The Young Investor

The Young Investor

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VUL has become the most popular insurance plan in the past decade. If youโ€™re considering a VUL plan t

22/01/2021

๐™’๐™๐™ฎ ๐™œ๐™š๐™ฉ ๐™ก๐™ž๐™›๐™š ๐™ž๐™ฃ๐™จ๐™ช๐™ง๐™–๐™ฃ๐™˜๐™š?

โœ…A life insurance policy is a contract with an insurance firm. In exchange for premium payments, the insurance firm provides a lump-sum payment, known as a death benefit, to beneficiaries upon the insured's death.

โœ…Typically, life insurance is chosen based on the needs and goals of the owner. There are many varieties of life insurance. Some of the more common types are discussed below.

โ€ผ๏ธ๐˜ผ๐™™๐™ซ๐™–๐™ฃ๐™ฉ๐™–๐™œ๐™š๐™จ ๐™ค๐™› ๐™‡๐™ž๐™›๐™š ๐™„๐™ฃ๐™จ๐™ช๐™ง๐™–๐™ฃ๐™˜๐™š โ€ผ๏ธ

Life insurance offers several advantages not available from any other financial instrument.

โœ”๏ธProtection: There is a huge advantage to having a life insurance policy in force that will pay a death benefit will go to your life insurance beneficiary, which they can use however they wish.

โœ”๏ธCash Value: The advantage of cash value life insurance is that you can use the cash to fund many purchases down the road, such as paying off debt, buying a home, investing in real estate, of simply living off the dividends as a form of passive income.

โœ”๏ธTax Benefits: Not only is a life insurance death benefit not taxable, the cash value accumulation and any dividends accumulate tax deferred. And if you use policy loans you may never have to pay taxes on your cash value growth.

โœ”๏ธRemoves Worries: You see, there really is no replacement for the satisfaction you get once you have life insurance in force and you know your familyโ€™s financial needs will be met if you die.

โ€ผ๏ธ ๐˜ฟ๐™ž๐™›๐™›๐™š๐™ง๐™š๐™ฃ๐™ฉ ๐™ฉ๐™ฎ๐™ฅ๐™š๐™จ ๐™ค๐™› ๐™ก๐™ž๐™›๐™š ๐™ž๐™ฃ๐™จ๐™ช๐™ง๐™–๐™ฃ๐™˜๐™šโ€ผ๏ธ

You have many different options for buying life insurance. Iโ€™ll help to break it down for you.

โ‡๏ธTerm life insuranceโ‡๏ธ

Term life insurance is designed to provide financial protection for a specific period of time, such as 10 or 20 years. With traditional term insurance, the premium payment amount stays the same for the coverage period you select. After that period, policies may offer continued coverage, usually at a substantially higher premium payment rate. Term life insurance is generally less expensive than permanent life insurance. Term life insurance proceeds can be used to replace lost potential income during working years. This can provide a safety net for your beneficiaries and can also help ensure the family's financial goals will still be metโ€”goals like paying off a mortgage, keeping a business running, and paying for college. It's important to note that, although term life can be used to replace lost potential income, life insurance benefits are paid at one time in a lump sum, not in regular payments like paychecks.

โ‡๏ธUniversal life insuranceโ‡๏ธ

Universal life insurance is a type of permanent life insurance designed to provide lifetime coverage. Unlike whole life insurance, universal life insurance policies are flexible and may allow you to raise or lower your premium payment or coverage amounts throughout your lifetime. Additionally, due to its lifetime coverage, universal life typically has higher premium payments than term. Universal life insurance is most often used as part of a flexible estate planning strategy to help preserve wealth to be transferred to beneficiaries. Another common use is long term income replacement, where the need extends beyond working years. Some universal life insurance product designs focus on providing both death benefit coverage and building cash value while others focus on providing guaranteed death benefit coverage.

โ‡๏ธWhole life insuranceโ‡๏ธ

Whole life insurance is a type of permanent life insurance designed to provide lifetime coverage. Because of the lifetime coverage period, whole life usually has higher premium payments than term life. Policy premium payments are typically fixed, and, unlike term, whole life has a cash value, which functions as a savings component and may accumulate tax-deferred over time. Whole life can be used as an estate planning tool to help preserve the wealth you plan to transfer to your beneficiaries.

โ€”

Best way to start is NOW!

How? Here to help.

For more information, kindly message Caryll Anjelhi Pascua ๐Ÿ“ˆโค๏ธ





Licensed Financial Advisor
Ma. Elaine Maloles

C/O

18/11/2020

Investments allow us to have the freedom of time.

Get a qoute today. Send me a message for a sample proposal and free financial planning ๐Ÿ‘ You can choose among the following:

2K Monthly Plan
3K Monthly Plan
4K Monthly Plan
5K Monthly Plan
>5K
Remember, it doesn't matter how much, but you have to start it TODAY. Because the earlier you start investing, the earlier you stop working ๐Ÿ˜‰

Investments allow us to have the freedom of time.







Ma. Elaine Maloles
Licensed Financial Advisor

18/11/2020

Get a qoute today. Send me a message for a sample proposal and free financial planning ๐Ÿ‘ You can choose among the following:

2K Monthly Plan
3K Monthly Plan
4K Monthly Plan
5K Monthly Plan
>5K
Remember, it doesn't matter how much, but you have to start it TODAY. Because the earlier you start investing, the earlier you stop working ๐Ÿ˜‰

Investments allow us to have the freedom of time.







Ma. Elaine Maloles
Licensed Financial Advisor

18/11/2020

SPECIAL OFFER! ๐Ÿ‘‡๐Ÿ‘‡
Hello ! Sun Life is celebrating its 125th year here in the Philippines this year. ๐ŸŒž๐ŸŽ‰

We have affordable plan wherein you can have Insurance and Savings/Investment for as low 799 per month! โ˜” ใ€ฝ
Good for age 21 to 39 y.o only

Let me know if you also want to avail this special offer. ๐Ÿ˜๐Ÿค—
*price may vary depending on age, occupation, health status, and smoking habits.

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Ma. Elaine Maloles
Licensed Sun Life Advisor

BREAK THE CYCLE 17/11/2020

Please watch this short video.

Kong ikaw ay isang Breadwinner kaylangan mo din isipin ang goals mo. ๐Ÿ˜‰ Di habang buhay may kinikita ka at malakas ka. Tandaan mo walang permanente sa mundo kaya dapat handa ka di lang para sa sarili mo kundi para na din sa pamilya mo. โœ…โœ…โœ…

PM me and I teach you how you money work for you ๐Ÿ˜‰๐Ÿ’•

Ma. Elaine Maloles
Licensed Finacial Advisor

BREAK THE CYCLE Too much dependence on anyone can be a burden. When should it end to let "freedom" begin? Watch this typical Filipino situation and see how YOU can be part o...

16/11/2020

VUL policy allows you to get protection of a traditional life insurance and the growth potential of investment funds.

VUL Provides INCOME PROTECTION and WEALTH ACCUMULATION
VUL allow you to hit two birds with one stoneโ€“ grow your money to achieve your financial goals while staying safe and protected.






If you are a bread winner, think twice before itโ€™s too late.

Message me ๐Ÿ˜‰

Ma. Elaine Maloles
Licensed Sun Life Financial Advisor

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