Financial Planning By Anna May Balmelero

Connecting to people you love and help to be financially prepared to the future.

Our goal is to be one of the people who care and help you to be prepare.





Financial Planning with Ferdz and May Balmelero

It's called Love Insurance because we buy it to protect the ones we love ❤️😍
CCTO

When you are committed to your Mission. Everything will be possible
I'm so proud to be part of this.
Thank you Sunlife

Habang dine-delay mo ang pagkuha ng life insurance,
lalo itong nagmamahal... Kung gusto mong kumuha ng mura at mabigyan ng magandang future ang pamilya mo, kumuha ka habang bata at healthy ka pa.

Usap tayo kaibigan! ☕

13th month pay is waving and coming! 👋😍.

A friend asked me, bakit gigil na gigil daw ang mga Financial Advisors sa 13th month pay ng mga tao.

Well, gigil na gigil din naman dun ang mga malls, stalls at online shops.
They just advertise by focusing on WHAT YOU WANT,
while we, Financial Advisors, advertise by focusing on WHAT YOU NEED.
We ease your worry and give you Peace of Mind.❤️

At the end of the day, ikaw pa rin ang magdedecide kung saan at paano mo yan gagastusin.
We don't steal your money. In fact, we help you make it grow and protect your family.💯

Mas masarap isipin na naging WISE ka sa perang pinaghirapan mo dahil pinalago mo sya at ginawang paraan para di ka maghirap in the future.
Think twice in spending, hard-earned money mo yan.👍🏻
CCTO

Getting a plan doesn't mean EXPENSES! Yes, hindi mo magagalaw agad agad ang pera itinabi mo para sa iyong Sun Life plan pero mas malaki ang balik nito in the FUTURE.

Hinati mo lang 5k mo, pero once there is an emergency, marami kang pagkukunan. Maximize your money. Better if you have more streams of income. Your family will be protected in times of emergency.

Kung meron kang 5k monthly at ilalagay natin yan sa 2 pockets.

Left pocket 3k alloted for Savings, Emergency Fund, & Short term saving goals.

Right pocket 2k alloted for Life or Health Insurance, income protection, critical illness benefit, hospital income benefit, & investment.

Imagine, if you only have one pocket na 5k monthly savings, kapag nagkasakit ka ubos ang 5k diba? Kulang pa..

Whereas if you have 2 pockets na pwdeng pag kunan.. with your 5k, pwede ka kumuha either sa SAVINGS FUND mo or sa HEALTH INSURANCE.

Thats the value of financial literacy 💛
Let me help you ♥️

ctto

YUNG PAGKUHA NG INSURANCE PLANS, CAN WE DO IT NEXT MONTH?

YES. Actually pwede naman, kasi at the end of the day it’s your choice.

Pero let us be always reminded na everyday merong life risk.

Risk to get sick.
Risk to experience unexpected death.

We know naman na everyday di natin alam yung possible mangyari.

Na-remind tuloy ako dun sa quote na “PREVENTION IS BETTER THAN CURE.”

Kaya preparation and anticipation is important.

We are not praying na mangyari yung life risk. Ang prayers nga natin sana hindi mangyari.

Pero question? What if mangyari?

Kaya dapat as much as possible dapat may sense of urgency, especially to those person na meron naka depende sa kanilang family members.

To all parents and breadwinners (person that support their families) I know mahirap ang buhay as a parent and as a breadwinners pero because you love your families you really work hard just to provide for them.

But I have a question for you?

Anong mas mahirap?

Yung nandyan ka? Or pag wala ka na?

………………..

Life is more tougher for your family if ever mawala ka sa picture, especially financially.

Kaya need nila ng financial security para if ever mawala ka sa picture hindi mahihirapan yung family mo financially.

And one of the best and cheapest tool that you can have to secure your families financial future, is LIFE INSURANCE PLANS.

But again, the choice is yours.

Difference between SSS only versus SSS +VUL maganda ba?
Free financial planning tayo every weekend
Just Comment your name and I'll message you how.

Did you know that the late President Manuel Luis Quezon, our president during the time of WW2, was a Sun Life policy holder?

With no proof of evidence or any certification to support the death claim of her late husband, Doña Aurora Quezon was still able to receive the insurance proceeds. Effects of war did not stop Sun Life for remaining faithful and diligently fulfilled its promises to its clients.

She was one of the many Filipinos who was able to get insurance claim during the darkest times of our generation.

*** Beside Pres. Quezon in this photo is his loving wife, Doña Aurora Quezon.

This is Love Insurance ❤️

CTTO: Seb De Villa

Success is not easy
It will not come if your not willing to wait until it comes in your hand
Be consistent on what your doing
Analyzed if you are in the right way
Let you fail if you have to
And learn from you mistake and do the right thing.