Care&Trust Financial Consultant

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Care&Trust Financial Consultant

Make you and your love ones protected and be future ready. Start thinking and planning today. This page is use to Spread Financial Literacy.

03/06/2022

"Shi, may insurance na ako"

"Magkano po coverage?"

Your Life Insurance must be at least 10 times of your current annual income

when something happens, your family can recover. ☝️

"Shiela, may kasama na din sickness benefit yung insurance ko, okay na yun"

"That's good. Magkano po coverage?"

Your Critical illness coverage must at least 5times of your current annual income.☝️

Question is, are you FULLY COVERED.

For additional life insurance and critical illness benefits, feel free to ask for a sample quotation.:)

No commitments. 🤗

27/05/2022

Another story:

VICE GANDA:

Tama na may insurance, yung maganda VUL may insurance na may investment ka pa.

Si Ogie Diaz nung nandun kami sa lamay ni Chokie, magaling mag compute ng insurance benefits yan nakakatuwa. Dapat kasi meron.

At 20 to 30 years old ka dapat productive ka. Yan kasi yung crucial. Bago mag 40 dapat unti unti kana nag babawas ng trabaho para pag dating mo ng 50 to 60 years old nag rerelax ka nalang. Secured kana sa sarili mo kasi nakapag ipon kana. Yung iba pag dating ng 40 years old saka pa lang sila ng sisimula kaya pinapatay nila sarili nila dahil hinahabol nila yung nawalang panahon.

Kaya yung bata sinasabi lagi, “YOLO muna tayo bata pa naman tayo eh.” Hanggang magising nalang sila isang araw, " AY ANG TANDA KO NA PALA WALA PA AKO NA IIPON."

"Make a living but don't forget to make Life".

Insurance with Investment = kung di mo magamit insurance part.. cool. Thank God.. kasi healthy ka at safe..meron ka pading Investment Part na magagamit mo sa college fund ng anak mo, retirement fund or major purchases. Insured kana from day 1 ng policy mo up to age 100. Hindi mo kailangan maging mayaman para maging insured. You can start little by little. AMAZING DIBA??

Want to know how??
You can message me for a FREE consultation! 🤗📩

26/05/2022

Give them the future they deserve! ❤️

Remember, securing your future will help secure their future too!

Take action as soon as possible.

----
Planning to secure your child's future? Message us. 📩

13/05/2022

𝗜𝗡𝗦𝗨𝗥𝗔𝗩𝗘𝗦𝗧 𝗮𝗻𝘀𝘄𝗲𝗿𝘀 𝘁𝘄𝗼 𝗽𝗿𝗼𝗯𝗹𝗲𝗺𝘀:

1. 𝙒𝙝𝙖𝙩 𝙞𝙛 𝙄 𝙙𝙞𝙚 𝙩𝙤𝙤 𝙨𝙤𝙤𝙣?
- Your dreams won't have to die with you. Through the guaranteed insurance cash 💸 benefit, your loved ones and the people who depend on you can continue it for you. And you get to show your love and care for them beyond this lifetime. ❤

2. 𝙒𝙝𝙖𝙩 𝙞𝙛 𝙄 𝙡𝙞𝙫𝙚 𝙩𝙤𝙤 𝙡𝙤𝙣𝙜?
- Then there's your growing fund value (investment) that you can withdraw to finance the retirement lifestyle👴👵 you want. Good thing is, you can even withdraw it earlier should you need additional funds for your children's education 👩‍🎓, or whatever dream 🏘🚘✈ you want to fulfill! 😍

So start an insuravest plan now! It doesn't have to be 60k or 100k all at once. You can start with few thousands you're comfortable to set aside monthly. 🤗

Message me to know more and to get your personalized plan. 😉

13/05/2022

To all my clients with Insuravest programs, please do note that your insurance will stay in force as long as you save for your premiums.

For the investment part, again this is not guaranteed and will be based on the performance of the Philippine market. The government is one of many factors that influence the market but business profitability is a strong gauge that should not be ignored. Increased demand for goods and services boosts company profits and, ultimately, stock prices.

To the investors, 'Wag matakot dahil lang sa resulta ng eleksyon. 😊

Whatever the season is, whether there's an election or crisis, INSURANCE is always needed. ✅

08/05/2022

Happy mother's day to all the mothers out there! Hope everyone have a wonderful day 🤗

CTTO: Image credit from PhiStar

08/05/2022

Congratulations our dear clients🎉💯

You are absolutely insured💯👌

Pru Life UK have a RBC Ratio of 1123%👏🏆

It means we can pay 11x the risk minimum as mandated by IC.

We have a healthy investment portfolio and the company has high earnings and low expenses.

The strategy of Pru also is to let the Agents own the office thereby freeing capital for its customers.

What is our edge?

We are the people that Do.

We Do Life.

We Do Health.

We Do Investments.

Listening. Understanding. Delivering.

24/04/2022

Planning to save up for your first 1M?

Start investing in our best-selling, investment-focused program—Elite 5!

What's in it for you?
✅ Millions of Insurance Coverage
✅ Living and Death Benefits
✅ Higher Investment allocation with short saving period

Perfect for:
✅ Retirement fund
✅ Comeback fund for OFWs
✅ Business expansion
✅ College education fund
✅ Estate settlement
✅ Big purchase like a house or a car

Message me to set a free financial consultation😊

10/04/2022

Why get an Insurance?

Because once you lose your health, everything else will follow. Having a high Insurance coverage protects not only your finances but also your loved ones' 🥰

Looking for a trusted financial advisor? Send me a message 📩🤗

19/03/2022

This is the very reason why makulit kami sa chat.
Ang hirap magwork diba? Hirap kumita ng pera.
Hahayaan pa rin ba nating mahirap pag dumating yung mga worse chapters ng life?
Insurance is safety net. No need to spend your savings and sell your properties if magkasakit ka.
Investment is money at work. Every peso you have has the potential to earn. Can be use for business capital, early retirement, education fund, and many more.

Let me help you with your financial needs! ☺️

Your trusted licensed Financial Advisor,
Shiela Racoma

15/03/2022

There is nothing wrong in saving in the bank. But is it enough?

If unforeseen crisis (𝐂𝐫𝐢𝐭𝐢𝐜𝐚𝐥 𝐈𝐥𝐥𝐧𝐞𝐬𝐬/𝐀𝐜𝐜𝐢𝐝𝐞𝐧𝐭/𝐃𝐢𝐬𝐚𝐛𝐢𝐥𝐢𝐭𝐲/𝐃𝐞𝐚𝐭𝐡), can your savings sustain the funds you need?

Why not have a Savings Program (𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞+𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭) that will give you more than you save.

You will have a protection coverage in case something happens, and if nothing happens, you can use your funds for College fund/Retirement fund or any financial goals you have.

Let me make you a personal proposal based on your priority.

11/03/2022

𝐓𝐡𝐞𝐫𝐞 𝐢𝐬 𝐌𝐎𝐑𝐄 𝐭𝐨 𝐂𝐔𝐓𝐄𝐍𝐄𝐒𝐒! - 𝘱𝘢𝘳𝘢𝘯𝘨 𝘪𝘬𝘢𝘸! 𝘢𝘺𝘪𝘦𝘦😜

Hello, new mommies & daddies and soon-to-be parents!

Usap tayo about your finances?

Let’s normalize preparing for the future para maiwasan ang pwede na or bahala na pagdating ng panahon. 😌🙏🏽

𝐌𝐞𝐬𝐬𝐚𝐠𝐞 𝐦𝐞 𝐧𝐨𝐰!

Address

3F Units 313A-315, La Fuerza Plaza 1, 2241 Chino Roces Avenue
Makati
1233

Website

https://plukshielarejeanra.wixsite.com/caretrustfc

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Care&Trust Financial Consultant

03/06/2022

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08/05/2022

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24/04/2022

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11/03/2022

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