24/02/2022
One of my dream as a Health Insurance Advocate came true this love month, to secure or serve a Doctor or a health professional. A small way to give back to them when they cared and help me recover last year.
A quick story Dra. Ganda is my third adopted client this year. A mother and a housewife.
On year 2015 she acquired a plan from her colleague. According to her they were on duty break that day when they realized "Oo nga 'no dapat nag-iinvest din tayo sa ganito" and right at the moment after the presentation, they purchased a Life Insurance Policy and set her parents and nephew as her primary beneficiary.
Fast forward year 2020, she had to delay funding her insurance policy, since pandemic came and yes all of us were greatly affected financially.
At present, year 2022, After I adopted her policy and became her servicing advisor, to her surprise, after we conduct a client policy review online, thru zoom. Her policy is strongly in forced (active) because her fund value helped in sustaining her policy.
Given that her fund value grew to 6-digit, starting from a 4-digit value, from the day she and her colleagues acquired the policy.
I was so happy and touched sa sinabi ni doc, blessing daw yun pagkakameet nya sa akin, kasi akala nya daw talaga wala na talaga yun policy nya. Ang saya ko kasi naalis ng simpleng meeting namin yung heavy heart nya on thinking na wala na syang insurance coverage for her family. Na strongly alive and kicking naman pala ππ―π
Thank you so much Sis Doc! For trusting me and Sun Life as your partner for life.
Congratulations Dra! My first doctor client
Have a quick chat with your insurance advisor today.
Pamela Tan Pellosis
Sun Life Insurance Advisor
137887