Mr. Happy Investor
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Flr Luz, Makati
Makati 1229
Floor Luz, Makati
To educate and teach families about responsible money habits. This is my advocacy, my passion and my personal mission.
Here to serve, with passion and purpose! π Our service is like sunshine on a rainy day! π€οΈ
We create a personalized financial plan for you.βοΈπ
π Emergency Fund
βοΈ Income Protection
π Education Fund
π΅ Saving for Milestones
π‘οΈ Health Protection
ποΈ Retirement Fund
π Estate Transfer Fund
Message me today for a FREE consultation. π
Jeffrey N. Ode
Licensed Financial Advisor
Sun Life of Canada (Phils), Inc.
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.π‘οΈπ
Health & Wellness Coverage:
π Comprehensive Critical Illness benefit (114 major & minor diseases)
π Specific cancer booster benefit
π Treatment and rehabilitation booster
π Life insurance protection until age 100
π Special bonus and dividend earnings
π Limited payment period (pay fixed amount in 10,15 or 20 years. Semi -annual, quarterly, and monthly mode are also available.
π Guaranteed cash benefits as early as age 65
Start your brighter life today! βοΈπ
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
π Coverage until age 100
π Double insurance coverage
π Guaranteed cash benefits
π Living benefits
π With dividend earnings
Start your brighter life today! πβοΈ
11.11 SALE πΈπ
Kasama ka din ba dito? Huwag ubusin ang perang pinaghirapan.
Mag invest at mag ipon.
Happy Saturday! π
Happy Teacher's Day! Without you we would have been lost. Thank you teachers for guiding us. πππ
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.π
Bilang inyong , kami ay kasangga niyo sa inyong Home For Good journey. Bisitahin ang www.sunlife.co/shinepinoy para sa buong detalye.βοΈ
This 125th Independence Day, we celebrate the pride of being a Filipino. π΅π
As we continue to live freely, let's aim to be free from financial debts and have a brighter life by achieving financial freedom! π
Maligayang Araw ng Kalayaan! π΅π
A Blessed Good Friday π
Sun Life #1 for 12 years ππ π΅π
Top 10 Life Insurance Companies in the Philippines for 2022
*Credits to the owner of this photo
ππ§βπ¦ π’πππππππ! π
πππΌπ½πππππ. πΎπππΏππ½πππππ. ππππππππΌππΎπ.
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. π«Ά βοΈ
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
Take your health & finances further with our Health Protection Plans! π‘οΈπ©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.ππ¨
Get cash for health emergencies due to critical illness so you wonβt need to get it from your savings.
Message me for a FREE consultation.πβοΈ
Tapos na ang 11.11 Sale, pero pwede ka pang humabol. Mag "Add to cart" na, wag nang hintayin ang 12.12 π π π
Start as low as P1,000 /month or let's work around your budget for your Sun Life Insurance plan. βοΈ
Use your Christmas Bonus wisely. Do something TODAY that your future self will thank you for.ππ
Flash Sale! π―
Nag-iisip ka ba ng pang regalo sa pasko?ππ
Mag ADD TO CART na ππ
β
Usap na tau
β
Letβs discuss the options
β
PM me for zoom meeting
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
Sun Life Health Plan π‘οΈ
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 wonβt need to get it from your savings or funds intended for your business. Invest in your health. Itβs worth it!
Talk to a Sun Life Advisor today.
Salamat sa inyong pagmamahal at pag gabay sa amin. Maligayang Araw ng mga Lolo at Lola! Mahal po namin kayo. ππππ
Happy Grandparents' Day to all the Lolos and Lolas! πππ
βοΈ
Working hard for something we don't care about is called stress.πββοΈ
Working hard for something we love is called passion.β€
Thank you dear clients for choosing Sun Life! βοΈ
Need help in enhancing your health fund? Good News! π
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.
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. β
Let's have a brighter life π
ctto
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