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Mary Jane Punzalan, Financial Advisor, Sun Life Philippines

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Mary Jane Punzalan, Financial Advisor, Sun Life Philippines

Hi! I'm Mary Jane Punzalan, a Certified Public Accountant and a Licensed Sun Life Financial Advisor. My job is to protect your family against financial setbacks.

My dream is for every Filipino people to achieve financial freedom.

18/11/2022

WELCOME to the Brighter Life sis.🌞🥳
Congratulations mommy H,,despite a lot of history of family health conditions, madaling naapproved pa din ang iyong 2 Million pesos life insurance na gusto mong maiwan sa iyong mga anak if something happens to you. Hindi naman kasi natin sigurado ang buhay. Habang bata pa ang ating mga anak at wala pang kakayahan na suportahan ang sarili, atleast hindi tau mag aalala na kung biglang mawala na nga tayo para alagaan sila eh wala pa din tayong maiiwan para magpatuloy ng pangarap natin para sa kanila. ❤️

Kaya naman saludo ako sa mga magulang na tulad mo na ginagawa ang lahat para sa kabutihan at magandang kinabukasan ng anak!! ❤️❤️
Thank you for trusting me and Sun Life to be your partner for Life! ❤️❤️
Makakaasa po kayo na lagi kaming nandito sa lahat ng panahon hindi lamang sa ngayon na nag apply kayo kundi lalo't higit sa pagclaim ng inyong benepisyo! 💖
🌞 the first and oldest insurance company in the Philippines. 126 years and counting. Patuloy pong maglilingkod sa inyo.

PM me for online appointment
Yours truly,
Mary Jane M. Punzalan, CPA, Financial Advisor

10/11/2022

Before you go on a shopping spree for 11.11 sale, ask yourself have you bought all these 4 PRODUCTS yet?

These few months at home, many of us are doing a lot of online shopping. But how do we really spend our hard earned money on financial products that can give us peace of mind?

Well… maybe 5%? Maybe not at all?

You see, nobody likes to talk about death… nobody likes to talk about illnesses… nobody likes to discuss what happens if an accident occurs and you’re unable to work… and nobody would IMAGINE the amount of people who lost their jobs this year.

But! We are seeing incidents like these happening around us every day and we probably try to convince ourselves saying “This will not happen to me!”

There is also a group of people who actually tried to research a little about insurance and got confused when they try to buy insurance because it seems like there are thousands of products, am I right?

You see, at the end of the day there are effectively only 4 TYPES of insurance products you can buy and the best time to buy it is TODAY.

Ask yourself, which is most important for you right now?

=== What to do next? 😮 ===

To sum it up, don’t roll the dice and say “this will not happen to me” so make sure you are fully covered.

Before you spend it on something like the 11.11 sale, take some time to think about whether you should spend that money on better financial coverage for you and your family?

Take the initiative to text your advisor and check with them if you are fully covered or if you have the products mentioned above. If no, find time to find out more about them.

Every professional advisor in the financial planning industry will know that their clients’ priorities change drastically during the year end due to them planning for 2023. That is why they are being responsible and checking if you’re fully covered and financially ready to kick start 2023!

Remember, the best time to buy insurance is yesterday because you never know what will happen today! 😄

22/09/2022

❤

27/08/2022

It’s payout time for our VUL Policyholders with Global Opportunity Payout Fund allocation!

Thank you for the trust and we hope you enjoy your returns.

15/08/2022

Payday na naman ubos na naman! 😅 Relate kaba?

Trabaho sweldo gastos. Trabaho sweldo gastos. Then the cycle goes on and on.

Isn't it tiring?

Well kung pagod kana you should think of something na makkatulong sayo to stay out of this kind of practice.

Check the Rule of thumb in the picture and remember this formula:

Income - Savings = Expenses

It is not selfish to pay yourself first by saving and securing your income and most especially your life! 💛

For more financial tips and free financial planning. Don't hesitate to send me a message! 🌞📩

11/08/2022

'Wag lamang ang mga anak ninyo ang i-secure ninyo financially, physically, emotionally, psychologically and spiritually. Kundi pati narin ang asawa ninyo dahil kapag nawala kayo ay pupuwedeng mas kawawa sila kesa sa mga anak ninyo.

17/07/2022

"LUGI NAMAN AKO SA INSURANCE."

Yet another common hesitation when availing a plan. Let's do a simple math. If you are a policyholder, take out your policies - get the 'Sum Assured' and premium amount. Or we can use the example below.

This plan offers P2M Insurance proceeds, and for that benefit, I am paying a total of P645, 500. P645, 500 IN EXCHANGE FOR 2M. Lugi?

If my time comes before I am done paying, I'd still get the full benefit. Lugi?

Plus this plan comes with investments. Lugi?

There's a lot of pre-conceived notion about insurance and misunderstanding about VULs, and people are missing out.

Don't let that stop you. Clear the confusion, talk to an advisor today! 📩📩📩

ccto.

06/07/2022

Life insurance with 𝗠𝗔𝗫𝗜𝗠𝗨𝗠 𝗣𝗥𝗢𝗧𝗘𝗖𝗧𝗜𝗢𝗡 at 𝗠𝗜𝗡𝗜𝗠𝗔𝗟 𝗖𝗢𝗦𝗧.

𝗦𝘂𝗻 𝗦𝗮𝗳𝗲𝗿 𝗟𝗶𝗳𝗲 - 5-year Renewable and Convertible Term Insurance.
It gives Maximum Protection within Your budget.

Benefits:
☀️ Pure Life insurance coverage
☀️ Longer protection (automatic renewal every 5 years).
☀️ Hassle-free conversion into investment-linked insurance products.
☀️ Flexible payment modes.
☀️ Good for MRI.

Start now! Message for FREE DISCUSSION!

01/07/2022

𝗣𝟰𝟬𝟬,𝟬𝟬𝟬 𝗣𝗮𝘆 𝗢𝘂𝘁 𝗳𝗿𝗼𝗺 𝗦𝘂𝗻 𝗟𝗶𝗳𝗲!

My client is so happy to have received this check, this is 𝙎𝙐𝙉 𝙇𝙄𝙁𝙀 𝙀𝙇𝙄𝙏𝙀 𝙋𝙇𝘼𝙉.. it's a 10 years to pay plan but on the 6th year up to AGE 100.. may makukuha na syang P400,000 every 2 years and thereafter for life, yes FOR. LIFE. As in FOR LIFE!

It is likened to a Giving Tree that gives and gives and gives...

LEGIT NA ELITE! 💯

Ctto Tetchie Carpio

11/06/2022

Thank you for joining us in the journey towards healthier lives! 💛

Until the next . 💪🏼

11/06/2022

Policy Delivered!!!

Thank you so much my dear friend for trusting me and Sun Life.

Php1Million Sun Fit and Well for your dear child. (The Most Comprehensive Health Insurance in the Philippines).

Address

Ilat North, San Pascual
Batangas
4204

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Mary Jane Punzalan, Financial Advisor, Sun Life Philippines

18/11/2022

10/11/2022

22/09/2022

27/08/2022

15/08/2022

11/08/2022

17/07/2022

06/07/2022

01/07/2022

11/06/2022

11/06/2022

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