Insurance & Investment by.Peter Jonas F. Castilla

29/07/2026

📚 2026 Legal and Compliance Refresher Training for Life Changers ✨

Continuous learning and commitment to excellence! Today, we strengthen our knowledge and awareness on important legal and compliance standards to ensure integrity, accountability, and responsible business practices.

This refresher training covers essential topics including:
✅ Anti-Money Laundering (AML), Counter-Terrorism Financing (CTF), and Economic Sanctions
✅ Foreign Account Tax Compliance Act (FATCA)
✅ Anti-Fraud, Anti-Bribery, and Anti-Corruption
✅ Customer Protection Standards and Code of Sales and Business Conduct
✅ Code of Conduct and Conflict of Interest
✅ Data Privacy and Protection

Together, we continue to build a culture of trust, transparency, and compliance. 💙✨

19/06/2026

03/05/2026

06/06/2022

Thank You! Asian Institute of Management (AIM) for Inviting me to be your Guest Speaker and to share my Expertise In Financial Wellness..👍😁😍
Please Pray For Me Friends!

The Asian Institute of Management (AIM) is an international management school and research institution. It is one of the few business schools in Asia to be internationally accredited with the AACSB. It was established in partnership with Harvard Business School and uses the Harvard Business School case study teaching methodology.

https://en.m.wikipedia.org/wiki/Asian_Institute_of_Management

06/06/2022

Wow!

23/04/2022

‼️How to check if your financial advisor has a good mission to your financial goals?

✖️BAD ADVISOR: ay may Insurance ka nasa kabilang company, naku ang mahal nyan I cancel mo na yan at itigil mo na, at kumuha ka na sa company namin, the best kami.

✔️GOOD ADVISOR: Wow, congrats kasi may Insurance plan ka na sa ibang company, continue mo lang yan mam/sir, let's have a free review with your plan anytime to check if ano ung plans that you have ngayon.

Now, I'm telling you, if you encounter this kind of advisor, you are encountering an advisor na hindi magtatagal sa kinatatayuan niya dahil, simula pa lang, Mali na ang pamamaraan at hindi na Mission ang pinairal niya kundi pangsariling interes.

Good advisors always make sure to do his mission first before commissions.

From your Advisor,

➡️ Peter Jonas F. Castilla
Financial Wealth Planner
09052566812 - Globe 09465960588 - Smart
Email Add:[email protected]

For Sample Illustration or Policy Just Message Me! 📧👍📱📲
This is how our mentors and leaders raised us.🤩