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Financial Literacy - Be Wise, Be Bright

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Financial Literacy - Be Wise, Be Bright

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23/04/2024

BUSINESS OWNER INSURANCE
𝗔 𝗣𝗿𝗼𝗺𝗶𝘀𝗲 𝗙𝘂𝗹𝗳𝗶𝗹𝗹𝗲𝗱 𝗯𝘆 𝗦𝘂𝗻 𝗟𝗶𝗳𝗲
₱𝟮𝟮,𝟵𝟴𝟰,𝟬𝟱𝟳.𝟲𝟯 (22.9 MILLION) 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗖𝗹𝗮𝗶𝗺 😇

The client is a 47 year old businessman, active and with a healthy lifestyle. He was only depositing 700K yearly for 7 years (A total of 4.9M Premium Paid) and it only took less than 1 month for the cheque to be released to his family.

One thing I have learned about businessmen is they know how to protect their assets as much as they know how to earn them.

Why am I sharing this?

✅ If you are earning well either in work or in business, you can do the same as the client did, invest a portion to Life Insurance, so your loved ones will still continue the life you both envisioned even at the time of demise.
✅ For smooth processing of claims, always make sure that the requirements to be submitted is complete.
✅ For those who do not believe in the power of Life Insurance due to their own reasons or worst due to “tsismis”.
Send me a message!

Connect with me on my messenger ❤

09/06/2023

Kayra's Birthday Celebration
Worth Millions Life Insurance as a birthday Gift 🙂

Sinong Magsasabing mga Artista o vlogger lang ang pwedeng mag regalo ng Insurance sa anak 🙂

So proud of you Tita Debnara Agrabio 🙂

03/03/2023

Yung mga celebrity nagpapa-Insured dahil alam nila ang value. Alamin mo na rin.🌞

𝗬𝗼𝘂 𝗰𝗮𝗻𝗻𝗼𝘁 𝘄𝗼𝗿𝗸 𝗳𝗼𝗿 𝗹𝗶𝗳𝗲 𝘁𝗵𝘂𝘀, 𝘆𝗼𝘂𝗿 𝗶𝗻𝗰𝗼𝗺𝗲 𝗶𝘀 𝗻𝗼𝘁 𝗳𝗼𝗿𝗲𝘃𝗲𝗿.

People avail insurance, either traditional or VUL, as their safety net.

Kaya 'pag breadwinner ka, employee, self-employed, business owner, single, parent o may dependents ka, mas maganda meron ka rin insurance as income continuation for your dreams and loved ones 💛

𝗞𝗶𝗻𝗱𝗹𝘆 𝘀𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗳𝗼𝗿 𝗮 𝗳𝗿𝗲𝗲 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 🙋‍♀️📝

Shiena Capada 💬

25/07/2022

Indeed!! One of the best gift for your love one is Life Insurance 😍😍

04/05/2022

Naalala mo nung kumuha ka ng first car mo na 15K monthly, yung cellphone plan mo na 3,000 per month at yung refrigerator mo na kinuha na 4,000 monthly.

Ang mindset mo kakayanin mo. Kaya kinakaya mo. ❤️

Yung life insurance na 50-100 pesos a day - ang mindset mo ang mahal. Kaya until now hindi ka pa din insured.

Sometimes it's not about the right amount, it's about the right mindset. 🗝️ 😊

Talk to a trusted financial advisor. 🙋‍♀️

ctto:

31/03/2022

Every week may dumarating na delivery, okay ‘yan.
Lalo kung nagiging happy ka sa pagsa-shopping.

Pero check din natin kung may natitira pa ba sa savings account at kung may nahuhulog pa ba para sa insurance o investments mo.

Dahil sa dulo— wala kang huhugutin kung wala ka ring tinanim ngayon.

Hindi mo kailangan kawawain ang sarili mo. Find the balance.

Ctto

06/03/2022

In case you didn’t know, Insurance premium becomes more expensive on your next birthday. ☺️

BAKIT?

Kasi naka based sa edad ng tao ang insurance, the older you get, the higher insurance premium is.

3 Facts about life insurance:
✅Mas mahal ang life insurance habang tumatanda ka.
✅Hindi lahat ng tao insurable.
✅Pinaka maganda pagkuha ng Life Insurance ay habang hindi mo ito kailangan.
Dahil baka pag kailangan mo na hindi na pwede.

Tara pag-usapan natin yan bago ka magbirthday this 2022! 👨‍💻✨

Ctto

22/02/2022

𝗔𝗸𝗮𝗹𝗮 𝗻𝗴 𝗶𝗯𝗮 𝗟𝗜𝗙𝗘 𝗜𝗡𝗦𝗨𝗥𝗔𝗡𝗖𝗘 𝗶𝘀 𝗮 𝗦𝗖𝗔𝗠.
Maybe you are pertaining from a different one. ( hindi yun Life insurance)

Life Insurance company ilang decades na yan. And matanda pa iba sa atin yan.

Insurance Company iisa lang ang Intention nyan (ano man ang kulay nyan)
DILAW (kami yun - SUN LIFE), P**A, GREEN, hindi ko na alam iba kung anong color sila)

It provides us peace of mind
It gives us financial protection once uncertainty strikes.

When you are insured, the insurance company helps cover the costs of covered losses (Syempre depende sa napili mong amount ng coverage mo)

Just think if wala kang coverage, you might have to pay for the costs out of pocket. Lahat ng laman ng bulsa mo, wallet mo, alkansya mo or even saving s bank. Ubos yan at malamang manghhiram pa tayo.

Pero if you are going to ask about our company.

Here's are some facts:

🔹Sun Life will celebrate its 126th year on 2022. We are the oldest insurance company in the Philippines since 1895. That's what you call stability and security.

https://www.sunlife.com.ph/PH/About+us/Who+we2+are/Our+history?vgnLocale=en_CA

🔹Sun Life is number 1 insurance company for 8 consecutive years. That's what you call credibility.

https://www.philstar.com/business/2018/04/03/1802138/sun-life-remains-top-insurer-philippines

💛

18/02/2022

My first Death Claim 🌞

*posting this with the consent of my client’s family

My client was a young professional. Sya ang nagmessage sa akin para kumuha ng insurance, kaya bago pa man kami mag-usap ay alam na nya ang importance nito.

Sya ang breadwinner ng pamilya pero nagagawa nya mag-ipon. Wala rin syang luho at bisyo.

He was healthy and fit, so I was shocked when he was diagnosed with a critical condition. And in less than two months in the hospital, he passed away.

It was heartbreaking, lalo na sa pamilya nya at sa mother nya na mahal na mahal nya. Ang bilis lang ng pangyayari.

Nung sinabi ko sa mother nya na 1 million ang matatanggap nya, she was teary-eyed. Sabi nya, “Hindi ko alam na ganyan, akala ko kung magkano lang. Sa totoo lang, hindi ko nga rin alam na kumuha sya ng insurance. Hindi nya nabanggit sa akin... Mabait talaga ang anak kong 'yun”. 😢❤🙏

I want to honor my client, my friend, for being a responsible and loving son. Hanggang sa huling pagkakataon, hindi nya pinabayaan ang pamilya nya.
I will forever be grateful for his trust, for believing in what we do, and for extending his love for his family through Sun Life. 🙏

To my clients and future clients, this is our purpose. We are here to secure your family. Pasensya na po kung makulit kami. We want you to know that this is for you and your family. We are here to guide you and be your partner for life.

Thank you, Sun Life, for another fulfilled promise. I am blessed and proud of being a Financial Advisor. 💛

Thank You, Lord, for leading me in this valuable career. ❤️

Life Insurance Matters

ctto: Myrell Laude

10/01/2022

Ang insurance ay parang paracetamol lang. Hindi mo pinapansin noon dahil hindi pa kailangan, pero ngayon na kailangan mo na…Wala nang stock, paglalaanan mo ng oras na pilahan or hanapin kahit saan. Willing kang magbayad kahit magkano pa siya.

Kung gaano kaimportante and paracetamol ngayon, ganun din kaimportante ang pagkuha ng insurance and investment.

Credits to the owner.

Kaya take advantage habang andyan pa, habang pwede pa at habang available pa💛 wag mong hayaan magsisi ka sa huli.

☀️☀️☀️

Reminder from your Advisor,

Shiena Capada
Licensed Financial Advisor
Sun Life of Canada PH
Genesis NBO☀️

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Marikina City
1805

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