My Finance Guru

My Finance Guru

Share

25/07/2024

Just got an email yesterday from LIMRA.
Thank you Sun Life and dear clients๐Ÿ’›

Humbly sharing this Official LIMRA(Life Insurance Marketing Research Association) INTERNATIONAL QUALITY AWARD digital badge recognition.

๐ˆ๐๐“๐„๐‘๐๐€๐“๐ˆ๐Ž๐๐€๐‹ ๐๐”๐€๐‹๐ˆ๐“๐˜ ๐€๐–๐€๐‘๐ƒ (๐ˆ๐๐€)
LIMRA established the IQA in 1960 to promote quality selling in the life insurance profession worldwide. Since then it has become one of the most prestigious awards in the industry โ€” used by 80 companies in over 30 different countries. This annual award is designed to honor producers for excellent production and outstanding persistency of life insurance business.

The IQA Award winners are adjudged to have made significant achievements in achieving customer satisfaction through their dedication to delivering quality products and/or services, comparable to their international counterparts.



18/03/2024

Thank You Sun Life for the additional insurance coverage on top of my existing coverage.โค๏ธโœˆ๏ธ๐Ÿ™ Grabe sa Bonus!

Dahil sa hilig kong mag travel at umakyat ng bundok especially noong nagpunta ng Everest Base Camp๐Ÿ‡ณ๐Ÿ‡ต, dun na talaga nagsimula ang lahat hanggang sa naging Sun Life Financial Advisor.

Thank You my dear clients and future clients. Sun Lifer forever๐Ÿ’›

๐Ÿ’›My Finance Guru


12/01/2024

Insured another precious lives!

Ang dami ko pang FB Friends na hindi ko pa na-insured, don't worry aasikasuhin na natin yan.

Mag message ulit ako, Promise ko yan sayo๐Ÿฅน๐Ÿ™

โค๏ธMy Finance Guru

17/10/2023

โ€ผ๏ธLimited offer of Sun Life. Until October 18 ONLY!

Sun Peso Maximizer is back with new assets! This limited-offer, investment-linked insurance plan provides a regular stream of fixed payouts as well as variable returns via a basket of high-quality equity indices of the , and , offering you the potential to earn more while aiming to preserve your capital.

SUN PESO MAXIMIZER HYBRID INCOME TRANCHE 2:

โœ…๏ธFixed annual payout of *4.45%* for the first 6 years
โœ…๏ธBonus coupon on the 7th year based on the performance of global blue-chip indices S&P500, Nikkei 225, & Euro Stoxx 50. *Expected average payout on the 7th year is 10%* based on historical returns from 2000-2023.
โœ…๏ธCapital protected. Full principal will be returned at maturity (after 7 years)
โœ…๏ธGuaranteed acceptance (GIO) with the *requirement of no declined/postponed application WAIVED*.
โœ…๏ธ Life insurance coverage: 125% of the single premium or fund value, whichever is higher

Note: Actual terms and conditions of the insurance policy contract still applies.


Message me for more details! ๐Ÿ’›โ˜€๏ธ

16/10/2023

10 FACTS THAT YOU NEED TO REALIZE ๐Ÿ‘Œ

1. As you get older, you choose the people that you accept in your life. You do not want to waste your energy trying to connect with someone, and it will not prosper into a relationship that is worth keeping.

2. You can't stop people from saying things about you. It is not your responsibility to change their minds. You only have to keep on doing what you do best. For as long as you are not hurting anyone, then there is no need to explain yourself.

3. You don't need so many friends in your life. You only need a few but are genuine with you. You cut off people in your life who do not respect you.

4. You are a work in progress, so there is no need for you to be hard on yourself. You have to continue learning and embrace that you will never please everyone.

5. Kindness goes a long way. If you have nothing good to say, it is better to keep your opinions to yourself. Allow people to grow and learn from their past mistakes.

6. Those people who know you better will stay with you no matter what. These are people that you have to keep because they have the purest intentions for you.

7. Maturity is to prioritize your needs over anything. For as long it can serve its purpose, you don't feel the need to buy a new one.
8. Embrace the fact that we outgrew people. Some of them do not stay because they have other priorities. You don't stop them, you let them go.

9. You choose your battles because not everything is worth your time and energy. You would want to protect your peace of mind than engage in drama.

10. You choose your happiness more than anything. You don't let people define your success. You make the most of every day because life is fleeting. You chase your dreams, not people anymore.โ€

Photos from My Finance Guru's post 19/09/2023

So meron akong client na nagtatanong anu daw ba plan yung pwedeng maging pamana funds ng baby niya?

Yung may guaranteed returns daw. Para sure na may magagamit anak niya sa kahit anong milestones.

So sakto meron kmeng best plan para sa anak nya na 1 yr old palang.

Alam mo ba kagandahan sa plan na to?

โœ…Up to 3 generations pwede makinabang. ๐Ÿ™‚

Ikaw as parent, ung anak mo and yung magiging apo mo din. ๐Ÿ™‚

Ung anak mo, magagamit nya to pang additional fund for education, tapos after nya mag aral, kaw naman, kasi magagamit mo sya as pension. ๐Ÿ™‚

And when God calls you home, mapapamana mo to. GUARANTEED!
And mapapamana din to ng anak mo sa apo mo. ๐Ÿ˜ฎ๐Ÿ˜

O dbaaa.. voonggaaa!!

p.s may isa nga akong client excited na magkababy para kunan anak nya netong plan. ๐Ÿ™‚

Tara! Pag usapan natin to.



01/07/2023

Secured total of 7 precious lives for the month of June!




Photos from My Finance Guru's post 29/06/2023

Been contemplating whether to post this or not, pero for policyowners awareness, I decided to post it.

Sa mga mangilan-ngilan na nag-terminate or surrender ng mga policies nila, alam po ninyo that I am trying to convince you not to do it kasi nanghihinayang ako sa naihulog ninyo plus sa benefits na dapat makukuha ng pamilya niyo. ๐Ÿ™๐Ÿป

May this case be a reminder to everyone na hanggang kaya sana wag natin i-lapse, i-terminate or i-surrender ang plan ninyo. Kung kaya naman bawasan ang luho (ex. Travel, shoppings, dine-out, etc) doon nalang po tayo maghigpit ng budget. His family could have 450K claimable if he only continued his policy. Sayang ๐Ÿ’”๐Ÿฅบ

ยฉ๏ธ

28/06/2023

Many graduates complain that itโ€™s difficult to get a job these days despite having a diploma. The solution is to create your own job and create jobs for others. Be an entrepreneur! Manny Villar

Photos from My Finance Guru's post 28/06/2023

Congrats Team Calaguas and dear Clients!

09/06/2023

โ€œ๐— ๐˜€.๐—๐—ผ๐—ป๐—ฎ๐—ต, ๐—ถ๐—ป๐˜๐—ฒ๐—ฟ๐—ฒ๐˜€๐˜๐—ฒ๐—ฑ ๐—ฎ๐—ธ๐—ผ ๐˜€๐—ฎ ๐—ฆ๐˜‚๐—ป ๐—™๐—ถ๐˜ ๐—ฎ๐—ป๐—ฑ ๐—ช๐—ฒ๐—น๐—น ๐—ป๐—ฎ ๐˜†๐—ฎ๐—ป ๐—ฝ๐—ฎ๐—ธ๐—ถ ๐—ฒ๐˜…๐—ฝ๐—น๐—ฎ๐—ถ๐—ป ๐—ฝ๐—น๐—ฒ๐—ฎ๐˜€๐—ฒโ€

SUN FIT AND WELL ADVANTAGE ๐Ÿ’ช๐Ÿป๐Ÿƒโ€โ™€๏ธ๐Ÿƒโ€โ™‚๏ธ
a comprehensive life and health insurance that offers the following:

Health and Wellness Benefit:
๐Ÿ’ฏ Critical Illness Benefit.
๐Ÿ’โ€โ™€๏ธ 64 Major Critical Illness.
๐Ÿ’โ€โ™€๏ธ 34 Minor Critical Illness.
๐Ÿ’โ€โ™€๏ธ 16 Specific Cancer Condition.

โ˜€๏ธ Life Insurance Protection Until Age 100.

โ˜€๏ธ With Special BONUS, DIVIDEND Earnings and Guaranteed Benefits. ๐Ÿ’ฐ (Kaya walang tapon pera)

๐Ÿ’› Limited Payment Period.

Sun Fit and Well has you covered in four different ways: Prevention, Diagnosis, Treatment and Rehabilitation.

Get ALL of these coverage in just ONE POLICY.

For product review watch this:
https://youtu.be/ABuhbc8jVw4

โค๏ธMy Finance Guru

30/05/2023

๐—ง๐—ต๐—ฎ๐—ป๐—ธ ๐˜†๐—ผ๐˜‚ ๐—ฆ๐˜‚๐—ป ๐—Ÿ๐—ถ๐—ณ๐—ฒ! ๐— ๐—ฎ๐—น๐—ฎ๐—ธ๐—ถ๐—ป๐—ด ๐˜๐˜‚๐—น๐—ผ๐—ป๐—ด ๐—ฒ๐˜๐—ผ ๐˜€๐—ฎ ๐—ฝ๐—ฎ๐—บ๐—ฝ๐—ฎ๐—ด๐—ฎ๐—บ๐—ผ๐˜ ๐—ป๐—ถ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜! ๐Ÿ’›

Minimum ang kinuhang plan ni client.
Sun Fit and Well Advantage with Insurance coverage of 300k.
๐—ฃ๐Ÿฏ๐Ÿด,๐Ÿณ๐Ÿฒ๐Ÿฌ ๐˜๐—ผ๐˜๐—ฎ๐—น ๐—ฝ๐—ฟ๐—ฒ๐—บ๐—ถ๐˜‚๐—บ๐˜€ ๐—ฝ๐—ฎ๐—ถ๐—ฑ ๐—ฝ๐—ฒ๐—ฟ๐—ผ ๐—ฃ๐Ÿฏ๐Ÿญ๐Ÿฌ,๐Ÿฌ๐Ÿฒ๐Ÿฎ.๐Ÿฑ๐Ÿฌ ๐—ฎ๐—ป๐—ด ๐˜๐—ผ๐˜๐—ฎ๐—น ๐—ฐ๐—น๐—ฎ๐—ถ๐—บ๐˜€.
Assisted by Meanne Ancheta.

To you who are still contemplating on getting an insurance plan, pls do take action now!
Just send me a message to know more about our Sun Life plan. ๐Ÿ™‚

Want your business to be the top-listed Accountant in Quezon City?

Click here to claim your Sponsored Listing.

Location

Address


Quezon City
1100