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Carlo Dela Cruz - Financial Wealth Planner

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Carlo Dela Cruz - Financial Wealth Planner

Thinking about investing? Need family insurance? Let's chat, I'm here to assist!

05/04/2024

When looking for work, you might also want to check the environment apart from the workload and pay.

Find one where the people and company see your value as a person, and gives importance and recognition to your profession.

Check out our opportunity presentation to see if this might be what you’re looking for. Join our team!

22/03/2024

𝙄𝙈𝙋𝙍𝙊𝙑𝙀 𝙔𝙊𝙐𝙍 𝙁𝙐𝙏𝙐𝙍𝙀

Regardless of the past or where you are right now, let us look forward to a brighter future ahead!

𝘼𝙧𝙚 𝙮𝙤𝙪 𝙘𝙪𝙧𝙧𝙚𝙣𝙩𝙡𝙮 𝙬𝙤𝙧𝙠𝙞𝙣𝙜 𝙤𝙣 𝙗𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙮𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙚𝙨?
This one is for you -> Tomorrow, 2-3PM, via Zoom only.

𝘿𝙤 𝙮𝙤𝙪 𝙬𝙖𝙣𝙩 𝙩𝙤 𝙞𝙣𝙘𝙧𝙚𝙖𝙨𝙚 𝙮𝙤𝙪𝙧 𝙞𝙣𝙘𝙤𝙢𝙚?
Eto naman ang para sa’yo -> Tomorrow, 8-9PM, via Zoom also.

These seminars are FREE. Message me for the log in credentials.

See you. 🔥

21/03/2024

Alam mo na ba ang 𝐏𝐀𝐍𝐓𝐀𝐋𝐎𝐍 𝐓𝐇𝐄𝐎𝐑𝐘?

If nag iipon ka, example P5,000 monthly, ilagay yan sa 2 pockets.

𝗟𝗲𝗳𝘁 𝗽𝗼𝗰𝗸𝗲𝘁 - P2,500 alloted for Savings, Emergency Fund, Short term saving goals

𝗥𝗶𝗴𝗵𝘁 𝗽𝗼𝗰𝗸𝗲𝘁 - P2,500 alloted for Life or Health Insurance, Investment for Education or Retirement

Imagine, if you only have one pocket na P5,000 monthly savings, kapag nagkasakit ka ubos ang 5k diba? Madalas kulang pa!

Pero, if you have 2 pockets na pwdeng pag kunan.. at your P5,000 pwede ka kumuha either sa SAVINGS FUND or sa LIFE INSURANCE PLAN.

𝙉𝙖𝙬𝙖𝙡𝙖𝙣 𝙠𝙖 𝙗𝙖 𝙣𝙜 𝙥𝙚𝙧𝙖? 𝙃𝙄𝙉𝘿𝙄!

Maximize your money. Your family and your future self will be protected when the unexpected time comes.

That’s the value of financial literacy. ✨

Eto yung program na idedesign natin for you.

may iba ka pang pockets, if in the future gusto mo naman business,

Tag mo na rin bff mo and kapatid. Sabay sabay natin explore ang options nyo. 🧡

14/02/2024

Manifest your Future Goals into Reality ✨️

This plan protects you and your investment while growing your wealth. Whether it’s for retirement, education, or wealth-building, invest with confidence and manifest your dreams into reality.

Benefits at a Glance:
📌 Start-up bonus
📌 Premium extension bonus
📌 Loyalty bonuses
📌 Investment protector bonus
📌 Guaranteed milestone increase
📌 Waive future payments

To know more about the FWD Manifest plan, feel free to send a message let’s talk! 🧡

06/02/2024

𝗧𝗼𝗽 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗼𝗰𝗮𝘁𝗲

Sobrang saya at napakaswerte ko dahil naging isa ako sa top 3 financial advocates out of 200+ wealth planners in our branch!

🏆 Sa simula, part-time lang ang hinahanap ko, pero habang lumilipas ang panahon, nagbago ang layunin ko. I'm all about ensuring more people have insurance, securing their futures, and providing peace of mind in tough times.

Ang tagumpay na ito ay nagbibigay inspirasyon sa akin para lalo pang magsumikap at iparating sa iba kung gaano kahalaga ang insurance sa ating buhay.

Huge thanks to everyone who's been part of this incredible journey!

14/01/2024

I want to express my gratitude sa FWM ko na si Wilson Ferolino & Kay BM Thrixia Gomez for the award na natanggap ko. My main goal is to help our clients achieve peace of mind, pero na-surprise ako with this recognition. It truly motivates me to keep striving for excellence sa trabaho ko. Thank you sa acknowledgment, and I'm committed to maintaining high standards in serving our clients.

20/12/2023

Get up to 30% additional investment as your reward for keeping your policy intact during the early years with Start-up Bonus. One of the unique features of FWD Manifest.

Business Mastery Done 🧡 "Manifest"

19/12/2023

Ganito pala yung gastuhan once matamaan ka ng malubhang sakit sa pilipinas
naplano nyo nabang mapaghadaan ito in case of emergency ?

16/12/2023

Carlo? Ano magandang health insurance na marerecommend mo sa akin ?

Ito yung ma rerecommend ko sayo na health insurance product na more on critical illness benefit
Ito ay SET FOR HEALTH

Bakit yan carlo?

Alam mo ba pwede kang makapag claim up to 3x pag nakaroon ka ng unrelated major critical illness

Bigyan kita example, 1m yung coverage ng policy mo then nag karoon ka major critical illness ng tatlong beses, 3m agad yung pwede mo ma claim.

Ayos diba?

Meron pa, if nag karoon ka ng minor critical illness 20% ng coverage ng policy yung makukuha mo yung maximum amount is 500k.

Hindi mo sya habang buhay babayaran
Pwede kang mamili if 5 , 10 or 20 years to pay then protected kana hanggang 74 yrs old.

What if nawala na ako before 75 may makukuha ba yung beneficiaries ko? ou naman makukuha nila yung 1m na death benefit mo.

E paano naman if nabuhay ako hanggang 75?
Congrats client at lahat ng hinulog mo sa policy mo makukuha mo 🤯

Diba ang ganda?

PM mo na ako para masimulan na natin 😁

13/12/2023

I'm participating in Business Mastery to gain a deeper understanding of FWD's impressive product offerings. This will enable me to serve my clients more effectively, both existing and prospective ones. 👋😉

Address

Makati
1230

Telephone

+639390959125

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