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Insurance and Investment- Financial Goal, Parian (2026)

29/01/2023

Why SUN MAXILINK PRIME is the top selling VUL plan of Sunlife? Here's why...

1)Life insurance coverage- When something happens to you your family will receive an amount from 700,000 up to 10milion (based on your budget) that they can use on your final expense and for their daily living.

2) TDB (Total Disability Benefit)- If you become totally disabled your Sun Maxi Link Prime is considered as fully paid already.

3) ADB (Accidental Death Benefit)- if the cause of your death is due to accident, Sunlife will give your beneficiaries dditional money aside from the life insurance coverage (amounting from 350,000 and up)

4) CIB (Critical Illness Benefit)- If you will be diagnosed with any of the 36 specified critical illness such as acute heart attack,stroke, invssive cancer, coma, kidney failure etc..Sunlife will give you additional money that can support your treatment or can help you to pay hospital bills. (*CIB is optional depends on ur budget)

5) HIB (Hospital Income Benefit)- if you will be confine in the hospital you can get from 500-5,000 pesos per day as your hospital allowance. (*HIB is optional, depends on your budget)

6) Reasonable Cost- for as low as 1,500 per month or just 50 per day, a value meal worth in a fast food restaurant you can already start to live a brighter future. (again it will depend on your age, your budget and your lifestyle) You can start,it while you're still young. (Mas bata ka nagstart mas mura ang Insurance)

**In getting Sun Maxilink Prime, it gives you confidence to live everyday with peace of mind that no matter what happens your dreams for your family will go on and at the same time, your money is WORKING for you even if you're sleeping, these growing funds of yours can be use as your retirement fund or can be an educ.plan for your children.. 😊

To get this plan, i-message mo na ako📲🙂

Ctto

𝑮𝒆𝒕 𝒊𝒏𝒔𝒖𝒓𝒆𝒅. 𝑮𝒆𝒕 𝑷𝒓𝒐𝒕𝒆𝒄𝒕𝒆𝒅.
𝙎𝙚𝙘𝙪𝙧𝙚 𝙮𝙤𝙪𝙧 𝙛𝙪𝙩𝙪𝙧𝙚 𝙊𝙉𝙇𝙄𝙉𝙀!

👩🏻‍💼 Beverly Argelio Patitico
👩‍🏫 Licensed Financial Advisor
📧 [email protected]
📲0949-321-7530

19/11/2022

Congratulations🌞 Clients on taking your first step towards lifetime financial security!🎉🎉🎉

Thank you so much for choosing a brigther life with Sun Life and me as your Sun Life Advisor.

Your Partner Beyond Lifetime😊
✅Application is now on process

Choose a Brighter Life!
Your Licensed Sun Life Advisor,
Beverly A. Patitico 🫰💛
0949-321-7530

17/11/2022

One life SECURED! 💛
One family PROTECTED! ☀️

Congratulations for taking a step toward a brighter life with your new Sun Life insurance policy!

Thank you so much for trusting me as your financial advisor for life 🥰

Welcome to SunLife a way to a Brigther life!

17/11/2022

My Benefits from SunLife😍 Insurance + Investment

1. INSTANT WEALTH 🤑💰for your family, if Incase something happen to you. insurance can be valid choose up to age 88 or 100

2. LIFETIME INVESTMENT🌱 10 or 5 years ka lang naghulog may lifetime investment ka na na pwede mag grow until age 88..
Ito na ang PASSIVE INCOME mo after the maturity😅

3. WITHDRAWABLE Anytime🤩 If naka 5 years na at stable na ang fund pwede Naman mag partial withdraw anytime up to 70% if kailangan mo ito.

4. LOANABLE/NO Interest

5. Pwede mo rin magamit Ang fund mo sa kahit anong importanteng event sa life mo like milestone, dream travel, Business, retirement, etc.

6. and a lot more...feel free to get in touch with me for your FREE QOUTATION

💯 % Sure ako kailangan mo ito sa Buhay, para sa brighter future mo at Ng iyong Family 👨‍👩‍👦‍👦

Remember 5 or 10 years lang pero ang benefit nito is LIFETIME 🥰

I hope nakatulong ito at nai-explain ko ang Benefits nito for you.😍
Just Message me for more info😊

16/11/2022

Sharing this SunLife's promise to one of it's clients.

Sobrang pasalamat kay Sun Life Philippines! 🥺🥺🥺
You are true to your promise. 😇

You delivered the claims very fast and not only that..
it was directly to the beneficiary’s bank account! ❤️❤️
700K might not be so big for others but….
This is so helpful for the family to recover asap.
𝐓𝐨𝐭𝐚𝐥 𝐨𝐟 𝐏𝐡𝐩 𝟕𝟏𝟔,𝟏𝟐𝟑.𝟑𝟐
𝟕𝟎𝟎,𝟎𝟎𝟎 - 𝐋𝐢𝐟𝐞 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐂𝐨𝐯𝐞𝐫𝐚𝐠𝐞
𝟏𝟔,𝟏𝟐𝟑.𝟑𝟐 - 𝐅𝐮𝐧𝐝 𝐕𝐚𝐥𝐮𝐞
Checkout the timeline
October 18, 2022 - Sinubmit ang mga requirements for claims
October 19, 2022 - Aprroved (less than 24hrs)
October 21, 2022 - Deposited to the bank account ni beneficiary.

Credit to the owner.

16/11/2022

"DAGDAG GASTOS" nga lang ba ang pagkuha ng SunLife Insurance?

Let me tell you this...

❗️We cannot escape these things: GETTING OLD, SICK, and DIE. Sa oras ng kailangan mo ng pang gastos, mabibigay sayo yan ng Insurance mo (Accidental Benefit, Critical Illness Benefit, Hospital Income Benefit, and Death Benefit)

❗️Of course, you don't want to be an employee forever diba? Dito na papasok yung Investment portion ng Insurance mo. Pwede mong gamitin as:
✅ Retirement Fund
✅ Educational Fund (for your child)
✅ Travel Fund
✅ Emergency Fund

Ang daming benefits diba? 😉 Masasabi mo pa din bang "gastos" ang pagkuha nito?

To know more about Sun Life Insurance, feel free to message me!💛

Ctto

15/11/2022

Practical tips on how to succeed 👌

14/11/2022

GOOD NEWS! ☀️☀️☀️

Affordable insurance and investment plan for as low as ₱1,500 or ₱2,000 monthly.

Sa ₱2,000/ monthly mo, meron ka ng mga benefits na ito:

✅1M life insurance until age 100
✅800K critical illness benefit
✅500K accidental death benefit
✅Waiver of Premium upon death or disability
✅2.5M projected fund value at age 65 with 10 % return per annum
✅Insurance doesn't require time. If anything happens to yo, you can still get the benefits even though it's still not fully paid
✅Flexible payment terms: monthly, quarterly, semi-annually, or annually
✅Only 10 years to pay
✅You can partially withdraw from the investment to fund your goals

If you are interested, kindly send a message! We can process ONLINE application!

Let us all have a brighter tomorrow ☀️☀️☀️

Beverly A. Patitico
✍️Licensed Sun Life Advisor
👩‍💻Registered Real Estate Salesperson
0949-321-7530

13/11/2022

Naghahanap ka ba kung anong insurance product ang right for you?🙂
You might want to consider these Sun Life products below.
For a FREE quotation, just click the message button below the illustration.

13/11/2022

You deserve to be insured! 💛
Make your life brighter this 2022 by getting your own insurance plan☀
You can start for as low as P3,000 per month. Protect your health while building your wealth.

✅Protect your health with critical illness protection that covers 36 critical illnesses.
✅It has investment component that grows overtime and may come in handy via partial withdrawal in case of emergency.
✅Flexible payment terms
✅Coverage up to age 100
✅No meet up needed

Inquire now!
Choose a Brighter Life!

Beverly Argelio Patitico
Licensed Insurance Advisor- Sun Life of Canada Phils Inc.
[email protected]
0949-321-7530

13/11/2022

YUNG PAGKUHA NG INSURANCE PLANS, CAN WE DO IT NEXT MONTH?

YES. Actually pwede naman, kasi at the end of the day it’s your choice.

Pero let us be always reminded na everyday merong life risk.

Risk to get sick.
Risk to experience unexpected death.

We know naman na everyday di natin alam yung possible mangyari.

Na-remind tuloy ako dun sa quote na “PREVENTION IS BETTER THAN CURE.”

Kaya preparation and anticipation is important.

We are not praying na mangyari yung life risk. Ang prayers nga natin sana hindi mangyari.

Pero question? What if mangyari?

Kaya dapat as much as possible dapat may sense of urgency, especially to those person na meron naka depende sa kanilang family members.

To all parents and breadwinners (person that support their families) I know mahirap ang buhay as a parent and as a breadwinners pero because you love your families you really work hard just to provide for them.

But I have a question for you?

Anong mas mahirap?

Yung nandyan ka? Or pag wala ka na?

………………..

Life is more tougher for your family if ever mawala ka sa picture, especially financially.

Kaya need nila ng financial security para if ever mawala ka sa picture hindi mahihirapan yung family mo financially.

And one of the best and cheapest tool that you can have to secure your families financial future, is LIFE INSURANCE PLANS.

But again, the choice is yours.
CTTO

13/11/2022

BUSINESS OWNER INSURANCE
𝗔 𝗣𝗿𝗼𝗺𝗶𝘀𝗲 𝗙𝘂𝗹𝗳𝗶𝗹𝗹𝗲𝗱 𝗯𝘆 𝗦𝘂𝗻 𝗟𝗶𝗳𝗲
₱𝟮𝟮,𝟵𝟴𝟰,𝟬𝟱𝟳.𝟲𝟯 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!

ctto

Insurance and Investment- Financial Goal

29/01/2023

19/11/2022

17/11/2022

17/11/2022

16/11/2022

16/11/2022

15/11/2022

14/11/2022

13/11/2022

13/11/2022

13/11/2022

13/11/2022

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