Jerick Wealth Click

31/08/2026

Looking for a part-time opportunity? Or maybe you’re thinking of shifting careers?

If you’ve been curious about the insurance and financial services industry, this might be worth exploring. 😊

We’re having a Virtual Career Orientation Program tomorrow, September 1, at 6:00 PM.

We’ll talk about:
• What Financial Advisors actually do
• How you can start part-time
• The opportunities in the industry
• Training and support for beginners
• How this career can grow over time

If you’re interested, let's connect and I’ll send you the details.

See you tomorrow! 👋

17/08/2026

Honored to be chosen to speak alongside tenured advisors and share our best practices and experiences in helping our clients.

For me, this is more than just recognition. It’s a reminder of why I chose this profession.

Behind every policy is a client who trusted us with their goals, their family, and their future.

We continue to learn. We continue to improve. And most importantly, we continue to show up for the people who count on us.

This profession requires commitment, passion, and genuine care—and I’m proud to be part of it. 💚

Here’s to becoming better advisors, so we can serve our clients even better.

11/05/2026

Many people are waiting for the ‘perfect timing.
The perfect income.
The perfect opportunity.
The perfect situation.

But most of the time, growth starts the moment you decide to take action. ✨

Opportunities are everywhere.
The question is… are we willing to move?

Small actions today can create big changes tomorrow.

07/05/2026

VUL or Traditional Plan? 🤔
Honestly, depende gyud na sa goal sa tao.

Many people argue kung unsay “mas better” but the truth is… they are built for different purposes.

📌 VUL (Variable Universal Life)
Pros:
✔️ With life insurance + investment component
✔️ Flexible payment and coverage options
✔️ Potential fund growth over time
✔️ Good for long-term financial planning

Cons:
❌ Investment value is NOT guaranteed
❌ Affected by market performance
❌ Usually mas higher ang initial charges
❌ Not ideal if ang expectation kay “easy money”

📌 Traditional Plan
Pros:
✔️ More focused on protection/security
✔️ Usually fixed and guaranteed benefits
✔️ Easier to understand for conservative clients
✔️ Stable and predictable

Cons:
❌ No investment component
❌ Less flexible compared to VUL
❌ Cash value growth may be slower or limited

At the end of the day, the best plan is not about trend or hype.
It’s about what fits your goals, budget, responsibilities, and risk appetite.

Kay dili man tanan tao parehas og destination. 😊

゚

03/05/2026

If you’re using a company car…
and suddenly you stop working— can you still use the car?

Of course not.

Same goes with company-provided insurance.
The moment you leave the company,
the coverage usually stops too.

Build protection that stays with you— no matter where you work.

Get your own coverage.

02/05/2026

𝙑𝙐𝙇 𝙤𝙧 𝙏𝙧𝙖𝙙𝙞𝙩𝙞𝙤𝙣𝙖𝙡 𝙋𝙡𝙖𝙣? 🤔

Stop asking which is better.
Start asking what you really need.

01/05/2026

28/04/2026

*ChatGPT, help me compute my Life Insurance coverage.

My monthly income is ₱____.

Step 1: Multiply my monthly income by 12 to get my annual income.
Step 2: Multiply it by __ years (5–10 years OR based on my child’s dependency years).

I have a ___-year-old child.
Assume they become financially independent at age 24.
Compute how many years of income protection I need.

Step 3: Adjust the total amount by adding 3%–4% annual inflation (Philippines average inflation today).

Give me the final estimated Life Insurance coverage I need.*

📌 Disclaimer:
This computation is for educational and estimation purposes only. Actual Life Insurance needs may vary depending on personal circumstances, financial goals, debts, and existing assets. If you already have significant assets, Estate Planning should also be considered in determining the appropriate coverage.

REMEMBER ⚠️
Life Insurance = Income Replacement

If your income disappears,
👉 your family’s life should NOT.

27/04/2026

Most people delay not because they can't...
but because they haven't seen the real value yet.

Once you understand it, everything changes.