Financial Planning with Jel Liquido

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Financial Planning with Jel Liquido, sampaloc, Manila (2024) Your guide for "Retirement, Educational, and Investment Fund.

𝐂𝐋𝐈𝐄𝐍𝐓: 𝐀𝐍𝐎 𝐀𝐍𝐆 𝐌𝐀𝐆𝐀𝐍𝐃𝐀𝐍𝐆 𝐊𝐔𝐇𝐀𝐍𝐈𝐍 𝐍𝐀 𝐒𝐔𝐍 𝐋𝐈𝐅𝐄 𝐈𝐍𝐒𝐔𝐑𝐀𝐍𝐂𝐄 𝐏𝐎𝐋𝐈𝐂𝐘?

Me: Lahat ng plans ni Sun Life ay maganda, created with different GOALS, LIFE STAGES, and NEEDS.

So, it depends on your goal in getting an insurance.😊

Anuman ang reasons or needs kung bakit gusto mo ng insurance, may suitable Sun Life policy na pwede sa iyo at sa mga loved ones mo. 💛

Ang hanap mo ba ay 𝐚𝐟𝐟𝐨𝐫𝐝𝐚𝐛𝐥𝐞 𝐥𝐢𝐟𝐞 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞?

✅ Sun Safer Life
✅ Sun Start Up
✅ SunLife Assure

or gusto mo ng 𝐥𝐢𝐟𝐞 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 na 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭-𝐥𝐢𝐧𝐤𝐞𝐝?

✅ Sun Maxilink Prime

pero 𝐥𝐢𝐦𝐢𝐭𝐞𝐝 𝐩𝐚 𝐚𝐧𝐠 𝐛𝐮𝐝𝐠𝐞𝐭?

✅ Sun Flexilink
✅ Sun Maxilink100

Looking for source of 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐟𝐮𝐧𝐝𝐬 para sa mga anak mo?

✅ Sun Smarter Life Elite (with guaranteed cash benefits)
✅ Sun Dream Achiever
✅ Sun MaxiBright (investment-linked)

Comprehensive 𝐡𝐞𝐚𝐥𝐭𝐡 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 that covers 114 critical illnesses?

✅ Sun Fit and Well and Sun Fit & Well Plus/Advantage

Kung gusto mo na insured din ang 𝐬𝐞𝐧𝐢𝐨𝐫 𝐩𝐚𝐫𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐠𝐫𝐚𝐧𝐝𝐩𝐚𝐫𝐞𝐧𝐭𝐬 mo?

✅ Sun Senior Care

Kung gusto mo na insured ang female family members nyo na specific sa 𝐟𝐞𝐦𝐚𝐥𝐞 𝐜𝐫𝐢𝐭𝐢𝐜𝐚𝐥 𝐢𝐥𝐥𝐧𝐞𝐬𝐬 𝐚𝐧𝐝 𝐦𝐚𝐭𝐞𝐫𝐧𝐢𝐭𝐲 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬?

✅ Sun Maiden / Sun Maiden Plus

Insurance na pwedeng gamitin as 𝐌𝐑𝐈 (𝐌𝐨𝐫𝐭𝐠𝐚𝐠𝐞 𝐑𝐞𝐝𝐞𝐦𝐩𝐭𝐢𝐨𝐧 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞) sa bahay or condo na kinuha mo o kukunin pa lang?

at marami pang iba!

If you're not yet sure which plan you should get, let me help you choose the plan that suits you.

Let us start your financial plans, MESSAGE ME ANYTIME. 📲📩
Jel Liquido :Sunlife Licensed Financial Advisor

Sun MaxiLink Prime might be the perfect Insurance and investments for you just like my client!
At least 10 years to pay but covered until age 88years old !

And investments is withdrawable 🤩
It will provide you and your family the ff benefits: 💛
☑️ Security in the form of Life Insurance
☑️ Savings in the form of Investments
☑️ Funds for your Children's Education,
Travel goals, your Retirement or
estate planning and business
☑️ Peace of mind that whatever happens you and your family's future is secured.
☑️ Accidental death benefit
☑️ critical illness benefit
☑️ hospitalization benefit
Fast and online easy process no hassle!

Send me a DM and ask me how 😍

💛

Here today, gone tomorrow. No one can predict what tomorrow will bring. But you can get life insurance to secure your family's dream.

PM for product solution presentation 👍

Soon we can all afford not just 1 but 6 policies as well..☺️

I've got myself a total of 6 Insurances already. 🥳

✅ 1 account for my Retirement Fund.

✅ 2 accounts for my 10-year goals (in preparation for a better version of myself, para pag magaling na ako sa skills na binibuild/dinidevelop ko, meron akong available fund for that as a capital.)

✅ 1 Comprehensive Health Insurance Fund (that covers minor and major illnesses, konti palang coverage nito kaya ito yung goal ko na ibuild over time up to 10million coverage. Malayo pa yun pero pakonti konti, kasi sobrang konti nalang ng 1million sa panahon ngaun. 1 major illness would costs u a minimum of 2.5m)

✅ 2 Critical Illness Plan (It's a term insurance, pang backup lang for now habang binibuild ko yung Health Insurance Fund).

𝐀 𝐩𝐨𝐫𝐭𝐢𝐨𝐧 𝐨𝐟 𝐦𝐲 𝐢𝐧𝐜𝐨𝐦𝐞 𝐠𝐨𝐞𝐬 𝐭𝐨 𝐚𝐥𝐥 𝐨𝐟 𝐭𝐡𝐞𝐬𝐞 𝐟𝐨𝐫 𝐫𝐢𝐬𝐤 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬.

𝐀 𝐦𝐞𝐧𝐭𝐨𝐫 𝐭𝐨𝐥𝐝 𝐦𝐞, 𝐭𝐡𝐚𝐭 𝐭𝐡𝐞 𝐨𝐧𝐥𝐲 𝐰𝐚𝐲 𝐭𝐨𝐰𝐚𝐫𝐝𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐬𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐢𝐬 𝐭𝐨 𝐞𝐥𝐢𝐦𝐢𝐧𝐚𝐭𝐞 𝐚𝐬 𝐦𝐚𝐧𝐲 𝐫𝐢𝐬𝐤𝐬 𝐚𝐬 𝐩𝐨𝐬𝐬𝐢𝐛𝐥𝐞.

So, Invest with whatever you have, while your health and age can still afford it. Be self-reliant while you still can.💛

If you're interested to have one, feel free to send me a message. ✨

Inquire now!!!

We have life insurance plans available for 50-80 years of age. Inquire now for your parents 🥰

“Insurance? Diba maki-claim lang naman ‘yan pag
patay na ’ko?”

In the past, insurance solely provided death
benefits, offering financial protection to loved ones
left behind.

Today, insurance has evolved into a comprehensive
solution that offers living benefits as well, such as
guaranteed cash in case of confinement,
critical illness diagnosis and income from dividends and investment.

Additionally, modern insurance-investment plans
provide cash benefits to support your retirement, your
child's education, and other financial goals.

Curious to learn more? Let's schedule a FREE
financial planning session!
Ctto

Secure your hard-earned savings from
unforeseen events with a customized insurance
plan tailored to your specific health needs.

Schedule an assessment with me today—
I am your Licensed Financial Advisor, ready
to assist you!

Sanaol 2m..💛

Ikaw magkano ang value ng buhay mo?

Payday reminder for your life goals. 👍

Ang PAMANA PLAN para sa iyong anak 😊
May pension ka na hanggang age 100

💛SUN SMARTER LIFE ELITE PESO 5/10

Nagbibigay si Sun Life ng 8% GUARANTEED Cash Benefit on 6th year of the policy, and every other year thereafter until age 100.

You read it right! 👍
Magbibigay si Sunlife ng guaranteed 8% ng face amount on 6th year of the policy kada 2 taon ang pagbigay hanggang tumanda ka until age 100. Diba ang ganda, may pension ka na until you reach age 100.

Ano ang PROS ng Sun Smarter Life Elite 5/10:
✅ Double ang face amount upon death of the insured
✅ Meron syang GUARANTEED 8% na endowment benefit
✅ Meron kang dividend (not guaranteed, projected 3%)
✅ Great for child's educational fund from 0 to 10 years old
✅ Ikaw ang bahalang ilipat sa anak mo ang cash benefit, until magka-apo ka, meron makukuha until age 100.
✅ Depende sa laki ng face amount ang laki ng 8% endowment benefit na makukuha
✅ Meron waiver of premium kapag namatay ang nagbabayad ng policy, ibig sabihin secured ang education ng bata kahit mawala ka sa mundo ng hindi inaasahan (God forbid), makakatanggap pa rin siya ng pera until age 100
✅ Okay siya sa taong may hesitations sa VUL, kung hindi sila comfortable iinvest sa stocks ang pera nila
✅ Perfect para sa mga taong sigurista
✅ May paying period na 5 years or 10 years
✅ Merong Accidental Death at Total Disability Benefit

For example if you have
1,000,000 face amount..
8% guaranteed endowment benefit, that is 80,000

Child: 0 year old

6th year : 80,000 + dividends
8th year: 80,000 + dividends
10th year: 80,000 + dividends
12th year: 80,000 + dividends
14th, 16th. . .and so on...until 100 years old!

CTTO (edited)

Good for educational plan for your child...
Good for early retirement fund...
Good for someone who wants to save more...

Get insured online
No meet-ups needed...
Message me now!!!

What if insured anak mo ng 1M then may guaranteed 40k every 2 yrs ka with dividends for the lifetime ng child mo, & 10 years lang babayaran OK ba yun? PM me for a quote 🥰

Congratulations 🎉 👏 Policy approved!!! Welcome to a

Grow your hard earned money. Don't just stock in the bank..👌👌👌

Don't work for money let your money works for you!!!

A reminder: Don't work for money, let your money work for you...

Message me how!
Message me now!

If you have money stock only in the bank, why not invest it so it can grow.

Others: mag anak kana. Matanda kana tapos anak mo maliit pa.

My mind: why worries when I have insurance, my future family is secured even if I'm not there to sustain their daily needs.

All I want is to be a part of the Top 1 insurance company in the Philippines but who would think I'm also a part of a Top 1 branch of Sunlife.☺️ Congratulations BM Jayvee Lazaro Badile II. So proud💛💛💛

👍

How to be pabigat in the future?