21st Century Money Management by Ai

30/04/2024

To God be the Glory! 🙌

Congratulations to you dear Venus Gillegao for Passing the Insurance Commission Licensure Exam! ✨
I am very proud of you! 🥰
Continue shining under the sun 💛☀️

JOIN OUR GROWING TEAM AND BE A SUN LIFE FINANCIAL ADVISOR TODAY!!! ☀️
Send your resume to: [email protected]

11/04/2024

Sun is out and summer season is here! ☀

Summer has always been a time for us to de-stress, but how can we do this mindfully in this time? 🤔

Comment down below and tell us which of these activities are you planning to do.

READ MORE ➡ https://sunlife.co/bright-ways-to-spend-summer

30/03/2024

𝑯𝒂𝒑𝒑𝒚 𝑬𝒂𝒔𝒕𝒆𝒓 𝑺𝒖𝒏𝒅𝒂𝒚! 𝑻𝒐𝒅𝒂𝒚 𝒘𝒆 𝒄𝒆𝒍𝒆𝒃𝒓𝒂𝒕𝒆 𝒏𝒆𝒘 𝒃𝒆𝒈𝒊𝒏𝒏𝒊𝒏𝒈𝒔 𝒂𝒏𝒅 𝒕𝒉𝒆 𝒕𝒓𝒊𝒖𝒎𝒑𝒉 𝒐𝒇 𝒍𝒊𝒇𝒆 𝒐𝒗𝒆𝒓 𝒅𝒆𝒂𝒕𝒉.

As we enjoy this day with loved ones, let us also be reminded of the importance of planning for our future. Sun Life believes that financial security is key in achieving a worry-free and fulfilling life.

Let us use this day as a reminder to take steps towards securing our financial future, whether it's through savings, investments, or insurance. May this Easter Sunday inspire us to live life to the fullest and take control of our financial well-being.

28/03/2024

FIVE HUNDRED THOUSAND.

That’s the only amount that the living father or mother can take hold IN BEHALF of a MINOR BENEFICIARY.

Kung mas malaki dun ang naiwan sa bata, anything more than 500K, the court will be assigning a JUDICIAL GUARDIAN to act as “trustee” of the minor. Why? As protection ng minor na naiwan, in case alam nyo na, yung mga story sa mga drama that happens in real life😔. Yung iniwan ng milyones or more yung bata from the nanay o tatay's insurance tapos yung naiwan na tatay o nanay na may hawak nagkaron ng ibang pamilya at yun ang nakinabang!❌❌❌

So yes there’s a limit lang ng pwedeng i-handle ng surviving parent for the Insurance claim for the child until the minor becomes of age.

Better to specify din how much percentage from your coverages are you willing to give to your beneficiaries, para malinaw ang distribution😊.

Plus Insurance is the only asset that can be passed on to your children/loved ones (irrevocable beneficiaries) na TAX FREE‼️, all else, even your bank accounts are subject to tax upon inheritance.

Have a blessed Holy Week and probably a time to also review your coverages and beneficiaries.😉💛

26/03/2024

It’s about Time
📨 me NOW!

24/03/2024

Piso noon versus limang piso ngayon.

Friends, inflation is real and it affects every product and services we have in the market.

Again, earning money is not enough. We have to save. But still, saving is not enough. We have to invest and protect that investment.

Message us for more details.

22/03/2024

Life lessons from the Woman of Steel, Alice Eduardo. 💡 One of the BILLIONAIRES.

1. Always be grateful.

- before she goes to work, she prays and after work, she prays. All that she have were Lords blessing.

2. No one is above you and no one is below you. Everyone is equal.

- all of her table are round, cause she believes everyone is equal.

3. Say yes to opportunities even if you don't know how to do it. Figure it out later.

- she makes things happen. "Everything is possible"

- she doesn't make excuses

- she's not selfish, if she sees that you're trying your best she'll present more opportunities for you.

4. Don't starve yourself 😆

- She saves money but she's not tight on finances
Balanced life is key ❤

5. Trust is the currency of business.

- if people don't trust you, why would they buy from you?

6. She always thinks how other people can benefit from what she does than what she can get from it. ❤

7. Always be humble.

"I am just an ordinary woman given with extra ordinary opportunities, why would I brag?" For her, everyone is equal. ❤

She is not wealthy, she is ABUNDANT!

21/03/2024

BRIGHT MORNING 🌞

Kumausap lang tayo kahit isang Financial Advisor para maipaliwanag saten ng mabuti ang Insurance🥰Dahil may mga murang plan naman na pwede makatulong sa pamilya mo wag ka muna tumanggi sa isang bagay na hindi mo pa alam kung bakit ka nito matutulungan. 🤔😏

Be wise 👌

20/03/2024

𝗪𝗘 𝗔𝗥𝗘 𝗡𝗢. 𝟭 𝗢𝗡𝗖𝗘 𝗔𝗚𝗔𝗜𝗡!!
We're shining bright once again as the No.1 life insurance company in the Philippines for the 13th year in a row. ☀️
𝗜𝘀𝗮𝗻𝗴 𝘁𝗮𝗼𝘀 𝗽𝘂𝘀𝗼𝗻𝗴 𝗽𝗮𝘀𝗮𝘀𝗮𝗹𝗮𝗺𝗮𝘁 𝘀𝗮 𝘁𝗶𝘄𝗮𝗹𝗮, #𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗙𝗼𝗿𝗟𝗶𝗳𝗲! 💛

19/03/2024

🚨 Don't wait for SAD events to knock on your door!

🤔 S ➡️ Sickness
🤕 A ➡️ Accident
⚰️ D ➡️ Death / Disability

💡 It's smarter to stay one step ahead of the game.

🌟 AND IF NOTHING HAPPENS? Your insurance isn't just a safety net, it's a stepping stone to your dreams!

📚 Secure your child's education fund.
🚀 Launch your dream business.
✈️ Travel abroad.
🚗 Buy that dream car.
🏡 Invest in your dream home.

Panalong-panalo ka pa rin. 💪💼

Let your insurance work for your dreams!

06/03/2024