The Genius Investor

21/06/2022

Join us in this Sun Life even. Recognize some money biases.

Are your biases making you lose money?

Discover the link between behavior and financial freedom in this FREE webinar with FQ Mom Rose Fres Fausto on June 28, 2022 (Tues), 2pm.

Register at https://sunlife.co/BrightTalks-June2022

01/06/2022

Nice story

26/05/2022

Raise your hand if you are one of the many CIMB users.

Maraming salamat sa inyong tuloy-tuloy na suporta at pag-unawa. We value you and always seek out ways on how to give you the best digital banking experience possible. This was the intention that guided, and continues to guide us, in what we do – especially in launching the all-new CIMB Bank PH app.

Despite our earnest preparation and efforts, there were unexpected issues that arose during the launch. During the past few days, you may have experienced intermittent slowness and disconnections on the all-new CIMB Bank PH app and inaccessibility on GSave on the GCash Mobile app. This was due to the higher than expected traffic that we experienced.

We have since improved and stabilized our app, wherein you can now access and log in to your account on the all-new CIMB Bank PH app and GSave on the GCash Mobile App. Please be advised that you may experience some minimal and infrequent disruptions on the new app as we continuously work on improving our app's performance.

Rest assured that your accounts and funds remain safe and secure with us. Please bear with us as we work on giving you the digital banking experience that you deserve.

As a token of our appreciation for your patience and understanding, we are offering new and existing CIMB Bank customers a total of 7% p.a. interest rate on your savings this June 2022.

For all existing CIMB Bank customers as of March 31, 2022 who are eligible for the current 4% p.a. promo, visit here to learn more: bit.ly/39StQnU

For new CIMB Bank customers from April 1 to June 30, 2022, visit here to learn more: bit.ly/3N6yQmT

Open the all-new CIMB Bank PH app now and grow your savings!
bit.ly/CIMBBankApp

Promo runs from June 1 to June 30, 2022. T&Cs apply.

For questions or concerns, you can call us at #2462 ( ) from 6:00 AM to 10:00 PM daily.

Deposits are insured by PDIC up to P500,000 per depositor.
CIMB Bank Philippines, Inc. is regulated by the Bangko Sentral ng Pilipinas as a Commercial Bank. You may contact the BSP Financial Consumer Protection Department at (+632)8708-7087 or [email protected] for any concerns regarding the Bank or its products or services.

23/05/2022

The promise of Sun Life that is worth sharing and remembering.

Even amid multiple crises the country faced last year, Sun Life Philippines (Sun Life) fulfilled its commitment to clients and paid around PHP 6.5 billion in death and living benefits. …

19/05/2022

We remain as the MOST TRUSTED INSURANCE BRAND.

After being recognized as the no. 1 life insurance company in the country, Sun Life Philippines now bags the highest honor for the Life Insurance category in the Trusted Brand Awards - for 4th year in a row! ☀️

We thank everyone for your continued trust and confidence in us. And as we mark our 127th year, we’ll stay committed to being Filipinos' in achieving lifetime financial security and living healthier lives. 💛

01/04/2022

Congratulations to Sun Life for remaining to be the No. 1 in PREMIUM INCOME for 11 CONSECUTIVE YEARS!!!
This is no doubt a remarkable feat and shows Sun Life consistency through the years.
Nonetheless, these figures would be impossible if not for the continuous trust and effort by our Sun Life partners.
Thank you. We, your advisors will stay dedicated to our mission of spreading financial independence.

07/03/2022

This scenario is saddening but realistic at the same time. That’s why, it’s very important that we diversify our portfolio from accumulating assets, investing in stocks and crytos and getting a life protection.❤️

Scenario. Just imagine.

A loved one got ill, now in the hospital, about to get the different lab test & medication.
The bills are piling up by the day. 💸

Advice: Don't get overwhelmed by the situation. Don't let the worries sink in.

Learn to step back for a while and ask yourself - "if this happens to me, will my family be emotionally and financially prepared for the cost?"

In life, we hope for the best and we should prepare for the worst.☝
Learn how to invest the right way and protect yourself.

25/02/2022

I am very happy whenever I conduct the policy review of my clients because we can have our kamustahan chitchats and an update of their current policy as well. Mostly, or majority of them really cannot recall much about their policy and will just remembe r that they have been paying their premiums religiously. That's why, as advisors, we have to make sure that we deliver the service our clients deserve, either we are working full time or part time.

Pero para saan nga ba ang POLICY REVIEW? Ito ay ay muling ipaunawa o mainform ang mga clients ng kanilang existing plan kasi maaring di na nila maalala ang dating plan. Itp din ang tamang oras para sabihin kung may mga detalye na dapat iupdate tulad ng beneficiaries, surname dahil nag asawa na, etc. That's why being an advisor is not just a one time meeting, rather, it's the start of a lifetime commitment with their clients.

Taas kamay sa mga FA na nagpopolicy review ng mga clients nila. Even to the clients na kakaorphan palang, I made sure that we can have a policy review. ☺️🥰