08/07/2022
Estate Planning is a MUST!
How important is estate tax planning? According to Dawn Zoleta, LUAP Board of Trustee, it was her first time to encounter a client paying P250 million in estate taxes in BIR. It was because the parent passed away without going through estate planning.
The client then said that they went through a rigorous process including judicial settlement.
Have you undergone estate planning? Talk to your financial advisor today.
03/05/2022
End Game is the Real Game!
Avengers End Game depicts the extinction of half of the universe. Would it be much better once you reach the End Game knowing no one will be burdened?
In reality, we will reach our End Games. Retirement and Passing on. Once we hit retirement, are we prepared to continue without salary and health cards? Are our families prepared once we are taken out of the picture?
We at Sun Life offers you the Gauntlet to provide you the stones:
⭕ Reality Stone - we make your dreams and goals into reality by putting them into writing.
⭕ Power Stone - we give you the power to choose from the funds and insurance benefits that fits you.
⭕ Time Stone - we provide long term investments that accumulates overtime that are perfect for your retirement
⭕ Mind Stone - we provide "Peace of Mind" to the families knowing they are prepared for all the uncertainties
⭕ Soul Stone - we provide support for the family even when you're unattached to your body. 😁 Leaving a lasting legacy
⭕ Space Stone - once you reached your Financial Goals, you can use them for your travel goals. Travel to the space perhaps? 😂
Let's put your dreams into reality and make this a better world!
17/01/2022
Come and join our winning team!
02/07/2021
Teach them young!
Wealth is like a tree, grows from a tiny seed. The sooner you plant that seed the sooner that tree shall grow.
10/03/2021
Save Diligently!
Saving is making provisions for tomorrow. The most effective way to save is to do it every time you receive income. Save for both long-term and short-term needs. Long-term savings are intended to fund long-term needs such as retirement or for the college education of your kids. Short-term savings should be in an account that is easily accessible for your usual monthly expenses as well as your emergency funds.
“Precious treasure and oil are in a wise man’s dwelling, but a foolish man devours it.” (Proverbs 21:20, ESV)
