The Gen Z Financial Consultant

Pogi lang? Dapat pogi with reservations!

Today’s Lesson: Ipon muna bago harot. Charot!

Wag marupok, know better! 🤪

From BM Pearl Reginio

“Convo with client:

Client: I dont believe in Life Insurance.

Financial advisor: Ganun po ba?

Financial advisor: Halimbawa po Mr. Client, something happened to you, nadiagnose po kayo ng critical illness katulad ng cancer, ok lang po ba na dalhan kyo ng tseke na 1million pesos?

Client: Oo naman syempre!

Financial advisor: Mr. Client, kapag nagretire na po kyo at age 60, ok lng po ba na bibigyan kyo ng 3million pesos na retirement fund?

Client: Aba ay gusto ko syempre yon!

Financial advisor: Halimbawa po Mr. Client, something really bad happened to you, nagpa alam na po kayo, ok lang po ba na dalhan ko ng tseke na 3million pesos ang pamilya mo para makapag aral pa rin po mga anak mo?

Client: Aba Syempre.Ano ba yan? Maganda yan ah!Kukuha ako nyan.

Financial advisor:Yan po yung Life Insurance na hindi kayo naniniwala.

These are some of the benefits of Life Insurance.
Tara, mag usap tayo!☕☕
Libre po ang magtanong. Magsimula na agad! “

It's now or perhaps never.

Mass maganda kung ngayon na para mass mataas ang insurability. 👌

LANG GANON SIS 🤪

Ayaw mo mag save until age 60 kasi ayaw mo ng long term. Pero nagbabayad ka ng sss mo until age 60 ..at makakuha ka ng pension na maliit. What if di ka umabot ng pension at tinamaan ka ng critical illness at disability. Magkanu makukuha mo sa sss ? Kaya ba tustusan ang pagpapagamot mo? Bkit hindi ka kumuha ng policy na andun na lahat ng benefit my retirement fund kapa. Pag isipan mo habang healthy ka pa!

❓Saan aabot ang 2400 or 6700 pesos mo 30 yrs form now? Let's do a simple math.

Kung 50 per meal ka, 150 per day yun. Sa Pagkain palang 4500 na kada buwan. Kung 2400 ng pension mo, nako paano na?! 🤔🤔🤔Kung 6700 ang pension mo, may 2200 kang matitira! Paano yan⁉️ may medical needs kana sa mga panahon na yun. Paano ang tubig, kuryente, bigay sa apo, konteng gala, etc. 😢

Friends, SSS is just an icing in a cake. Prepare for a cake. Prepare for your retirement! Plan! Save and invest while you are young, healthy and earning. Wag na antayin yung time na gusto mo nang mag Ipon pero di mo na kaya kasi matanda kana.

Message me now for free financial planning consultation. Let's talk and prepare for your retirement!



Photo credit to owner!

The best time to invest is yesterday, the next best time is today. If you invest yesterday, you are richer today than yesterday.

Because the only secret to financial success is to 'START'. You do not also need to have a huge amount of money, you can start small to form a habit.

Start investing and let your money works for you, so you do not have to work for the rest of your life. 🙂

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Let me help you. 😊

Looking for additional source of funds? Come and join us! 😉

We received lots of policy application this COVID 19 crisis.

Pero marami din ang nagback out telling us that there’s no guarantee in terms of their employment and that they prioritize to have cash on hand.

And I totally understand them. 😌

But I want to quote what one client has to say with that:

“What if I lose my job and get diagnosed with critical illness?”

Getting insurance especially health insurance will not take away all your money. But one major sickness can wipe out everything! 💔

Ctto

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