Aimee Lagman-Dimaapi, Sun Life Licensed Financial Advisor

WHAT DRIVES ME TO DO WHAT I DO ✨

💛 Compassion

I take time to listen to my clients so I would know their dreams and their struggles. This allows me to come up with the best plans fit for them—within their own terms and their own capacity.

💛 Commitment

It takes commitment to serve clients beyond the approval of applications or getting the commission. I stay alongside their journey beyond the typical one to two years, to celebrate their milestones and to comfort them in times of loss.

💛 Courage

It's not easy to face rejections and be seenzoned or ignored. But I believe in the value of what we offer to our clients and their families, and this drives me to overcome these challenges.

Could this career be for you too?

If you are:

- a professional looking for additional income
- looking for a career path with flexible work arrangements
- tired of long commutes to your corporate workplace
- dreaming of work-life integration to spend more time with your family
- searching for a purpose-filled and rewarding job...

I have an opportunity for you.

Even if you have some hesitations and questions, I encourage you to just message me so we can talk about it, no strings attached. 💛

----

Hi, I'm Aimee—a wife, mom, and financial advisor.

You can follow me for tips and inspiration on family finances, mom life & becoming a Sun Life financial advisor. 💛

MONEY LESSONS FROM PIOLO
(Close 'yan? 😄)

..on raising financially independent kids:

1. Teach them to save
"When Inigo was growing up, I would always remind him to save."

2. Help them envision goals for their future
“I always remind Inigo to remember that you are working hard for something, for your future.”

3. Develop a practical mindset to differentiate needs and wants
"Inigo is more practical than me when it comes to spending. He is very careful not to spend more than what he has in his account. He is not the type who would splurge. And I'm very happy and proud that he is very practical."

4. Encourage them to be creative and resilient
"No matter what happens, as long as we are creative enough, there are ways to support not just ourselves but our families by already planning for the future.”

5. Inspire them to be a blessing to others
“It’s important not to isolate ourselves. Being part of a bigger community is important. We can all be a source of support and inspiration to one another because we are created for something bigger than ourselves.”

Now, those are some nuggets of wisdom to inspire us in teaching our children about money! ✨ Do you agree?

Source: Life Goals by Sun Life, Photo: YouTube/SunLifePH

3 FACTORS TO CONSIDER IN FINDING A FINANCIAL ADVISOR

1. Your comfort level with them

Pick someone with whom you are comfortable disclosing important and private information. 💯

2. Your personal preference

Location could be important to you if you want to have regular meetups. A similar career or professional background, or even a shared interest could also play a role in helping you decide the right fit. ✅

3. Referrals from people you trust

You can use the following guide in asking people around you:
- How long have you been working with the advisor?
- Does the advisor respond to your questions and your calls?
- How often do you hear from the advisor?
- Did the advisor ever call to update about company promos for clients, new products, or about any changes that can affect their policy?
- Did they ever disappoint?
- Are you satisfied with their service? ⭐⭐⭐⭐⭐

What's the most important factor for YOU?

Just giving a random shout-out to my BM Gigi ✨

It's mentorship that encompasses business and life. Thank you so much for openly sharing your struggles and victories with us. More than a leader and mentor, you are truly an inspiration.

You're one of the many blessings that came with this career—and I am truly grateful!

----

Hi, I'm Aimee—a wife, mom, and financial advisor.

You can follow me for tips and inspiration on family finances, mom life & becoming a Sun Life financial advisor. 💛

2 THINGS YOU HAVE TO AGREE ON AS A COUPLE (FINANCES)

1. How to budget

There is no one-style-fits-all. We all have different dynamics, different personalities, and different income situations. The key is to have an agreement that works for your family.

2. Decisions on purchases, especially those that are tight on the budget

These purchases will have a large impact on your financial situation, so you have to make the decision together and stick through the adjustments and consequences together.

What are your other tips for financial harmony? 😊

"My budget is tight...should I just terminate my Sun Life plan?"

Life happens. Our financial situation encounters challenges due to job loss, sickness, inflation, and other unexpected events.

And our automatic response is to reduce our expenses and see what we need to let go.

Before you decide on terminating your insurance plan, consider that actually, in times of financial stress, your Sun Life plan could be your lifeline.

Talk to your advisor to know about your options...

and remember that brighter days are still ahead. 💛

P.S. If you are going through a tight financial season and would like to explore opportunities for additional income, drop me a message so I can share the opportunities in our team.

"It is never too late to be what you might have been.”

For me, it took 20 years. 💛

Are you looking for that opportunity too? What's holding you back?

----

Start your journey on the road to freedom! Follow me for tips and inspiration on career transition, family finances, mom life & becoming a Sun Life financial advisor.

Aimee

Did you know that some insurance plans offer death benefits that are 200% (yes, double!) of the face amount?

These include:

Sun Safer Life - a simple and affordable life insurance plan that is ideal for first-time insurance buyers and budget-conscious family breadwinners

Sun Smarter Life Classic - a protection plan that provides life insurance coverage equal to double the Face Amount from Day 1 until you reach 100

Sun Smarter Life Elite - a life insurance plan that also provides regular guaranteed cash benefits throughout your lifetime

Sun Acceler8 - a protection and savings plan that matures after 20 years, with increasing life insurance coverage of up to 228% of the Face Amount starting on the 9th policy year

But don't be overwhelmed! A financial advisor will be able to help you decide the best plan for your unique needs, so you can have peace of mind for your loved ones' future. Start that conversation today. 📩

----

Did you find this post helpful? Follow me for more tips and inspiration on financial planning, family finances & becoming a Sun Life financial advisor.

Aimee

Always thankful for my dear clients! 💛

Proud to present Team Coco Chanel’s Top 15 Advisors for the month of March! ☀️☀️☀️

Planning to start a family soon?

Did you know that there's a Sun Life plan with maternity benefits?

Sun Maiden Plus offers financial assistance for up to 3 children delivered and in case of pregnancy-related complications...

along with life insurance coverage and health protection benefits for covered female-specific illnesses and surgeries.

Grow your family with peace of mind—ask me about this plan today.

----

Did you find this post helpful? Follow me for more tips and inspiration on financial planning, family finances & becoming a Sun Life financial advisor.

Aimee

I love that my job allows me to catch up with former colleagues and cherished friends… But this guy will always be my favorite catch-up date. 🥰

Happy anniversary, Honey! Here's to more years of living the best life with you!