Juliet O., Financial Advisor, Sunlife Financial Philippines

Juliet O., Financial Advisor, Sunlife Financial Philippines

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I help young Professional, Business Owners and educators in Metro Manila and around the Philippines to become financially Literacy.

19/09/2022

LOOKING FOR THE BEST PAMANA PLAN?

Usapang SUN SMARTER LIFE ELITE Peso 5/10 and VUL ❤

💪 Ano ang Sun Smarter Life Elite Peso 5/10?

Ito ay 5/10 year payment whole life insurance na merong GUARANTEED Cash Value or merong guaranteed anticipated Endowment benefit.

Nagbibigay si Sun Life ng 8% GUARANTEED cash benefit starting on the 6th year ng policy until 100 years old and 2 years there after.

EXAMPLE
Magbibigay si Sunlife ng 8% guaranteed ng face amount simula sa ika 6th na taon ng policy tapos kada 2 taon ang pagbigay hanggang tumanda ka until 100 years old. Diba ang ganda, nag p pension ka until 100 years old.

💪 ANO ANG PROS NG SUN SMARTER LIFE ELITE 5/10?
- Double ang face amount upon death
- Merong syang GUARANTEED 8% na endowment benefit
- Meron kang dividend (not guaranteed ,projected 3%)
- Maganda sa child's educational fund from 0 to 10 years old
- Ikaw ang bahalang ilipat sa anak mo ung cash benefit, until magka apo ka, meron kang makukuha until 100 years old.
- Sa laki ng face amount ,sa laki ng 8% na mabibigay
- Merong waiver of premium kapag namatay ang nagbabayad ng policy, ibig sabihin secured ang education ng bata kahit mawala ka sa mundo ng hindi inaasahan ( wag man sana), makakatanggap sya ng pera until 100 years old.
- Maganda sa Ayaw ng VUL, since ayaw nila I invest sa stocks ang pera nila.
- Maganda sa taong sigurista
- May paying period na 5 years or 10 years
- Merong Accidental Death at Total Disability Benefit

💪ANO ANG CONS nito?
- Pwede sa CLASS A na merong budget na 10,000-50,000 per month para sa plan nila
- Hindi pwede sa maliit ang budget
- Hindi ka naghahawak ng shares ng top companies sa pilipinas (shareholder)
- Hindi ka naka invest sa stocks,money market, bond

💪 PAANO NAMAN ANG VUL?
- Pwede ito sa maliit ang budget,it's a affordable plan for everyone.
- Flexible ang payment period
- Ok sa long term investing
- Mura kesa sa Elite 🙂

EXAMPLE
For example if you have
1,000,000 face amount..
8% is 80,000

Child: 0 years old
If 10 years ung payment,

6th year : 80,000 + dividend
8th year: 80,000 + dividend
10th year: 80,000 + dividend
12th year: 80,000 + dividend until 100 years old ❤

What if 2,000,000 face amount
8% is 160,000 + dividend until 100 years old ❤

*** the lowest face amount is 200,000
***pwede mong ipunin yung pera
***kahit saan puede mong paggamitan ung pera
*** puedeng gamitin as pension

Happy Learning ❤

Message me to avail now! 🙂

01/05/2021

SunLife Insurance and Investment in One.

✅"Nagiipon ka na, naiinvest pa ang pera mo, secure ka pa anytime na may di inaasahang bagay"
✅"Educational Plan and Retirement Plan para saYo at sa Kids mo, tutulungan ka ni Sunlife dito"

01/05/2021

"𝗕𝗮𝗸𝗶𝘁 𝗹𝗮𝗵𝗮𝘁 𝗸𝗮𝘆𝗼 𝗻𝘂𝗺𝗯𝗲𝗿 𝟭?"

So for FYI purposes (para di tayo maguluhan),
there are actually 6 categories in ranking insurance companies (Net Income, Assets, New Business Annual Premium Equivalent, Net Worth, Paid-Up Capital). These are the rankings which was already published.

So each company can be number one in one particular category. 🙂

But we are so happy that over-all, we are still the highest in 𝐍𝐄𝐓 𝐈𝐍𝐂𝐎𝐌𝐄 𝐚𝐧𝐝 𝐍𝐄𝐓 𝐏𝐑𝐄𝐌𝐈𝐔𝐌 thus making us STILL the TOP according to Insurance Commission, Business World and Business Mirror. ( https://www.bworldonline.com/sun-life-prudential-top-life-and-non-life-insurers-in-2020/ )

At the end of the day, let's remind ourselves of the mission and not just claiming the title.






ctto

01/05/2021
15/07/2020

This pandemic, ECQure your Child “EDUCATIONAL PLAN”
and make your baby a MILLIONARE!!!

Sa abot kayang halaga, may sarili na syang life insurance at makakapag ipon ka pa ng para sa pang College nya. Payable only for 10 YEARS.
AMAZING! 🤗

125years
Pm me for more details.

27/11/2019

Give yourself and your loved ones the GIFT OF SECURITY this Christmas that gives lifetime value.

A SUN LIFE PLAN is...

✔ A gift that protects you and your family 24/7
✔ A gift that pays your medical treatment
✔ A gift that gives the retirement of your dreams
✔ A gift that builds fund for your child’s education
✔ A gift that accumulates wealth for a more secure future

Life Insurance is one of the best gift you can give to yourself and it also gives peace of mind to your family. ❤

Learn how you can use it to build your strong Financial portfolio. 🙂

(Ctto)

16/10/2019

V.U.L. O variable unit-linked investment.

Dalawa lang naman ang nagagawa nito, pinapayaman kayo at iniiwasan ang paghirap o pagastos dahil sa malubhang sakit o accidente.

Naisip mo naba saan kukuha ng pangastos kung may mangyaring hindi inaasahan? Maigi nang maging handa para walang pagsisihan.

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Location

Address


Valenzuela
1440