Financial Talk with Kristine

Financial Talk with Kristine

Financial Advisor and Planner at Sun Life Helping you build and secure your future.

This page was created as a way to hear your concerns regarding financial matters and to help you set your financial goals for your future plans.

Photos from Financial Talk with Kristine's post 26/10/2024

A normal scenario in my life as a Financial Advisor and a unit manager as well. My advisor na learning pa lang eh always kong ka chat dahil syempre hands on Mom ako saknila. ๐Ÿ˜…

If we like to present wether zoom meeting or face to face pa yan, is it because we have the clear intention to let you fully understand the benefits and ma-address lahat ng questions nyo since this is a very important matter in your life. Para sa inyo to and sa better understanding nyo dear clients since it's not just a money matter but it's a part of your future and your family. ๐Ÿซถ

Madaling magsend ng proposal at mag promise lng ng lahat ng maganda na magagawa ng policy diba but it's not our advocacy.

So please try to set a time, let's sit down and talk how can we position insurance policies properly based on your needs.

14/10/2024

Make sure that if Critical illness happens, you have health Insurance on hand. Don't let all else be affected.
By having a comprehensive health plan you may not lose everything you worked hard for.
Protect your income. ๐Ÿซถ

17/09/2024

Let this not be your fate as an OFW: a time when you can no longer financially support your kids or relatives, and you find yourself without a place to stayโ€”worst of all, being kicked out of their homes!

Take control of your financial future now. Invest wisely, build security, and make sure youโ€™re prepared for whatever comes next. Your hard work deserves a safe and secure future. -photo not mine.

09/09/2024

"Ay, may pera pala ako"
____
STORY TIME. Power of a SunLife Policy.. ๐Ÿซถ

I Just wanna share my recent experience sa isa sa mga policy servicing ko, ito yung mga policy na wala ng agent because of whatever reason. Sun Life want to make sure na may naga-alaga pa din sa mga clients na wala na yung original advisors. ๐Ÿ˜Š

Nakuha nya yung policy nya nung 1993 and she's now 62 years old. Luckily, updated yung contact number nya on file. ๐Ÿ™‚ When I confirmed na si client yung kausap ko, I gave an update and review regarding her policy and isa sa mga update is yung accumulated dividend sa policy nya. Nagulat sya kasi nakalimutan na nya yung other benefits nung plan, ang alam lang nya may 2M coverage sya and naghuhulog lang sya regularly every year. She just wants the peace of mind na may maiiwan sya in case may mangyari sa kanya.

When I said that she have P800k+ accumulated dividends, her exact words are; " Ay, may pera pala ako๐Ÿ˜ฎ" with surprise and happy tone.

Nakakatuwa lang kasi naja-justify yung mga shinishare ko sa mga clients ko na " be insured and invested as early as today and your future self will thank you". It's a gift from their young self. And I hope every Filipino will do this for themselves.

Hindi naman kailangan na malaki agad yung coverage or investment para mag-start... Just take the first step and the rest will follow. ๐Ÿ™‚ Ayun lang.. just sharing... ๐Ÿ™‚ Message mo lang ako kung gusto mo na mag-start ng gift mo for your love ones and future self before mag-end ang 2024 ๐Ÿ™‚

29/08/2024

Clients from different life stages. ๐Ÿซถ

๐Ÿ’› Young couple who applied for their very 1st insurance policy, because they do believe that it is the best gift towards each other. Syempre, bubuo na din sila ng pamilya soon at para to sa mga magiging dependents nila.
Magagamit din para sa retirement funding.

๐Ÿ’› A lola who gifted her grandchild a "Pamana Plan" na lifetime makakapagbigay ng cash benefit kay baby. Sure na sure na regalong pang habambuhay magagamit ni apo.
This will surely immortalized GrandMa's love. ๐Ÿซถ

๐Ÿ’› A young professional who's creating a retirement fund. Sabe pa nya sakin, "syempre ate ayaw kong forever mag work kaya portion of my salary ay sure na itatabi ko. Walang bahala na pagdating sa finances. Dapat palanado, dapat pinaghahandaan."

Ikaw? Let's talk about your life stage and what we can do to plan and prepare ahead.
Send me a message. ๐Ÿ“ฉ

Photos from Financial Talk with Kristine's post 27/08/2024

Another Sun Smarter Life Elite Application today. ๐Ÿซถ๐Ÿป

What my clients love about Elite Plans..
SUN SMARTER ELITE PESO 10. ๐Ÿ’›

This plan gives the following benefits:

โœ…Guaranteed Cash Payout (starting year 6 and every 2 years till age 100)
โœ…Dividends (starting year 2 til age 100)
โœ…Life Insurance Coverage until age 100

If you are not into getting exposed to the risk of the stock market and other equity investments, but still want to earn more than the interest in a bank, this is the perfect plan for you!

You may consider this a safe and tax sheltered investment that has passive income for life. ๐Ÿ˜Š

If you want this too, message mo lang ako for a personal talk and financial planning. ๐Ÿ’›

12/08/2024

Meet up day with my clients who applied for a comprehensive health protection.

Yung until age 100 insured ka.
Yung hindi mo babayaran forever.
Yung may cash returns once fully paid mo na.

One of the best insurance plan tlaga to and a must have for everyone! ๐Ÿ’› If interested ka din about Sun fit and well, tara usap tau. ๐Ÿซถ

21/07/2024

Life insurance is key to protect your loved ones. โ™ฅ๏ธโ™ฅ๏ธโ™ฅ๏ธ

10/07/2024

Halaaa.. ang nice. Thanks Mommy Tine, Christine Joy Igno Eugenio. ๐Ÿซถ๐Ÿฅฐ

Don tayo sa financial advise na may kasamang puso sa puso. ๐Ÿ’›

08/07/2024

The industryโ€™s best financial advisory force from the best life insurance company.

Tara! Join my team and be one of us. ๐Ÿ’›

02/07/2024

Tara! Join us on July 19, Friday, 9am at Antipolo ISO.

Witness personally what's in it for you as a Sun Life Advisor. Simple at masayang forum to. ๐Ÿ˜Š

Pm mo lang ako para makasama ka namin, you may also scan the QR Code or hit the link below
๐Ÿ‘‡๐Ÿ‘‡๐Ÿ‘‡
https://bit.ly/LBF_UMKristine

13/06/2024

Did you know that Sun Life has been supporting you for over 129 years, even before the Philippines became a republic? That's right! We've been here since 1895, predating the country's independence in 1898. This makes us the oldest and most trusted insurance company in the Philippines.

So, where would you place your trust when it comes to securing your future? Look no further than Sun Life of Canada Philippinesโ€”your reliable partner for life.

13/06/2024

Insurance as wedding gift is a big YES!!!

08/06/2024

You may not think about it yet but it is important to have a good partner to rely on.

28/05/2024

Another parent ensuring that his child has access to quality education, regardless of whatever financial circumstances will arise.

Sabi sakin ni client, Ma'am, gagawin ko to para sa anak ko Ma'am kasi gusto ko tlaga mapaghandaan kinabukasan nya kahit ano mangyare may makuha siya para sa pag aaral nya paglaki nya. Kaya ko naman mag ipon hanggat kumikita at malakas ako.

Ikaw, anong plan B mo?

27/05/2024

Mentoring with my newly coded Financial Advisor. She is a CPA by profession and a 3-year-old policy holder already. Napakarami naming napag usapan about proper positioning ng insurance sa life goals ng tao in different life stages and how it will be beneficial to us. Kaya hindi rin ako yung klase ng advisor na ma send out lang ng proposal without proper discussion kasi dapat tlaga for once inuupuan at naiexplain ito further so clear ang benefits ng policy. Thatโ€™s the kind of service that I want to pass on sa mga advisors under my guidance. ๐Ÿ’›

If you are looking for a noble career that will offer endless opportunities and growth, this industry might be for you as well. Send me a dm so I can guide you. ๐Ÿซถ

Photos from Financial Talk with Kristine's post 22/05/2024

INSURANCE MATTERS!
โ€œ๐—™๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฑ, ๐—ผ๐—ธ๐—ฎ๐˜† ๐—ป๐—ฎ ๐—ฎ๐—ธ๐—ผ ๐˜€๐—ฎ ๐—ฆ๐—ฆ๐—ฆ ๐—ฎ๐˜ ๐—ฃ๐—”๐—š-๐—œ๐—•๐—œ๐—š. ๐— ๐—ฒ๐—ฟ๐—ผ๐—ป ๐—ฑ๐—ถ๐—ป ๐—ฎ๐—ธ๐—ผ๐—ป๐—ด ๐—š๐—ฆ๐—œ๐—ฆ.โ€
Why do you have to supplement your SSS and Pag-ibig?
๐—”๐—ป๐˜€๐˜„๐—ฒ๐—ฟ: ๐—ง๐—ต๐—ฒ๐˜† ๐—ฎ๐—ฟ๐—ฒ๐—ป'๐˜ ๐—ฒ๐—ป๐—ผ๐˜‚๐—ด๐—ต.
๐—ง๐—ผ ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐—ฎ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฟ๐—ฒ๐—ต๐—ฒ๐—ป๐˜€๐—ถ๐˜ƒ๐—ฒ ๐—ฐ๐—ผ๐˜ƒ๐—ฒ๐—ฟ๐—ฎ๐—ด๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐—ฎ ๐˜„๐—ผ๐—ฟ๐—ฟ๐˜†-๐—ณ๐—ฟ๐—ฒ๐—ฒ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ, ๐—ด๐—ฒ๐˜ ๐—ฎ ๐—Ÿ๐—ถ๐—ณ๐—ฒ ๐—œ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐˜๐—ผ๐—ฑ๐—ฎ๐˜† ๐˜๐—ต๐—ฎ๐˜ ๐˜„๐—ถ๐—น๐—น ๐—ฐ๐—ผ๐˜ƒ๐—ฒ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ณ๐—ผ๐—น๐—น๐—ผ๐˜„๐—ถ๐—ป๐—ด:
โœ… If you get sick, we will pay.
โœ… If you retire, we will pay.
โœ…If your kids go to college, we will pay.
โœ… If you die, we will pay.
๐—ช๐—ต๐—ฒ๐—ป ๐˜„๐—ฒ ๐˜€๐—ฎ๐˜† ๐˜„๐—ฒ ๐˜„๐—ถ๐—น๐—น ๐—ฝ๐—ฎ๐˜†, ๐—ถ๐˜ ๐—บ๐—ฒ๐—ฎ๐—ป๐˜€ ๐—บ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป ๐—ณ๐—ผ๐—ฟ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ฎ๐—บ๐—ถ๐—น๐˜†.
๐—”๐˜†๐—ฎ๐˜„ ๐—บ๐—ผ ๐—ฏ๐—ฎ ๐˜๐—ฎ๐—น๐—ฎ๐—ด๐—ฎ?
Allow me to add value to your life. โค๏ธ
To know more about Sun Life Insurance plans, feel free to message me.

20/05/2024

Life insurance matters. It is all about securing you and your family financially. All parents want their children to be taken care of even when they are not around. Life insurance makes sure your loved ones won't suffer financially in your absence. Consider life insurance as your plan B.

15/05/2024

๐—ง๐—ต๐—ฒ๐—ฟ๐—ฒ ๐—ถ๐˜€ ๐—ฟ๐—ฒ๐—ฎ๐—น๐—น๐˜† ๐—ป๐—ผ ๐—ฏ๐—ฒ๐˜๐˜๐—ฒ๐—ฟ ๐—ด๐—ถ๐—ณ๐˜ ๐—ผ๐—ป๐—ฒ ๐—ฐ๐—ฎ๐—ป ๐—ด๐—ถ๐˜ƒ๐—ฒ ๐˜๐—ผ ๐—ผ๐˜‚๐—ฟ ๐—ฐ๐—ต๐—ถ๐—น๐—ฑ ๐˜๐—ต๐—ฎ๐—ป ๐—ฎ ๐—ฝ๐—ฟ๐—ผ๐—บ๐—ถ๐˜€๐—ฒ ๐—ผ๐—ณ ๐—ฎ ๐˜€๐—ฒ๐—ฐ๐˜‚๐—ฟ๐—ฒ๐—ฑ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ.

" สแดแดœ แด…แดษด'แด› ส™แดœส สŸษชา“แด‡ ษชษดsแดœส€แด€ษดแด„แด‡ ส™แด‡แด„แด€แดœsแด‡ sแดแดแด‡แดษดแด‡ สœแด€s แด›แด แด…ษชแด‡. สแดแดœ ส™แดœส สŸษชา“แด‡ ษชษดsแดœส€แด€ษดแด„แด‡ ส™แด‡แด„แด€แดœsแด‡ sแดแดแด‡แดษดแด‡ สœแด€s แด›แด แด„แดษดแด›ษชษดแดœแด‡ สŸษชแด ษชษดษข! "

Hindi po kailangan mahal to get protected!
Take Action Today!

12/05/2024

To all tough Mom's! ๐Ÿ’›๐Ÿ’›๐Ÿ’›

To our bright moms, mama, nanay - we celebrate your radiant presence as you continue to light up our lives with love and warmth. ๐Ÿ’›

To make this day more special, tell us why your mom is your best partner for life and win Php 5,000 worth of Giftaway Vouchers from us! Check out your Sun Life registered email to submit your answers.

Thank you for being our partner for life. Happy Mother's Day! โ˜€

09/05/2024

Appliedโœ… Paidโœ… Submittedโœ…

I got to secure another Sun Smart Elite client today.
His life goals? To create a passive income while having the peace of mind of being insured. ๐Ÿ’›

Sun Smart Elite is an insurance plan that keeps on giving. It will allow you to generate cash na pang habambuhay pero may peace of mind ka because this is still in the form of insurance. 5 or 10 years mo lng syang pag iipunan pero lifetime ka nyang iingatan. ๐Ÿซถ

07/05/2024

Life insurance is an essential protection that you can count on to be there for your loved ones when needed.

03/05/2024
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Itโ€™s not about ideas.Itโ€™s about making ideas happen.Bluewood NBO Branch Meeting. ๐Ÿซถ๐Ÿป๐Ÿ’›#letsbuildyourbestlife
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Address


1029 Epifanio De Los Santos Avenue, Balintawak
Quezon City
1010

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