Jonasallee Somera - Sun Life Financial, Licensed Financial Advisor

Jonasallee Somera - Sun Life Financial, Licensed Financial Advisor

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Helping Filipino families to build and secure a brighter future.

23/09/2023

ARE YOU A SEAFARER? A MARINO? A SEAMAN?

May mga seaman na ayaw kumuha ng insurance dahil insured naman na daw sila ng company nila.

Pero natanong mo na ba?

✅ Hangang kelan mo GUSTONG magbarko?
✅ Hanggang kelan mo KAYANG magbarko?
✅ Pag NAGKASAKIT ka, TATANGGAPIN ka pa kaya ng company?
✅ Pag HINDI ka na makasakay, SAAN ka kukuha ng income?

May mga seaman na kumukuha ng pang sarili nilang insurance, kasi hindi daw sila insured pag nasa lupa sila. At kailangan nilang mag save para sa retirement.

Usap tayo! Maraming products ang Sun Life na naaayon sa pangangailangan at sa budget mo. Wag mahihiyang magtanong.

Jonasallee Dela Cruz Somera
Licensed Financial Advisor
Sun Life of Canada Philippines, Inc.

03/08/2023

Sun Life's VUL Plan gives you the benefit of building FUNDS FOR FUTURE NEEDS

Build funds for your child's education, a comfortable retirement, or an important life milestone. 𝗜𝗻 𝗰𝗮𝘀𝗲 𝗼𝗳 𝗮𝗻 𝗲𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆, 𝗺𝗼𝗻𝗲𝘆 𝗰𝗼𝗺𝗲𝘀 𝗶𝗻 𝗵𝗮𝗻𝗱𝘆 𝘃𝗶𝗮 𝗮 𝗽𝗮𝗿𝘁𝗶𝗮𝗹 𝗳𝘂𝗻𝗱 𝘄𝗶𝘁𝗵𝗱𝗿𝗮𝘄𝗮𝗹.

2 weeks ago my client stucked in an emergency situation and asked me kung may pwede bang maitulong sa kanya yung kinuha nyang VUL (Investment-Linked Life Insurance Plan) last 2018. So agad kong chineck yung policy nya sa portal ko and reverted asap to my client.

I stated to my client yung policy fund value nya. Then he asked kung kaya daw maka withdraw kahit up to P 150,000. Sabi ko pwede naman. So yun after agreeing to the amount na gusto withdrawhin, I processed right away yung documents. Visited him and asked for signing ng forms and submitted those form sa office. Kahapon, na release yung check nya. Sakto, amounting to P 150,000. Nakapangalan sa kanya at walang bawas.

Kahapon, pagkakuha ko ng checke nya sa office namin sa Sto. Tomas, punta agad ako ng BDO to directly remit sa account ni client. Sa monday maccredit na yung amount na yun sa account nya. I'm always glad to be of service to my dear client.

Friends, allow me to be your Sun Life Partner so I can be at service for you too. 💙

28/06/2023

𝙒𝙝𝙮 𝙙𝙤 𝙬𝙚 𝙬𝙤𝙧𝙠 𝙨𝙤 𝙝𝙖𝙧𝙙 𝙚𝙫𝙚𝙧𝙮 𝙙𝙖𝙮?

So that our future selves will thank us kasi napaghandaan natin yung health fund natin, we were able to support our children's dreams and passions na hindi tayo naging burden sa kanila as they continue reaching for their goals, we can finally retire at peace knowing na kahit wala na tayong sasahurin ay may cash fund tayo from our insurances with investment na kinuha nung bata pa tayo, hindi magbabago ang lifestyle natin, and if we'll be taken out of the picture, hindi mamumulubi ang pamilya natin.

Aminin mo, pangarap mo din ang mga yan.

If I were to tell you today that we have a program that bridges the gap between our current life and the life we want for ourselves and our families, would you sign up for it?

10/05/2023

Wow, mura lang pero very comprehensive.

Magtatabi ka lang ng 3k monthly for protection and long term savings.

What if 6 months palang naghuhulog tapos may mangyari sa insured, makukuha ba agad yung 2.5M? Yes!

Message me to know more :)

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