My Wise Advisor PH

Send us a message to find out which plan suits you the best! 🤗

SUN SMARTER LIFE ELITE PESO 10/5 🔆

Perfect PAMANA PLAN for your child!

✅ Double ang death benefit of the insured (magagamit pa ng next generation)
✅ With GUARANTEED 8% endowment benefit
✅ Entitled sa cash DIVIDENDS yearly
✅ Okay siya sa taong may hesitations sa VUL, kung hindi sila comfortable iinvest sa stocks ang pera nila
✅Meron GUARANTEED Cash Value or loanable amount with only 0.83% interest rate per year where you can pay at your convenience!
✅ Perfect para sa mga taong sigurista
✅ 10 or 5 years to pay only, pero may GUARANTEED cash benefits FOR LIFE!

Send me a message for more info 💌

Gin Venzon, CPA
Licensed Financial Advisor

Still undecided about that insurance plan? Let's talk TODAY! ☀️

Learn why INSURANCE is considered the MOST POWERFUL FINANCIAL HACK!

GET INSURED TODAY! 💖

"Bata pa naman ako."
"Healthy living naman ako."
"Hindi ko pa priority ang insurance."

Friends, being insured is a must especially if you have people that are relying and dependent on you. 'Wag na natin hayaan na dumating yung panahon na marerealize natin, "Sayang, sana pala kumuha na ako ng insurance noon."

GET INSURED TODAY! 💖

Pay yourself first 👍♥️

Every payday, make it a habit to put a portion of your income to savings and investments as your first expense for the month.

Make TODAY count. 💛
Send us a message for a FREE Financial Planning session.

GET COVERED TODAY! ✨

✅Life insurance
✅Accident insurance
✅Savings
✅Investments
❓Health insurance

Most of the time, we tend to neglect the importance of having our own plan for critical illnesses because of the following reasons:

"Bata pa naman ako, di pa naman siguro ako magkakasakit."

"Healthy living naman ako, malayo ako sa ganyang sakit."

"May HMO naman ako, di ko na kailangan yan."

Friends, try to reconsider getting your own health coverage kasi ang mahal talaga magkasakit especially for critical illnesses.

Kung wala kang enough savings to cover yung malaking gastos para sa recovery mo, sino mahihirapan? Ikaw din diba? Kasi iisipin mopa kung saan pwede kumuha ng pambayad sa mahal na gastusan. If walang personal savings, tatakbo ka sa pamilya mo, pamilya mo na may mga kanya kanyang gastusin sa buhay, worst kung wala din silang enough savings, pupunta yan sa mga relatives and friends at hihingi ng tulong. Paano kung hindi sapat yung nabigay na tulong?

Try tp reconsider getting your own policy for critical illness. Ito yung bagay na ayaw sana natin gamitin, pero mabuti nang prepared at may plano. 💛

Send us a message to check your options on health coverage plans!

Gin Venzon, CPA
Licensed Financial Advisor
💌[email protected]

Bakit hindi lahat kumukuha ng insurance?

Dahil hindi lahat GUSTO magkaroon ng protection.

Hindi lahat gusto magkaroon ng perang aasahan kapag nagkaroon sila ng sakit.

Hindi lahat gusto magkaroon ng sariling pera pag dating ng retirement nila.

Hindi lahat gusto bigyan ng pamana ang mga anak nila.

Hindi lahat gustong mapa-aral ang kanilang anak sa maayos na paaralan.

Hindi lahat kayang magsakripisyo ng luho nila para sa kanilang pamilya.

Kaya kung ayaw nila, huwag mong pilitin.
Pero kung gusto mo, message mo ako.
Tutulungan kita magkaroon. ☺️♥️

CTTO

"Bata pa naman ako."
"Healthy living naman ako."
"Hindi ko pa priority ang insurance."

Friends, being insured is a must especially if you have people that are relying and dependent on you. 'Wag na natin hayaan na dumating yung panahon na marerealize natin, "Sayang, sana pala kumuha na ako ng insurance noon."

GET INSURED TODAY! 💖

Client meeting today! 💛

Ready to secure more lives in the remaining months of the year. We can meet face-to-face or set an online meeting at your convenience. Indeed, getting insured has never been this easy!

Message us to set an appointment. 💌

Most trusted brand ♥️ Thank you to our dear clients for trusting us since day 1 ✨

Sun Life PH is Most Trusted Brand in insurance and investments in 2021 Insurer among 2021's most trusted brands.

Be a mindful spender, constant saver, and a wise investor. ✨

Invest regularly 👌

Invest early, wisely and regularly!

Learn solid investment strategies on stocks, crypto, funds, properties and more at

Last few slots remain at www.bit.ly/ICON_2021

Get insurance while you are YOUNG and INSURABLE.

Remember, not all who wants to be insured gets approved. Better apply while you're still young and healthy.

Love Insurance ✨💙

Securing your family's future even when you're taken out of the picture. No matter what uncertainty your family faces in the future:
✅You know that your children will be able to finish their college education
✅You know that your spouse won't be stressed out financially when you're gone
✅You are sure that they can still continue with their lifestyle (with house and/or car)
✅You know that they can still start over with the insurance money you left them with

I'm sure this is the kind of security you would want your family to have. And for you, it means PEACE OF MIND. ✨

Let's start planning for the future!
Financial planning is the key. 🔑♥️

MESSAGE ME TODAY! 💌

GIN TUAÑO-VENZON, CPA
Financial Coach

8/66

RANDOM THOUGHTS: The past few weeks have been the hottest. We've been praying that God will allow the weather to pour out some rain just so we can feel a little bit of cold breeze in this blazing summer.

Indeed, this little rain has made such an impact.

It might be a little gloomy at times, but this is such a big relief to be able to see and hear the raindrops once again.

Have a wonderful day today! ✨

7/66

We've been doing online meetings since last year due to this pandemic. It's such a good thing that we can do things online now. But i can't deny the fact that i miss having face-to-face conversations with my clients too.

Here's to hoping that this pandemic will end sooner and that we can go out often to explore more and of course, to secure more lives. 💛

"Paano sila kapag nawala ako?"

NATANONG MO NABA ITO?

Bilang isang breadwinner ng iyong pamilya, natanong mo naba ito?

"Paano sila kapag nawala ako?"

Lagi tayong nagsasakripisyo para sa ikakaganda ng buhay ng ating pamilya, madalas napapabayaan natin ang ating sarili.
Paano kung nagkasakit ka? makakayanan mo pabang magtrabaho? saan ka kukuha ng gamot? saan na kukuha ng income ang pamilya mo?

Kapag kumuha ka ng insurance, As low as 20 pesos per day pwede ka na magkaroon ng 500,000 insurance coverage na pwede mong maasahan kapag nagkasakit ka o pwedeng maasahan ng pamilya mo kung sakaling mawala ka ng biglaan.

Mabigat ba yung 20 pesos kada araw para sayo? Kapalit ng ikakaginhawa mo at ng pamilya mo kung sakaling kinailangan?

Kung interesado ka, message ka lang.

See how Life Insurance can be part of your Estate Tax Planning 👌

SUN SMARTER Life ELITE Peso 5/10 and VUL 🙂

Ano ang Sun Smarter Life Elite Peso 5/10?
Ito ay 5/10 year payment whole life insurance na merong GUARANTEED Cash Value and merong Guaranteed Anticipated Endowment Benefit.

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

Ano daw?
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 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 kang 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 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

Eh anu-ano naman ang CONS nito:
▪️ Pwede sya sa mga taong merong budget na 6K or more per month para sa plan nila
▪️ Hindi ka naghahawak ng shares ng top companies sa pilipinas (shareholder)
▪️ Hindi ka naka-invest sa stocks, money market, bonds, etc.

🙂 🙂 🙂
For example if you have
1,000,000 face amount..
8% 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 until 100 years old 🙂 🙂 🙂
Just do the math 😊

Eh paano kung 2,000,000 face amount
8% is 160,000 + dividend on the 6th year, 2 years thereafter until age 100 🙂 🙂 🙂

*** The lowest face amount allowed is Php 200,000
***Pwede mong ipunin ang pera and leave it to accumulate
***Kahit saan pwede mong paggamitan ang pera (House & Lot, Travel Goals, Kids’ Education, Retirement, etc.) It’s YOUR money 🙂
*** You can use the money as pension

Eh paano naman ang VUL:
✅ Perfect for maliit/ sakto lang ang budget, it's an affordable plan for everyone (Depending on your capabilities and needs, talk to me know more)
✅ Flexible ang payment period
✅Okay sa long term investing
✅ Mas affordable kesa sa Elite 🙂

Happy Learning!

Ctto of this explanation 🙂