Financial Planning with Patricia

Hello there! I created this page to help and educate young adults through Adulting and Personal Finances. Let’s talk about your bright future! :)

10/05/2023

"Para kang may safety box na naglalaman ng milyong pisong pondo na pwede mong buksan kapag kailangan mo na."

Ganyan ka-powerful ang policy mo.

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Talk to our resident Financial Advisor, Lee Harvey David for more details or message this page. ✨️

09/05/2023

This month of May is our month of breakthroughs! 🔥

09/05/2023

𝘼𝙣𝙜 𝙋𝘼𝙈𝘼𝙉𝘼 𝙋𝙇𝘼𝙉 𝙥𝙖𝙧𝙖 𝙨𝙖 𝙞𝙮𝙤𝙣𝙜 𝙖𝙣𝙖𝙠 🥰

📍 𝗠𝗮𝘆 𝗽𝗲𝗻𝘀𝗶𝗼𝗻 𝗸𝗮 𝗻𝗮 𝗵𝗮𝗻𝗴𝗴𝗮𝗻𝗴 𝗮𝗴𝗲 𝟭𝟬𝟬

𝐒𝐔𝐍 𝐒𝐌𝐀𝐑𝐓𝐄𝐑 𝐋𝐈𝐅𝐄 𝐄𝐋𝐈𝐓𝐄 𝐏𝐄𝐒𝐎 𝟓/𝟏𝟎 💛
Nagbibigay si Sun Life ng 8% GUARANTEED Cash Benefit on 6th year of the policy, and every other year thereafter until age 100.
You read it right! 👍
Magbibigay si Sunlife ng GUARANTEED 8% ng face amount on 6th year of the policy kada 2 taon ang pagbigay hanggang tumanda ka until age 100. Diba ang ganda, may pension ka na until you reach age 100.
Ano ang PROS ng Sun Smarter Life Elite 5/10:
✅ Double ang face amount upon death of the insured
✅ Meron syang GUARANTEED 8% na endowment benefit
✅ Meron kang dividend (not guaranteed, projected 3%)
✅ Great for child's educational fund from 0 to 10 years old
✅ Ikaw ang bahalang ilipat sa anak mo ang cash benefit, until magka-apo ka, meron makukuha until age 100.
✅ Depende sa laki ng face amount ang laki ng 8% endowment benefit na makukuha
✅ Meron waiver of premium kapag namatay ang nagbabayad ng policy, ibig sabihin secured ang education ng bata kahit mawala ka sa mundo ng hindi inaasahan (God forbid), makakatanggap pa rin siya ng pera until age 100
✅ Okay siya sa taong may hesitations sa VUL, kung hindi sila comfortable iinvest sa stocks ang pera nila
✅ Perfect para sa mga taong sigurista
✅ May paying period na 5 years or 10 years
✅ Merong Accidental Death at Total Disability Benefit

Want to know more? Tara pag-usapan natin 😊

PM me! 🥰

08/05/2023

🍂🍃

06/05/2023

3 in 1 Plan for you and your Family. ❤️

MOTHER'S DAY SALE Buy 1, Get 3 for 650 only‼️‼️‼️

Nag iinvest tayo sa ibang bagay, minsan sa maling tao pa, sa FUTURE mo pa kaya o sa future ng mahal mo. ☺️

Kung hindi pa kayo covered ng family mo, I suggest you spend time talking to your financial advisor or message me now. TODAY IS THE RIGHT TIME‼️

17/03/2023

𝐈𝐍𝐒𝐔𝐑𝐄𝐃 𝐍𝐀 𝐁𝐀 𝐊𝐀𝐘𝐎 𝐍𝐆 𝐏𝐀𝐑𝐓𝐍𝐄𝐑 𝐌𝐎? 𝐊𝐔𝐍𝐆 𝐇𝐈𝐍𝐃𝐈 𝐏𝐀,
𝐂𝐇𝐄𝐂𝐊 𝐍𝐘𝐎 ‘𝐓𝐎!

Message me for more info! 💛

👩🏻‍🦰 Patricia Monique Madrazo
👩🏻‍💼 Licensed Financial Advisor
📩 [email protected]

14/03/2023

🤍

14/03/2023

Family Bundle Insurance? 😍

YES, this exist at pasok sa budget mo.
Afford na afford mong i-secure ang future mo at ng family mo!

You may consider this 𝗮𝗹𝗹-𝗶𝗻 𝗙𝗮𝗺𝗶𝗹𝘆 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗕𝘂𝗻𝗱𝗹𝗲, INSURED na ang buong pamilya!!! 🥳

You can use this all-in Bundle for:
✅Life Insurance Coverage
✅Retirement Fund
✅Education Fund
✅Saving for Milestones

Wow! This is the best gift for your loved ones’ future.

𝐖𝐚𝐧𝐭 𝐭𝐨 𝐥𝐞𝐚𝐫𝐧 𝐦𝐨𝐫𝐞?
Message me and let's meet online! 👩‍💻 Insurance application is now processed online. No hassle to meet face to face.