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Journey to Financial Success

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Journey to Financial Success

Welcome to the Journey to Financial Success! This page will help every Filipino about personal financ

08/03/2024

Don't let S.A.D events drain your hard-earned savings. Let's talk about how you can secure your peace of mind and financial future. 💪

PM me ✨

07/03/2024

S𝘂𝗻 𝗙𝗶𝘁 𝗮𝗻𝗱 𝗪𝗲𝗹𝗹 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲 𝟭𝟬 ☀️

👉🏻 𝘛𝘩𝘦 𝘮𝘰𝘴𝘵 𝘤𝘰𝘮𝘱𝘳𝘦𝘩𝘦𝘯𝘴𝘪𝘷𝘦 𝘩𝘦𝘢𝘭𝘵𝘩 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘰𝘧 𝘚𝘶𝘯 𝘓𝘪𝘧𝘦. 𝘈 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦 𝘸𝘦𝘭𝘭𝘯𝘦𝘴𝘴 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘧𝘳𝘰𝘮 𝘱𝘳𝘦𝘷𝘦𝘯𝘵𝘪𝘰𝘯, 𝘥𝘪𝘢𝘨𝘯𝘰𝘴𝘪𝘴, 𝘵𝘳𝘦𝘢𝘵𝘮𝘦𝘯𝘵 𝘢𝘯𝘥 𝘳𝘦𝘩𝘢𝘣𝘪𝘭𝘪𝘵𝘢𝘵𝘪𝘰𝘯.
✅ Life Insurance Coverage up to age 100
✅ Covers 114 Critical Illnesses
✅ Palliative Care Benefit
✅ Cash Dividends and Special Bonuses
✅ Post Hospital Income Benefit
✅ Hospital Income Benefit
✅ Specific Cancer Booster Benefit
✅ Payment Term options, 10, 15 or 20years
✅ Home Recovery Benefit
✅ FREE Fitness Classes or Perks from our partner establishment

𝐏𝐫𝐞𝐦𝐢𝐮𝐦 𝐝𝐞𝐩𝐞𝐧𝐝𝐬 𝐨𝐧 𝐠𝐞𝐧𝐝𝐞𝐫, 𝐚𝐠𝐞 𝐚𝐧𝐝 𝐬𝐦𝐨𝐤𝐢𝐧𝐠 𝐡𝐚𝐛𝐢𝐭𝐬.
☀️☀️☀️☀️☀️
𝙄𝙉𝙌𝙐𝙄𝙍𝙀 𝙉𝙊𝙒 ‼️💛

06/03/2024

Top 3 in AC for February 💛

Thank you Lord and my dear clients ✨☺️

29/02/2024

Today is the 29th day of February, a rare occurrence every 4 years, granting you ONE EXTRA DAY to pursue your goals!

Consider being insured. Start your insurance plan today and make this leap year truly meaningful! ✨

22/02/2024

Couldn't agree more! It's all about ensuring a secure future for our loved ones. 💕

20/02/2024

One of the best SunLife Product 🥰

The 𝗣𝗔𝗠𝗔𝗡𝗔 𝗣𝗟𝗔𝗡, a plan that our children can use for a 𝒃𝒓𝒊𝒈𝒉𝒕𝒆𝒓 𝒇𝒖𝒕𝒖𝒓𝒆.

𝗦𝗨𝗡 𝗦𝗠𝗔𝗥𝗧𝗘𝗥 𝗟𝗜𝗙𝗘 𝗘𝗟𝗜𝗧𝗘 𝗣𝗘𝗦𝗢 10

Give your baby a 𝙇𝙄𝙁𝙀𝙏𝙄𝙈𝙀 𝙂𝙐𝘼𝙍𝘼𝙉𝙏𝙀𝙀𝘿 𝘾𝘼𝙎𝙃 every other year until age 100!

Sun Smarter Life Elite 10 summary:
✅ Double ang death benefit of the insured
✅ Merong GUARANTEED 8% endowment benefit on the 6th year of the policy, and every after 2 years until age 100.
✅ Meron kang cash DIVIDENDS yearly
✅ Okay siya sa taong may hesitations sa VUL, kung hindi sila comfortable iinvest sa stocks ang pera nila
✅Meron GUARANTEED Cash Value or loanable amount with only 0.83% interest rate per year where you can pay at your convenience!
✅ Perfect para sa mga taong sigurista
✅ 10 years to pay only at may 5 years to pay!

For example if you have
1,000,000 Death Benefit
8% is the guaranteed endowment benefit. That is equal to 80,000 starting on the 6th year

On your,
6th year : 80,000 + dividends
8th year: 80,000 + dividends
10th year: 80,000 + dividends
12th year: 80,000 + dividends
until 100 years old!

Send me a message if you want to know more 📩

17/02/2024

Always struggling on your finances? Let's go back to basics! 💰

Click each photo for a simple tutorial of Debt Snowball Method, Debt Avalanche Method, 50/30/20 Budgeting Rule, and Simplified Emergency Fund!

14/02/2024

You don’t have a valentine’s gift yet? Why don’t you try giving or getting a LOVE insurance? 💛

Message me to know more ✨☀️

13/02/2024

Policy for delivery! 🥰💛

Congratulations to this Gen Z for starting his first insurance policy at Sun Life ✨ Your commitment to financial responsibility is a crucial step towards securing a stable future. Well done!”

Thank you so much for your trust and Welcome to a brighter life ☀️

09/02/2024

May Credit Card ka ba?

Use it now to start an insurance plan - the best resolution this year to secure your future ✨💛

Message me 👍

06/02/2024

Financial Tip of the Day 🌼

The best way to save is to keep separate accounts for the major purposes in life like funding children's education, buying a house, buying a car, major vacation travel and retirement funding.

If just one account is used, it would be easy to trick yourself into thinking that you are not affecting one or the other major purpose with your unplanned withdrawals.

Financial Stability starts with the basic, which is BUDGETING. 💛

MESSAGE ME IF YOU WOULD LIKE TO BOOK A FREE FINANCIAL PLANNING!

Let me help you plan yours! :)

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BTTC Centre, 288 Roosevelt Ortigas Avenue Cor Roosevelt, Greenhills
San Juan
1500

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