Irene Yu - Sunlife Financial Advisor

30/10/2023

LIFE INSURANCE RULES!
HABANG BATA PA, KUHA NA TAYO NG INSURANCE!
Pm me for inquries!!!!

Ctto

30/10/2023

30/10/2023

Anong Sun Life plans ang pwede sa 'yo?

Choose Sun Maxilink Prime

✔️Kung tight budget, gusto flexible bayaran di naglalapse agad, limited pay to 10yrs only(for purely income protection plan), pwedeng imonthly

Choose Sun Fit and Well Advantage

✔️Kung gusto ng guaranteed plan for health protection na covered ang 114critical illness including cancer, limited pay for 10yrs only (available in 15,20yrs), magkasakit man or hindi walang tapon pwede maging retirement fund, may endowment, insured until age 100

Choose Sun Smarter Elite

✔️Kung gusto ng guaranteed income benefits simula 6th yr and another year after until age 100, pang college ng anak, gusto mo magkaron ng puhunan for business ang anak mo in the future ❤️

Kung kulang ang budget pero gusto magpa insure ako mag aadjust para sayo hanapan kita ng plan na pwede sayo❤️

Message me to avail now 🙂

30/10/2023

25/10/2023

Retirement planning is a journey that requires foresight, strategy, and the right tools in your financial toolkit. Life insurance, often overlooked, can play a pivotal role in shaping a perfect retirement plan. Here are 4 points on how life insurance fits into your retirement landscape:

1. Financial Security
Protects your family from loss of retirement income, ensuring your spouse's consistent standard of living.

2. Accumulation of Cash Value
Certain policies, like whole life, grow cash value over time, offering a supplementary income source during retirement.

3. Tax Benefits
The death benefit is often tax-free for beneficiaries, and premiums can grow tax-deferred, boosting their growth potential.

4. Estate Planning
Facilitates efficient wealth transfer to heirs and can help in covering potential estate taxes.

Incorporating life insurance in your retirement plan offers not only peace of mind but strategic financial advantages.

If you are wondering how life insurance can fit into your retirement plan, consider chatting with a financial advisor. They can provide a clearer picture and make a plan that suits your needs.

25/10/2023

Amongst all financial instruments, life insurance is one of the most misunderstood and unappreciated until it’s too late. This is one of the reason why insurance pe*******on remains to lag behind in the Philippines.

So do not reject the idea of life insurance right away, especially if you have not taken the time to learn what it can actually do for you and your family.

25/10/2023

Want to know more our Best Seller Elite Pamana Plan? Feel free to message me for inquiries 📩📩📩🙋🙋🙋
☀️ 𝙇𝙄𝙁𝙀 𝙄𝙉𝙎𝙐𝙍𝘼𝙉𝘾𝙀 + 𝙎𝘼𝙑𝙄𝙉𝙂𝙎 ☀️
𝐒𝐮𝐧 𝐒𝐦𝐚𝐫𝐭𝐞𝐫 𝐋𝐢𝐟𝐞 𝐄𝐥𝐢𝐭𝐞 𝐏𝐞𝐬𝐨 𝟏𝟎
🔥Here are 7 Compelling Reasons:

1. 𝘾𝙍𝙄𝙎𝙄𝙎 𝙋𝙍𝙊𝙊𝙁 𝙇𝙞𝙛𝙚𝙩𝙞𝙢𝙚 𝙂𝙪𝙖𝙧𝙖𝙣𝙩𝙚𝙚𝙙 𝘾𝙖𝙨𝙝 𝘽𝙚𝙣𝙚𝙛𝙞𝙩𝙨
▪️ As early as end of 6th year of your policy, you get to receive a Guaranteed Pay Out every other year until age 100 regardless of the economic situation

2. 𝙀𝙖𝙧𝙣 𝘿𝙄𝙑𝙄𝘿𝙀𝙉𝘿𝙎 𝙔𝙚𝙖𝙧𝙡𝙮
▪️ You will receive money if the company declares that there is a dividend

3. 𝙈𝙪𝙡𝙩𝙞 𝙂𝙚𝙣𝙚𝙧𝙖𝙩𝙞𝙤𝙣𝙖𝙡 𝘽𝙚𝙣𝙚𝙛𝙞𝙩𝙨
▪️ Even your grandchild will experience benefits

4. 𝙁𝙪𝙩𝙪𝙧𝙚 𝙍𝙚𝙖𝙙𝙮 𝘾𝙧𝙚𝙙𝙞𝙩
▪️ You can borrow money when you need money

5. 𝙁𝙪𝙩𝙪𝙧𝙚 𝙈𝙍𝙄 𝙁𝙤𝙧 𝙃𝙤𝙪𝙨𝙞𝙣𝙜 𝙇𝙤𝙖𝙣
▪️ You can use it if you're going to loan a house

6. 𝙈𝙪𝙡𝙩𝙞-𝙋𝙪𝙥𝙤𝙨𝙚 𝙁𝙪𝙣𝙙
▪️ You can give it as a gift, wedding fund, buy a car, build a business, property and many others

7. 𝙇𝙀𝙂𝘼𝘾𝙔 𝙂𝙞𝙛𝙩 𝙁𝙤𝙧 𝘼 𝙇𝙞𝙛𝙚𝙩𝙞𝙢𝙚
▪️ Your family will never forget you and what you've set-up for them

𝙎𝙐𝙄𝙏𝘼𝘽𝙇𝙀 𝙁𝙊𝙍:

🎓 Educational Fund
✈️ Travel Fund
🧓 Retirement Fund

📩📩📩🤝🤝🤝
Irene Yu
Sun Life Licensed Financial Advisor

09/10/2023