Fatima Aquino

A client who got her Sun Life insurance plan through another advisor has now been transferred to my care for servicing. This change was made because her previous advisor is no longer in contact with her.

As her new advisor, my goal is to ensure a seamless transition by addressing any questions or concerns she may have, conducting a comprehensive review of her policy to check if it still aligns with her needs and goals, and providing regular updates and guidance moving forward.

I aim to build a strong, trustworthy relationship while helping her maximize the benefits of her Sun Life insurance plan.

👩🏻‍💻 Fatima Aquino, Sun Life Financial Advisor since 2019

Kudos to all my clients who are budgeting their income to keep their life insurance protection in force.

How you can do it too?

— Keep a monthly budget
— Stick with it
— Automate your insurance payments
— Automate your savings
— Know your deepest WHY to prepare for the future

You can do it too.

𝑷𝑹𝑶𝑶𝑭 𝑶𝑭 𝑺𝑻𝑨𝑩𝑰𝑳𝑰𝑻𝒀

Choose Stability, Choose Sun Life. Sun Life is the first and longest-standing life insurer in the Philippines serving clients for over 129 years.

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Insured kami ng partner ko 💛

Habang tumatanda kami, we realize na sobrang importanteng i-discuss yung finances as a couple (kahit bf/gf pa yan). Hindi pwedeng YOLO lang lagi o di kaya “Basta mahal kita!”, pero walang “Financial Goals”. We challenge ourselves to have a healthy communication about our financial goals & other money matters.

As early as now, we got our personal insurance with investment plans kay Sun Life. The earlier, the better. Whatever happens to us, alam namin na protected kami, ang mga mahal namin sa buhay at ang income namin. Our families will not inherit debts and we’ll leave them a legacy. I know bata pa kami para magprepare, pero hindi natin masasabi ang buhay. Kung walang mangyari, tuloy tuloy lang yung investment namin lumalaki sa stock market kaysa natutulog sa bangko at natatalo ng inflation and in the long run it can be used for our major purchases like a house or maybe for building more businesses together. It can also be used as educational fund for our future kids and a millions of retirement funds. 🥰

Kaya we encourage everyone not just the other couples, single ka man sa ngayon o lalo na kung may dependents ka na to get your own insurance with investment plan too.

💗

MARTIN & PAT

𝗧𝗢 𝗠𝗬 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗔𝗡𝗗 𝗧𝗢 𝗔𝗟𝗟 𝗧𝗛𝗘 𝗦𝗨𝗡 𝗟𝗜𝗙𝗘 𝗣𝗢𝗟𝗜𝗖𝗬 𝗛𝗢𝗟𝗗𝗘𝗥𝗦, 𝗧𝗛𝗜𝗦 𝗜𝗦 𝗙𝗢𝗥 𝗬𝗢𝗨!

We can download this SUN LIFE APP for monitoring of our policy/ies.

1. Super handy since it is downloaded on our phones, we can see and review our policy/ies anytime, anywhere.

2. You can also monitor your kid’s policy/ies. Bale all the plans that you own, lahat yan ay makikita mo sa SUN LIFE APP.

3. Sa app din makikita ang last payment date at due date. Mostly, 3-5 days ang processing before magreflect sa accounts natin yung payments. This will keep you be reminded kung kailan mo need bayaran ang plan mo.

4. Pwede na din tayo dito magrequest like fund value withdrawal, file a claim, track a request, raise some concerns to Sun Life and update some details like:

✅ Change of Status (Married, etc)
✅ Update of Beneficiaries
✅ Update of Mobile Number
✅ Update of Address
✅ Update on Payments
✅ Request for 1-on-1 to review your benefits

Kapag may mga questions and concerns, send me a message. 💛

Ang motivation natin ngayong Wednesday ay pamilya. Kapag alam mo ang deepest why mo — kahit pagod at gusto mo na sumuko, huwag na huwag mo bitawan ang chance na magkaroon kayo ng mas maginhawang buhay.

QUICK FACTS ABOUT RETIREMENT

💡80% of retiring Filipinos are not financially prepared
💡SSS Pension is not enough to fully cover your living expenses
💡7.6 million Filipinos aged 60 and above, of which only 20 percent are covered by either the Social Security System or the Government Service Insurance System
💡It is not easy to retire comfortably

🧮 When we do the math, retiree shoud have at least P821,250 to cover the simple food expenses (P50/meal) for 15 years. How about your medical maintenance, utilities bill, travel and leisure?🤔

We can help you to plan for your Retirement and build your Retirement Fund.

Always remember that "Retirement could be the Longest Holiday of Your Life OR it could be Your Longest Nightmare.”

There is value in what we do, we secure families. 🙏

To all Sun Life clients, sapat na ba ang Sun Life policy mo, if hindi pa dagdagan natin!

or baka ikaw palang ang may Sun Life plan. Pwede natin i-secure din ang family members mo.

or kung wala ka pa, I am willing to explain to you how life insurance can protect your assets, your family and your future income.

I can assist you with your Sun Life policy, just send me a message. 💌

Maraming misis/mommies ang nalilito sa insurance coverage ng asawa nila.

So, para malinaw.

Owner/Insured = kapag siya ang nawala activated lahat ng benefits

Beneficiary = taga-tanggap ng benefits

So, kailangan ba na parehong si misis at mister ang insured? Yes, mas ideal. May plan si misis. May plan si mister.

Kapag tumatagal ka na sa trabaho, mas lumalalim ang kahulugan ng bawat action bakit mo ba siya ginagawa. Mas lumalalim din ang pagmamahal mo sa adbokasya.

Sa loob ng industriya namin, maraming istorya ng “𝗦𝗮𝘆𝗮𝗻𝗴, 𝗯𝗮𝗸𝗶𝘁 𝗸𝗮𝘀𝗶 𝗵𝗶𝗻𝗱𝗶 𝗸𝗼 𝗯𝗶𝗻𝗮𝗹𝗶𝗸𝗮𝗻 𝘆𝘂𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁 𝗸𝗼. 𝗦𝗮𝗻𝗮 𝗻𝗮𝘁𝘂𝗹𝘂𝗻𝗴𝗮𝗻 𝗻𝗴 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗯𝗮𝗴𝗼 𝗻𝗮𝘄𝗮𝗹𝗮 𝗼 𝗻𝗮𝗴𝗸𝗮𝘀𝗮𝗸𝗶𝘁."

Sa mga kapwa ko Financial Advisors— ‘wag mapapagod. Balik lang lagi są bakit natin ito ginagawa.

Pag bumibili ka ng life insurance — bumibili ka ng peace of mind.

Mahal ba? Depende.

May mas mura pa ba? Oo.

Pero ang sigurado ngayon — mahal ang magpagamot, mahal ang funeral cost.

Pwede nating i-tailor fit ang insurance sa budget at goal mo.

Be grateful if you have a partner who’s financially literate, masinop sa pera at hindi ubos biyaya.

Minsan kokontra sila sa mga gusto mo bilhin kasi alam nilang ‘di mo pa “talaga” kailangan yung bagay na ‘yun. Concern lang siya sa’yo either baka maubos mo yung emergency fund mo o impulsive buying lang.

Sila yung partner na magaan kasama sa pagtanda dahil marunong sila sa pera. Sa ganyang partner ka mas yayaman sa buhay