Financialism

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Mr. Financialist

Last January 2018, one of the founders of Financialism got his first policy that includes Income Protection and Life Insurance with investment from another international life insurance company. He had already been in contact with his former Financial Consultant for more than half a year and he was so eager to have his own investment policy. Back then, what he understood about Income Protection and Life Insurance that it is all about death. Thus, he was so focused on the investment side of the policy. He was then 21 years old. Unfortunately, to make it worse his then Financial Advisor failed to educate him regarding what is Life Insurance is really all about and its benefits to him and tolerated my eagerness to focus on investment for the reason he still wandered up to now. Maybe it was because she was so focused on the monetary reward or she just doesn’t know really about being a Financial Advisor, it doesn’t matter. So, like many other “frustrated” investors, he opens his first policy with very small insurance coverage due to the lack of relevant knowledge.

After more than half a year after, a college friend invited him to a conference about Income Protection and Life Insurance as well as about investment, sponsored by PRU LIFE UK. The things that he learned from that conference bothered him. He then realized that he made a serious mistake with his first investment. He studied it for more than a week to confirm that what he learned from that conference are real facts. A month later he opens a new best fit (designed) investment portfolio with the said company.

He was really disappointed about his first investment. He was also very upset with his former Financial Advisor about what happened, however, he believed that everything has a reason or purpose, thus consider the experience as a lesson, one of the most expensive he had. That was because he had to sacrifice his 50,000.00 Pesos investment (on his first investment policy).

This very experience of his made him realized that not all people have the money, time, knowledge, and guts to venture their hard-earned money to achieve FINANCIAL STABILITY. He realized that what if his first experience with investing his money happen to fall to a person with people (family) that are greatly dependent on him. It will be a total disaster for that person and his family. For him, he was so fortunate to experience such experience while he doesn’t have dependents.

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