Financial Advisor

16/12/2018

16/12/2018

A MESSAGE To MILLENNIALS ⬇️

I understand insurance is not a common topic among millennials because most of you guys have a feeling of INVINCIBILITY in you. You are generally healthy and likely not concerned about the RISK of an untimely death.

I can absolutely relate to it because I have been in that stage of invincibility and my advice is NOT TO neglect it while you are YOUNG. 🙌🏼

Some of you guys do not consider that there is a need, and in a fact, a long-term benefit and how life insurance can fit into your financial security plan. 🤔

Yes, a tiny percentage of the single population really needs no life insurance at all. It could be that rare person who is not attached to anyone or anything, and they don't care about their legacy, but for a variety of reasons, it's a GREAT TOOL for everyone else. 💯

By Dr. Sanjay Tolani - Financial Advisor & Coach

16/12/2018

Too much spending this Christmas Season?

Ever wondered why you're always out of money? Maybe these bad spending habits have the grip on you. Which ones can you relate to?

CTTO

15/12/2018

Everyone wants to nab a discount on everything. Actually, every item on sale is at 100% discount if you don't buy it. Because even how cheap the item you bought, if you don't use it, it's expensive. Avoid irrational buying. Know what you buy and know why you buy it.




CTTO

15/12/2018

Isang taon na naman ang lumipas! Isang taon mo na naman dinelay ang plano mong mag-invest. Kasama na naman sa New Year's Resolution mo for 2019. Dapat nagiiba yan, dapat naglelevel-up din yung goals. Hindi yung nareretain lang each year 😅😅😅

CTTO (RT)

23/11/2018

An eye opener for the light in every home.



(credits to the owner)

21/11/2018

Did you know? 🤔

Sun Life Insurance can be your Mortgage Redemption Insurance (MRI) for your Bank Loan when buying a Condo or House and Lot 🤓

21/11/2018

EVERY FINANCIAL ADVISOR HAS A SAD STORY TO TELL. :(

"Nakaraang Oct 2016, I closed two million protection for a businessman, with two kids, nagbigay ng check pdc, para sa premium nya three days after ,,, tumawag sa akin pina hold and insurance kasi unahin muna daw ang pagpatayo ng bahay, at tawagan na lang ako pag ok na, i follow up every quarter for the application or insurance start, pero no response....

Three days ago, i heard a bad news. My prospect died due to aneurysm, i visited sa lamay, i saw the pang hihinayang.... wala akong dalang claim check para sa pamilya na kahit papaano 2 Million ay maka simula na ng bagong buhay at ang masakit the wife told me , KASI DI MO KAMI PINILIT....."

What you have read above is a true to life experience from a fellow advisor from Sun Life.

Kaya po kami makulit at patuloy na mangungulit dahil alam namin ang kahalagahan ng insurance sa bawat pamilyang Pilipino.



Ctto

21/11/2018

CTTO

21/11/2018

Do you still remember what you did to your previous year's 13th month pay? 😊
Invest now! :😍

CTTO

21/11/2018

❝ SA HULI ANG PAGSISISI ❞

Tulad ng lagi kong sinasabi, HAYAAN NYO AKONG IKWENTO SA KANILA KUNG GAANO NYO SILA KAMAHAL SA PAMAMAGITAN NG PAGKUHA NG LIFE INSURANCE KESA IKWENTO KO SA KANILA KUNG BAKIT HINDI KAYO KUMUHA. ☹☹☹

Wife: 'Di ba ikaw ang nag-offer ng Life Insurance sa aking asawa?

Financial Advisor : Yes Ma’am, bakit po? Kumusta na po si Sir.

Wife : Wala na sya, inatake sa puso at nabagok ang ulo. Bakit wala siyang Life Insurance?

Financial Advisor: Kinakalungkot ko po ang pangyayari, nakikiramay po ako.
Sa katunayan Ma’am, pinaliwanag ko po sa kanya ang kahalagahan ng Life Insurance.

Wife : Bakit hindi siya kumuha para sana may nakuha kami sa panahong ganito. Iyung kinuha namin sasakyan nahatak na ng bangko kasi hindi na kayang bayaran...
Iyung lupang hinuhulugan hindi ko nadin kayang hulugan. Sana talaga pinilit mo s'ya.
Pati pag-aaral ng mga anak namin nahinto na.

Financial Advisor: Pasensya na po Ma’am, ang sagot po ni Sir ay pag-iisipan at pag-uusapan n'yo pang mag-asawa, katunayan po lagi ko po siya pina-follow-up, ngunit busy pa daw sya at walang panahon at wala pang budget...
Nabanggit n'ya nga rin na inuna niya pong kumuha ng sasakyan kasi mas kailangan daw ng pamilya ninyo na may service.
Saka po 'yung loteng sinasabi din niya na hinuhulugan para pagtayuan ng bahay po ninyo...

x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x-x

Iyan ang kalimitan sinasabi nila, inuuna ang sasakyan at lupa kaysa sa Life Insurance.
Hindi minsan naisip, paano kung may mangyari na hindi inaasahan, sino po magpatuloy magbayad at maghulog?
Kung may Life Insurance maaaring hindi mabawi ang lupa at mahulugan pa ang sasakyan.

Madalas makukulit ang Financial Advisor. Sa kadahilanan alam nila na isang pangangailangan ang Life Insurance...

Hindi kamahalan ang magpa-insured.
Kumuha habang bata, malakas at malusog pa...

Naka-insured kana may savings at investment ka pa...

Namatay ka may makuha ang iyong pamilya... Nabuhay ka ng matagal may makuha ka...
Nagkasakit ka, may makuha ka...
Walang talo ang may Life Insurance, ikaw ang PANALO..✔️