Financial Planning and Advice

Financial Planning and Advice

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YOUR FIRST STEP Towards Achieving Your Financial Goals.

19/11/2024
31/10/2024

Client: Hindi ako naniniwala sa Insurance.

Me: Client diba may kotse ka?

Client: Yes

Me: May spare tire kang dala?

Client: Yes

Me: Bakit ka may dala?

Client: Baka ma-flatan ako eh.

Me: Alam mo kailan ka maf-flatan?

Client: Hindi.

Me: Gusto mong ma-flatan gulong?

Client: Syempre hindi!

Me: Kapag na-flatan ka, anong mas gusto mo, may spare tire ka or wala?

Client: Syempre meron.

Me: Parang ganun lang ang insurance. Hindi mo pa gustong mawala. Hindi mo rin gustong magkasakit, ma-disabled, ma-aksidente at ma-confine. Pero kasi hindi natin alam kung kelan yang mga yan mangyayari eh. At kung sakaling mangyari ang isa sa mga yan anong mas gusto mo? Handa ka o Hindi?

Client: Syempre yung handa ako.

Moral Lesson: Dapat Insured ka tulad ng car mo. That's being prudent and wise. ๐Ÿ‘Œ

27/10/2024

Our business is to safeguard your business โค


24/10/2024

๐Ÿ’ญ Imaginin mo..

Someone will give you 2 Million if you are seriously ill,
You don't have to borrow money,
You don't have to post on social media for help,
You don't need to set up a GoFundMe,

Sarap imaginin right?

You can only imagine that. What if it's true that someone can give you that much in a sudden?

It is possible! Let's talk ๐Ÿ˜Š๐Ÿ‘๐Ÿผ

DONT IMAGINE ANYMORE, MAKE IT REAL!
IF YOU LOVE YOUR LIFE, PROTECT IT! ๐Ÿ’œ

23/10/2024

That's the importance of insurance. It will save you from debt and gives you peace of mind. โ˜บ๏ธ

15/10/2024

๐Ÿ˜๐Š๐ฐ๐ž๐ง๐ญ๐จ ๐Ÿ๐ซ๐จ๐ฆ ๐ค๐š๐ฉ๐ฐ๐š ๐Š๐š๐ฉ๐ข๐ญ๐›๐š๐ก๐š๐ฒ

Claim from the policy naging way para mabayaran yung hulugang bahay ng Buo. Naparenovate niya rin yung house at age 22.

Your life insurance policy can be used as:
๐Œ๐จ๐ซ๐ญ๐ ๐š๐ ๐ž ๐‘๐ž๐๐ž๐ฆ๐ฉ๐ญ๐ข๐จ๐ง ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž
Basically, ito yung paraan para protectahan yung properties na pinupundar mo pa lamang like lupa, bahay, etc. na naka loan at binabayaran sa bangko. Pag may nangyari sayo, Insurance can pay FULL amount ng loan sa bangko.

That way:
๐Ÿ“Hindi ๐™๐™–๐™๐™–๐™—๐™ช๐™ก๐™ž๐™ฃ ng bank yung family mo kung sakaling mawala ka or madisable ka.
๐Ÿ“Hindi ๐™—๐™–๐™—๐™–๐™ฌ๐™ž๐™ž๐™ฃ ng bangko yung property mo at hindi mapapaalis yung family mo.
๐Ÿ“Hindi ๐™ข๐™–๐™จ๐™–๐™จ๐™–๐™ฎ๐™–๐™ฃ๐™œ yung pinagpaguran mong ipundar for how many years.
๐Ÿ“Your family can focus in grieving for your loss and in moving on to their lives and at the same time they can be able to sustain their standard of living.

โ€œ๐™”๐™ค๐™ช ๐™™๐™ค๐™ฃโ€™๐™ฉ ๐™—๐™ช๐™ฎ ๐™ก๐™ž๐™›๐™š ๐™„๐™ฃ๐™จ๐™ช๐™ง๐™–๐™ฃ๐™˜๐™š ๐™—๐™š๐™˜๐™–๐™ช๐™จ๐™š ๐™”๐™Š๐™ ๐™–๐™ง๐™š ๐™œ๐™ค๐™ž๐™ฃ๐™œ ๐™ฉ๐™ค ๐™™๐™ž๐™š, ๐™—๐™ช๐™ฉ ๐™—๐™š๐™˜๐™–๐™ช๐™จ๐™š ๐™ฉ๐™๐™ค๐™จ๐™š ๐™ฎ๐™ค๐™ช ๐™ก๐™ค๐™ซ๐™š ๐™–๐™ง๐™š ๐™œ๐™ค๐™ž๐™ฃ๐™œ ๐™ฉ๐™ค ๐™‡๐™„๐™‘๐™€โ€






ctto

15/10/2024

VICE GANDA:
Tama na may insurance, yung maganda may insurance na may investment ka pa.

Si Ogie Diaz nung nandun kami sa lamay ni Chokie magaling mag compute ng insurance benefits yan nakakatuwa. Dapat kasi meron.

At 20 to 30 years old ka dapat productive ka. Yan kasi yung crucial.
Bago mag 40 dapat unti unti kana nag babawas ng trabaho para pag dating mo ng 50 to 60 years old nag rerelax ka nalang. Secured kana sa sarili mo kasi nakapag ipon kana. Yung iba pag dating ng 40 years old saka pa lang sila ng sisimula kaya pinapatay nila sarili nila dahil hinahabol nila yung nawalang panahon.

Kaya yung bata sinasabi lage, โ€œYOLO muna tayo bata pa naman tayo eh.โ€ Hanggang magising nalang sila isang araw, " AY ANG TANDA KO NA PALA WALA PA AKO NA IIPON."

"Make a living but don't forget to make Life".




Ctto

13/10/2024

12Million Claim!!โค๏ธโค๏ธโค๏ธ

Our company Prulife UK delivering the promise to its client.

Let's talk on how we can secure your family's future and yours.

DM me to know more ๐Ÿ“ฉ





04/10/2024

Strive for excellence in a few things,
rather than good performance in many
- Richard Koch

29/09/2024

1st Star โญ๏ธโญ•๏ธ

๐‹๐ข๐Ÿ๐ž ๐‚๐ฅ๐ฎ๐› ๐๐ž๐ฒ๐จ๐ง๐ ๐๐ฎ๐š๐ฅ๐ข๐Ÿ๐ข๐ž๐ซ

I am honored to be recognized as one of ๐๐ซ๐ฎ ๐‹๐ข๐Ÿ๐ž ๐”๐Š -
๐๐‘๐”๐ƒ๐„๐๐“๐ˆ๐€๐‹ ๐‹๐ˆ๐…๐„ ๐‚๐‹๐”๐ ๐๐”๐€๐‹๐ˆ๐…๐ˆ๐„๐‘๐’ by Prudential Corporation Asia! ๐Ÿคฉ

1st ๐™จ๐™ฉ๐™–๐™ง = 3 ๐ฆ๐จ๐ง๐ญ๐ก๐ฌ ๐จ๐Ÿ ๐œ๐จ๐ง๐ฌ๐ข๐ฌ๐ญ๐ž๐ง๐ญ๐ฅ๐ฒ ๐ข๐ง๐ฌ๐ฎ๐ซ๐ข๐ง๐  ๐ฅ๐ข๐ฏ๐ž๐ฌ

โญ•๏ธ ๐‹๐ˆ๐…๐„ ๐‚๐‹๐”๐ is a regional recognition platform of PRU LIFE UK in the entire ASIA of the best and consistent financial consultants in the industry. This award is given to a few financial consultants who consistently provide adequate protection and investment plans to their clients.

This is all for you dear clients, thank you for trusting and helping me share and secure more lives. ๐Ÿฅฐ

To a lifetime partnership with y'all. ๐Ÿ˜Šโœจ

To God be the Glory! ๐Ÿ™Œ๐Ÿผ




Photos from Financial Planning and Advice's post 17/09/2024

My deepest gratitude to all my esteemed insured investors. Your trust and confidence are the foundation of our shared success, and I remain dedicated to guiding you toward lasting financial security.

I am thrilled to share these recognitions with you for the month of August 2024:

๐Ÿฅ‡Top 1 Protector
๐ŸฅˆTop 2 Financial Consultant
๐ŸฅˆTop 2 Life Saver
๐ŸฅˆTop 2 Business Builder
๐Ÿฅ‰Top 3 Assistant Unit Manager

Thank you again, dear clients, for trusting me as your lifetime financial consultant.

To God be the glory! ๐Ÿ™



15/09/2024

๐“๐จ๐๐š๐ฒ ๐ข๐ฌ ๐–๐ข๐Ÿ๐ž ๐€๐ฉ๐ฉ๐ซ๐ž๐œ๐ข๐š๐ญ๐ข๐จ๐ง ๐ƒ๐š๐ฒ, ๐š ๐ฉ๐ž๐ซ๐Ÿ๐ž๐œ๐ญ ๐ญ๐ข๐ฆ๐ž ๐ญ๐จ ๐ฌ๐ก๐จ๐ฐ ๐ฒ๐จ๐ฎ๐ซ ๐ฅ๐จ๐ฏ๐ž ๐š๐ง๐ ๐œ๐š๐ซ๐ž. What better way to celebrate than by securing a brighter future for the one who means the most to you? ๐Ÿ’–

Life insurance is not just a gift, but a promise of protection and peace of mind for your loved one. Make a commitment to her future today and ensure that sheโ€™s covered no matter what.

For more info, slide into my DM for a FREE financial consultation.



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