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.
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. ๐
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. ๐ซถ
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.
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. ๐ซถ
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 stayโworst of all, being kicked out of their homes!
Take control of your financial future now. Invest wisely, build security, and make sure youโre prepared for whatever comes next. Your hard work deserves a safe and secure future. -photo not mine.
"Ay, may pera pala ako"
____
STORY TIME. Power of a SunLife Policy.. ๐ซถ
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. ๐
Nakuha nya yung policy nya nung 1993 and she's now 62 years old. Luckily, updated yung contact number nya on file. ๐ 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 ako๐ฎ" 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. ๐ Ayun lang.. just sharing... ๐ 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 ๐
Clients from different life stages. ๐ซถ
๐ 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.
๐ 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. ๐ซถ
๐ 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. ๐ฉ
Another Sun Smarter Life Elite Application today. ๐ซถ๐ป
What my clients love about Elite Plans..
SUN SMARTER ELITE PESO 10. ๐
This plan gives the following benefits:
โ
Guaranteed Cash Payout (starting year 6 and every 2 years till age 100)
โ
Dividends (starting year 2 til age 100)
โ
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. ๐
If you want this too, message mo lang ako for a personal talk and financial planning. ๐
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! ๐ If interested ka din about Sun fit and well, tara usap tau. ๐ซถ
Life insurance is key to protect your loved ones. โฅ๏ธโฅ๏ธโฅ๏ธ
Halaaa.. ang nice. Thanks Mommy Tine, Christine Joy Igno Eugenio. ๐ซถ๐ฅฐ
Don tayo sa financial advise na may kasamang puso sa puso. ๐
The industryโs best financial advisory force from the best life insurance company.
Tara! Join my team and be one of us. ๐
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. ๐
Pm mo lang ako para makasama ka namin, you may also scan the QR Code or hit the link below
๐๐๐
https://bit.ly/LBF_UMKristine
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 Philippinesโyour reliable partner for life.
Insurance as wedding gift is a big YES!!!
You may not think about it yet but it is important to have a good partner to rely on.
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?
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. Thatโs the kind of service that I want to pass on sa mga advisors under my guidance. ๐
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. ๐ซถ
INSURANCE MATTERS!
โ๐๐ฟ๐ถ๐ฒ๐ป๐ฑ, ๐ผ๐ธ๐ฎ๐ ๐ป๐ฎ ๐ฎ๐ธ๐ผ ๐๐ฎ ๐ฆ๐ฆ๐ฆ ๐ฎ๐ ๐ฃ๐๐-๐๐๐๐. ๐ ๐ฒ๐ฟ๐ผ๐ป ๐ฑ๐ถ๐ป ๐ฎ๐ธ๐ผ๐ป๐ด ๐๐ฆ๐๐ฆ.โ
Why do you have to supplement your SSS and Pag-ibig?
๐๐ป๐๐๐ฒ๐ฟ: ๐ง๐ต๐ฒ๐ ๐ฎ๐ฟ๐ฒ๐ป'๐ ๐ฒ๐ป๐ผ๐๐ด๐ต.
๐ง๐ผ ๐ต๐ฎ๐๐ฒ ๐ฎ ๐ฐ๐ผ๐บ๐ฝ๐ฟ๐ฒ๐ต๐ฒ๐ป๐๐ถ๐๐ฒ ๐ฐ๐ผ๐๐ฒ๐ฟ๐ฎ๐ด๐ฒ ๐ณ๐ผ๐ฟ ๐ฎ ๐๐ผ๐ฟ๐ฟ๐-๐ณ๐ฟ๐ฒ๐ฒ ๐ณ๐๐๐๐ฟ๐ฒ, ๐ด๐ฒ๐ ๐ฎ ๐๐ถ๐ณ๐ฒ ๐๐ป๐๐๐ฟ๐ฎ๐ป๐ฐ๐ฒ ๐๐ผ๐ฑ๐ฎ๐ ๐๐ต๐ฎ๐ ๐๐ถ๐น๐น ๐ฐ๐ผ๐๐ฒ๐ฟ ๐๐ต๐ฒ ๐ณ๐ผ๐น๐น๐ผ๐๐ถ๐ป๐ด:
โ
If you get sick, we will pay.
โ
If you retire, we will pay.
โ
If your kids go to college, we will pay.
โ
If you die, we will pay.
๐ช๐ต๐ฒ๐ป ๐๐ฒ ๐๐ฎ๐ ๐๐ฒ ๐๐ถ๐น๐น ๐ฝ๐ฎ๐, ๐ถ๐ ๐บ๐ฒ๐ฎ๐ป๐ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป ๐ณ๐ผ๐ฟ ๐๐ผ๐๐ฟ ๐ณ๐ฎ๐บ๐ถ๐น๐.
๐๐๐ฎ๐ ๐บ๐ผ ๐ฏ๐ฎ ๐๐ฎ๐น๐ฎ๐ด๐ฎ?
Allow me to add value to your life. โค๏ธ
To know more about Sun Life Insurance plans, feel free to message me.
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.
๐ง๐ต๐ฒ๐ฟ๐ฒ ๐ถ๐ ๐ฟ๐ฒ๐ฎ๐น๐น๐ ๐ป๐ผ ๐ฏ๐ฒ๐๐๐ฒ๐ฟ ๐ด๐ถ๐ณ๐ ๐ผ๐ป๐ฒ ๐ฐ๐ฎ๐ป ๐ด๐ถ๐๐ฒ ๐๐ผ ๐ผ๐๐ฟ ๐ฐ๐ต๐ถ๐น๐ฑ ๐๐ต๐ฎ๐ป ๐ฎ ๐ฝ๐ฟ๐ผ๐บ๐ถ๐๐ฒ ๐ผ๐ณ ๐ฎ ๐๐ฒ๐ฐ๐๐ฟ๐ฒ๐ฑ ๐ณ๐๐๐๐ฟ๐ฒ.
" สแดแด แด
แดษด'แด สแดส สษชาแด ษชษดsแดสแดษดแดแด สแดแดแดแดsแด sแดแดแดแดษดแด สแดs แดแด แด
ษชแด. สแดแด สแดส สษชาแด ษชษดsแดสแดษดแดแด สแดแดแดแดsแด sแดแดแดแดษดแด สแดs แดแด แดแดษดแดษชษดแดแด สษชแด ษชษดษข! "
Hindi po kailangan mahal to get protected!
Take Action Today!
To all tough Mom's! ๐๐๐
To our bright moms, mama, nanay - we celebrate your radiant presence as you continue to light up our lives with love and warmth. ๐
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
Appliedโ
Paidโ
Submittedโ
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. ๐
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. ๐ซถ
Life insurance is an essential protection that you can count on to be there for your loved ones when needed.
Click here to claim your Sponsored Listing.
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