraw cash from the policy.

These funds can be used to finance any needs like education of kids, down payment for a car/house, to start a business, etc.

3) Living benefit when diagnosed with a critical illness.

Have you ever given thought what it is going to be like financially when a serious illness hits your breadwinner/housewife spouse/mom?

MAKE YOUR MONEY WORK FOR YOU.

When nothing happens, its savings.

When something happens, you're covered.

Start your March with a grateful heart💙

To continuously build wealth, you need to:

Increase Income
(Business, investments, new sources of income)

AND

Minimize Loses
(Insurance)

Insurance is really an INTEGRAL part of wealth building. 👆👊❣️

💯

Happy Hearts 💜

Roses are red, violets are blue, inflation is high so invest your money too. 🌹📈😊

TOTOO NGA BA ANG LIFE INSURANCE? 🤔🙏🏻

Today, one of our teammates received an email na her client's death benefit was processed and approved already and credited to the beneficiary. 🥺

Way back 2 years ago, ni-refer
Lang sya kasi curious daw sa insurance at invesment, and may mga investment naman siya personally. ✨

Sabi niya lang sa akin, "Agent, gusto ko ganito kalaki ang insurance ko, magkano pag ganyan? Pwede ba yan? "

Fast forward, na approve ang policy and the client is very happy, and lagi siyang proud na may insurance na sya. 🥺

Last year, we received a very sad news that her client turned to close friend died due to severe-covid critical. 😢

The wife and our teammate processed all the necessary documents needed to process the claim

And yesterday, 5million plus worth of life insurance was credited to the account of the beneficiary. 🥺🙏🏻

Sabi ng beneficiary,

-totoong legit ang PRU. 🥺
-malaking tulong ito para sa aming mag-inang naiwan.
-hindi niya kami pinapabayaan, kahit wala na siya.

To answer the question above; YES, INSURANCE PAYS. 🥺🙏🏻🥺

To us agents, keep doing our noble job, kahit makulit tayo, kahit narereject, indeed it was

From our Pru Life UK family to yours,
Happy CNY! 🎉🧧💛🐯

Happy Monday!💜

P100/day is way cheaper than the cost of non preparation. 🙂

Inquire for more details.

New week, new hope, new opportunities!
Blessed new week my friends!🤩

[𝗠𝗜𝗟𝗟𝗜𝗢𝗡 𝗕𝗨𝗜𝗟𝗗𝗘𝗥 𝗣𝗟𝗔𝗡 - 𝗘𝗟𝗜𝗧𝗘 𝟱]

Minimum investment: Php 200,000 per year for 5 YEARS ONLY!! ♥️

Policy Owner is Mommy, 32 yrs old.
Life Insured is Baby, 1 year old.

If nothing happens, they can use the projected fund value of 3.9M after 18years for college funding! 🤩 If baby gets a scholarship for College, they can use the fund for their business,major purchase or other goals. 💯

Projected Fund Value (estimation only):
*After 10years: 1.8M Php
*After 15 years: 2.9M Php
*After 18 years: 3.9M Php

THE POWER OF COMPOUNDING INTEREST 👌🏼
Congratulations Mommy & Baby! 🥰

(ctto)

𝟑 𝐑𝐄𝐀𝐒𝐎𝐍𝐒 𝐰𝐡𝐲 𝐲𝐨𝐮 𝐬𝐡𝐨𝐮𝐥𝐝 𝐠𝐞𝐭 𝐋𝐈𝐅𝐄 𝐈𝐍𝐒𝐔𝐑𝐀𝐍𝐂𝐄 𝐛𝐞𝐟𝐨𝐫𝐞 𝟐𝟎𝟐𝟐

✅ Safeguard your family and their financial needs
✅ The rising cost of premiums
✅ Manage uncertainties and risks

Regardless of which policy you choose for life insurance, in the end, the goal is to get yourself covered as soon as possible because you never know what will happen tomorrow and life insurance will only get more expensive the longer you wait.💯

People often ask me, “meron ba kayo para sa mga bata?”

Yes, we have.

𝐂𝐎𝐋𝐋𝐄𝐆𝐄 𝐄𝐃𝐔𝐂𝐀𝐓𝐈𝐎𝐍 𝐅𝐔𝐍𝐃

This would be one of the greatest gifts you'll ever give to your child. Be Insured and, at the same time, place his college fund in one investment account! Para nakahiwalay sa other savings and investments at hindi magalaw. ❤️

Would you rather pay as high as Php500,000.00 per year when he starts college OR start now and invest as low as:

3K per month for flexible years
7K per month for 15 years,
20K per month for 5 years.

The earlier, the better! 💯
Message me for more details! 🤗

What do you want for your money to do for you?

If you're looking for a sensible gift for yourself and the kids this Xmas, besides gadgets, toys and clothes, you may want to consider an Educational Plan for them and or upgraded Retirement Plan for yourself.

Advance Merry Christmas to all! 🎅😘