Good to Great Financials - TFA, MAA

Start securing your child's future for as low as Php34/day or Php1,000/month.

Send us a message for a quotation and a virtual appointment ✉️

Let's convert that INTENTION into ACTION.

Build a solid plan for your Financial House:

1. Life Insurance + Health Insurance
2. Education Fund for kids
3. Investment
4. Retirement

👨‍👩‍👦‍👦🏡🔒💵

Road to Financial Freedom Tip:

In building your financial house, make sure to have Life and Health Insurance coverage as the foundation.

No investment platform can duplicate what insurance can do in case of untimely demise or critical illness. 💯

Reality is that most Filipino families live on paycheck to paycheck to make ends meet.

Trust that Life will progress through preparedness when opportunity comes.

When it does, how will your allocations look like? It’s one thing to know and an intentional commitment to pursue. 💯

Our Filipino roots will always be about Family. It's no secret, do it for them. ❤

Financial Tips for Millennials 📈

The Key is to be in control of where your funds go. 💯

How do you start your Financial Plan?

Start by protecting yourself and your family from the Unexpected events. That should be the foundation of your Financial House. 💯

This is for a client who has a 'Fund for the kids' that can't and shouldn't be touched. Instead of simply leaving it in a bank, client took the opportunity to diversify and invest in Funds that are yielding good results (Global funds).

Of course, not everyone will have lump sum amounts to invest. But the beauty of the market today is that YOU can START getting insured and start accumulating account value to be placed on these funds for as low as Php1k/month.

Make that decision and make your funds work hard for you. 🤝

In most cases, insurance really end up not being enough. But, it’s ALWAYS better to have a provision than none at all.

https://www.facebook.com/washingtonpost/photos/a.10150141760842293/10161200544282293/?type=3

Nine months had passed since Lisa Grim’s husband Alan, 37, died of covid-19 in a rural Missouri ICU. Nine months since she realized that without his salary, they could no longer afford their mortgage, forcing her to put the family’s house on the market and move to an apartment an hour away from everything her boys had known.

Alan’s death had not only devastated their family emotionally, but it had also broken them financially. Even as they grieved, the Grims — like tens of thousands of other families shattered by the pandemic — were now facing a cascade of secondary losses: income, home, school friends, long-held plans for the future. https://wapo.st/3AmSg0y

A good perspective on how getting Health Insurance coverage early is a good investment.

Have you always pushed it aside first? If you know it's a must, then you know the best time was always yesterday and the next best time is today.

*cost estimates are approximately aligned with AXA's Health Start Solution

Life does not slow down. How do you want yours to be celebrated?

It's time to push each other and be PLAN-Titos and PLAN-Titas 😎

Motivation Mondays:

Make sure to stay true to your intentions. Stay the course.

Results speak louder than words 💯

Most accept the fact that having Health Insurance provision will help them in the future. But, often times the feeling of 'we do not need it YET' prevails.

Be intentional in your approach and start setting up that provision for your FUTURE self. 👨‍🦳👩‍🦳

YOLO is such an exciting nudge in the way we go about our life. But, YODO (You only die once) is as real as it gets as well.

Enjoy, indulge but most importantly, make smart choices. Make your future consequences fall in your favor. ❤

The best time to start was yesterday. The next best time is today. Find someone you trust and start planting seeds.

Major step forward to creating a better future to all Filipino families.

The Bangko Sentral ng Pilipinas (BSP) congratulates the DepEd Philippines for crafting the Financial Education Policy. This policy guides the intensified integration of financial education in the K to 12 Basic Education Curriculum in various disciplines across grade levels.

The policy can be accessed here:https://www.deped.gov.ph/wp-content/uploads/2021/06/DO_s2021_022.pdf

Mabuhay ang Pilipinas! 🇵🇭

Sharing the Unit's May 2021 achievements in MAA Branch

✅ Top 2 in total PVI
✅ Top 2 in total Case Counts

Our Goal is Financial Literacy for every Filipino Family 💯

Sharing the Unit's April 2021 achievements in MAA Branch

✅ Top 2 in total PVI
✅ Top 3 in total Case Counts
✅ Top 3 in Active Advisors

Our Goal is Financial Literacy for every Filipino Family 💯

1. Build your interest in / Need for planning

2. Connect with our financial advisor

3. Online consultation with our financial advisor

4. Identify needs and receive advise and solutions

5. Implement the advice and sign-up for an insurance or investment plan

6. Submit requirements and payment

7. Get approved for an insurance or investment plan

8. Enjoy benefits such as peace of mind, plus the capacity to achieve dreams, and the support needed to face life’s challenges

Join us for another Financial Literacy talk that gives you a Game Plan on how to approach and take on Financial Planning.

📌 What’s your GAME PLAN?
📌 March 27, 2021
📌 3:00pm - 4:00pm

Send a message to any TFA - AXA Financial Advisor to get an email invite 💯

How is Health Insurance considered as an investment?

Agree? 💯☑️

What more can we ask for? 🎯

Genuine service produce genuine results.

More lives secured for the month of February ❤️

How does Financial Freedom really look like?

It is all that and MORE. Make a conscious effort towards achieving it.

Different stories, different backgrounds, ONE MISSION!

"If you want real change to happen, do something different."

You will be guided with the right Strategy, Structure and System to succeed in this industry.

BENEFITS:

• Manage your own time - WFH Setup
• Set and Achieve your INCOME GOAL
• Quarterly Volume Bonuses
• Local and Foreign Trip Incentives

KEY RESPONSIBILITIES:

• Undergo and complete training programs
• Undergo Licensing process mandated by Insurance Commission
• Generating your own Client Prospect list - having a strong natural market is a bonus
• Providing sound Financial Advice to your Clients to ensure their Financial Needs are addressed through AXA's Insurance solutions
• To be able to marry the solutions available that will fit to the client’s needs and risk attitude

MINIMUM QUALIFICATIONS:

• Possessing a College Degree in any field is a bonus
• Has an entrepreneurial and strategic mindset
• Has a high aptitude for learning; must be willing to undergo training programs and certifications
• Exceptional communication and presentation skills
• Ability to establish and build good working relationship with colleagues and clients
• Can actively generate sales leads and convert these to actual sales
• Has a stable internet connection and with own laptop, desktop or tablet

You will learn to love this Noble Profession! Join us as we build new Experts in the industry!