They might also provide investment, tax, and insurance advice
Financial planners help clients plan for their short-term and long-term financial goals, including buying a home, paying for their children's education, and retirement.
17/09/2024
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16/05/2022
"๐๐๐๐ ๐๐ ๐๐ ๐๐ฉ๐๐๐ฃ ๐ก๐๐ฃ๐ ๐๐ ๐ค ๐ฃ๐ฎ๐๐ฃ..."
Yan ang madalas na sinasabi natin kapag merong ahente na nag ooffer ng insurance sa atin.
Honestly, mas nasasabi pa natin ito kapag kakilala natin yung ahente na nangungulit sa atin.
๐ฃ๐ฒ๐ฟ๐ผ ๐ฎ๐น๐ฎ๐บ ๐บ๐ผ ๐ฏ๐ฎ ๐ธ๐๐ป๐ด ๐ฏ๐ฎ๐ธ๐ถ๐ ๐ธ๐ฎ ๐ป๐๐ฎ ๐ธ๐ถ๐ป๐๐ธ๐๐น๐ถ๐?
On a financial advisor's perspective, tuloy ang aming trabaho kahit ang kapamilya/kaibigan/kamag anak/kakilala namin ay hindi namin naconvince kumuha ng insurance. Walang mawawala sa amin.
๐ฃ๐ฒ๐ฟ๐ผ ๐๐ฎ๐๐ผ, ๐ฎ๐ ๐๐ฎ ๐ณ๐ฎ๐บ๐ถ๐น๐ ๐บ๐ผ, ๐ ๐๐ฅ๐ข๐ก.
Kaya kami nangungulit dahil ayaw namin mangyari sa inyo ito. โฌ
Believe me, ๐บ๐ฎ๐๐ฎ๐ธ๐ถ๐ ๐๐ฎ๐ป.