Mr. Happy Investor

To educate and teach families about responsible money habits. This is my advocacy, my passion and my personal mission.

12/01/2024

Here to serve, with passion and purpose! πŸ’ Our service is like sunshine on a rainy day! 🌀️

We create a personalized financial plan for you.β˜€οΈπŸŽ„

πŸš‘ Emergency Fund
β˜‚οΈ Income Protection
πŸŽ“ Education Fund
πŸ’΅ Saving for Milestones
πŸ›‘οΈ Health Protection
πŸ–οΈ Retirement Fund
🏠 Estate Transfer Fund

Message me today for a FREE consultation. 😊

Jeffrey N. Ode
Licensed Financial Advisor
Sun Life of Canada (Phils), Inc.

14/12/2023

A New Generation Wellness plan. SUN Fit and Well is a life and health insurance plan that offers critical illness and life insurance benefits until age 100 with bonus prevention programs.πŸ›‘οΈπŸš‘

Health & Wellness Coverage:
🌟 Comprehensive Critical Illness benefit (114 major & minor diseases)
🌟 Specific cancer booster benefit
🌟 Treatment and rehabilitation booster
🌟 Life insurance protection until age 100
🌟 Special bonus and dividend earnings
🌟 Limited payment period (pay fixed amount in 10,15 or 20 years. Semi -annual, quarterly, and monthly mode are also available.
🌟 Guaranteed cash benefits as early as age 65

Start your brighter life today! β˜€οΈπŸ™‚

14/12/2023

Enjoy an inspired, Financially-free Retirement

With the rising cost of elderly care, gone are the days when pension can cover our retirement needs. Sun Life offers life insurance plans that provide peace of mind and enable you to build a fund for your golden years.

SUN Smarter Life Elite Plan
🌟 Coverage until age 100
🌟 Double insurance coverage
🌟 Guaranteed cash benefits
🌟 Living benefits
🌟 With dividend earnings

Start your brighter life today! πŸ’›β˜€οΈ

11/11/2023

11.11 SALE πŸ’ΈπŸ›’

Kasama ka din ba dito? Huwag ubusin ang perang pinaghirapan.
Mag invest at mag ipon.

Happy Saturday! πŸ˜€

05/10/2023

Happy Teacher's Day! Without you we would have been lost. Thank you teachers for guiding us. πŸ’πŸŽ“πŸ™‚

Photos from Sun Life Philippines's post 26/06/2023
26/06/2023

Mabuhay ang lahat ng mga Marino!

Maalon man ang buhay, nagiging kalmado dahil sa iyong pagmamalasakit. Ngayong Seafarers' Day, kami ay nagbibigay pugay sa inyong mga sakripisyo para sa inyong mga mahal sa buhay.πŸ’›

Bilang inyong , kami ay kasangga niyo sa inyong Home For Good journey. Bisitahin ang www.sunlife.co/shinepinoy para sa buong detalye.β˜€οΈ

12/06/2023

This 125th Independence Day, we celebrate the pride of being a Filipino. πŸ‡΅πŸ‡­

As we continue to live freely, let's aim to be free from financial debts and have a brighter life by achieving financial freedom! πŸ’›

12/06/2023

Maligayang Araw ng Kalayaan! πŸ‡΅πŸ‡­

07/04/2023

A Blessed Good Friday πŸ™

04/04/2023

Sun Life #1 for 12 years πŸ†πŸ’› πŸ‡΅πŸ‡­

04/04/2023

Top 10 Life Insurance Companies in the Philippines for 2022

*Credits to the owner of this photo

Photos from Mr. Happy Investor's post 04/04/2023

π—œπ—§β€™π—¦ π—’π—™π—™π—œπ—–π—œπ—”π—Ÿ! πŸ†

π™Žπ™π˜Όπ˜½π™„π™‡π™„π™π™”. π˜Ύπ™π™€π˜Ώπ™„π˜½π™„π™‡π™„π™π™”. π™‹π™€π™π™π™Šπ™π™ˆπ˜Όπ™‰π˜Ύπ™€.

Sun Life is #1 in the Total Premiums, New Business Premiums, Total Assets, and Net Income category for the year 2022 making it the OVERALL # 1 in the industry. 🫢 β˜€οΈ

References:
https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Life-Insurance-Industry-Performance-Report.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

Photos from Mr. Happy Investor's post 21/02/2023

Take your health & finances further with our Health Protection Plans! πŸ›‘οΈπŸ©Ί

Sun Life can help you prepare for the cost of critical illness including hospitalization, post-hospitalization and home recovery with the SUN Fit and Well Advantage plan.πŸš‘πŸ¨

Get cash for health emergencies due to critical illness so you won’t need to get it from your savings.

Message me for a FREE consultation.πŸ’β˜€οΈ

30/11/2022

Tapos na ang 11.11 Sale, pero pwede ka pang humabol. Mag "Add to cart" na, wag nang hintayin ang 12.12 😊 πŸ›’ πŸ‘

Photos from Mr. Happy Investor's post 17/11/2022

Start as low as P1,000 /month or let's work around your budget for your Sun Life Insurance plan. β˜€οΈ

Use your Christmas Bonus wisely. Do something TODAY that your future self will thank you for.πŸŽ„πŸŽ

17/11/2022

Flash Sale! 🎯

Nag-iisip ka ba ng pang regalo sa pasko?πŸŽ„πŸŽ

Mag ADD TO CART na πŸ›’πŸŒž

08/11/2022

βœ… Usap na tau

βœ… Let’s discuss the options

βœ… PM me for zoom meeting

Photos from Mr. Happy Investor's post 03/10/2022

Sun Wealth Prime 7 is a new protection and savings plan designed to ease your financial worry and provide guaranteed returns.

Click here to learn more: https://sunlife.co/sunwealthprime7

Photos from Mr. Happy Investor's post 23/09/2022

Sun Life Health Plan πŸ›‘οΈ

Photos from Mr. Happy Investor's post 23/09/2022

As an entrepreneur, many people depend on you - your family, your business partners, and your employees. Critical illness could put a lot of strain on finances both for your family and your business.

As your , Sun Life can help you prepare for the cost of critical illness including hospitalization, post-hospitalization and home recovery with the SUN Fit and Well Advantage plan.

Get cash for health emergencies due to critical illness so you won’t need to get it from your savings or funds intended for your business. Invest in your health. It’s worth it!

Talk to a Sun Life Advisor today.

11/09/2022

Salamat sa inyong pagmamahal at pag gabay sa amin. Maligayang Araw ng mga Lolo at Lola! Mahal po namin kayo. πŸ’πŸ‘“πŸ‘›πŸŒ‚

11/09/2022

Happy Grandparents' Day to all the Lolos and Lolas! πŸ’πŸ‘“πŸ‘›


β˜€οΈ

01/09/2022

Working hard for something we don't care about is called stress.πŸ™‡β€β™‚οΈ

Working hard for something we love is called passion.❀

Thank you dear clients for choosing Sun Life! β˜€οΈ

12/08/2022

Need help in enhancing your health fund? Good News! 😊
Sun First Aid Plus is an affordable protection plan that provides hospital-related cash benefits and with Money-Back Feature.
Know more at https://bit.ly/lifeinsuranceandhospitalbenefit.

28/07/2022

Scenario (Breadwinner/Father)
Client: I am covered for P5M right?

Me: Yes, sir.

Client: So when will I receive the P5M? If I finish paying after 10 years, will I receive the P5M?

Me: No sir. The Fund Value and health protection is yours. However, you will never ever receive the face amount in your entire lifetime.

Client: Ay, so panget pala. I will pay for something that other people will enjoy. Di ko din naman pala magagamit.

Me: Sir do you send your kids to school?

Client: Yes of course. My youngest is still in college. It is my duty and my responsibility as a father to give them the best education and a bright future.

Me: You should stop sending them to school.

Client: Why?

Me: Because you are paying for something you will never use. Anak nyo lang po ang tatalino dahil sa pagpasok nya sa school. You are paying for something that other people will enjoy.

That is actually how insurance works. That "Other People" you are saying are THE PEOPLE YOU LOVE, your FAMILY. Would you not want to give something that would benefit them?

Client: Now I get it. Saan ako mag sign?

Let's talk. Let's plan. ✏
Let's have a brighter life 🌞

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Enjoy an inspired, Financially-free Retirement With the rising cost of elderly care, gone are the days when pension can ...
A Blessed Good Friday πŸ™

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