Your Financial Advisor for Life

Your Financial Advisor for Life

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I am a licensed financial advisor. I personally teach Money Management to Filipinos who want to stay financially organized. PM me for FREE financial planning. ๐Ÿ™‚

29/08/2022

Some heroes have special costumes while others have incredible superpowers. Most of them, however, are regular folks who make extraordinary sacrifices for those around them. As we celebrate National Heroes Day, let us thank all our heroes - from our personal champions, to those who have devoted themselves to our country.

04/08/2022

Financial literacy took a bright leap forward under former President Fidel V. Ramos.

He signed Proclamation 1059 declaring the first week of October of every year as โ€œLife Insurance Consciousness Week.โ€ The document highlighted โ€œservices and benefits for financial protectionโ€ and how โ€œthe life insurance industry is a major contributor to the social and economic developmentโ€ of the country.

As a formative political figure, President Ramos was also instrumental in Sun Lifeโ€™s decision to stay and thrive in the Philippines. He was the one who reminded the company to believe in the Filipino spirit โ€“ a mutual exchange of trust that created a lifetime partnership spanning renewal, reinventions, and revolutions.

Thank you for sharing your light to Sun Life, the life insurance industry, and financial security for Filipino families. Rest in peace, FVR.

27/07/2022

๐—” ๐—ฃ๐—ฟ๐—ผ๐—บ๐—ถ๐˜€๐—ฒ ๐—™๐˜‚๐—น๐—ณ๐—ถ๐—น๐—น๐—ฒ๐—ฑ ๐—ฏ๐˜† ๐—ฆ๐˜‚๐—ป ๐—Ÿ๐—ถ๐—ณ๐—ฒ
โ‚ฑ๐Ÿฎ๐Ÿฎ,๐Ÿต๐Ÿด๐Ÿฐ,๐Ÿฌ๐Ÿฑ๐Ÿณ.๐Ÿฒ๐Ÿฏ ๐—œ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—–๐—น๐—ฎ๐—ถ๐—บ

The client is a 47 year old businessman, active and with a healthy lifestyle. Nahulugan ang plan for 7 years. Less than 1 month yung process hanggang sa ma-release yung tseke na ito para sa kanyang pamilyang naiwan.

One thing I have learned about businessmen is they know how to protect their assets as much as they know how to earn them.

Why Iโ€™m sharing this?

โœ… If you are earning well either in work or in business, you can do the same as my client did, invest ka din ng part ng kita mo sa life insurance, so your loved ones will still continue the life you both envisioned even at the time of demise.

โœ… For reference na smooth ang process ng claims, basta kompleto ang ipapasang requirements.

โœ… For reference sa mga di naniniwala sa life insurance due to some of their own reasons

Claims story from UM Allan Dionela




12/06/2022

Happy 124th Independence Day! ๐Ÿ‡ต๐Ÿ‡ญ

08/05/2022

Happy motherโ€™s day! ๐Ÿ’›

01/04/2022

#1 for 11 years!

Thank you, SunLifers! ๐Ÿ’›

18/03/2022

Always insure the things you canโ€™t afford to lose.

01/02/2022

This is your chance to make this year a brighter one, filled with smiles, prosperity, and good health.

Kung Hei Fat Choi! ๐Ÿฏโ˜€

01/01/2022

Happy new year! ๐Ÿฅณ

30/12/2021

Together, let's relive the legacies and teachings of Dr. Jose Rizal. May these continue to empower us in achieving our goals as we move towards a brighter tomorrow.

25/12/2021

Merry Christmas to you all!

Merry Christmas!

01/12/2021

Today is the best time to start and get protected.

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