Financial Planning with Rhisa

13/06/2024

Approved Claim 💛

Share Ko lang, about sa death benefit claim ng Family ng client ko.

Client was diagnosed with Kidney disease, akala nila Appendix lang, until they found out na need na pala mag dialysis ni client. I was able to visit the client and her family last year para ma check status nya, since hindi nya na ako ma replayan. Kwento sakin ng mama nya wala silang history ng kidney disease, healthy at hindi naman daw sakitin si client.
The next month naka labas din si client sa hospital at nag proceed kami mag process ng fund withdrawal sa policy nya, pang dagdagan din sa lahat ng gastos sa hospital. Nakikita ko naman sa mga MyDay ni client sa FB na nakakarecover na sya, but the next month na sugod ulit sa hospital si client and na confirmed ko sa husband nya na wala na sya. 
Nakakatuwa si client, dahil naka pag hulog pa sya ulit, after nya mag withdraw sa fund. Hindi nya hinayaan na mag lapsed yung insurance policy nya, kahit marami na silang gastos sa pag papagamot.

I was able to visit din sa burol ni client, natutuwa ako na nagampanan ko ang pagiging isang Advisor kay client kahit orphaned client sya.

Nakakatuwa din si Sun Life, dahil 1 week lang kami nag hintay APPROVED agad, after namin ma kumpleto lahat ng requirements for death claim.

Total na hulog ni client: 62,000
Total Life Insurance coverage: 1,000,000
Policy duration: 2 years

Naka pag Withdraw pa si client ng 20,000 before sya mawala.

Hinati yung Life Insurance coverage at fund na naiwan sa investment portion ng plan ni client sa tatlong beneficiary nya. 💛

I am grateful na naging part ako ng buhay ni client, wherein naibigay namin ni Sun Life yung naiwan nyang pamana para sa family na naiwan nya.

Thank you, Lord!
Thank you, dahil naging instrumento ako para maka tulong sa ibang tao. 🥹💛🙏

If you are a Sun Life client at wala nang nag ha-handle na Advisor, you can message me! I can extend my services to you for free.

If you are looking for an Insurance plan, Retirement plan, Health Insurance or Pamana plan, you can message me. I discuss Sun Life plan and do a financial planning for free!

To my Co-Advisor palagi tayong magiging proud sa pagiging Advisor may maniwala man or wala. Marami pa tayong matutulungan na pamilya. 💛

19/10/2023

Alam nyo ba na may insurance plan si Sun Life na ang tawag namin ay SUN LEGACY 2. This plan COVERS YOU LIFETIME at may 86K ka pa na makukuha every year til age 100! At 2 years mo lang sya babayaran.

10/06/2023

Want to know the recipe for a successful business? Learn from Heavenly Desserts and District One CEO Jeng Flores as she shares her wisdom on how she embarked a journey of turning passion into a business. 💛
Learn this and more in our SME Rising series at https://sunlife.co/SMEsRising-SweetResilience

25/03/2023

12 years as No. 1 in the Philippines! We’re delighted to be the leader based on 2022 Total Premium Income and New Business.
More than anything, this is a testament to our clients’ trust and support. You inspire us to shine brighter! 💛

12 years as No. 1 in the Philippines! We’re delighted to be the leader based on 2022 Total Premium Income and New Business.

More than anything, this is a testament to our clients’ trust and support. You inspire us to shine brighter! 💛

16/12/2022

Nareceive mo na ba ang bonus mo? Time to decide which one you deserve most! 😉

12/12/2022

Life Insurance na merong GUARANTEED LIFETIME CASH BENEFITS.

Send me a message for a sample quotation.

Tiktok: https://vt.tiktok.com/ZS8NmBp8T/
YouTube: https://youtu.be/17FrUu_3Woo

09/12/2022

Life Insurance na merong GUARANTEED LIFETIME CASH BENEFITS.

Meaning, magbibigay si Sun Life ng Guaranteed Lifetime Cash Benefits na katumbas ng 8% of the face amount ng policy mo. Ito ay ibibigay sa yo pagkatapos ng anim (6) year na pagbabayad ng premium at magtutuloy-tuloy kada-dalawang (2) taon hanggang sa pagtanda o until age 100.

Narito ang iba pang benefits na makukuha mo:
✅ Double ang face amount upon death of insured (Life Insurance Coverage)
✅ Meron syang dividends (not guaranteed)
✅ Ikaw ang bahalang maglipat sa anak mo ng cash benefit hanggang age 100 nya
✅ Meron waiver of premium kapag namatay ang magulang na nagbabayad ng policy (God forbid), at patuloy pa din ang cash benefit ng anak mo - secured na sya hanggang pagtanda nya
Para kanino ang ?
✅ Magandang option ito sa mga ayaw ng VUL or exposure sa stock market na hindi guaranteed
✅ Perfect sa taong sigurista
✅ May paying period na 5 or 10 years

WATCH THIS VIDEO for more details!
Tiktok: https://vt.tiktok.com/ZS8NmBp8T/
Youtube: https://youtu.be/17FrUu_3Woo

10/11/2022

Throwback to last Thursday, when Philstar.com featured our CEO & Country Head, Mr. Benedict Sison, who talked about how Sun Life fulfills its mission of being the Filipinos’ Partner for Life, even amid difficult times such as the height of the pandemic. Today, we’re gearing up for the future.

According to Mr. Sison, “Our focus on clients and the endeavors to transform for them is by itself a goldmine of learnings. This transformation also helped us see how our people could imagine new models of doing business.”

Thank you, Philstar, for the feature! ☀️

18/10/2022

"Be brave enough to bet on your dreams – and unlock your path to a brighter life." ☀

Be brave enough to bet on your dreams – and unlock your path to a brighter life. ☀

Be inspired by the story of IdeasXMachina (IXM)'s CEO, Third Domingo at Sun Life's SME Rising series, only at https://sunlife.co/brightdreams.

18/10/2022

💛

24/07/2022

I conduct FREE Financial Planning from Monday to Friday!

We can discuss about:
✨ Life Insurance with Investment
✨ Pure Insurance
✨ Pure Investment
✨ Health Protection with Savings
✨ Educational Fund
✨ Retirement Fund

and for those who have existing policy, I can also conduct a FREE policy review. ☺️

Book your appointment now!
This is FREE!
https://form.jotform.com/222039573163454