Sunlife Licensed Advisor - Frederick Ortega

01/05/2023

Mahal ba makapag handa para sa kinabukasan?
Naalala ko nung nakipag usap ako sa isang client.
Client: Akala ko dati, mahal makapaghanda sa kinabukasan, kaya nahihiya ako mag approach baka kasi hindi kaya ng budget ko.
Wag po tayong mahiyang magtanong. 😊 Mas nakakahiya na hindi paghandaan ang kinabukasan natin. ✨
Here are some samples proposals na abot kaya ng budget. 💛

01/05/2023

21/02/2023

“For the things we have to learn before we can do them, we learn by doing them.”― Aristotle

Sunlife Licensed Advisor - Frederick Ortega

26/01/2023

21/08/2019

Be prepared.
Get your life insurance now.
Ask me how. 😊💯

Frederick Ortega
09295655750

15/06/2019

✅TODAY IS THE BEST TIME TO START YOUR VUL (INSURANCE + INVESTMENT)!

💡Here are our Life's essentials and basic necessities:
1. Protection (if may mangyari sayong masama like death, your beneficiaries will get a guaranteed living benefit. Ofcourse ayaw naman nating iwan sila ng may utang diba po?)
2. Medium to Long term Goals (this is the specific needs ng mga tao kaya tayo nagiipon. Let say for a wedding, buying a car, buying a house and lot and etc.)
3. Education (Ito naman po yung isa din sa priority needs ng isang tao lalo na ang mga parents para sa future or pang college ng kanilang mga anak)
4. Retirement - hindi po sapat ang retirement benefit na makukuha natin sa SSS and Pag-ibig na makakapagsustain po ng everyday needs mo kapag matanda kana kaya kailangan paghandaan din talaga yung retirement fund mo, in reality po kasi diba karamihan po sa ating mga Pilipino is umaasa sa mga anak natin for our retirement eh madalas po hindi naman na din priority yung mga matatanda sa pagbudget ng expenses ng isang family since meron na din silang sarilinh family)

💡Basically meron din tayong need iconsider sa pagpili ng best Life Insurance:
1. Credibility of the insurance company (Sunlife is the pioneer of VUL in the philippines)
2. Low Premium Pay (For as low as 1,500/ month premium payment you can have your own life insurance with investment na kasama - VUL)
3. Investment (SunLife has professional fund managers na naglalagay ng money natin sa big and stable companies para maggrow pa ito to its maximum potential)

So, kayo po anong life goals nyo? Let me help you thru Financial Planning. 🌞

Message me for inquiries!

Frederick Ortega
Sunlife Financial Advisor
09295655780