A Gentle Reminder: ⠀
Your Insurance Policy is worth MILLIONS at the onset. However, the moment you stop or forget paying your premiums, it lapses and becomes valueless.⠀
If your advisor has real concern about your family, he/she will keep bugging you for payments. So, please don't be annoyed by his/her constant reminder. Instead, appreciate his/her efforts for he/she simply cares for you and your family. The worst scenario that could ever happen to an insurance advisor, is when he...⠀
》tells your beneficiaries that they wont get anything when you pass on to another life;⠀
》tells you that your retirement fund is no longer available;⠀
》tells you that your medication fund when early stage critical illness attacks or a minor surgery happened to you is no longer available;⠀
》tells your child that he can't go to university because his education fund is gone;⠀
》tells your heirs that no fund is available to pay for the estate tax...⠀
ALL simply because you took your insurance policy for granted, that you forgot to keep your policy in force.⠀
Please do not waste your hard earned money by not keeping your policy in force. Your policy is for the LOVE OF YOUR FAMILY and more importantly... YOURSELF.⠀
Time is money. Your policy is time and it is the most precious possession one could ever have.⠀
Insurance advisors do not ask clients to buy. They simply teach them how to save and invest.⠀
So call your insurance advisors now and together review your policy.⠀
For those whose policies are active, THANK YOU for the TRUST! ⠀
And... CONGRATULATIONS for Loving your family that much. 💛💛💛⠀
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Another milestone in my Financial Advisory career achieved!
Graduated from Sun Life Financial’s Management Development Program.
Thank you to my friends, Sequioa Branchmates, Carnation Unit people, my Unit Manager (Ayie Ley) and Branch Manager (Susan Lee) for all the support.
Interested in trying out a new career? Try Financial Advisory! Just send me a message. :) Be part of the Top Insurance company in the Philippines and the Top Branch of Sequoia.
Growing up, I learned to always look at things that would have value for a long period of time and its easy to buy things that might have worth now but later lose its initial value. This happens because we now live in a fast paced world there are so many material things that would have great value at current time but would lose its worth as time goes by. This got me to think, what exactly would be the best things to invest on that would have great benefits as time goes by? Which led me to approach Jerome because I wanted to learn more how insurance and investments work. With Jerome’s help, I saw that starting early in investments was the best way to prepare for the future I want. Better prepared than have no plan at all.⠀
My life after my father passed away was devastating and stressful since I was the one who took over everything he used to handle. I became the head of the family, the caretaker of the home, and the person in charge of all financial concerns. Fortunately before my father passed, he taught me how to do all these things, but nothing would have ever prepared me of his passing. In line with this, being the person in charge with not only myself but of everyone living with me, I felt like I needed to be more diverse with my investments and be more financially ready for what may happen in the future. I honestly had no immediate problem needed to be solved before wanting to get a VUL and Health Insurance. I just felt like I need to start preparing for my future by having multiple financial stream lines rather than just investing my money in one thing or just putting it in the bank. So, when I saw the opportunity to invest with Sun Life, I automatically grabbed the opportunity and contacted Jerome to set an appointment and talk about my financial situation. So last August 2018, I was able to discuss my financial situation with a financial planner. I wont lie, at first, I was nervous since I never really thought that I would invest in these kinds of products, but after the meeting and discussion, I became more sure that I contacted the right person who is affiliated with the right company to help me attain the financial security I want for my future. After the meeting, we continued to communicate regarding the products I was interested in getting. Since one of them, namely the Fit and well required me to do a health check-up as I am a Hypothyroid patient since 2012. I appreciated how he was very helpful, very accommodating and very patient when it came to attending and helping me with my concerns. He answered all queries and helped me get through all the processes needed to be done so that I would not have a difficult time.
Being part of the #1 Branch of the #1 Life Insurance Company in the Philippines comes with both honor and tons of pressure. But to look at this pressure as an inspiration to keep working hard will only lead to more success. Thankful for ending my 2018 and Q4 with a bang. Thank you to God for all the blessing and to my friends and clients who kept referring me and supporting me with my advocacy of Financial Freedom to everyone. Excited for the awards night this January 29!
Let's go 2019 Sequioa branch! Hoping to a bigger and better 2019!