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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Join us via Zoom online tomorrow, September 18, 2024, Wednesday at 7:30PM
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16/05/2022
"𝙋𝙖𝙜𝙠𝙖𝙠𝙖𝙠𝙞𝙩𝙖𝙖𝙣 𝙡𝙖𝙣𝙜 𝙖𝙠𝙤 𝙣𝙮𝙖𝙣..."
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.
𝗣𝗲𝗿𝗼 𝗮𝗹𝗮𝗺 𝗺𝗼 𝗯𝗮 𝗸𝘂𝗻𝗴 𝗯𝗮𝗸𝗶𝘁 𝗸𝗮 𝗻𝘆𝗮 𝗸𝗶𝗻𝘂𝗸𝘂𝗹𝗶𝘁?
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.
𝗣𝗲𝗿𝗼 𝘀𝗮𝘆𝗼, 𝗮𝘁 𝘀𝗮 𝗳𝗮𝗺𝗶𝗹𝘆 𝗺𝗼, 𝗠𝗘𝗥𝗢𝗡.
Kaya kami nangungulit dahil ayaw namin mangyari sa inyo ito. ⬇
Believe me, 𝗺𝗮𝘀𝗮𝗸𝗶𝘁 𝘆𝗮𝗻.