Gensan Financials

15/08/2024

Make your retirement dreams a reality with AIA A-Life Prime! Try hiking, biking, and other new experiences with your loved ones without worrying about finances thanks to Guaranteed Cash Payouts equal to 10% of your plan's face amount starting at the end of your 2nd policy year and continuing every other year until you reach the age of 100. Visit our website at https://bit.ly/4diSt8W or talk to your life planner to learn more!

09/06/2023

Congratulations Boss Chicken for celebrating your 11th anniversary.

We are very proud to have partnered with you for your Group Healthcare needs for your company.

We are amazed how you have made a name for yourself and for being in the industry this long…. Congratulations 🥳🥳🥳🥳🫶🫶🫶🫶

We hope you enjoyed these treats we sent you 🥳🥳🥳😋😋😋😋

05/05/2023

INTRODUCING AIA Philippines newest product.
AIA A+ SIGNATURE
✅GUARANTEED Cash Payouts starting at Year 6
✅GUARANTEED 200% Life Insurance coverage
✅GUARANTEED MATURITY BENEFIT
✅GUARANTEED Payment Periods of 5, 10 or 20 years
✅MORE savings through Dividends (not guaranteed)

27/04/2023

Life insurance provides financial support to your family in the event of your death. By having life insurance, your family will not have to worry about financial hardships. So while it's important to reduce your expenses, it's even more important to be sure you have adequate life insurance coverage. 😉

22/03/2023

Focus on making a full recovery instead of worrying about medical expenses. AIA Med-Assist lets you show your love by taking care of your family's healthcare costs so that they​ won’t pile up, covering 90% of your in-patient expenses. Sign up today!

Stay covered with AIA Med-Assist!

22/03/2023

Let your insurance plan bring you a bigger world of opportunities

Becoming a global investor doesn’t mean being a jet-setting globetrotter. You can invest anywhere in the world right here in the Philippines, at the comfort of your home. No visa required.

AIA Philam Life Elite Funds allows you to invest on a global scale with ease and peace of mind in bonds, stocks and other securities which you can now avail with Dollar Money Tree!

The Dollar Money Tree provides you living benefit, death benefit, and loyalty bonus while also allowing you to tap into global funds market in dollar denomination. It is expertly managed by the AIA Investment Management Singapore (AIAIM SG) — a leading asset owner and institutional asset manager of AIA.

If you're interested in learning more about investing with the Dollar Money Tree, message us today. Start growing your money while having insurance benefits to secure you against uncertainties.

Open up a world of opportunities with the Dollar Money Tree. Now you can tap into our Global Elite Funds in dollar denomination to maximize your money's growth while being protected from life's uncertainties!

21/03/2023

Did You Know You Can Invest While Getting Insured?

To combat the growing money problems Filipinos are facing today, more of us are becoming interested in insurance and investments. And these two are said to be one of the few ways you can gain financial freedom.

Those days of kids inheriting their parents’ debt will be a thing of the past. Instead, you can visualize leading a promising life.

But, investments are not without risks. So, choosing the right investments will help secure your financial goals.

The best way to start is to invest in the AIA Local Stewardship Funds through AIA’s Variable Unit Linked products. These are funds managed by the AIA Investment Management and Trust Corporation Philippines, who pride themselves for their reliability and credibility to help you achieve your investment goals by exposing you to a broad range of assets.

See experts say that the key to investing wisely is to have a diversified portfolio. So, it’s not advisable to put all your eggs in just one basket. Best if you put them in as many as you can.

The AIA Local Stewardship Funds allows you to invest in assets such as collective investment schemes, equity and equity-related securities – including, but not limited to, common shares, preference shares, warrants, rights issues and depositary receipts, fixed income and fixed income-related securities, money market instruments and cash. This option can be easily accessed through AIA’s selected Variable Unit Linked plans.

AIA also provides several options for you to choose from to accommodate your specific financial goals and risk preferences in order for you to get maximum returns in the long run.

You can build your AIA Elite Peso Funds portfolio with any of these options:

AIA Peso Conservative Fund
If you are new to investments and prefer low-risk assets, you go for the AIA Peso Conservative Fund. Your money will be invested in a portfolio that comprises mostly bonds and money market, which are assets that have minimal capital risk. You can expect long-term returns of the same target level or higher.

AIA Peso Balanced Fund
Now this is an option if you prefer a balance in the allocation of your funds between equities and fixed income. With this fund, you can expect long-term total return on your income plus capital growth. Your portfolio here will consist primarily of bonds and equities, which are assets guaranteed to be of balanced risk.

AIA Peso Adventurous Fund
Now, if you are down for some risks, get the AIA Peso Adventurous Fund, which can help grow your income and capital with adventurous risk. Your funds will be allocated to mostly equities and a small proportion of bonds, which can help minimize capital risk.

Got questions? Want to get started on your investment journey? Book an appointment with our financial advisors and learn more about the AIA Local Stewardship Funds. This investment journey could be your road to financial freedom.

Given the rate at which inflation is rising, everyone is eager to grow their money. And it’s not enough to put your eggs in just one basket. You have a better chance of growing your money in investments. Read on to learn how you can invest the smart way.

20/03/2023

Attracting and retaining key talent is crucial in today’s business operations. Having the right mix of efficient and cost-effective employee benefits bridges the gap to this challenge.

03/03/2023

As parents who put their kids through school, it's necessary to plan in advance so that their educational needs are guaranteed to be met, regardless of whatever happens down the road!

With an educational plan like Future Scholar, you can do just that! The coverage includes:

1. Guaranteed Education Benefits
Your child gets education benefits in eight semi-annual guaranteed cash payouts for four years of education starting at age 18. Through this feature, you can be sure that your child goes through the most crucial part of their educational journey!

2. Long-term Growth Potential
Future Scholar also features an investment component, allowing you to invest a part of the plan towards a diverse portfolio of local or globally-managed funds, depending on your risk appetite! For example, you can set aside 20% towards growing your financial health while still leaving a healthy 80% for savings.

3. Plan Continuation Benefits
Should you pass away or suffer total and permanent disability, your plan will still be honored! This grants you peace of mind, knowing that your child's future will be helped along through Future Scholar.

The most important step in harnessing your child's potential is through providing them with an education. With Future Scholar, you can take that important step towards their thriving future!

Ready to support your child and help them reach their future success? Schedule a meeting with me and fill up the form below today!

Teach your kids to organize their calendar, make it a point for them not to cram, give practice tests, and more. Keeping your line open will also allow you to discover what they want in life and you can help them achieve that with Future Scholar!

01/03/2023

Last month, one of my clients who have availed of the HMO coverage for their organization had an outpatient surgery in General Santos Doctor’s Hospital.

They are very thankful that out of the 19k that has been billed by the hospital (for a 1.5hrs surgery 🙀🙀🙀- imagine the cost), almost 16k was COVERED by AIA, the rest was under Philhealth.

They only paid 4.05 pesos for the plastic bag which isn’t covered🤭🤭🤭😬😬😬

This certain client of mine took the Plan C coverage with an annual premium of Php8,500.00 (23.00/day only) Truly, the benefit you get outweighs the cost,,,, plus you’ll have the peace of mind that you have a ready cashless access to the hospital whenever you are feeling unwell.

Gone are the days that antusun na lng ang gibatyag kay walay pang pa check up.

For business owners out there, this is really a big help to your employees. Let them feel that their welfare is well taken care of so that in return they will contribute to the success of your business!!! Aja!!!

23/02/2023

Thank you Dear Client for the trust 👍👍👍👍🙏🏻🙏🏻🙏🏻🙏🏻

Client profile:
In his 40’s and works in the government office as an Accountant.

Upon promptings of his wife (because of COVID scare back in 2021 thal almost took his life), they finally decided for AIA Med Assist, which gives him an

***annual Php 500k medical (Hospitalization benefit) until he reach 65yo) - ^^^guaranteed renewability

***Php 1,000.00 daily hospital income,

***investment fund set aside in preparation for his medical fund for when he reached 66 yo (senior years)

*** Php 375k life insurance should anything happen to him

As his life insurance isn’t enough to protect his income- I introduced them to the concept of BTID - Buy Term, Invest the Difference. This is where term insurance sets in to protect his income- An ordinary life insurance and the most affordable insurance.

In his age bracket the 1M coverage is only Php 4k per quarter - that’s like 44.00 per day only - including an accident and health rider as he frequently travels from Gensan to Davao.

I love the concept of BTID where as you accumulate wealth from now until your retirement age (in form of stocks or real estate) protecting your income isn’t that expensive.

What’s really important is the peace of mind that whatever happens and you’re taken out of the picture, your family will get something and the lifestyle that they’re enjoying now will still be continued. Better than saving in the bank, right? 👍👍👍👍

On to a mission to save more lives!!! 🙏🏻🙏🏻🙏🏻🙏🏻

If you have the same mission as mine, join my team now!!!!

Again, thank you Dear Client for your trust 🙏🏻🙏🏻🙏🏻