The Millennial Money Planner

Minsan, kailangan rin mag pahinga. :)

You are destined for greater things, but you also need to rest every once in a while.

Happy Monday Guys! :)

💛

Proof of life!

Hi guys, meet Dan! We met each other 13 years ago during 2nd year High School. From all the games we've played together, and our newly discovered love for biking, we have upgraded our talks to adulting and our plans for the future!

Now, who said Mondays are the worst?

Thank you so much for trusting me as your financial advisor! Huwag kang mag alala, hindi kita papagalitan, gagabayan ka lang. Hahaha!

P.S. Yung mga kumukuha ng insurance, magkakajowa na raw. Claim na natin iyan, Dan. ;)

Ano pang inaantay niyo? Book your FREE 1-on-1 appointment today and let's prepare for your next milestone!!



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A new Program Launched today by the OVP! You may direct both COVID and non-COVID related concerns to for assistance!

Share this to your family, friends, relatives, etc!

[A] Inilulunsad ngayong araw ng OVP, sa tulong ng ating volunteer doctors at health professionals, ang Bayanihan e-Konsulta—isang libreng serbisyo na naglalayong magbigay ng atensyong medikal sa mga outpatient cases sa NCR at sa mga karatig lugar na nasa ilalim ng ECQ, lalo na sa mga kababayan nating walang access sa mga doktor o sa ibang telecommunication platforms.

Ang inisiyatibong ito ay bahagi rin ng patuloy na pagkilos ng ating Tanggapan upang suportahan ang mga ospital at frontliners, sa gitna ng matinding pangangailangan sa kanilang serbisyo dahil sa pagtaas ng COVID-19 cases.

Para sa mga nais magpa-e-konsulta, bisitahin ang Bayanihan E-Konsulta page (https://bit.ly/BayanihanEKonsulta) at i-click ang Send Message button, o kaya hanapin ang Bayanihan E-Konsulta sa search bar ng Facebook Messenger app. Kapag bumukas na ang chat, pindutin ang “Get Started” upang masimulan ang proseso.

Paalala lang po: Naka-disable ang ating comments section upang maituon po ng ating team ang kanilang pansin sa mga request para sa e-konsulta. Para sa ibang mga katanungan o suhestiyon, maaaring makipag-ugnayan sa amin sa VP Leni Robredo page.

Maraming salamat po!

Prank Responsibly today!

TODAY IS APRIL FOOLS!

It is all fun and games until we make pranks that are unacceptable. 🥲😥 Make sure them pranks aren't harmful and won't ruin someone's living! The limit exists. 🙂

[Everyday may not be April Fools Day but please let us make it a daily habit to NOT PRANK these hardworking people. Thank you!]

A reminder:

1 year into the pandemic, meeting people has somehow died down since we are confined in our homes. This was not the case with VJ and Pat. This young couple was introduced by a common friend during our Valorant Night Sessions. They welcomed me in their gaming community and have never looked back ever since!

Though I have yet to meet Pat personally, I am still thankful for the trust they have given me! I look forward to the day that I personally deliver your approved policy! One step towards achieving your next couple goal!!

Omsim!

ADVICE from Warren Buffett

1. STAY away from credit cards & invest in yourself.

2. LIVE your life as simple as you are.

3. DON'T do what others say, just listen to them, but do what you feel good.

4. DON'T go on brand name; just wear those things in which you feel comfortable.

5. DON'T waste your money on unnecessary things; just spend it on what you really need.

6. DON'T give others a CHANCE to RULE your LIFE, it's yours to live after all.

Kailan ka nga ba dapat kumuha ng insurance?

As a Young Millennial, I also committed the same mistake. I got my first job, enjoyed spending what I earned, without even thinking about investing a portion of my salary. 4 years after, ngayon lang ako nakakuha ng plan for myself, and when looking at the investment portion niya, andami ko na namiss out na taon, at nakakalahati na sana ako ng payment years ko.

Don't commit the same mistake I did, be wise with your money, and start investing as soon as possible!

SUN Maxilink Prime is a Variable Unit Linked (VUL) plan that offers a flexible payment term, and is an investment-linked insurance plan. May life insurance coverage ka na, may investment ka pa!

Below is a sample computation between a 10 year difference can make.

- Life Insurance Coverage: PHP 1,000,000.00
- Payment Term: 10 Years
- Riders: Total Disability Benefit & Accidental Death Benefit

So kung hindi ka pa rin convinced kung kailan ka dapat kumuha nito, PM mo ako para mapagusapan pa natin yung mga tanong mo sa buhay!

*Quotations are based on 21 and 31 Year old, Non-Smoker Female
*Projected Benefits are computed at 10% and are not guaranteed

"So next time an insurance agent comes knocking, welcome him or her. He or she will be carrying the protection you will need against the risk an untimely demise. Buy early in your career as it is not only the time when you need it most but also the time when premiums are cheaper."

Thank you Sir Efren for sharing your story! Please do read this short article as a food for thought! And if you are ready, I will be waiting for your Personal Message!

Life insurance in my 30s? Too early! Here’s the typical script of a yuppie, whether from Gen X or Y, to an insurance agent when offered a life insurance policy. “I am young. I just started earning serious money. And here you are talking to me about death? With what I am earning now, it will take me just a few years to build up enou...

In celebration of International Women's Day, I would like you guys to meet Claire! She is an example of a strong woman with an extraordinary strength and will power to pursue her ambitions!

Andaming niyang plano sa buhay, and I'm glad that I can contribute something for her and her husband! join me and let's congratulate the newly-weds!!

Thank you for trusting me as your Financial Advisor! Looking forward to more talks with you as we welcome this new stage in our lives!

Ano pang inaantay niyo? Book your FREE 1-on-1 appointment today and let's prepare for your next milestone!!

What are S.A.D Events?

Alam ko ayaw natin pag usapan, kaya ipapakita ko na lang sainyo!

Life insurance protects you from these S.A.D Events. Pinoprotektahan nito ang maaaring mong maiwan sa panahon na ikaw ay mawala na sa mundong kinagagalawan natin.

Andito lang kami kaibigan, pm mo lang kami at tutulungan ka namin!

Kung ganito ka mag drive kaibigan, aba i-PM mo na kami bago pa mahuli ang lahat!

Truck sandwich