The Pinoy Financial Advisor

The Pinoy Financial Advisor

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The Pinoy Financial Advisor is a CPA and a Licensed Insurance Agent of Sun Life Philippines.

My posts only reflect my personal views and opinions and not of the Company I am affiliated with.

19/03/2026

Here’s another smart way to utilize life insurance, turning it into an estate planning tool.

18/03/2026

When we talk about insurance, it is no longer just about death benefit or critical illnesses. Sa panahon ngayon, ang dami nang klase ng insurance na merong investment or savings component that you can use address your financial goals.

17/03/2026

Here’s why you need to prepare for your retirement as early as now.

16/03/2026

FAQ: Meron bang HMO si Sun Life?

16/03/2026

Sharing a snippet of one of my client meetings — purpose of getting an insurance and how life insurance works.

20/01/2026

Don't leave them with financial burdens. Leave them with millions.

Life insurance is not just for you, it's for the people you love.

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For your insurance inquiries, message me here: https://m.me/bhenj.fontanilla

06/12/2025

With 2025 almost coming to a close, it’s the perfect time to review your insurance policies. Here’s your reminder to schedule a meeting with your trusted insurance advisors!

22/11/2025

Kapag nawala ka, bills at gastusin halos ang darating sa pamilya mo. Pero pag may insurance ka, tseke ang dala ng insurance agent mo.

15/11/2025

Sabi ng client ko, nauna pa daw ako kesa sa 13th month pay niya.

Sabi ko, “Syempre! Baka maunahan pa ako ng gastos mo ngayong Pasko!” 😆

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