Precy Mateo - Your Advisor for Life

Precy Mateo - Your Advisor for Life I’m Precy, ang iyong friendly financial advisor for life. Plan ahead for retirement, education, sickness & disability and estate for a brighter future.

Kung sa school, tinuruan ka kung paano maging magaling sa iyong piniling propesyon, ako naman ang bahala gumabay sa iyong Financial Freedom journey. A Tailor fit advise for every unique person in every stage of life.

07/05/2026
Securing family's future, no matter what. Applying for life insurance to ensure they're protected and cared for, always.
05/05/2026

Securing family's future, no matter what. Applying for life insurance to ensure they're protected and cared for, always.

18/04/2023

If people are dependent on your income, you need life insurance.

08/01/2023

Here are 4 reasons why Whole Life Insurance is a great asset:

⭐️ It provides a death benefit to help protect loved ones: The primary purpose of life insurance is to provide financial support to the policyholder's beneficiaries in the event of their death. A whole life insurance policy can help to ensure that your loved ones are taken care of financially if you are no longer able to provide for them.

⭐ It builds cash value: Whole life insurance policies include a savings component that allows policyholders to build cash value over time. This cash value can be borrowed against or withdrawn by the policyholder, which can be helpful in times of financial need.

⭐ It can be a source of funds for policyholders: In addition to providing a death benefit, whole life insurance can also serve as a source of funds for policyholders to use during their lifetimes. Policyholders can borrow against their policy's cash value or take out a policy loan, which can be helpful in times of financial need.

⭐ It can provide tax benefits: In many cases, whole life insurance can provide tax benefits to policyholders. For example, the cash value of a whole life insurance policy may be tax-deferred, meaning that policyholders don't have to pay taxes on the growth of the cash value until it is withdrawn and almost always the death benefit is tax free.

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If you are a financial advisor reading this: Please share this with your clients and friends who you think should be aware of this.

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Financial Advisors click here ➡️ learn.sanjaytolani.com

19/10/2022

Have you asked this to yourself? Can my family live in comfort even when I’m gone? How much do you love your family?

5 Steps in Financial Planning
23/07/2022

5 Steps in Financial Planning

Address

Sun Life Financial Plans Incorporated Regional Sales Office
Makati
1229

Telephone

+639272710219

Website

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