Future Ready With FA Ann

“KELAN KA PA KUKUHA NG INSURANCE?” Kung kelan huli na ang lahat?

Always remember, na walang one size fits all pagdating sa Insurance, halika usap tayo on whats good and fit sa budget mo..

“Protecting the present, securing the future. Get insured today”

Jo-Ann Purisima
- Licensed Financial Advisor

Timeless advise!

Every day, you have the chance to become a better and brighter version of yourself. ✨

Make it happen with your Partner for Life! 💛

It is not important that you start with a big insurance plan, what’s important is, you start one. It’s better to have a little, than nothing.💛

Do something today that your future self will thank you for!
Invest in your health!
Be Sure, Be Insured!

Let me help you start with your first insurance policy.
Message us or call at 0960-264-0528
☺️🤝

Jo-Ann Archivido-Purisima, Licensed Insurance Advisor
Email: [email protected]
Phone: 09602640528

𝗜𝘁 𝗶𝘀 𝘁𝗵𝗲 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀' 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝘁𝗼 𝗽𝗮𝘆 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝘂𝗻𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝗲𝘅𝗽𝗲𝗻𝘀𝗲𝘀.

Not your relatives.
Not go fund me.
Not social media.

Let your insurance pay during the 𝗱𝗮𝗿𝗸𝗲𝘀𝘁 𝘁𝗶𝗺𝗲.
Let your investments pay during 𝗵𝗮𝗽𝗽𝘆 𝘁𝗶𝗺𝗲𝘀.

To whoever’s reading this. Let me help you be 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗹𝘆 𝘀𝗲𝗰𝘂𝗿𝗲𝗱 𝗮𝗻𝗱 𝗳𝗿𝗲𝗲 𝗳𝗿𝗼𝗺 𝗯𝘂𝗿𝗱𝗲𝗻

Ako lang to, tara usap tayo ☺️

☀️ Gusto mo ba ng INVESTMENT na pasok sa budget mo with only P1,500 per month?

☀️ Gusto mo bang i-secure ang pamilya mo with GUARANTEED LIFE INSURANCE protection hanggang 88 years ng AGE mo?

☀️ Gusto mo ba magkaron ng coverage for CRITICAL ILLNESS?

☀️ Gusto mo ba ng EDUCATIONAL FUND para sa anak mo?

☀️Gusto mo ba ng RETIREMENT FUND para sa FUTURE mo?

Get your Sun MaxiLink Prime plan!!!
- 10 years to pay
- insurance with investment
- covered ka till age 88
- pwede mag-add ng coverage for Health Protection

For an approximately 50 PESOS a DAY, imposible ng hindi mo pa kayananin ito!!! 🙂

Kaya ano pang HINIHINTAY MO? PA-QUOTE KA NA❗❗❗

Jo-Ann A. Purisima
Licensed Financial Advisor | Sun Life
[email protected]

𝐓𝐡𝐞 “𝐏𝐀𝐌𝐀𝐍𝐀” 𝐩𝐥𝐚𝐧 𝐭𝐡𝐚𝐭 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞’𝐬 𝐭𝐚𝐥𝐤𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭! 𝐒𝐮𝐧 𝐒𝐦𝐚𝐫𝐭𝐞𝐫 𝐋𝐢𝐟𝐞 𝐄𝐥𝐢𝐭𝐞 𝐏𝐞𝐬𝐨 𝟏𝟎 𝐢𝐬 𝐲𝐨𝐮𝐫 𝐒𝐌𝐀𝐑𝐓 𝐂𝐇𝐎𝐈𝐂𝐄 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐨𝐟 𝐢𝐭𝐬:
1️⃣ 𝐑𝐄𝐂𝐄𝐒𝐒𝐈𝐎𝐍-𝐏𝐑𝐎𝐎𝐅 𝐑𝐞𝐠𝐮𝐥𝐚𝐫 𝐂𝐚𝐬𝐡 𝐏𝐚𝐲𝐨𝐮𝐭𝐬 - 𝐆𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐅𝐎𝐑 𝐋𝐈𝐅𝐄!- From the 6th year of your policy, you'll start receiving a Guaranteed Endowment Benefit and every other year until age 100 regardless of the prevailing market conditions
2️⃣ 𝐘𝐄𝐀𝐑𝐋𝐘 𝐃𝐈𝐕𝐈𝐃𝐄𝐍𝐃𝐒 - You'll receive cash if Sun Life declares that there's extra earnings to share with policyholders
3️⃣ Option to use the living benefit as 𝐒𝐔𝐏𝐏𝐋𝐄𝐌𝐄𝐍𝐓𝐀𝐑𝐘 𝐑𝐄𝐓𝐈𝐑𝐄𝐌𝐄𝐍𝐓 𝐅𝐔𝐍𝐃 𝐅𝐎𝐑 𝐘𝐎𝐔𝐑𝐒𝐄𝐋𝐅 as the parent or the policy's initial owner
𝐈𝐬 𝐭𝐡𝐢𝐬 𝐬𝐮𝐢𝐭𝐚𝐛𝐥𝐞 𝐟𝐨𝐫 𝐲𝐨𝐮? 𝐘𝐞𝐬, 𝐢𝐟:
☀️ you’re healthy and you have a baby - 0 to 5yo, ideally
☀️ you have budget and willing to commit to paying a high premium for fixed 10 years IN RETURN FOR A LIFETIME OF CASH BENEFITS
☀️ you don’t like VUL or any investment types that are exposed to market risks

📩 If you're interested in endowment whole life insurance, please send me a message and let me assist you.

𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 𝐋𝐈𝐅𝐄𝐓𝐈𝐌𝐄 𝐘𝐄𝐀𝐑𝐋𝐘 𝐏𝐀𝐘𝐎𝐔𝐓 ‼️ ‼️ ‼️

☀️ 𝐒𝐔𝐍 𝐋𝐄𝐆𝐀𝐂𝐘 ☀️

Sun Life's newest product that is perfect for someone na naghahanap ng immediate liquidity, wealth accummulation and preservation of funds!

If you love Sun Smarter Life Elite, then you will love this product even more.

🔖 Choose from 2 years or 5 years lang
🔖 Life insurance coverage of 125% of your total original premiums paid, from day 1 of coverage until age 100 (total death benefit)
🔖 Yearly pay-outs equivalent to 2.15% or 2.25% of your premium beginning a year after the end of premium payment up until age 100.
🔖 With endowments, dividends and living benefits pa! Panalong panalo ang buong family!

Your concerns, my priority. Reach out anytime. I'm here 24/7 to help and support you.

Jo-Ann Archivido-Purisima
Licensed Financial Advisor

Isa na namang bayaning OFW ang aalis ng bansa na INSURED at babalik ng bansa ng SECURED ang future💛👏🏻

Jhon, is an OFW based in South Korea , took the initiative of getting a Comprehensive Health Insurance Plan that covers 114 critical illnesses until age 100 as a BIRTHDAY GIFT for himself.

Nakakaproud tong batang to kasi edad nyang 21 years old, sobrang napabilib nya ako sa dedikasyon nya sa buhay. Jhon, sana lahat ng pangarap mo para sa family mo and sa sarili mo ay matupad.😇

Again, Welcome to a Brighter Life here in Sun Life and
HAPPY 22nd BIRTHDAY, Jhon-Emil Dejumo!🥳🎂

𝗙𝗔𝗠𝗜𝗟𝗬 𝗜𝗡𝗦𝗨𝗥𝗔𝗡𝗖𝗘 𝗕𝗨𝗡𝗗𝗟𝗘 𝗣𝗟𝗔𝗡! 👨‍👩‍👧

Ang insurance plan para sa'yo at sa pamilya mo!

Insured na ang bawat isa, may Investment pa na magagamit as retirement fund mo at educational fund ni baby kapag nag-aaral na siya!

𝗣𝗿𝗼𝘁𝗲𝗰𝘁 your family and 𝗦𝗲𝗰𝘂𝗿𝗲 their future TODAY!

Send a message to know more💛

Jo-Ann A. Purisima: Licensed Financial Advisor, SunLife PH
09602640528
[email protected]

My Job is to make your money grow ✨

Alam nyo ba na may insurance plan si Sun Life na ang tawag namin ay 𝗦𝗨𝗡 𝗔𝗖𝗖𝗘𝗟𝗘𝗥𝟴.

This is a plan with 20 years maturity period kung saan insured ka na may malaking pera ka pa na makukuha! At 8yrs mo lang sya babayaran ha.

Bagay ito sa 𝗥𝗘𝗧𝗜𝗥𝗘𝗠𝗘𝗡𝗧 or pwede rin as 𝗘𝗗𝗨𝗖𝗔𝗧𝗜𝗢𝗡𝗔𝗟 𝗙𝗨𝗡𝗗 ng anak. Kaya kung gusto mo magdiversify or mag reallocate ng hard earned money mo, ito ang sample:

𝗙𝗲𝗺𝗮𝗹𝗲 𝗔𝗴𝗲 𝟯𝟬, 𝗡𝗼𝗻𝘀𝗺𝗼𝗸𝗲𝗿

Annual Premium P209,940 payable for 8 years only (kaya tinawag na ACCELER8)

𝗖𝗮𝘀𝗵 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 #𝟭: Makakakuha ka ng 8% ng face amount P80,000 starting sa year 8 and increasing by 2% and every other year until sa ika 20th year.

𝗖𝗮𝘀𝗵 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 #𝟮: May makukuha ka na non guaranteed amount ng dividend every year starting sa ika 9th year then every year for 20 years (pwede iwithdraw, pwede din iwanan to accumulate para mag earn ng interest)

𝗖𝗮𝘀𝗵 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 #𝟯: May makukuha ka na non guaranteed amount ng special bonus sa ika 8th year, projected at 𝗣𝟳𝟱,𝟯𝟬𝟵 (pwede din iwithdraw or iwanan kay Sun Life para lumago pa)

𝗖𝗮𝘀𝗵 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 #𝟰: If walang mangyari sayo at totally healthy ka after 20 years, makakakuha ka na GUARANTEED CASH VALUE or yung maturity amount equivalent sa 102% ng face amount mo which is 𝗣𝟭,𝟬𝟮𝟬,𝟬𝟬𝟬!

𝗘𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝗱 𝗧𝗼𝘁𝗮𝗹 𝗟𝗶𝘃𝗶𝗻𝗴 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 after 20 years if walang withdrawal ng cash benefits 1-4: 𝗣𝟮,𝟳𝟬𝟯,𝟯𝟱𝟵! 💛

May peace of mind ka din kasi may insurance coverage ka starting at P1,000,000 and increasing by 16% for 8 years!

Total insurance coverage amount at year 9-20: 𝗣𝟯,𝟵𝟲𝟯,𝟯𝟱𝟵

O di ba ang ganda! Kumita ka na protected ka pa!

Kung gusto mo ito, DM me and I will discuss it with you. I’ll be happy to assist you! ☀️


ccto

SUN ACCELER8 is a protection and savings plan that matures after 20 years.

✨It provides you increasing life insurance benefit to be well protected from life’s uncertainties.

✨It also offers you regular cash benefits, which can be a good source of guaranteed income that you can use for your child’s education and other school related expenses.

Benefits of SUN ACCELER8:

💛Increasing life insurance coverage

💛Accelerate to your dreams of having a financially secure future with increasing life insurance coverage up to 228% of the Face Amount starting at the 9th policy year.

💛Load up your coverage with riders or supplemental benefits that give added protection in case of unforeseen contingencies such as accidents, disability and illnesses.

💛Increasing cash benefits
Enjoy the perks of having guaranteed and increasing cash benefits starting at the end of the eighth policy year and every two years onwards until your policy matures.

💛Guaranteed maturity benefit
At the end of the 20th year, fund your life goals using your policy’s lump sum guaranteed cash benefit equal to 102% of your Face Amount.
Special paid-up bonus and dividend earnings

💛Be rewarded with a special bonus after eight years and dividend earnings onwards. You may choose to get these in cash or leave with Sun Life to accumulate.

💛Limited payment period
Make payment more convenient depending on your goals. You may choose to pay your premiums annually, semi-annually or quarterly for 8 years only.

NOTE: Benefits indicated above are subject to the specific guidelines set by Sun Life and the actual provisions of the insurance policy contract.

📩 Message me to know more

First time kukuha ng insurance? Gusto mo ba yung insurance na may investment na kasama? SUN MAXILINK PRIME is for you! 🤩🤩🤩

What is Sun Maxilink Prime?
•It is an investment-linked life insurance plan that offers a combined benefit of insurance protection and investment, providing you financial security and peace of mind while you grow your money over time.

Benefits of Sun Maxilink Prime:

•Life insurance coverage / death benefit -makukuha to ng beneficiary mo pag naging angel ka na.

Additional benefits:
✅ Critical illness benefit - covered ka ng 36 Critical illnesses. Kahit wala kang savings, pag may insurance ka na may Critical illness benefit, may sasagot sa gastusin mo sa hospital pagnagka critical illness ka.

✅ Total Disability benefit (waiver of premium)

✅Accidental Death, Disablement and Dismemberment benefit - pag na disabled ka or naputulan ng body parts meron ka din makukuha sa insurance mo pag meron ka ng benefit na to sa plan mo.

✅Hospital Income benefit - pag na confine ka with minimum of 3 days, meron ka din makukuha na Hospital income benefit dependi kung magkano yung amount ng HIB mo sa plan mo. Pag na ICU ka x2 Yung makukuha mo per day.

✅ Investment - bonus nalang to! Insured kana tumutubo pa pera mo. Take advantage of Sun Life's professional Fund Managers' investment experience and expertise.

To know more about this plan, Feel free to send me a message 📩😉

POLICY DELIVERY💛

Jushua, is an OFW based in South Korea and my kababayan as well. He believed that working abroad is a huge opportunity. However, OFW needs life insurance to secure their future and protect their income from unexpected emergencies.

He gets Sun Life's Maxilink Prime Policy, a VUL Product with insurance and investment component!

Thank you, Jushua, for trusting me as your financial advisor for life. Rest assured that I will help you as you go on your brighter future with Sun Life.😍

Welcome to a Brighter Life, Jushua! 😊💛

Are you also an OFW same as him? Start saving and invest now! Let's plan ahead! Pm me to schedule your FREE FINANCIAL CONSULTATION ☺



Jo-Ann Purisima
Sun Life Licensed Financial Advisor
09692640528

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. 📲📩

Jo-Ann Purisima
Sun Life Advisor
[email protected]
09602640528

Buy an affordable life insurance online so you can protect your loved ones.

DM for more details💛

Sample Illustration for Sun Smarter Life ELITE ⬇️

Mr. Juan is 30 years old, a non-smoker.
He is a seaman earning P250,000 monthly.
He wants to get life insurance so that whatever happens, his family will continue living a comfortable life.

He does not want a VUL plan as actual fund value here isn't guaranteed since it depends on the economy.
He prefers guaranteed benefits.

He acquires a Sun Smarter Life ELITE Peso10 policy
with P1 Million face amount
at an annual premium of P190,110 for 10 years.

Guaranteed Benefits for Mr. Juan:
- At age 36, at the end of his 6th policy year, he will receive a guaranteed payout of P80,000 (8% of P1 Million) and every two years thereafter FOR LIFE--yes as long as he lives!

- At age 31, he'll start earning cash dividends which is withdrawable anytime or he can leave with Sun Life to grow

- At age 32, the policy starts to build guaranteed cash value which he can loan in case of emergency at a competitive interest rate

- Starting age 30, in case of death, Mr. Juan's family will receive P2 Million (200% of the P1 Million face amount) plus any unwithdrawn dividends and endowment.

~
Want a sample quote for this elite plan from Sun Life?
Message us today!

𝐒𝐔𝐍 𝐋𝐢𝐟𝐞 𝐀𝐬𝐬𝐮𝐫𝐞: 𝐀𝐟𝐟𝐨𝐫𝐝𝐚𝐛𝐥𝐞 𝐇𝐞𝐚𝐥𝐭𝐡 𝐏𝐥𝐚𝐧:

5yr renewable term plan which covers 36 critical illnesses and provides a lump sum amount either upon death or upon diagnosis (while living) of a covered critical illness, whichever occurs first.

Our HEALTH is the greatest WEALTH we will ever have. Make sure you are covered against the high cost of critical illness treatment with SUN Life Assure. Send me a message and let's discuss how to avail of this plan. 🙂

‼️As LOW as Php 750/ Month, may Income Protection ka na‼️

Believe it or not mga bes, LIFE & HEALTH INSURANCE is NOT expensive. Be prepared right NOW kasi iba pag may peace of mind ka.

Sun LifeAssure is here if you are looking for a life coverage and critical illness benefit without investment component. Affordable and flexible mode of payment (quarterly, semi-annual and annually).

Application is via online, kaya no need to have a face to face meeting. Message me for full proposal and free financial plan.

Getting a Life Insurance doesn't have to be expensive. We can customize your policy that matches your needs and goals in life.

Enjoy the benefits of life insurance with investment and savings when you choose to plan ahead with Sun Life!

Send me a message and I’d be glad to help

Jo-Ann Purisima
Licensed Financial Advisor | Sun Life Ph
[email protected]
09602640528

𝗦𝘂𝗻 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗿𝗶𝗺𝗲 𝗶𝘀 𝗯𝗮𝗰𝗸! ‼️ Limited Time Offer ‼️

IF YOU’RE LOOKING FOR 𝗚𝗨𝗔𝗥𝗔𝗡𝗧𝗘𝗘𝗗 𝗔𝗡𝗡𝗨𝗔𝗟 𝗣𝗔𝗬𝗢𝗨𝗧... HERE IT IS💛

✅ ANNUAL GUARANTEED cash payouts of 4% for 7years , Tax Free
✅ Maturity Benefits - get 100% moneyback after 7 years
✅ HASSLE-FREE Application, NO MEDICAL EXAM needed
✅ Convenient One-time Payment
✅ 7 years Life Insurance Coverage equal to 110% of your one-time premium payment.

Limited-time offer! Message me for more details. 💻

Policy Delivery 💛💛💛

Not just a policy but a NECESSITY. Not just a folder but a 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗦𝗘𝗖𝗨𝗥𝗜𝗧𝗬.

This could be your 𝗰𝗵𝗶𝗹𝗱’𝘀 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗳𝘂𝗻𝗱, your savings and 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗳𝘂𝗻𝗱, your 𝘄𝗮𝘆 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁 𝘆𝗼𝘂𝗿 𝗱𝗿𝗲𝗮𝗺 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 or a 𝘀𝗵𝗶𝗲𝗹𝗱 from 𝗵𝗶𝗴𝗵 𝗺𝗲𝗱𝗶𝗰𝗮𝗹 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗶𝗹𝗹𝗻𝗲𝘀𝘀.

Don’t get confused on the cost of insurance with the value it can bring to you and your family.

Para ka lang nagiipon kung saan ang balik sayo kapag kailangan mo na ay more than what you saved. 💯

Protect yourself this year 💛

💛𝗧𝗢 𝗔𝗟𝗟 𝗧𝗛𝗘 𝗦𝗨𝗡 𝗟𝗜𝗙𝗘 𝗣𝗢𝗟𝗜𝗖𝗬 𝗛𝗢𝗟𝗗𝗘𝗥𝗦, 𝗧𝗛𝗜𝗦 𝗜𝗦 𝗙𝗢𝗥 𝗬𝗢𝗨💛

You can download the 𝗦𝗨𝗡 𝗟𝗜𝗙𝗘 𝗔𝗣𝗣 to monitor your policy/ies.

✅ You can review your policy benefits and coverage anytime, anywhere.
✅ You can file a claim, update details, and track your request.
✅ You can monitor your fund value (will rise and fall depende sa market conditions 📑).
✅ You can track your dues and payments.

Sun Life strives to improve its services for the benefit of its clients 💛

Message me directly for other concerns.

Your Partner for Life,

Jo-Ann A. Purisima:
Licensed Financial Advisor
Sun Life of Canada Phils. Inc

Sun Maxilink Prime!

Life insurance with investment. Swak sa budget ng pamilya. Perfect para sa mga breadwinner!
Insured ka na hanggang 88 yrs old!😁

Want to know more? Send me a message!👇

Jo-Ann Purisima
Licensed Financial Advisor ||Sun Life
09602640528
[email protected]

Being an OFW is not forever—we don't hold the future, but we can prepare for it!

As your , we are here to support you in building your dreams to come Home for Good.

For more details just send me a DM and I’d be glad to help.

Jo-Ann A. Purisima: Licensed Financial Advisor, SunLife PH
[email protected]

Alam nyo ba na may insurance plan si Sun Life na ang tawag namin ay 𝗦𝗨𝗡 𝗔𝗖𝗖𝗘𝗟𝗘𝗥𝟴.

This is a plan with 20 years maturity period kung saan insured ka na may malaking pera ka pa na makukuha! At 8yrs mo lang sya babayaran ha.

Bagay ito sa 𝗥𝗘𝗧𝗜𝗥𝗘𝗠𝗘𝗡𝗧 or pwede rin as 𝗘𝗗𝗨𝗖𝗔𝗧𝗜𝗢𝗡𝗔𝗟 𝗙𝗨𝗡𝗗 ng anak. Kaya kung gusto mo magdiversify or mag reallocate ng hard earned money mo, ito ang sample:

𝗙𝗲𝗺𝗮𝗹𝗲 𝗔𝗴𝗲 𝟯𝟬, 𝗡𝗼𝗻𝘀𝗺𝗼𝗸𝗲𝗿

Annual Premium P209,940 payable for 8 years only (kaya tinawag na ACCELER8)

𝗖𝗮𝘀𝗵 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 #𝟭: Makakakuha ka ng 8% ng face amount P80,000 starting sa year 8 and increasing by 2% and every other year until sa ika 20th year.

𝗖𝗮𝘀𝗵 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 #𝟮: May makukuha ka na non guaranteed amount ng dividend every year starting sa ika 9th year then every year for 20 years (pwede iwithdraw, pwede din iwanan to accumulate para mag earn ng interest)

𝗖𝗮𝘀𝗵 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 #𝟯: May makukuha ka na non guaranteed amount ng special bonus sa ika 8th year, projected at 𝗣𝟳𝟱,𝟯𝟬𝟵 (pwede din iwithdraw or iwanan kay Sun Life para lumago pa)

𝗖𝗮𝘀𝗵 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 #𝟰: If walang mangyari sayo at totally healthy ka after 20 years, makakakuha ka na GUARANTEED CASH VALUE or yung maturity amount equivalent sa 102% ng face amount mo which is 𝗣𝟭,𝟬𝟮𝟬,𝟬𝟬𝟬!

𝗘𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝗱 𝗧𝗼𝘁𝗮𝗹 𝗟𝗶𝘃𝗶𝗻𝗴 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 after 20 years if walang withdrawal ng cash benefits 1-4: 𝗣𝟮,𝟳𝟬𝟯,𝟯𝟱𝟵! 💛

May peace of mind ka din kasi may insurance coverage ka starting at P1,000,000 and increasing by 16% for 8 years!

Total insurance coverage amount at year 9-20: 𝗣𝟯,𝟵𝟲𝟯,𝟯𝟱𝟵

O di ba ang ganda! Kumita ka na protected ka pa!

Kung gusto mo ito, DM me and I will discuss it with you. I’ll be happy to assist you! ☀️
(C)

Aside from leaving money for your kids, providing them with the knowledge to manage it effectively is like giving them a detailed guide to financial success. Here's how to set them on the right path:

✅ Be Their Money Mentor: A solid understanding of the value of money is crucial. Keep it real by sharing examples and experiences. Teach them that money can be an enabler for their dreams, but only if they know how to steer it in the right direction.

✅ Teach the Power of Savings: Explain the significance of savings as a strong foundation. Help them start a savings account, and encourage contributions. It’s like planting a seed - it may not seem much now, but it’s going to be a sturdy tree one day.

✅ Encourage Smart Business Ideas: Fuel their entrepreneurial spirit. Whether it's a lemonade stand, a blog, or a craft project, help them understand the workings of a business. Their inheritance could be the capital that catapults a household hobby into a booming business.

✅ Invest in Education: Guide them in identifying their passions and investing in further learning. Whether they want to build rockets or write novels, the right education is a catalyst that transforms dreams into reality.

✅ Make Budgeting a Habit: Teach them to be savvy spenders. Help them create a simple budget, balancing saving with sensible spending. This is their compass to ensure they stay on course and don’t get lost in a sea of impulsive purchases.

By empowering them with financial wisdom and tools, you’re not just giving them a sum of money, but paving a pathway for them to build a secure and prosperous future.

---

If you are a financial advisor reading this, share this with your clients and friends who you think can benefit from this.

Tool for financial advisors to value add clients ➡️ www.financialplanningbook.com

💛

Just wanna share this post..💛💛💛

Real talk lang. Lahat tayo tatanda at magkakasakit. Oo, marami taong pwedeng tumulong sa tin pag tayo nagkasakit pero hanggang kailan ka nila kayang tulungan? Iaasa mo na lang ba sa kanila lahat? Eh pano kung walang tumulong or nagkaroon ng hangganan ang kanilang tulong? Pano ka na?

Kaya habang mas bata at healthy pa, please invest on yourself. Maglaan ng budget para sa insurance, para pag dumating ang panahon na di natin inaasahan, kaya natin sustentuhan ang ating sarili para gumaling.

Tandaan: Di tayo responsibility ng ibang tao. Responsibilidad natin ang ating sarili.

Start now. Insure yourself. Be prepared for any uncertainties.