Jodie Celso: Gabay sa Family Wealth

Ano ang UITF?

Narinig mo na ba ang UITF pero hindi mo pa talaga alam kung paano ito gumagana? 🤔

Think of UITF as a basket of investments. Pinagsasama ang pera ng maraming investors, then a professional fund manager invests the pooled money according to the fund’s objective.

📌 Your money has the potential to grow, but returns are not guaranteed and the value can also go down.

Hindi kailangan expert ka agad. Ang importante, naiintindihan mo muna bago ka mag-invest. 💛

Want to learn UITF in simple terms? Follow along this month!

Before you save up for your child's education, make sure you have a good Health Insurance in place. Because if you get sick, you will end up spending that education fund for your medications.

ANNOUNCEMENT 📢
Last 5days nalang po ng 500 per month na 500k life and critical illness insurance.
Magtataas na po sa August 18, 2026

Sun Life continued to deliver on this promise in 2026, paying more than ₱2 billion in claims as well as releasing ₱1.4 billion in policy maturities from January – May of 2026.

For generations, Sun Life has helped people secure their future and live healthier lives. Claims and maturity payments reflect the company’s enduring role in providing financial support and peace of mind through life’s important moments.




Source: https://business.inquirer.net/604021/sun-life-philippines-fulfills-its-promise-to-clients-with-over-php-5-billion-in-claims-paid-in-2025/amp

💼 “𝙆𝙐𝙉𝙂 𝙈𝘼𝙒𝘼𝙇𝘼 𝙈𝘼𝙉 𝘼𝙆𝙊… 𝙈𝘼𝘼𝙔𝙊𝙎 𝙎𝙄𝙇𝘼. 𝘼𝙏 𝙈𝘼𝘼𝙔𝙊𝙎 𝘿𝙄𝙉 𝘼𝙉𝙂 𝙉𝙀𝙂𝙊𝙎𝙔𝙊 𝙆𝙊.” 🕯️

💰 ₱𝟮𝟮.𝟵 𝗠𝗜𝗟𝗟𝗜𝗢𝗡

Hindi lang ito isang malaking cheque.
𝙄𝙩𝙤 𝙖𝙮 𝙞𝙨𝙖𝙣𝙜 𝙥𝙖𝙜𝙥𝙖𝙥𝙖𝙠𝙞𝙩𝙖 𝙣𝙖 𝙖𝙣𝙜 𝙩𝙖𝙢𝙖𝙣𝙜 𝙥𝙡𝙖𝙣𝙤 𝙖𝙮 𝙢𝙖𝙖𝙧𝙞𝙣𝙜 𝙢𝙖𝙜𝙥𝙖𝙩𝙪𝙡𝙤𝙮 𝙣𝙜 𝙞𝙮𝙤𝙣𝙜 𝙥𝙖𝙜𝙢𝙖𝙢𝙖𝙝𝙖𝙡… 𝙠𝙖𝙝𝙞𝙩 𝙠𝙖𝙥𝙖𝙜 𝙬𝙖𝙡𝙖 𝙠𝙖 𝙣𝙖. 💛

💡Healthy. Active. Full of life.
Walang nakakaalam kung kailan darating ang araw na biglang magbabago ang lahat.
Isang araw, nandito ka—pinapatakbo ang negosyo, nagbibigay ng trabaho, at inaalagaan ang pamilya.
Pero…❓ 𝙋𝙖𝙖𝙣𝙤 𝙠𝙪𝙣𝙜 𝙗𝙞𝙜𝙡𝙖 𝙠𝙖𝙣𝙜 𝙢𝙖𝙬𝙖𝙡𝙖?

📌Isang dedicated father and business owner quietly prepared for that possibility.
For 𝟳 𝙮𝙚𝙖𝙧𝙨, he set aside ₱𝟳𝟬𝟬,𝟬𝟬𝟬 every year to build a 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝘾𝙤𝙣𝙩𝙞𝙣𝙪𝙞𝙩𝙮 𝙋𝙡𝙖𝙣.
Then the unexpected happened.
He passed away. 🕯️
But because he planned ahead…

𝙄𝙣 𝙡𝙚𝙨𝙨 𝙩𝙝𝙖𝙣 𝟯𝟬 𝙙𝙖𝙮𝙨, ₱𝟮𝟮.𝟵 𝗠𝗜𝗟𝗟𝗜𝗢𝗡 𝙬𝙖𝙨 𝙙𝙚𝙡𝙞𝙫𝙚𝙧𝙚𝙙 𝙩𝙤 𝙝𝙞𝙨 𝙛𝙖𝙢𝙞𝙡𝙮. 💔➡️💛
Hindi lang niya pinrotektahan ang kanyang pamilya.
𝙋𝙞𝙣𝙧𝙤𝙩𝙚𝙠𝙩𝙖𝙝𝙖𝙣 𝙙𝙞𝙣 𝙣𝙞𝙮𝙖 𝙖𝙣𝙜 𝙣𝙚𝙜𝙤𝙨𝙮𝙤𝙣𝙜 𝙥𝙞𝙣𝙖𝙜𝙝𝙞𝙧𝙖𝙥𝙖𝙣 𝙣𝙞𝙮𝙖𝙣𝙜 𝙞𝙩𝙖𝙮𝙤. 💼

Kaya sa mga 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗢𝗪𝗡𝗘𝗥𝗦, ask yourself:
❓ Kapag wala ka bukas, sino ang sasalo sa negosyo mo?
❓ Paano ang pamilya mo?
❓ Paano ang mga empleyadong umaasa sa negosyo mo?
❓ Paano ang mga partners at financial obligations ng kumpanya?

Because the truth is…
𝙃𝙞𝙣𝙙𝙞 𝙨𝙖𝙥𝙖𝙩 𝙣𝙖 𝙢𝙖𝙧𝙪𝙣𝙤𝙣𝙜 𝙠𝙖𝙣𝙜 𝙢𝙖𝙜-𝙗𝙪𝙞𝙡𝙙 𝙣𝙜 𝙣𝙚𝙜𝙤𝙨𝙮𝙤.
Kailangan marunong ka ring 𝙢𝙖𝙜-𝙥𝙧𝙤𝙩𝙚𝙘𝙩 𝙖𝙩 𝙢𝙖𝙜-𝙥𝙧𝙚𝙥𝙖𝙧𝙚.
✨ 𝗣𝗥𝗢𝗧𝗘𝗖𝗧 𝗬𝗢𝗨𝗥 𝗙𝗔𝗠𝗜𝗟𝗬
Para hindi mawala ang financial security na pinaghirapan mong ibigay.
✨ 𝗣𝗥𝗢𝗧𝗘𝗖𝗧 𝗬𝗢𝗨𝗥 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦
Para may pondo sa obligations, debts, employees, at business transition.
✨ 𝗣𝗥𝗢𝗧𝗘𝗖𝗧 𝗬𝗢𝗨𝗥 𝗟𝗘𝗚𝗔𝗖𝗬
Dahil ang negosyo mo ay hindi lang pera.
Ito ang 𝙙𝙪𝙜𝙤𝙩 𝙥𝙖𝙬𝙞𝙨, 𝙤𝙧𝙖𝙨, 𝙖𝙩 𝙢𝙜𝙖 𝙥𝙖𝙣𝙜𝙖𝙧𝙖𝙥 na binuo mo sa loob ng maraming taon.

𝙃𝙞𝙣𝙙𝙞 𝙣𝙖𝙞𝙗𝙖𝙡𝙞𝙠 𝙣𝙜 ₱𝟮𝟮.𝟵𝙈 𝙖𝙣𝙜 𝙗𝙪𝙝𝙖𝙮 𝙣𝙞𝙮𝙖.
Pero nabigyan nito ang kanyang pamilya ng pagkakataong magluksa…𝙣𝙖𝙣𝙜 𝙝𝙞𝙣𝙙𝙞 𝙖𝙜𝙖𝙙 𝙨𝙞𝙡𝙖 𝙡𝙖𝙢𝙤𝙣𝙜 𝙣𝙜 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙬𝙤𝙧𝙧𝙞𝙚𝙨. 🥹
At ang negosyong pinaghirapan niya?
𝙉𝙖𝙗𝙞𝙜𝙮𝙖𝙣 𝙣𝙜 𝙥𝙖𝙜𝙠𝙖𝙠𝙖𝙩𝙖𝙤𝙣𝙜 𝙢𝙖𝙜𝙥𝙖𝙩𝙪𝙡𝙤𝙮. 💼✨

👉 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗢𝗪𝗡𝗘𝗥𝗦, 𝗠𝗔𝗬 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗖𝗢𝗡𝗧𝗜𝗡𝗨𝗜𝗧𝗬 𝗣𝗟𝗔𝗡 𝗞𝗔 𝗡𝗔 𝗕𝗔?
📩 DM me today. Let's design a plan that can help protect 𝙮𝙤𝙪𝙧 𝙛𝙖𝙢𝙞𝙡𝙮, 𝙮𝙤𝙪𝙧 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨, 𝙖𝙣𝙙 𝙮𝙤𝙪𝙧 𝙡𝙚𝙜𝙖𝙘𝙮. 💛

🐔🥚 Itlog ba o manok ang nauna?

Maraming taon nang pinagtatalunan ang tanong na ’yan. 😅

Pero pagdating sa buhay, mas mahalagang tanong ang:
“Handa ba ang pamilya ko kung may mangyari sa akin?”

Hindi natin kontrolado ang bukas, pero kontrolado natin kung paano tayo maghahanda ngayon.

Ang insurance ay hindi para sa oras na wala ka na.

Ito ay para siguraduhing hindi mawawala ang kinabukasan ng mga taong mahal mo.

💛Habang kaya pa, habang healthy pa, at habang mas affordable pa... unahin ang protection bago ang problema.

Message me if you want to know how you can start with a plan that fits your budget. 📩

The insurance industry is one of few industries that teaches you how to save and invest. Other industries encourage you to spend.