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Serena Carrion, Financial Advisor, Sun Life Philippines

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Serena Carrion, Financial Advisor, Sun Life Philippines

Secure your financial future with free planning from a SunLife Advisor. Contact me now to get started

21/09/2023

𝐂𝐋𝐈𝐄𝐍𝐓: 𝐀𝐍𝐎 𝐀𝐍𝐆 𝐌𝐀𝐆𝐀𝐍𝐃𝐀𝐍𝐆 𝐊𝐔𝐇𝐀𝐍𝐈𝐍 𝐍𝐀 𝐒𝐔𝐍 𝐋𝐈𝐅𝐄 𝐈𝐍𝐒𝐔𝐑𝐀𝐍𝐂𝐄 𝐏𝐎𝐋𝐈𝐂𝐘?

Me: Lahat ng plans ni Sun Life ay maganda, created with different GOALS, LIFE STAGES, and NEEDS.
So, it depends on your goal in getting an insurance.
Anuman ang reasons or needs kung bakit gusto mo ng insurance, may suitable Sun Life policy na pwede sa iyo at sa mga loved ones mo.

☀Ang hanap mo ba ay 𝐚𝐟𝐟𝐨𝐫𝐝𝐚𝐛𝐥𝐞 𝐥𝐢𝐟𝐞 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞?
✅Sun Safer Life
✅ Sun Start Up
✅SunLife Assure

☀or gusto mo ng 𝐥𝐢𝐟𝐞 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 na 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭-𝐥𝐢𝐧𝐤𝐞𝐝?
✅Sun Maxilink Prime
☀pero 𝐥𝐢𝐦𝐢𝐭𝐞𝐝 𝐩𝐚 𝐚𝐧𝐠 𝐛𝐮𝐝𝐠𝐞𝐭?
✅Sun Flexilink
✅Sun Maxilink100

☀Looking for source of 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐟𝐮𝐧𝐝𝐬 para sa mga anak mo?
✅Sun Smarter Life Elite (with guaranteed cash benefits)
✅Sun Dream Achiever
✅Sun MaxiBright (investment-linked)

☀Comprehensive 𝐡𝐞𝐚𝐥𝐭𝐡 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 that covers 114 critical illnesses?
✅Sun Fit and Well and Sun Fit & Well Plus/Advantage

☀Kung gusto mo na insured din ang 𝐬𝐞𝐧𝐢𝐨𝐫 𝐩𝐚𝐫𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐠𝐫𝐚𝐧𝐝𝐩𝐚𝐫𝐞𝐧𝐭𝐬 mo?
✅Sun Senior Care

☀Kung gusto mo na insured ang female family members nyo na specific sa 𝐟𝐞𝐦𝐚𝐥𝐞 𝐜𝐫𝐢𝐭𝐢𝐜𝐚𝐥 𝐢𝐥𝐥𝐧𝐞𝐬𝐬 𝐚𝐧𝐝 𝐦𝐚𝐭𝐞𝐫𝐧𝐢𝐭𝐲 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬?
✅Sun Maiden / Sun Maiden Plus

Insurance na pwedeng gamitin as 𝐌𝐑𝐈 (𝐌𝐨𝐫𝐭𝐠𝐚𝐠𝐞 𝐑𝐞𝐝𝐞𝐦𝐩𝐭𝐢𝐨𝐧 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞) sa bahay or condo na kinuha mo o kukunin pa lang?
at marami pang iba!

If you're not yet sure which plan you should get, let me help you choose the plan that suits you.
Let us start your financial plans, MESSAGE ME ANYTIME.

Your Financial Advisor for Life
SERENA CARRION
Licensed Financial Advisor,
𝗦𝘂𝗻 𝗟𝗶𝗳𝗲 𝗣𝗛

05/07/2023

2023 August Champions Kickoff and Thanksgiving Concert! ☀️
Together We Are Forging Legacy

17/06/2023

“𝗧𝗛𝗘 𝗕𝗘𝗦𝗧 𝗣𝗔𝗠𝗔𝗡𝗔 𝗣𝗟𝗔𝗡 𝗙𝗢𝗥 𝗬𝗢𝗨𝗥 𝗞𝗜𝗗𝗦”

If hindi ka fan ng 𝗩𝗨𝗟(𝙄𝙣𝙨𝙪𝙧𝙖𝙣𝙘𝙚 𝙬𝙞𝙩𝙝 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩), or gusto mo ng Guaranteed and Risk-Free, this is perfect for you! 💛

The PAMANA Program for your little ones.
𝗦𝗨𝗡 𝗦𝗠𝗔𝗥𝗧𝗘𝗥 𝗟𝗜𝗙𝗘 𝗘𝗟𝗜𝗧𝗘 𝗣𝗘𝗦𝗢 𝟭𝟬 ☀️

Magbibigay si Sun Life ng 𝗚𝗨𝗔𝗥𝗔𝗡𝗧𝗘𝗘𝗗 cash benefit na 8% ng face amount at the end of 6th year of the policy kada 2 taon ang pagbigay hanggang tumanda si baby 𝘂𝗻𝘁𝗶𝗹 𝗮𝗴𝗲 𝟭𝟬𝟬. Diba ang ganda, may pension ka na sya until he reach age 100.

PROS of Sun Smarter Life Elite 10:
✅ 𝗗𝗼𝘂𝗯𝗹𝗲 ang face amount upon death of the insured.
✅ Meron ito 𝗚𝗨𝗔𝗥𝗔𝗡𝗧𝗘𝗘𝗗 8% na endowment benefit.
✅ Meron kang 𝗱𝗶𝘃𝗶𝗱𝗲𝗻𝗱 (not guaranteed, projected 3%).
✅ Great for 𝗰𝗵𝗶𝗹𝗱'𝘀 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗳𝘂𝗻𝗱 from 0 to 12 years old.
✅ Ikaw ang bahalang ilipat sa anak mo ang 𝗰𝗮𝘀𝗵 𝗯𝗲𝗻𝗲𝗳𝗶𝘁, until magka-apo ka, meron makukuha until age 100.
✅ Depende sa laki ng face amount ang laki ng 8% endowment benefit na makukuha.
✅ Meron 𝘄𝗮𝗶𝘃𝗲𝗿 𝗼𝗳 𝗽𝗿𝗲𝗺𝗶𝘂𝗺 kapag namatay ang nagbabayad ng policy, ibig sabihin 𝘀𝗲𝗰𝘂𝗿𝗲𝗱 𝗮𝗻𝗴 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗻𝗴 𝗯𝗮𝘁𝗮 kahit mawala ka sa mundo ng hindi inaasahan (God forbid), makakatanggap pa rin siya ng pera until age 100.
✅ Okay ito sa mga taong may hesitations sa VUL, kung hindi sila comfortable iinvest sa stocks ang pera nila.
✅ Perfect para sa mga taong sigurista.
✅ May paying period na 10 years
✅ Meron ding 𝗔𝗰𝗰𝗶𝗱𝗲𝗻𝘁𝗮𝗹 𝗗𝗲𝗮𝘁𝗵 𝗮𝘁 𝗧𝗼𝘁𝗮𝗹 𝗗𝗶𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝘁.
For example, if you have 1,000,000 face amount. 8% guaranteed endowment benefit, that is 80,000.
Child: 0 year old
6th year : 80,000 + dividends
8th year: 80,000 + dividends
10th year: 80,000 + dividends
12th year: 80,000 + dividends
14th, 16th, 18th and so on... until 100 years old.
Amazing, right? Let’s talk about it NOW.. 😊
Make Your Child a Millionaire.
Ensure their Happiness, Secure their Bright Future! 🌞

Your Financial Advisor for Life
SERENA CARRION
Licensed Financial Advisor,
𝗦𝘂𝗻 𝗟𝗶𝗳𝗲 𝗣𝗛

05/06/2023

𝗚𝗼𝗮𝗹 𝗖𝗵𝗮𝗺𝗽𝗶𝗼𝗻, 𝗘𝗮𝗿𝗹𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗿, 𝗟𝗶𝘃𝗲𝘀 𝗦𝗮𝘃𝗲𝗿 & 𝟯 𝗟𝗶𝘃𝗲𝘀 𝘀𝗲𝗰𝘂𝗿𝗲𝗱 for the month of May. 💗

Thank you to Coach Unit Manager Me-Ann for her guidance and support and to my clients for trusting me. Your belief and encouragement are greatly appreciated. 🌟
I thank God for this milestone! 💛💛💛

Just message me for those who want to start something for your future and your family. 📩

Your Financial Advisor for Life
SERENA CARRION
Licensed Financial Advisor,
𝗦𝘂𝗻 𝗟𝗶𝗳𝗲 𝗣𝗛

31/05/2023

Secure your child's health throughout their life with Life-long Health Insurance. Grant them the protection they deserve for a brighter future. 🌟

When you leave your kids a 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐟𝐮𝐧𝐝, they will appreciate it!

𝐹𝑒𝑒𝑙 𝑓𝑟𝑒𝑒 𝑡𝑜 𝑟𝑒𝑎𝑐ℎ 𝑜𝑢𝑡! 📥
Your Financial Advisor for Life 💛
SERENA CARRION
Licensed Financial Advisor,
𝗦𝘂𝗻 𝗟𝗶𝗳𝗲 𝗣𝗛

22/05/2023

We are achieving financial wisdom and setting long-term goals while securing our future. We've worked hard to reach our objectives and shouldn't let unexpected S.A.D. (Sickness, Accident, Death) events put them at risk.

Getting income protection is vital to protect our dreams.
Let me help you find the right insurance that suits your goals.

Your Financial Advisor for Life 💛
SERENA CARRION
Licensed Financial Advisor,
Sun Life PH

16/05/2023

𝗦𝗔𝗙𝗘 and 𝗘𝗔𝗦𝗬 Online Financial Planning

Would you like to be financially free in your retirement years?

Let's talk. Please send me a message for an inquiry.📥

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