Peso Sense, Financial Breakthrough

Peso Sense, Financial Breakthrough

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"FINANCIAL PLANNING is about more than just GOOD ADVICE or INVESTMENT RETURNS. It's about PROVIDING GUIDANCE THAT YOU CAN TRUST."

20/02/2025

REASONS WHY YOU SHOULD GET LIFE INSURANCE IN YOUR 20s and 30s:

Future-proof Finances: Start early to create a financial safety net for the uncertainties that life may throw your way.

Lock in Lower Premiums: Securing insurance while young allows you to lock in lower premium rates, avoiding potential increases as you age or if health conditions develop.

Peace of Mind: Gain confidence in knowing you're
protected, allowing you to focus on your goals without worrying about unforeseen setbacks.

Building Financial Discipline: Managing insurance
commitments cultivates responsible financial habits, setting the stage for a secure future.

Long- Term Benefits: Invest in your future self by
establishing a foundation of coverage that adapts and grows with you over time. Sabi nga nila, do something today that your future self will thank you for.

For your insurance and investments (VUL) inquiries, I'Il be happy to assist you!

Start NOW saving and investing for your future. Send us a message.

ยฉ๏ธUM Kath

29/01/2025
16/01/2025

Life Insurance.

It prevents your plans from dying with you.
It gives certainty to uncertainty = Peace of Mind
It replaces income immediately = Provides CASH PAYMENT

Start NOW saving and investing for your future. Send us a message.

26/09/2022

Insurance are assets, it has the ability to build cash.

24/10/2021

Preparing for the unexpected is an important step that you should take to secure your familyโ€™s future.
Designed to achieve financial security, insurance program provides you an affordable protection that can help take care of your familyโ€™s needs no matter what happens. Message us to help you in your Insurance needs.

10/10/2021

As long as you are here, it is never too late to start again and pursue what you truly want. ๐ŸŒž

26/09/2021

A Lifetime Partnership with SUN LIFE.

Photos from Peso Sense, Financial Breakthrough's post 07/09/2021

Save and Invest for your family's future, for your financial security and be protected. Be one step ahead always, Get your insurance and investment plan that fits your budget.

Make the bright choice today start Saving & Investing. Send us a message for FREE quotation and online consultation.

04/09/2021

Hoping and believing in yourself will propel you to achieve bright things. ๐ŸŒž

ยฉ Sun Life Philippines

09/08/2021

๐Ÿ”ฅ๐ƒ๐จ ๐ฒ๐จ๐ฎ ๐ค๐ง๐จ๐ฐ ๐ฐ๐ก๐ฒ ๐ฉ๐ž๐จ๐ฉ๐ฅ๐ž ๐š๐ซ๐ž ๐ซ๐ฎ๐ฌ๐ก๐ข๐ง๐  ๐ญ๐จ ๐›๐ฎ๐ฒ ๐ข๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐ญ๐ก๐ข๐ฌ ๐ฒ๐ž๐š๐ซ? ๐Ÿ”ฅโ €
โ €
A few months ago, I met up with a prospect that I was supposed to sell him insurance to about a year agoโ€ฆ the prospect said, โ€œI wanted to buy life insurance now but no one is willing to sell me nowโ€ฆโ€
โ €
He said, โ€œ๐ผ ๐‘Ÿ๐‘’๐‘”๐‘Ÿ๐‘’๐‘ก๐‘ก๐‘’๐‘‘โ€ฆ ๐ผ ๐‘ โ„Ž๐‘œ๐‘ข๐‘™๐‘‘ โ„Ž๐‘Ž๐‘ฃ๐‘’ ๐‘”๐‘œ๐‘ก ๐‘–๐‘ก ๐‘™๐‘Ž๐‘ ๐‘ก ๐‘ฆ๐‘’๐‘Ž๐‘Ÿ ๐‘คโ„Ž๐‘–๐‘™๐‘’ ๐ผ ๐‘ ๐‘ก๐‘–๐‘™๐‘™ ๐‘๐‘Ž๐‘›!โ€
โ €
Now if you are not in the insurance industry, you might be thinking, what just happened? Why didnโ€™t any advisors want to sell him insurance? โ €
โ €
===๐–๐ž๐ฅ๐ฅ, ๐ก๐ž๐ซ๐žโ€™๐ฌ ๐š ๐Ÿ๐ฎ๐ง ๐Ÿ๐š๐œ๐ญ...===โ €
โ €
๐Ÿ˜ฑ There is actually something money canโ€™t buy, that is an insurance policy.
โ €
๐Ÿ˜ฑ Insurance is purchased with 2 things, health, and age.
โ €
๐Ÿ˜ฑ If at the time of buying the insurance, youโ€™re not healthy, you wonโ€™t be allowed to buy insurance.
โ €
๐Ÿ˜ฑ Also, as you grow older, the insurance premium you pay actually gets more expensive.
โ €
So if an advisor comes to you today and tells you, โ€œHey, let's see if we can get you covered?โ€
โ €
=== ๐‡๐ž๐ซ๐ž ๐ข๐ฌ ๐ฐ๐ก๐š๐ญ ๐ฒ๐จ๐ฎ ๐œ๐š๐ง ๐๐จ ===โ €
โ €
โœ… ๐€๐ฌ๐ค๐ž๐ ๐ฒ๐จ๐ฎ๐ซ๐ฌ๐ž๐ฅ๐Ÿ ๐ข๐Ÿ ๐ฒ๐จ๐ฎ ๐ก๐š๐ฏ๐ž ๐ž๐ง๐จ๐ฎ๐ ๐ก ๐ข๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž - If you are not sure, talk to an advisor to find out about it.
โ €
โœ… ๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐๐จ๐งโ€™๐ญ ๐ก๐š๐ฏ๐ž ๐š๐ง๐ฒ ๐ข๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž, ๐œ๐ก๐ž๐œ๐ค ๐ฐ๐ข๐ญ๐ก ๐ก๐ข๐ฆ ๐ข๐Ÿ ๐ฒ๐จ๐ฎ ๐œ๐š๐ง ๐ฌ๐ญ๐ข๐ฅ๐ฅ ๐ฉ๐ฎ๐ซ๐œ๐ก๐š๐ฌ๐ž ๐ข๐ญ ๐ฐ๐ข๐ญ๐ก ๐ฒ๐จ๐ฎ๐ซ ๐œ๐ฎ๐ซ๐ซ๐ž๐ง๐ญ ๐š๐ ๐ž ๐š๐ง๐ ๐ก๐ž๐š๐ฅ๐ญ๐ก ๐œ๐จ๐ง๐๐ข๐ญ๐ข๐จ๐งs - at least make sure you can still buy insurance.
โ €
โœ… ๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐š๐ซ๐ž ๐Ÿ๐ฎ๐ฅ๐ฅ๐ฒ ๐œ๐จ๐ฏ๐ž๐ซ๐ž๐ ๐ ๐ซ๐ž๐š๐ญ - spend time finding out if those people you care about around you are fully covered, if not advise them to.
โ €
Remember, insurance serves to give you and your loved one's peace of mind. Get yourself covered as early as you can, ๐›๐ž๐œ๐š๐ฎ๐ฌ๐ž ๐ฉ๐ซ๐ž๐ฆ๐ข๐ฎ๐ฆ๐ฌ ๐ฐ๐ข๐ฅ๐ฅ ๐จ๐ง๐ฅ๐ฒ ๐ ๐ž๐ญ ๐ฆ๐จ๐ซ๐ž ๐ž๐ฑ๐ฉ๐ž๐ง๐ฌ๐ข๐ฏ๐ž in 2022.
โ €
Every professional financial advisor knows that premiums will get more expensive over time, that is why some are rushing to meet you in 2021 and not in 2022.

04/08/2021

Do you have any financial goals - short term and long term?

Here are some reasons why we need to Save & Invest.

Save and Invest for your family's future, for your financial security and be protected. Make the bright choice today start Saving & Investing.

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