Dulcy Amor David, CPA, CIA - Insurance Agent

10/04/2024

𝐈𝐍𝐒𝐔𝐑𝐄𝐃 𝐊𝐀 𝐍𝐀, 𝐌𝐀𝐘 𝐈𝐏𝐎𝐍 𝐊𝐀 𝐏𝐀!
Did you know that life insurance is CHEAPEST when you're young and healthy?
Hindi lang yun, INSURED ka na, may IPON ka pa!

For only 84 pesos a day, you can start opening an Investment + Insurance Plan with Pru Life UK.
You can message me for FREE Financial Planning.

22/02/2024

When making that big leap for your career, be mindful of your choices. Choose to be in places where there is…

✅ 𝐅𝐋𝐄𝐗𝐈𝐁𝐈𝐋𝐈𝐓𝐘 - The true definition of freedom covers TIME & LOCATION
✅ 𝐑𝐄𝐖𝐀𝐑𝐃𝐒 - Money matters, and beyond that: sense of community, pride, and purpose
✅ 𝐆𝐑𝐎𝐖𝐓𝐇 - Beyond paycheck, your personality & perspectives also improve over time
✅ 𝐋𝐄𝐀𝐑𝐍𝐈𝐍𝐆 - Upskilling is basic and non-negotiable, not something you beg or need to work for.

Grateful that I’ve found these in my career as a Financial Advisor. And I hope that you too will experience this in your chosen/(future) career. 😊🫶🏻

Message me if you’d like to know the career opportunity here in Pru Life UK ❤️. I’ll be glad to assist you 😊

17/02/2024

Financial structure how to spend hard earned money wisely ❤️‍🔥

Example case:

Monthly income is 20K
50% of it is for your monthly needs
Another 50% which is 10K it is hardly recommended to divide it by this method (30 - 20 - 20 - 30)

3K - Longterm goals
2K - Retirement plan
2K - Emergency Fund
3K - Insurance Plan

Let's be wise on handling our finances.

Financial Planning and Discipline is the key to Financial Stability ♥️

Message me to know more 📩

20/01/2024

HEALTH INSURANCE vs. HEALTH CARD (HMO)

Which is more beneficial?

Madalas tinatanong ako ng mga clients kung alin ba sa dalawa ang dapat meron tayo? Madalas kapag employed, kuntento nang may HMO. Pero what if we already consumed the maximum limit of the card? What if we’re no longer affiliated with the company? What if magkaroon tayo ng critical illness? Are you willing to consume all your hard-earned money?

No one can really predict when illnesses or emergencies may come. So better to have both -
✅ Health Card (HMO)
✅ Life and Health Insurance

“HMO and Health Insurance does not compete with each other, they actually complement each other.”

Be a PRUtectedInvestor!
Message me for more details!

18/12/2023

𝙇𝙤𝙤𝙠𝙞𝙣𝙜 𝙛𝙤𝙧 𝙖 𝙨𝙞𝙙𝙚 𝙝𝙪𝙨𝙩𝙡𝙚 𝙤𝙣 𝙮𝙤𝙪𝙧 𝙬𝙚𝙚𝙠𝙚𝙣𝙙 𝙧𝙚𝙨𝙩𝙙𝙖𝙮𝙨?

𝙒𝙚 𝙖𝙧𝙚 𝙨𝙩𝙞𝙡𝙡 𝙡𝙤𝙤𝙠𝙞𝙣𝙜 𝙛𝙤𝙧 𝙋𝘼𝙍𝙏-𝙏𝙄𝙈𝙀𝙍𝙎!

Steps to become a Licensed Financial Advisor:
1️⃣ Attend Career Orientation
2️⃣ Finish Company Training
3️⃣ Pass the Licensure Exam

𝐖𝐚𝐥𝐚 𝐩𝐨 𝐚𝐤𝐨 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐛𝐚𝐤𝐚 𝐦𝐚𝐡𝐢𝐫𝐚𝐩?
1️⃣ We provide Free Trainings and Mentorship
2️⃣ We will help you close cases thru Joint Field Work or Joint Online Work Assistance

𝐖𝐨𝐫𝐤 𝐟𝐫𝐨𝐦 𝐇𝐨𝐦𝐞 𝐩𝐨 𝐛𝐚?
Yes! And you can work at your own pace.

This is not networking!

G?

12/12/2023

HAPPY 12.12 ⚡️

Nakapag add to cart na ba lahat? 🧐

Buying something today that will last a lifetime? Wanna check what insuravest can offer you?

Pwede mo na rin i-checkout online! 🤩

Let me help you customize your plan according to your budget, needs, and goals. Message me for a free consultation 📩

09/12/2023

7-in-1 plan savings program for you!

✅ Retirement Planning
✅ Education Planning
✅ For future big purchases
✅ Business Expansion Fund
✅ Savings and Investments
✅ Mortgage Redemption Insurance (MRI)
✅ Income Protection and Hospitalization
✅ Estate Planning

Avail your own savings program now!

Send me a message if you are interested! 😊

02/12/2023

Duls, when is the right time to get insurance? 🤔​
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🅰️ When you have dependents such as your own child
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You probably know that having a kid is really expensive. From raising a baby until they're even 5 and start schooling. ​
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🅱️ Maybe next year when your financial status gets better.
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The truth is, we never really know what happens tomorrow. It is always better to get insurance years earlier rather than 1 day late.
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Our advice? Talk to a financial advisor today. Someone you can trust and who plays an important role in securing your present and future. 😊
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Let's talk about your goals and your current financial status to help you assess when is the best time for you to get insured!
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And also, do it while you're younger, healthy, and have fewer financial responsibilities. ​
♥️♥️♥️

19/09/2023

14/09/2023

Start your own 𝐈𝐍𝐒𝐔𝐑𝐀𝐍𝐂𝐄 𝐩𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐈𝐍𝐕𝐄𝐒𝐓𝐌𝐄𝐍𝐓𝐒 𝐧𝐨𝐰❗️

Check out our best-selling 𝟏𝟎-𝐈𝐍-𝟏 𝐏𝐋𝐀𝐍 for as low as ₱117 per day! 🤗

Be protected with millions of insurance benefits while fighting inflation and earning higher interest. 💰

Get future-ready with the 𝐍𝐔𝐌𝐁𝐄𝐑 𝐎𝐍𝐄 insurance company in the Philippines, with over 175 years of experience in protecting lives.

Message me for a free sample quotation and to help you start your own plan NOW. 💬

11/09/2023

Monday: the perfect opportunity to set new goals, create new dreams, and make things happen ✨