18/03/2026
𝗠𝗬 𝗦𝗘𝗖𝗢𝗡𝗗 𝗗𝗘𝗔𝗧𝗛 𝗖𝗟𝗔𝗜𝗠 𝗔𝗣𝗣𝗥𝗢𝗩𝗘𝗗!!
𝙎𝙤𝙢𝙚 𝙢𝙤𝙢𝙚𝙣𝙩𝙨 𝙞𝙣 𝙩𝙝𝙞𝙨 𝙘𝙖𝙧𝙚𝙚𝙧 𝙧𝙚𝙢𝙞𝙣𝙙 𝙮𝙤𝙪 𝙬𝙝𝙮 𝙬𝙝𝙖𝙩 𝙬𝙚 𝙙𝙤 𝙩𝙧𝙪𝙡𝙮 𝗠𝗮𝘁𝘁𝗲𝗿𝘀.
,𝙇𝙖𝙨𝙩 𝙁𝙚𝙗𝙧𝙪𝙖𝙧𝙮 16, I received the news that one of my clients passed away. He was only 27 years old.
His policy was issued on December 17, 2021, with ₱2.7M protection for his three beneficiaries—his father, mother, and sister. His monthly premium was ₱2,500, with a fund value of ₱34,995.51 and 𝗪𝗶𝘁𝗵 𝘁𝗵𝗲 𝘁𝗼𝘁𝗮𝗹 𝗼𝗳 𝟮,𝟳𝟯𝟰,𝟵𝟵𝟱.𝟱𝟭.
This client was actually an orphan client that I adopted, meaning wala na siyang active servicing agent at the time. When I found out about the situation, I made sure his family would still have someone to guide them through the entire process.
𝙁𝙚𝙗𝙧𝙪𝙖𝙧𝙮 17, I was supposed to go to the office to start assisting them, but it was closed due to the holiday. That same evening, his previous agent—who is also a family friend—reached out. We immediately created a group chat with the family so we could guide them step by step.
Over the next few weeks, there were additional requirements along the way:
• 𝙁𝙚𝙗 25– initial requirements submitted
• 𝙁𝙚𝙗 28 – additional documents requested
• 𝙈𝙖𝙧𝙘𝙝 2 – more requirements submitted
• 𝙈𝙖𝙧𝙘𝙝 6– additional documents needed, especially since one beneficiary is in Romania and required embassy authentication
The family remained patient and cooperative throughout the process.
𝙈𝙖𝙧𝙘𝙝 12 – complete documents submitted
𝙈𝙖𝙧𝙘𝙝 16 – claim approved
𝙈𝙖𝙧𝙘𝙝 17 – proceeds transferred to his father, mother, and sister
Exactly one month from the date of death, the claim was approved.
This is the real value of protection.
Not just a policy. Not just numbers on paper.
But something that shows up for the family when they need it the most.
𝑻𝒐 𝒎𝒚 𝒄𝒍𝒊𝒆𝒏𝒕—𝒕𝒉𝒂𝒏𝒌 𝒚𝒐𝒖 𝒇𝒐𝒓 𝒎𝒂𝒌𝒊𝒏𝒈 𝒂 𝒓𝒆𝒔𝒑𝒐𝒏𝒔𝒊𝒃𝒍𝒆 𝒅𝒆𝒄𝒊𝒔𝒊𝒐𝒏 𝒘𝒉𝒊𝒍𝒆 𝒚𝒐𝒖 𝒘𝒆𝒓𝒆 𝒔𝒕𝒊𝒍𝒍 𝒉𝒆𝒓𝒆. 𝒀𝒐𝒖𝒓 𝒍𝒐𝒗𝒆 𝒄𝒐𝒏𝒕𝒊𝒏𝒖𝒆𝒔 𝒕𝒐 𝒕𝒂𝒌𝒆 𝒄𝒂𝒓𝒆 𝒐𝒇 𝒚𝒐𝒖𝒓 𝒇𝒂𝒎𝒊𝒍𝒚.
𝑨𝒏𝒅 𝒕𝒐 𝒕𝒉𝒆 𝒇𝒂𝒎𝒊𝒍𝒚, 𝒕𝒉𝒂𝒏𝒌 𝒚𝒐𝒖 𝒇𝒐𝒓 𝒕𝒓𝒖𝒔𝒕𝒊𝒏𝒈 𝒎𝒆 𝒕𝒐 𝒂𝒔𝒔𝒊𝒔𝒕 𝒚𝒐𝒖 𝒅𝒖𝒓𝒊𝒏𝒈 𝒂 𝒗𝒆𝒓𝒚 𝒅𝒊𝒇𝒇𝒊𝒄𝒖𝒍𝒕 𝒕𝒊𝒎𝒆.
