The Bookish Adviser

Financial planning workshop with our influencer Branch Manager Don Soriano 😍

Daming learnings and added value to help better serve our clients. 💯💯

Truly a fun and insightful session. 💪

Bright morning everyone! 🤗

Welcome the Year of the Rabbit with financial planning and organization – for FREE! 😊

Download the Sun Life Financial Organizer at https://sunlife.co/financial-organizer to plan your luck this 2023. ✨

𝐓𝐡𝐢𝐬 𝐏𝐀𝐘𝐃𝐀𝐘, 𝐛𝐮𝐲 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐝𝐞𝐚𝐥𝐬 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐥𝐢𝐟𝐞, 𝐡𝐞𝐚𝐥𝐭𝐡, 𝐚𝐧𝐝 𝐢𝐧𝐜𝐨𝐦𝐞! 😉

Ngayong sahod, IKAW NAMAN!
Happy 𝐏𝐀𝐘𝐃𝐀𝐘 everyone 🔥🔥🔥

Advisor duties after class 🌞

These policy contracts are ready for delivery to my valued clients:

✅BJMP personnel
✅Virtual Assistant
✅Copy Editor
✅DEPED Teacher

Sa halagang P50 na itatabi nila kada araw, meron na silang additional protection in case uncertainties happen. Di lang sila insured, meron pa silang investment component na pwedeng gamitin sa other milestones nila (retirement, travel, etc.)

This is how VUL works!

Interested to know your options? Message me for FREE QUOTATION 😊📩

Jahan G. Cataruja
Licensed Insurance Advisor

Today is symbolic because the date represents the number of years Sun Life stood strong here in the Philippines making us the FIRST and OLDEST life insurance company in the country!

TRIVIA from Sun Life Philippines

It was in 1895, three years before the Republic of the Philippines was officially founded, when Sun Life first set foot in the country with the mission of giving Filipinos the opportunity to enjoy the humanitarian benefits of insurance.

Still here standing strong! Cheers to a Brighter Life, Sunlifers! ✨☀️

Proud of you self ✨💛

Looking for ways to make your 13th month pay worth it? Here are some brighter options on where you will put your money! 💰

✅ Pay off your debt
✅ Build your emergency fund
✅ Get insured
✅Invest in Mutual Funds or Stocks
✅ Invest in yourself
✅ Monetize your passion / skills
✅ Start your own business
✅ Be a blessing to others

Make your hard-earned money, that you worked for couple of months, worth it. 💯

This is just a friendly reminder for us to have a in the future! ☀️🤗

tra Booksale 📚

It’s Monday!

If you have a vision and to achieve it, you are working very hard, then you will attract new ideas, people and other resources to reach that vision.

Every person must have a vision in their life to achieve every goal they desire. Numerous things keep running in your mind when you try to find what you want, but deep down, you know what you want, you are just afraid to admit it. It starts with listening and recognizing what you really desire.

When you finally decide your vision and start working towards that vision, the energy itself will pull you towards your goal.

Have a fantastic week ahead! 🥰

✅Trip to Boracay
✅House and lot
✅Kotse
✅Financial Freedom

HAHAHAH 🤣🤣
pero on a serious note, small steps are crucial. Kahit gaano kaliit o kalaki ang iniipon mo, what matters most is the habit you are building along the journey 🤗

Padayon, wag bibitaw sa pangarap! 💪

Avoid the noise if it compromises your inner peace.

Confirmed na 💅 HAHHAHHA

𝗧𝗛𝗘 𝗖𝗛𝗜𝗟𝗗 𝗔𝗡𝗗 𝗧𝗛𝗘 𝗜𝗖𝗘 𝗖𝗥𝗘𝗔𝗠

Imagine you are walking along the street with a five-year-old. You come across an ice cream store and go inside. You get the child a single scoop of ice cream on a cone because they don't have any cups. As the two of you walk outside, you notice the cone wobbling in the child's tiny hands and, all of a sudden, plop. The ice cream falls out of the cone onto the pavement.

The child begins to cry. So back you go into the store, and just as you're about to order for the second time, the child notices a colorful sign with a picture of the "triple scooper" cone. The child points to the picture and excitedly screams, "I want one!"

Now here's the question. Being the kind, loving, and generous person that you are, would you go ahead and get this child the triple scooper? Your initial response might be "sure". However, when considering the question more deeply, you would respond "No." Because why would you want to set the child up to fail? The child couldn't even handle a single scoop, how could the child possibly handle a triple scoop?

The same holds true when it comes to the universe and you. We live in a kind and loving universe, and the rule is "Until you show you can handle what you've got, you won't get any more!"

You must acquire the habits and skills of managing a small amount of money before you can have a large amount. Remember, 𝗪𝗘 𝗔𝗥𝗘 𝗖𝗥𝗘𝗔𝗧𝗨𝗥𝗘𝗦 𝗢𝗙 𝗛𝗔𝗕𝗜𝗧, 𝗔𝗡𝗗 𝗧𝗛𝗘𝗥𝗘𝗙𝗢𝗥𝗘 𝗧𝗛𝗘 𝗛𝗔𝗕𝗜𝗧 𝗢𝗙 𝗠𝗔𝗡𝗔𝗚𝗜𝗡𝗚 𝗬𝗢𝗨𝗥 𝗠𝗢𝗡𝗘𝗬 𝗜𝗦 𝗠𝗢𝗥𝗘 𝗜𝗠𝗣𝗢𝗥𝗧𝗔𝗡𝗧 𝗧𝗛𝗔𝗡 𝗧𝗛𝗘 𝗔𝗠𝗢𝗨𝗡𝗧.

- excerpt from T. Harv Eker's SECRETS OF THE MILLIONAIRE MIND

No matter how small it is, the important thing is you start to build the habit.

Baby steps are so underrated.

POV: first time mo mag-tab ng books 🥲😆

Consider this:

• Turning P3,000 into P3,009.50 is called a 𝘽𝘼𝙉𝙆 𝙎𝘼𝙑𝙄𝙉𝙂𝙎.

• Turning P3,000 into P3,300 is called an 𝙄𝙉𝙑𝙀𝙎𝙏𝙈𝙀𝙉𝙏.

• Turning P3,000 into Php 2,000,000 is called an 𝙄𝙉𝙎𝙐𝙍𝘼𝙉𝘾𝙀.

Good thing you can be insured while investing! 🥰

A person, no matter how capable he is in his lifetime, cannot avoid three things, — sickness, accident and death.

When a person is bedridden:

1. A gift of Php 2,000 could be from FRIENDS.

2. A gift of Php 20,000 could be from RELATIVES.

3. A gift of Php 1,000,000 OR MORE could be from LIFE INSURANCE.

VUL plan will back you up! 💪
Want to start your health protection and investment plan? Tara kwentuhan tayo 😊📩

"You are selfless, that's why you have more."

To all breadwinners out there, laban! Kaya natin to 💪

New Year Practices 💛💛

𝙇𝙚𝙩'𝙨 𝙩𝙖𝙡𝙠 𝙖𝙗𝙤𝙪𝙩 𝙄𝙉𝙎𝙐𝙍𝘼𝘽𝙄𝙇𝙄𝙏𝙔.

Most of us, hindi priority ang pagkuha ng insurance policy thinking that we can apply for one and get approved anytime. But the reality is there are chances na kahit gustuhin mo man, hindi na pwede dahil hindi ka na insurable 😔

When it comes to timing, the younger you are when you buy life insurance, the better. Dahil 𝐭𝐡𝐞 𝐲𝐨𝐮𝐧𝐠𝐞𝐫 𝐲𝐨𝐮 𝐚𝐫𝐞, 𝐭𝐡𝐞 𝐥𝐨𝐰𝐞𝐫 𝐩𝐫𝐞𝐦𝐢𝐮𝐦𝐬 𝐢𝐭 𝐰𝐢𝐥𝐥 𝐜𝐨𝐬𝐭 𝐲𝐨𝐮 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐞𝐚𝐬𝐢𝐞𝐫 𝐢𝐭 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚𝐩𝐩𝐫𝐨𝐯𝐞𝐝. Habang nagkakaedad ka, you could develop health problems that make insurance more expensive or even disqualify you from purchasing any plan kahit gustuhin mo man.

So kung healthy ka ngayon, earning and capable of saving, get one for yourself before it's too late.

Want to know if you are still insurable? Message me, kwentuhan tayo 📩😇

Kaya pa? kaya pa! 😆💸💸

✨✨

"The Alchemist" by Paulo Coelho

Looking for ways to make your 13th month pay worth it? Here are some brighter options on where you will put your money! 💰

✅ Pay off your debt
✅ Build your emergency fund
✅ Get insured
✅ Invest in yourself
✅ Monetize your passion / skills
✅ Start your own business
✅ Be a blessing to others

Make your hard-earned money, that you worked for couple of months, worth it. 💯

This is just a friendly reminder, for us to have a in the future! ☀️🤗

𝟖𝟎% 𝐨𝐟 𝐑𝐞𝐭𝐢𝐫𝐢𝐧𝐠 𝐏𝐢𝐧𝐨𝐲𝐬 𝐧𝐨𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐥𝐲 𝐏𝐫𝐞𝐩𝐚𝐫𝐞𝐝

Nakakalungkot habang binabasa ko tong article na to published last year. That after how many years of working, majority of Filipinos ended up still not prepared to their LONGEST HOLIDAY and REST of their lives 😔

“𝑴𝒂𝒏𝒚 𝑭𝒊𝒍𝒊𝒑𝒊𝒏𝒐𝒔 𝒑𝒆𝒓𝒄𝒆𝒊𝒗𝒆 𝒊𝒏𝒗𝒆𝒔𝒕𝒊𝒏𝒈 𝒕𝒐 𝒃𝒆 𝒄𝒐𝒔𝒕𝒍𝒚 𝒂𝒏𝒅 𝒉𝒂𝒗𝒆 𝒚𝒆𝒕 𝒕𝒐 𝒓𝒆𝒂𝒍𝒊𝒛𝒆 𝒊𝒕𝒔 𝒗𝒂𝒍𝒖𝒆 𝒂𝒔 𝒂𝒏 𝒂𝒅𝒅𝒊𝒕𝒊𝒐𝒏𝒂𝒍 𝒊𝒏𝒄𝒐𝒎𝒆 𝒔𝒐𝒖𝒓𝒄𝒆,”

They say numbers DON'T LIE.
Do you want to be part of this number?

Be Financially prepared for your future!
Save and invest now.

Read the full article here:👇
https://www.google.com/amp/s/business.inquirer.net/310472/80-of-retiring-pinoys-not-financially-prepared/amp

💛💛💛

Everything will be worth it 💛

Amongst all financial instruments, life insurance is one of the most misunderstood and unappreciated until it’s too late which is the reason why insurance pe*******on remains to lag behind in the Philippines.

So do not reject the idea of life insurance right away, especially if you have not taken the time what it can actually do for you and your family.