Pinoy Budget Saver

Pinoy Budget Saver This page aims to add value for the Filipinos by sharing tips on how to maximize returns and minimize

Grateful Monday 'coz I got 2 clients who took action in achieving financial security thru life insurance. πŸ†Happy to serv...
07/06/2021

Grateful Monday 'coz I got 2 clients who took action in achieving financial security thru life insurance. πŸ†

Happy to serve you as your trusted FA. πŸ₯°
*****
My first client is paying off her loans and family's bread winner so she wanted to be financially secured at the same time. ❀

My second client was having a hard time to budget for the insurance plan but we insist to start on our affordable plan. She's indeed a believer of life insurance. ❀
*****
Inspiring stories on how you, my valued clients started your plan with Sun Life. Sometimes, It's hard to give up other expenses to start the plan while more and more expenses keep coming. But when we realized how essential life insurance is, it gives a domino effect of being more aware of handling our finances so we can save and allocate budget for the plan. Amazing. 🀩
*****
If you are also interested on how to maximize your hard earned money ---
- you have excess funds and you dont know where to invest
- you have already life insurance but you wanted to maximize you coverage
- you are thinking which plan is best fit for you

send me a message for free financial planning. ☺

28/05/2021

Yahoo, Pay day naaa! 🀩

Are you excited to save and invest a portion of your income for your financial goals?

Did you know that for as low as 100, you can open a money market fund with Sun Life?

For as much 1,000 naman, you can already invest in Sun Life equity funds?

Sounds interesting? Send me a message for free Financial Planning. 😊

Me: Sir, ang ganda ng car mo, top of the line ah!Sir: Oo, 18K monthly binbayad ko (amortization)Me: Im sure insured ang ...
16/05/2021

Me: Sir, ang ganda ng car mo, top of the line ah!

Sir: Oo, 18K monthly binbayad ko (amortization)

Me: Im sure insured ang new car mo boss. πŸ™‚

Sir: Ay oo naman, required yan pag kumuha ka ng brand new car sa casa.

Me: ah, ganun po ba? kumuha ka din insurance nyan? para saan daw po yun?

Sir: Oo, para kung ano man, mangyari, magasgasan o maaksidente eh may sasalo ng gastos. Mahirap na, buti na yung ready tayo.

Me: Maganda nga yan sir, eh Ikaw ba Sir, insured ka din ba? paano kung ikaw o ang family mo ang sakay sa maganda mong car sa oras na hindi inaasahan? May sasalo din ba ng gastos para sa iyo?

Sir: (Tulala, nagiisip at napangiti na lang)

Friends, kung yun ngang kotse natin na wala namang financial responsibility para sa atin pag nawala tayo o magkaron ng hindi inaasahang pangyayari sa atin eh insured, baket tayo na breadwinner ay hindi?

Be insured, it doesn't have to be costly.
Let me share you how.

Get a FREE Quote NOW!

(Ctto)

Your advisor for life,
πŸ§‘β€πŸ’»Pinoy Budget Saver | CPA, CIS
🌞Sun Life of Canada (Philippines) Inc.


14/05/2021

Friday-Payday-Reminder❗❗❗

Don't forget to invest for your future and financial goals. Set aside a fixed amount to invest. πŸ’°πŸ’Έ
Orayt? 😊

Client: "Next year nalang pag kaya na".Advisor: Mam, kelan po ang birthday nyo?Client: Next year pa naman.Advisor: Mam, ...
11/05/2021

Client: "Next year nalang pag kaya na".
Advisor: Mam, kelan po ang birthday nyo?
Client: Next year pa naman.
Advisor: Mam, sobrang blessed po kayo. Meron pa po kayong 1 year chance.
Client: What do you mean one year chance?

Advisor:

1. One year chance para hindi tumaas ang cost ng Insurance nyo. Sa Insurance po, AGE matters.
2. One year chance na mas mataas ang investment nyo. Sa investment po, TIME matters.
3. One year chance para po wala tayong pagsisihan. Hindi po naten hawak ang oras at panahon 1 year from now.

May balak ka ba ngayong bumili ng bahay, condo, o lupa na naka-bank loan o Pagibig Funding at gusto mo pang makatipid at...
05/05/2021

May balak ka ba ngayong bumili ng bahay, condo, o lupa na naka-bank loan o Pagibig Funding at gusto mo pang makatipid at makasulit?

Kung oo, alam mo ba na every loan application, isa sa mga binabayaram mo ay MRI (Mortgage Redemption Insurance) for assurance na di mawawala ang pinag hirapan mong pinundar kung sakaling may mangyari sayo at maputol ang pagbabayad mo. Normally package na un sa loan application mo. Okay na dba? 😊

Eto pa maganda, para maka sulit ka at mas makatipid pwede mong gamitin ang existing insurance mo ngayon. Nakabawas ka pa ng loan application expense! πŸ₯°

Marami na ang mga clients ay magamit nila ang Sun Life plan nila! Covered na ang loan, meron pang kasamang savings/ hospitalization benefit. Walang tapon πŸ˜‰

Nakatipid ka na, nakasulit ka pa πŸ˜‰

Let me help and guide you. β€οΈπŸ’›

CONGRATS SUN LIFE for being one of the top insurance companies in our country! πŸ€—πŸ‘πŸ’―*****So much gratitude to our clients ...
24/04/2021

CONGRATS SUN LIFE for being one of the top insurance companies in our country! πŸ€—πŸ‘πŸ’―
*****
So much gratitude to our clients who trusted Sun Life in achieving their goal of financial security --- AND for my clients who chose me as your Financila Advisor. ❀

Cheers to a lifetime partnership. πŸ‘£

GRATEFUL Friday!!! πŸ˜‡*******TO the Loving Mother working as an HR ExecutiveAndTO my strong and resilient CSR friend ----C...
23/04/2021

GRATEFUL Friday!!! πŸ˜‡
*******
TO the Loving Mother working as an HR Executive

And

TO my strong and resilient CSR friend ----

CONGRATULATIONS for trusting SUN LIFE towards achieving your FINANCIAL SECURITY! πŸ‘πŸ’―
********
If you are also interested to be insured investor, send me a message for free financial consultations! 😊

Don't you dare to die without any Life Insurance plan.Think about your family, especially your children or any person wh...
17/04/2021

Don't you dare to die without any Life Insurance plan.

Think about your family, especially your children or any person who depends on you.

Ctto

"MY FIRST DEATH CLAIM"🌞SunLife is true to its word😭-As a SunLife financial advisor, hindi namin sinasabe na kapag kumuha...
17/04/2021

"MY FIRST DEATH CLAIM"🌞

SunLife is true to its word😭

-As a SunLife financial advisor, hindi namin sinasabe na kapag kumuha ka ng plan sa amin, yayaman ka. Ang sinasabe namin, kapag kumuha ka ng plan, whatever happens sayo or sa family mo andito si SunLife to catch you when you fall.❀

3yrs ago noon ako ay magsimula maging SunLife Advisor, isa sa naging kliyente ko ang aking g**o ng high school sa Jose Rizal University. kahit busy sa pagtuturo at may Ibat-ibang meeting at seminar, ako’y nagpapasalamat at naniwala at nagbigay ng sandaling oras para makinig sa akin. Ako ay nahihiya pa noong bago pa lamang ako sa pagiging Advisor ko sa SunLife pero lakas loob padin ako nagpresent at nagshare ng adhikain ni SunLife. Ito ang naging sagot ng aking g**o sa akin.

it’s ok para San pa at naging teacher mo ko. If you will be doing that for a living, dapat masanay ka, you need to convince me and your soon to be clients. Just be prepared lang with FAQs, kayang kaya mo yan. keep it up, Naniniwala ako sayo.

Masaya natapos ang aming paguusap naconvince ko Ito at kumuha Ito sakin ng dalwang plan.

I received a phone call para ipaalam sakin na kailangan dalahin ang aking g**o sa hospital sa Mandaluyong City. Dahil sa walang gana kumaen, nahihirapan huminga at naninilaw ang kanyang balat, he was in a critical condition. Day after, natanong ko Ano po sakit niyo Sir? Sagot ng aking g**o, Ooperahan ako sa stomach hindi maidentify kasi need buksan yung tiyan ko para makita sa CT scan kasi Di nila makita kung Anong problema. The operation alone costs a lot of money. Never nga talaga tayo magiging ready sa mga ganitong pangyayari.

Few days after I received a message from my teacher saying that he’s going to die soon dahil Hindi na daw niya kaya at hirap na hirap na siya. Nagabiso siya saken na asikasuhin ko ang SunLife niya for he’s family that he will left behind.

Mabuti ang Panginoon the death claim was already approved.

Nakakalungkot na bata pa niya nwala, Life is to short. You will never know when is your time. Masaya ako na may maiiwanan siya sa kanyang ina na teacher din at dalawang kapatid.

Thank you Sir for being a great teacher. The best lessons are not learned from a book, but from hearts of truly great teachers like you. I’m so grateful for the important school and life lesson you taught me. Thanks for caring about my future. From now on, No more pain you are in God now with him, you will always be safe and free from worries and pain.

Mayroon siyang SunLife policy (VUL/ SunMaxilink prime 350k FaceAmount - Php 5,420 Quarterly every 3months).
He has also (SunLife Assure policy 500k Face Amount - Php 1,193 Quarterly).

Dito sa Dalawang policy niya ay nakatanggap ang kanyang beneficiaries to start all over again.

SunLife is true to it’s promises.

I’m posting this to encourage everyone that there is a Brighter Life In Sun Life. Dadaan ka man sa pagsubok na madilim, mahirap at nakakapagod pero salamat kay God at SunLife gagawin niya maliwanag ang buhay.

The lessons that we learned that we want to share to you are:

1. Make sure may enough funds para as mga SAD events. Hindi natin Alam kung kailan to mangyayari.

2.Dapat May sapat tayong Health coverage. Always update your Health Coverage.

3.kung Hindi mo kayang maglaan ng maliit na amount para sa insurance, mas mahihirapan kang iprovide ang finances when SAD events attack.

-Contact your advisor now and review your policy kung sapat ba Ito.

-Kung Wala ka pang Insurance, you can contact me or any SunLife advisor you know to have one.

-its better to have one than never.

-Hindi lang dapat ikaw ang meron,Dapat buong Family mo.

A Bright life ahead to Everyone.

Credits to our co-advisor: Kirt Genato

16/04/2021
A "PAMANA FUND" PARA SA IYONG PINAKAMAMAHAL NA ANAK O PABORITONG APO OR PARA SA SARILI MO πŸ’› Good for ages 0 to 55 y.oGiv...
16/04/2021

A "PAMANA FUND" PARA SA IYONG PINAKAMAMAHAL NA ANAK O PABORITONG APO OR PARA SA SARILI MO πŸ’› Good for ages 0 to 55 y.o

Give your baby a LIFETIME GIFT by HAVING A PENSION MONEY every 2 Years until age 100!πŸ’°

YESSSSS! You read it right! a GUARANTEED P80,000 endowment benefit when your child reaches 6 yrs old and every 2 years thereafter.

Make the brighter choice! Secure your kid's future! 🌞

πŸ‘‡ Sample illustration is for 0 yr old baby. πŸ‘ΆπŸ»

Send me a message for a free sample quotation. πŸ’™
πŸ‘¨β€πŸ’Ό Pinoy Budget Saver, CPA, CIS | Financial Planner
🌞Sun Life of Canada PH

Address

Makati
1203

Telephone

+639300005277

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