Dexter G. Uriarte, Financial Educator

Home
Philippines
Madrid
Dexter G. Uriarte, Financial Educator

"Financial Education is not just for the wealthy, it's for everyone"

24/11/2023

𝙎𝙖 𝙆𝘼𝙄𝙎𝙀𝙍, 𝟕 𝙮𝙚𝙖𝙧𝙨 𝙠𝙖 𝙇𝙖𝙣𝙜 𝙢𝙖𝙜-𝙞𝙞𝙥𝙤𝙣. 𝙈𝙖𝙗𝙪𝙝𝙖𝙮 𝙠𝙖 𝙢𝙖𝙣 𝙝𝙖𝙣𝙜𝙜𝙖𝙣𝙜 𝟏𝟎𝟎 𝙮𝙚𝙖𝙧𝙨 𝙤𝙡𝙙 𝙢𝙖𝙮 𝙝𝙚𝙖𝙡𝙩𝙝𝙘𝙖𝙧𝙚 𝙠𝙖 𝙥𝙖 𝙧𝙞𝙣.
𝟯-𝗶𝗻-𝟭 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗣𝗹𝗮𝗻. May 𝗛𝗘𝗔𝗟𝗧𝗛𝗖𝗔𝗥𝗘 + 𝗧𝗘𝗥𝗠 𝗟𝗜𝗙𝗘 𝗜𝗡𝗦𝗨𝗥𝗔𝗡𝗖𝗘 + 𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝐓 ka na.
Kumpleto na at may peace of mind ka!
𝐀𝐍𝐎 𝐏𝐀 𝐁𝐀 𝐀𝐍𝐆 𝐌𝐆𝐀 𝐁𝐄𝐍𝐄𝐏𝐈𝐒𝐘𝐎 𝐍𝐆 𝐊𝐀𝐈𝐒𝐄𝐑 𝐋𝐎𝐍𝐆 𝐓𝐄𝐑𝐌 𝐇𝐄𝐀𝐋𝐓𝐇𝐂𝐀𝐑𝐄?
✅𝗩𝗘𝗥𝗬 𝗔𝗙𝗙𝗢𝗥𝗗𝗔𝗕𝗟𝗘. 7 years mo lang huhulugan at covered ka na kahit nasa paying period ka palang.
✅𝗗𝗜𝗥𝗘𝗖𝗧 𝗙𝗥𝗢𝗠 𝗧𝗛𝗘 𝗖𝗢𝗠𝗣𝗔𝗡𝗬. Mura kasi DIY na! Pwede ikaw ang mag process sa sarili mong application, kahit nasa ibang bansa kapa. Direct to Company din ang payment mo!
✅𝗙𝗥𝗘𝗘 𝗔𝗡𝗡𝗨𝗔𝗟 𝗣𝗛𝗬𝗦𝗜𝗖𝗔𝗟 𝗔𝗡𝗗 𝗗𝗘𝗡𝗧𝗔𝗟 𝗖𝗛𝗘𝗖𝗞 𝗨𝗣. After ng 1 year na pagbabayad entitled ka na sa LIBRENG Annual check-up.
✅𝗙𝗜𝗫𝗘𝗗 𝗣𝗥𝗘𝗠𝗜𝗨𝗠 𝗔𝗠𝗢𝗨𝗡𝗧. The day na pag-sign mo ng policy mo sa KAISER, kung ilan ang amount na nakalagay, yun lang din ang babayaran hanggang 7 years. Hindi na siya madadagdagan.
✅𝗟𝗢𝗡𝗚 𝗧𝗘𝗥𝗠 𝗖𝗔𝗥𝗘 𝗕𝗢𝗡𝗨𝗦. Kapag di mo nagamit ang policy mo while paying period, ibabalik sayo ang 𝟴𝟱% na binayad mo on your maturity date. So making it like 𝗖𝗢𝗦𝗧 𝗙𝗥𝗘𝗘.
✅𝗢𝗡𝗟𝗜𝗡𝗘 𝗔𝗖𝗖𝗢𝗨𝗡𝗧. Meron kang sarili mong account kung saan mamomonitor mo ang payment mo ONLINE kahit cellphone lang ang gamit mo.
✅𝐓𝐑𝐀𝐍𝐒𝐅𝐄𝐑𝐀𝐁𝐋𝐄: Maari itong ma-transfer upon death, hindi magiging mabigat FINANCIALLY sa family ang pag-kawala mo. At pagdating ng maturity makakakuha ang iyong beneficiary ng malaking pera galing sa investment mo.
Maganda diba? Kumpleto! 😍
𝗞𝗔𝗜𝗦𝗘𝗥 𝗜𝗡𝗧𝗘𝗥𝗡𝗔𝗧𝗜𝗢𝗡𝗔𝗟 𝗛𝗘𝗔𝗟𝗧𝗛𝗚𝗥𝗢𝗨𝗣 𝗜𝗡𝗖. 𝖳𝗁𝖾 𝖥𝗂𝗋𝗌𝗍 𝖭𝖺𝗆𝖾 𝗂𝗇 𝖧𝖾𝖺𝗅𝗍𝗁𝖼𝖺𝗋𝖾.

20/03/2023

5 tips to start investing in the Philippine stock market through Mutual Funds

Remember even an ordinary Juan can put their money into the stock market indirectly:

1. Know your investment goal.
2. Know what the stock market and mutual fund is.
3. Know your risk profile.
4. Set aside some of your money to start.
5. Allot time to learn for investing.

Stock market is not just for the Wealthy, it's for every Juan.

Learn first before invest. ☺️

19/03/2023

May kakilala ako… humingi ng quotation ng KAISER.
Sabi ko sa kanya magmeet kami para maexplain ko sa kanya. Pero sabi niya, ‘wag na, Quotation na lang daw. Then I sent the sample computation based sa edad niya (30 years old). Siguro ikinumpara niya sa naunang nag-offer sa kanya. Sabi niya mas gusto raw niya yung offer ng isa niyang kilala. When I asked him, what was it? He said VUL. (Brand X).

Hindi pala talaga niya naiintindihan na magkaiba ang LIFE INSURANCE at HMO.

Akala niya ‘yon na yon. 😞🙈

Friend, Ganito kase ‘yan.
Ang LIFE INSURANCE Brand X mo, hindi mo magagamit ‘yan kapag naospital ka. Magagamit at makukuha yan ng Family mo kapag kinuha ka na ni Lord. (Yes meron din Hospitalization benefit ang LI Brand X mo, pero ikaw pa rin ang maglalabas ng pera at irereimburse mo sa Life Insurance company).

While ang KAISER HMO, kung magkasakit at maospital, ma-aadmit ka at may nakalaan na agad na budget sa’yo. Ina-acknowledge ng mga Ospital ang KAISER kase HMO ito.

By the way, ang KAISER Longterm HMO ay may Term Insurance for 20 years at Investent na magmamature on the 20th Year also.

Tinanong ko siya, magkano ba yung babayaran mo sa 700,000 Insurance face amount mo? nagcompute si friend, kung 8,000 plus quarterly siya, aabot sa around 33-35k ang babayaran niya.

So, I told him, alam mo ba na may Insurance Product at your age (30 years old) ay nasa 7,188 pesos lang Annually at may Face Amount na 1MIllion pesos ka na.

Shoookt si Friend 😳 Bakit daw ang mahal ng babayaran niya sa Brand X na Life Insurance? Told him kase po, VUL ‘yon. And there is nothing wrong with that because that is the product. At kung marami ka pera pambayad, Okay lang ‘yan kaya lang, yun nga 😞 overprice na, kung pwede mo naman gamitin ang sobrang pera sa ibang bagay di ba?. Ang sa akin lang, We should understand the Financial Products that we are buying.

Kaya kami nandito… to help you understand the Product.

Alamin kung saan napupunta ang ating pera. 👍

16/03/2023

Grab this opportunity of learning as we will have another Financial Literacy Tour!

Make learning a habit and attend our Financial Literacy Tour Barcelona on March 18, 2023 from 2 PM to 6 PM at the Hotel Condes de Barcelona with our speakers, the Master Builders, Mr. Joen de las Peñas and Mr. Noel Arandilla. Don’t let this opportunity slip as this will serve as your roadmap to financial independence!

Don't forget to comment down your photos attending the Financial Literacy Tour and let's continue achieving our 30Mby2030 Campaign!

See you all there, IMG Campaigners!

16/03/2023

We're excited to partner with UTrade, a renowned stock trading name providing top-notch services. This partnership offers you greater convenience and flexibility in your investment journey.

Take advantage of the exclusive offer: open an account with UTrade for PHP 5,000 until April 11, 2023, presented by Mr. Rex Mendoza at the IMG Campaigners Convention 2023: Taipei. Simply scan the QR code or click the link below to open an account. Hurry, this offer is exclusively for IMG members.

16/03/2023

Victory comes from finding opportunities in problems.

Kaya kung nahihirapan ka ngayon, try to look for the opportunities around you. Malay mo nasa harap mo lang pala ang sagot sa problema mo.

15/03/2023

The Best Preparation for Tomorrow is doing your best today.

Travel with Purpose in IMG. ❤️

Join the biggest community of savers and investors. Lets build your Future. 🫰🏻

http://203368ph.imgcorp.com/whoisimg/

14/03/2023

Planning for a worry-free retirement?

KAISER LTC ULTIMATE SAVINGS PROGRAM is the best provider of the long term healthcare in IMG Partners, of which 99% of the people I talk to does not have.
I have mine already, while others still contemplate whether to have it or not.

Filipinos hardly prepare for this major expense - long term healthcare. That is why, isang sakit wiped out ang finances ng family.

Bakit nga ba maganda magkaroon ng Kaiser 3 in 1 Investment Product ang bawat miyembro ng Pamilya lalo na yung mga bread winner.

✔Kapag hindi ka na employed at binawi na nung dati mong employer yung short term HMO mo, hindi ka magwoworry kung maospital ka.

✔Kapag hindi mo nagamit ang annual health care coverage mo hindi sya nae-expire unlike short-term health care (HMO) na no refund ang premiums magamit mo man or hindi. Sa Kaiser marereceive mo ang Long-term care bonus (cash) sa maturity, if there are no consumption during payment period.

✔May kasama na syang life insurance for income replacement or protection para sa family just in case may mangyari sa policy holder.

✔Waived na ang payment kung may nangyari sa policy holder, means wala ng babayaran ang family kahit 1 year palang nakakainvest ang policy holder, ma transfer pa ang health care coverage sa beneficiary.

✔Nakainvest sa mutual fund ang health fund kaya nag-eearn sya ng 10% rate of returns at may variable earning pa depende sa performance ng stock market.

✔Good as cash sya pagdating ng maturity, So pwede kang mag-withdraw gamit ang iyong visa card. Hanggat may fund ang account mo, patuloy lang ang pag-earn ng 10% rate of returns (compounded) annually.

✔Covered ka kahit beyond 60 years old ka na, as long as you live at may fund ang iyong acçount!

✔In case of emergency, pwede magamit as family assistance.

✔Maari kang magkaroon nito sa halagang P88.23 a day mas mahal pa ang 1pc chickenjoy na may drinks & fries bes?

• Sino ang pwedeng maka avail nito?
Lahat ng nasa 10-60 years old mayaman man o mahirap
basta healthy ay qualified po for this program.

• If you really love your family at ayaw mong maging burden sa kanila either you die too soon or you live too long.

Get Kaiser 3 in 1 (Longterm Healthcare, Life Insurance + Investment) as early as you can, "mas daig ng maagap ang masipag”

Be empowered and be your own money manager.

Financial education is key!

For more info about this program, don’t hesitate to send us a message!

13/03/2023

Investing is not completely avoiding risk. It's about managing it.

- Rex Mendoza (Asia's Top Financial Guru )
IMG Investment Coach

On-going IMG Convention (Taipei, Taiwan) over 5,000 member/attendees...

12/03/2023

Building Momentum

11/03/2023

BELIEVE IN WHAT YOU PRAY FOR.

We weren’t created to live a small life with little goals, little dreams, little influence. God created us to live an abundant life. No matter where you are, you’re not supposed to get stuck at that level and stay there. God is a God of increase. He has something bigger in your future.

Address

Madrid
8316

Website

https://203368ph.imgcorp.com/financialeducationforall/?rand=0.6381530869098408

Alerts

Be the first to know and let us send you an email when Dexter G. Uriarte, Financial Educator posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Dexter G. Uriarte, Financial Educator:

Shortcuts

Want your business to be the top-listed Finance Company in Madrid?

Dexter G. Uriarte, Financial Educator

24/11/2023

20/03/2023

19/03/2023

16/03/2023

16/03/2023

16/03/2023

15/03/2023

14/03/2023

13/03/2023

12/03/2023

11/03/2023

Address

Website

Alerts

Contact The Business

Shortcuts

Share

Category