27/04/2021
Kwentong FA muna tayo. 🤗
Nagkaroon ako ng policy review in one my client, sabi ko dalhin niya lahat ng policy/ies niya kahit hindi from Pru Life UK. When we are reviewing her plan, I asked her bakit you still get policy from PRU kahit na meron ka na 2 existing policies in other company.
Eto yung sagot niya na sobrang natuwa ako.
"My plans cater different needs, may pang full protection (critical illness, accidents and disablement), pang medium savings at for my retirement plan. And I believe na habang bata ka pa at kaya ko pang mag tabi I usually add plans everytime na nag kakaextra ako aside sa pagsstocks ko. Kasi I believe na wala nmn tapon if you have VULs, if I die may pera beneficiary ko, if mag kasakit ako may pang funds ako pang gamot at kung d nmn ako mamatay which is impossible may savings ako. So why not mag-add ng mag add habang kaya ko pa. Kaya kumukuha ako ulit sayo, Aybs."
Sobrang naamazed ako sa sagot niya at dito ko narealize na why would I stop asking people to add policies if they have already, at the end it will always a win-win for them. 🥂🤗
Kaya ikaw, may policy ka na ba? If meron na? BAKIT DI NATIN DAGDAGAN? Message me, let's have financial planning! ♥️💗♥️