Insurance & Investments by Jayvee - Financial Advisor

22/10/2021

Glory to God!

Thanks to all my 100+ and growing clients, sharing this award with all of you..

Stuggled during Q3 and almost gave up due to lack of sales and prospects but very thankful for Q1 and Q2 stats that we still manage to be one of the Top 10 FA’s in Sun Life PBJ Sales Team.

Cheers!

January to September Stats:
🌟 Top 4 Advisor - AC
🌟 Top 4 Advisor - Lives
🌟 Top 10 Advisor - NSC

🌟
Top Advisor in Lives Feb 2021
Top Advisor in AC May 2021
Top Advisor in Lives May 2021

Looking forward for Top Advisor
Birthday Month November! 🤗💕☀️🎉🎊

Insurance & Investments by Jayvee - Financial Advisor

Wanna be one of the 100+ clients?
Message me..

Nde ka iiwan sa ere!
For life tayo magsasama!

06/10/2021

I'm very happy na na-ihabol namin etong Insurance with Investment plan ni client before sya sumampa 😍

Seaman si client., 28 year old. Nag inquire sya sa page Insurance & Investments by Jayvee - Financial Advisor a year ago and ngaun lang naiprocess since nagbakasyon sya.

Ngaun mas panatag sya na umalis kasi Insured na sya!

Congratz!

14/02/2021

Life Insurance: The Ultimate Valentine’s Day Present

Take Valentine’s gifting to a new level this year with the ultimate present: life insurance. Chocolate says: You’re sweet. Roses declare: Our relationship is beautiful. Life insurance promises: I’ll take care of you even if I’m gone. Which is the most meaningful option?

We’re here to help you make this February the month your loved ones find peace of mind. Read below as we answer some of the most frequently asked questions regarding the purchase of life insurance:

How do I know which type of life insurance is right for me? Learn the difference between term life insurance, which locks in your rate for the just the duration of the term and whole or universal life options that accrue cash value. One size of life insurance does not fit all, and that’s why the advice of an experienced advisor is so helpful.

Do I need life insurance if I’m single? YES. Others may not be depending on your income, but if something were to happen to you, your family will incur the expense of final arrangements. Also, it’s advantageous to lock in your insurability while you are healthy and qualify for favorable rates.

I’m young and healthy, so why do I need a life policy? Congratulations – it’s the perfect time for you to apply! The healthier you are when you request life insurance, the lower your cost is likely to be. There’s a common saying that life insurance isn’t for the living – it’s for those they leave behind.

My health isn’t the best – should I still seek to purchase life insurance? Of course! And if your health conditions improve, your rate may as well. For example, if you are a smoker and are 30 pounds overweight at the time of policy purchase, you may be able to seek a re-evaluated rate if your health changes for the better in the future.

Take the next step by contacting me (Jonathan Valdez) Sun Life Insurance Advisor or through my FB Page Insurance & Investments by Jayvee - Financial Advisor.

Keep the flowers. Buy the chocolates. And inside the card, tuck a printout of a life insurance policy with the message:

10/02/2021

Gusto mo ba i-secure ang future mo at ng pamilya mo for as low as P999/month?

Be protected with GUARANTEED life insurance until age 100 while letting your money GROW in the stock market!

Get a Sun MaxiLink 100!

Sun MaxiLink 100 is an affordable investment-linked life insurance plan perfect for the budget-conscious, but forward-looking Filipinos. Through this, you get the combined benefit of lifetime insurance protection and investment, providing financial security and peace of mind while you grow your money over time.

LIFE MILESTONES - It offers an easy way to prepare better for your dream trip, new business and other life goals.

RETIREMENT - It enables you to build a fund for a comfortable retirement. It offers investment options that will allow your money to grow over time, which you can use to enjoy your golden years.

EDUCATION - It enables you to build an education fund for your child’s future. It offers investment options that will allow your money to grow over time. This will help meet your child’s school expenses and secure your family’s future no matter what happens.

Benefits:

Lifetime Insurance Coverage
Secure your loved one’s future with guaranteed life insurance protection until age 100. This benefit is equivalent to at least twice your Face Amount, which goes to your family in the event of untimely demise. The amount can be used to help your family in their daily expenses and to ensure that they can still fulfill the dreams you have planned together.

Suitable investment options
Maximize your money’s worth by choosing among the investment fund options that best suit your risk appetite and financial objectives.

Professional fund management
Take advantage of Sun Life's professional fund managers' investment experience and expertise.

Funds for future needs
Build funds for your child's education, a comfortable retirement, or an important life milestone. In case of an emergency, money comes in handy via a partial fund withdrawal.

Manageable premium payments
Make payment more convenient depending on your goals. You may choose to pay your premiums annually, semi-annually or quarterly on a regular basis. You may also opt to increase your fund's value anytime through top-ups or excess payments on top of your regular premium.

18/08/2020

https://www.facebook.com/1572972565/posts/10221231036236795/?extid=fSxASxdwlItTpDsA&d=n

13/08/2020

11/08/2020

Planting and harvest don't happen in the same season.

Friends, start planting good things in life whatever it may be as long as it is good for the future. 😊

Your future self, your family and your friends will be thankful for the good decision you will make today.

"One day we will appreciate the truly important things in life.

26/07/2020