South Beach Unit Financial Advisors

📣📣ANNOUNCEMENT📣 📣

Last 3 days for a ₱500 per month na 500K Life Insurance.
Avail it now before magtaas on August 18.

🎉 Congratulations and welcome to the team, 𝗔𝗹𝘁𝗵𝗲𝗮 𝗙𝗿𝗮𝗻𝗰𝗵𝗲𝘇𝗸𝗮 𝗟. 𝗖𝗹𝗮𝘂𝗱! 💛

We are excited to have you join our growing South Beach Unit family. Your hard work and dedication have brought you to this new milestone, and I know this is just the beginning of an amazing journey.

May this opportunity open doors to continuous learning, meaningful relationships, and countless lives you'll be able to impact. Welcome aboard, and here's to achieving great things together!

We're so happy to have you on the team. Welcome to Sun Life! 🌻✨

Congratulations to my rookie advisors, Eli & Ethan! 🎉 I’m so proud of each one of you. This is just the beginning of an amazing journey.

I’m excited for you to experience the fulfillment of helping others secure a brighter future while building a rewarding career with Sun Life. I can’t wait for you to experience the brighter life that awaits you here.

I’m truly amazed by your obedience, resilience, and willingness to trust the process. Keep learning, keep growing, and keep shining. The best is yet to come! 💛☀️

Thank you, SM Dess Repaso, for the reward and recognition! 🫶

🎉 Welcome to another milestone worth celebrating, 𝐄𝐭𝐡𝐚𝐧! 💛

Congratulations on successfully passing the Insurance Commission Licensure Examination (Trad)! Your hard work, dedication, and perseverance have paid off, and we're excited to have you officially begin your journey as a Sun Life Insurance Advisor.

At South Beach Unit, we believe that success is even more meaningful when it's built on purpose in helping individuals and families secure their financial future while achieving your own personal and professional goals.

𝐒𝐚𝐥𝐞𝐬 𝐓𝐞𝐚𝐦 𝐀𝐬𝐬𝐞𝐦𝐛𝐥𝐲! 🤩

Grateful for a meaningful learning session with the Agency Learning and Development Team. Every opportunity to learn is an opportunity to grow not only as Financial Advisors but also as professionals committed to serving our clients with excellence.

A heartfelt thank you to our Sales Team Manager, Dess Repaso, for generously sharing your knowledge, insights, and practical strategies. Your guidance continues to inspire us to improve our skills, strengthen our purpose, and strive for excellence in everything we do.

Here's to continuous learning, growing together as one team, and making a greater impact in the lives of the families we serve. 💛☀️

A huge congratulations to our newest licensed Insurance Advisor, 𝗘𝗹𝗶𝗷𝗮𝗵! 🎉💛

Passing the Insurance Commission Licensure Examination (Trad) is a remarkable achievement, and we're so excited to celebrate this milestone with you!

Welcome to a career that goes beyond sales, it's about making a positive impact, protecting dreams, and helping families build a brighter financial future.

We're grateful to see our South Beach Unit family continue to grow with passionate individuals who are committed to learning, serving, and succeeding together!

🎉 𝗖𝗼𝗻𝗴𝗿𝗮𝘁𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀, 𝗦𝗲𝗿𝗲𝗻𝗶𝘁𝘆 𝗚𝗮𝗲𝗹𝗹𝗲 𝗔. 𝗝𝗮𝗯𝗿𝗶𝗰𝗮! 🏆

Congratulations on passing the Insurance Commission Licensure Examination (Trad)!

Your South Beach Unit family is proud of you.

This is just the beginning of your purposeful and rewarding journey as a Sun Life Financial Advisor.

As our team continues to grow, we're 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗽𝗮𝘀𝘀𝗶𝗼𝗻𝗮𝘁𝗲 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝘀 who want to build a 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗰𝗮𝗿𝗲𝗲𝗿 while helping others achieve 𝗯𝗿𝗶𝗴𝗵𝘁𝗲𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲𝘀.

𝗝𝗼𝗶𝗻 𝗦𝗼𝘂𝘁𝗵 𝗕𝗲𝗮𝗰𝗵 𝗨𝗻𝗶𝘁. 𝗝𝗼𝗶𝗻 𝗦𝘂𝗻 𝗟𝗶𝗳𝗲. 𝗕𝗲 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗼𝘂𝗿 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗳𝗮𝗺𝗶𝗹𝘆! 💛

Another milestone, all by God’s grace. 💛

I’m humbled and grateful to receive the:

🏆𝗙𝗼𝗿𝘁𝗶𝘁𝘂𝗱𝗲 𝗧𝗿𝗼𝗽𝗵𝘆 as a Grand Slam Medallion awardee, and to be one of the few recipients of the exclusive, limited-edition

⌚️ 𝗦𝘂𝗻 𝗟𝗶𝗳𝗲 𝗦𝗲𝗶𝗸𝗼 𝗪𝗮𝘁𝗰𝗵 as a Brighter Together Society Advisor Qualifier during the 2026 August Champions Kick-Off. ⌚✨

To my dear clients, thank you for your trust. Thank you for allowing me to be part of your financial journey. Every recognition I receive is also a reflection of the trust you’ve placed in me.

Above all, all glory belongs to God. Thank You, Lord, for Your unending grace, favor, and faithfulness. May I continue to serve more families with excellence, compassion, and purpose. 🙏💛

Recy Pagaduan, Financial Advisor

Successfully completed the 𝗖𝗵𝗮𝗿𝘁𝗲𝗿𝗲𝗱 𝗧𝗿𝘂𝘀𝘁 𝗮𝗻𝗱 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗲𝗿 (𝗖𝗧𝗘𝗣) 𝗣𝗵𝗶𝗹𝗶𝗽𝗽𝗶𝗻𝗲𝘀 certification course, accredited by the 𝘈𝘮𝘦𝘳𝘪𝘤𝘢𝘯 𝘈𝘤𝘢𝘥𝘦𝘮𝘺 𝘰𝘧 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 (𝘈𝘈𝘍𝘔™).

𝗘𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 means making plans for your money, property, and things you own in case something happens to you.

It helps make sure that:
✅Your assets are distributed according to your wishes to your chosen beneficiaries, such as family or loved ones.
✅Your intentions are properly documented and respected.
✅Your family is spared from unnecessary stress, delays, and potential legal complications during an already difficult time.

This training helped me learn more about estate planning so I can better help my clients protect what they have and make sure everything is passed on smoothly to their loved ones.

Estate planning is not just about money, it is about protecting your family and their future. 💛

Create. Preserve. Transfer.

📩 𝗜𝗳 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗼𝗿 𝘀𝘁𝗮𝗿𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆’𝘀 𝗳𝘂𝘁𝘂𝗿𝗲, 𝗳𝗲𝗲𝗹 𝗳𝗿𝗲𝗲 𝘁𝗼 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲.

Recy Pagaduan, Financial Advisor

Day 2 of Chartered Trust and Estate Planning (CTEP) Program

Estate planning is simply making a plan for your money, property, and responsibilities in case something happens to you.

It answers: who will get your assets and who will take care of your family.

In insurance, it helps provide money to cover expenses, pay debts, and support your loved ones so they won’t struggle financially.

At its core, it’s about protecting your family and making sure they are secure even when you’re no longer around.