Jo Talks On Finances

Jo Talks On Finances Jocelyn Causapin is an advisor and assistant unit manager in Pru life UK. She finished her study in

*Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.

*Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.

*Obtains clients' commitment by explaining proposed financia

l plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.

*Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

Lifetime income. Lifetime rewards.
17/03/2026

Lifetime income. Lifetime rewards.

There’s nothing more meaningful than knowing your family will always be cared for. 🫂

With PRULifetime Income, your love can support the generations ahead. Start building that legacy today. ❤️
​
Their dreams deserve protection. Secure them with . Get a PHP 500 e-gift when you complete a personalized consultation. 🎁🤝
​
Talk to your agent today.

Visit pru.ph/PRUGiftofLoveSecuresFb to learn more.
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16/10/2025
Business grew amid pandemic! Join Us and be part of this growth
23/04/2021

Business grew amid pandemic!

Join Us and be part of this growth

MANILA, Philippiines—Despite the pandemic-induced recession, life insurers’ sales grew by 5.9 percent to P247.7 billion in 2020, according to the Insurance Commission (IC) on Tuesday (April

Di ba?
15/03/2021

Di ba?

05/03/2020

GENERAL ADMIN ASSOCIATE

Seeking for a dynamic candidate with the following qualities:

Graduate of BS Office Administration.
- Adept in MS Office Applications
- Attentive to Details
Pleasing personality, hardworking, resourceful
Works with minimum supervision
Attentive to details
Highly organized
Self Motivated
Excellent communication skills
Willing to work near POEA/Ortigas

Send comprehensive resume to [email protected].

Fresh graduates are welcome to apply.

03/02/2020

Oversea office activities, documentation, monitoring, handle calls

28/11/2019

Attract suitable candidates and Manage the recruitment process

Lahat ng natatanaw mo, hindi akin!Pero pwedeng yan ang view ng office if you will join our team!We are promoting 2 Unit ...
11/02/2019

Lahat ng natatanaw mo, hindi akin!

Pero pwedeng yan ang view ng office if you will join our team!

We are promoting 2 Unit Managers this year!

The third can be you!

PM me for a career preview!!!

When PruLife UK is having fun!Happy 22nd Anniversary in the Phils.
23/09/2018

When PruLife UK is having fun!

Happy 22nd Anniversary in the Phils.

Hello friends! I would like to invite you to another run of our business presentations called "Build Your Business" for ...
08/09/2018

Hello friends! I would like to invite you to another run of our business presentations called "Build Your Business" for this month of September.

See how it could fit your lifestyle should you join our team as full time or part time Financial Consultant of Pru Life UK.

Just send me the schedule of your choice. Need to attend only one. The session is FREE! PM me now, so I can reserve a seat for you. Don't miss it! See you there.

08/08/2018

Di naman talaga mahal...

Address

530 Shaw Boulevard
Mandaluyong
1552

Telephone

+639771271757

Website

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