Wealth Planner & Protector

Wealth Planner & Protector We are a “husband & wife” team whose mission is to help people build their financial future, protect & enjoy what they already have.

Both licensed with Philippine Insurance Commission

02/06/2025

AIA Philippines Life and General Insurance Co. Inc. (AIA Philippines) — formerly Philam Life and now the local arm of Hong Kong-based insurer AIA — was awarded gold in the prestigious life insurance category at the 27th Annual Reader's Digest Trusted Brands Awards, affirming its position as one ...

Life is full of twists and turns. Unforeseen circumstances may happen at anytime. That is why having a life plan is an i...
28/05/2025

Life is full of twists and turns. Unforeseen circumstances may happen at anytime. That is why having a life plan is an important investment because it helps you have peace of mind and the confidence to live a worry-free life. There is no better investment than securing you and your family in uncertain times and the best time to do that is now.

All our St. Peter Life products are tailor-fit for you and your beneficiaries, because like you, we care for your family too.

Be a Planholder now!

Want to know more? Need Clarifications?
Don't hesitate to contact us at 09989781208
or Direct message us here…

Introducing!!! MORE AFFORDABLE Life Plans with LOW MONTHLY INSTALLMENTS.Presenting the new 7-YEAR PAY ST. GEORGE and 7-Y...
20/09/2024

Introducing!!!

MORE AFFORDABLE Life Plans with LOW MONTHLY INSTALLMENTS.
Presenting the new 7-YEAR PAY ST. GEORGE and 7-YEAR PAY ST. GREGORY Life Plans for as low as P775 and P850 per month.

Now you can choose to pay on a 7-year payment term for both St. George and St. Gregory at more affordable low monthly installments while having the same exceptional features and value- added benefits as our existing 5-year pay St. George and 5-year pay St. Gregory Life Plans.

For inquiries, please call: 09989781208

Contact us to help you get started! PM us here…
08/08/2024

Contact us to help you get started! PM us here…

In the hustle and bustle of young adulthood, we might often overlook the importance of having insurance. However, planning and securing your future while you're young can be a game-changer for you!

22/06/2024

Why should young parents buy INSURANCE? For all the young families or parents-to-be, you’re probably wondering how to prepare yourself financially...

As a parent, we always want what’s BEST for our children, we want what is BEST for the family. Don't you agree?

The only thing that can provide you “peace of mind” is financial planning and insurance.

Understand that you need to have that back up plan so that your young family and yourself will be protected from unexpected events.

Our responsibility is to secure a greater future for our children, spouse, parents and even ourselves. With insurance, you can definitely achieve that!

Ask yourself these questions…
What happens if you fall sick?
What happens if you pass away?
What happens to your kids' education plan?

What are you doing right now to prepare for your retirement in 20-30 years time?
Do you know you can TRANSFER these risks to an insurance company?

Yes.. that’s what INSURANCE is all about.

Insurance is a means of protection from financial loss.

If you are a client reading this, don’t hesitate to speak to a financial advisor around you to find out more about financial planning. Because at the end of the day, it is smart of you to understand the different financial solutions out there to help you transfer away risk that you don’t want to take.

If you are a financial advisor reading this: please share this with clients who you believe need to read this. Please do not hesitate to reach out to clients you care about to get them covered because we all know premiums are going to increase in 2024.

if you are looking to upgrade yourself to better value add your clients, come join me at Business Owner Prospecting 2024: https://bit.ly/3x1Yzuu

22/06/2024

Since 1947, our journey to help Filipinos live Healthier, Longer, and Better Lives, started as Philam Life.​

Today as AIA, we stand stronger than ever in that promise.​

Each milestone is a testament to the hard work and dedication of our employees, agents, and partners, filled with countless shared memories and victories!

24/12/2023
05/08/2023

Bureau of Internal Revenue Commissioner Romeo D. Lumagui Jr. categorically declares the mandatory nature of the benefits given to Senior Citizens (SC) and Persons with Disabilities (PWD) for qualified purchases made online or through mobile applications. This is stated in Revenue Regulations No. 8-2023 (https://tinyurl.com/mwa5prup) issued by Commissioner Lumagui.

For the full details of this article please click this linkhttps://www.bir.gov.ph/images/bir_files/internal_communications_1/Advisory/2023/News_Media%20Release/PR60AUG0223.pdf

Income Assure 7 is a Single Pay Endowment product of AIA Philippines  with the following Guaranteed features:~Annual Net...
29/03/2023

Income Assure 7 is a Single Pay Endowment product of AIA Philippines with the following Guaranteed features:
~Annual Net Return of 3.5% for 7 years,
~Death Benefit of 110% of the Single Premium,
~100% Principal back at the end of the 7th year.
~Approval - no need for medical exam.

Set aside this funds now to increase your retirement fund or for any dreams you may have for yourself and your love ones.

Contact me at 09989781208 or pm here for more details.



Happy New Year to All 🎉
02/01/2023

Happy New Year to All 🎉

💚 Choose the Way You Want to be Remembered💚
25/07/2022

💚 Choose the Way You Want to be Remembered💚

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