Jelson Mallari, Licensed Financial Advisor

4 STAGES OF LIFE (Brighter Way)

1. Getting Started
- In this stage, you are aiming for independence and understanding the value of handling your own finances. You think about how you will progress in life and what path you should take.

2. Moving Up
- In this stage, life-changing events prompt you to prioritize family above all. Your priorities have changed and your main focus is your family's well-being.

3. Preparing Ahead
- In this stage, you are now planning for your retirement while maintaining your good health. You are now concerned with your health and retirement. You are thinking about how you will enjoy the fruits of your labor when you retire.

4. Leaving a Legacy
- In this stage, you are now ensuring comfort in your golden age and securing your loved one's future. Your main focus here is how you will transfer your wealth to the next generation of your family while enjoying your retirement years. You ensure how the young ones in your family continue the path you started towards their future.

Knowing what stage of life we are currently in makes us aware of what we should be doing right now.

Have you thought about which stages of life you are in now?

Happy 18th Birthday Mam Laurence Cortil!!! 🎉🎂🎁😊

Be happy and wishing you and your family a good health to the years to come!

Have a blessed and brighter day!!

Happy Birthday Mam Elsa Joaquino! 🎉🎂

A sweet and caring mother of a very cute baby girl 😍

More Brighters Years to you Mam!!

🎂🎂🎂

Happy Birthday Sir Ariel Manumbale! 😊🎉🎂

A loving father that will do anything for his family. 😊

We are proud of you! 😊

Cheers! 🍻

𝐈𝐓’𝐒 𝐎𝐅𝐅𝐈𝐂𝐈𝐀𝐋!
Sun Life is OVERALL #1 Insurance Company in Phils.

2022 performance of life insurance companies based on new business (unaudited).

Source: Insurance Commission website.

🌤️🌤️🌤️

Thank you Sun Life family! 😊

Thank you also to my clients who started their Brighter life with me as their advisor 😊

Continuing my commitment to teach financial literacy to our fellow Filipinos 😊

Wala pang akinse, ubos na agad ang sweldo.

Sino relate dito?

Hoping that you have a wonderful birthday. Wishing and praying that the sun always shines brightly on you and fills your life with love, laughter, and joy.

𝙃𝙖𝙥𝙥𝙮 𝘽𝙞𝙧𝙩𝙝𝙙𝙖𝙮 𝙩𝙤 𝙮𝙤𝙪 💛

Think about this:

Dati, nakatingin ka lang sa ibang may hawak ng bagong gadgets.
Ngayon, kaya mo na bilhin ang latest trend na gadget.

Dati, ang hirap bumili ng 1pc chicken joy meal.
Ngayon, kayang kaya mo na bumili linggo linggo ng isang bucket ng chicken joy.

Dati, nagsasawa ka mag ulam ng tuyo kasi araw araw ayun ulam mo.
Ngayon, namimiss mo na mag ulam ng tuyo at takam na takam ka kasi palagi kang sa restaurant kumakaen.

Did you think about that? Yung dating hinahangad mong araw, ngayon ay normal days mo na.

Sana ay ma appreciate natin yung mga little steps natin towards success kasi di natin namamalayan, umuunlad na tayo, na we are really going there 😊

“They say to never look back. But sometimes I do. It’s gratifying to see how far I’ve come.”
― Richelle E. Goodrich

Selfie pic with nag iisang Coach Jacklord Esguerra!!

Napakagaling! Andami kong natutunan sa talk niya about financial literacy and the importance of being an advisor through his journey as an advisor also.

Truly One of A Kind experience!

Thanks Coach! 😊