Financially Wise Momma

20/02/2020

20/02/2020

ATTENTION!

We are looking for 20 individuals to be secured within the months of February and March, because there are 20 reasons to start your personal insurance with investment. You can start small, or you can start big. It will be tailored fit to your need and financial capacity.

1. Income Protection if you are a parent or a breadwinner. ☂️
2. Education Fund for your kids. 👦👧
3. Retirement Fund for Parents. 👵👴
4. Retirement Fund for Kids! (Yes as early as now! 🙂)
5. Milestone Fund for everyone (Travel, Business, Car, House, Wedding, and many more) ✈️👔🚙🏘️💍💒👰
6. Retirement Fund for Millenials (yes as early as now!)
7. Investment for OFWs 💰
8. Comprehensive Health Insurance till age 100. 💉💊
9. Health Insurance Focusing on Cancer. 😷🏥
10. Reallocate your hard earned money to grow (Single Pay, minimum of 150k or 250k). 📈🌱
11. A gift to your love ones. 💌❣️💝
12. Can be used as MRI (Mortgage Redemption Insurance) for BANK LOANS. 💸🏦
13. Can be used to protect your business. 👨‍💼🏢
14. Group Life (Personal Accident Insurance) for companies to protect employees. 👷👷‍♀️👷‍♂️👨‍🏭👩‍🏭
15. Group Life (Personal Accident Insurance) for schools to protect students and teachers. 👩‍💻👨‍💻👩‍🏫👨‍🏫
16. Group Life (Personal Accident Insurance) for any institution or business with minimum of 5 employees. 5️⃣✅
17. Guaranteed fund every 2 years till age 100 (good for kids to maximize benefit) 😊👍
18. If you want to start develop the discipline of savings at a minimum amount. 📥
19. Estate Planning (fund to pay Estate Taxes). ☑️
20. We are your Financial Advisors, we will have a LIFETIME Partnership. ☀️☀️☀️

Send us a message.



Ctto

19/12/2019

It's good to be protected for life's uncertainties.
Do this for you and you love one's.

08/09/2018

💛Sun MaxiLink Prime💛
- is an investment-linked life insurance plan that can help you raise funds for a comfortable retirement. Alongside the insurance coverage it provides, Sun MaxiLink Prime offers investment options that will allow your money to grow over time. It enables you to build funds through a manageable payment scheme and offers you an option to add more into what you have initially saved for better growth potential. This can help you prepare for your retirement and enjoy lasting golden years.

💛Benefits of Sun MaxiLink Prime:

💛Life insurance coverage ✔️Secure your loved ones' future with guaranteed life insurance benefit equivalent to at least twice your plan’s Face Amount, which goes to your family in the event of untimely demise. The amount can be used to help your family in their daily expenses and to ensure that they can still fulfill the dreams you have planned together.✔️You may also add supplemental benefits or riders to provide additional protection for contingencies such as accidents, disability and illnesses.

💛Flexible investment options✔️Choose among the investment fund options to address your different investment objectives and risk appetite.

💛Professional fund management✔️Take advantage of Sun Life's professional fund managers' investment experience and expertise.

💛Funds for future needs✔️Build funds for your child's education, a comfortable retirement, or an important life milestone. In case of an emergency, money comes in handy via a partial fund withdrawal.

💛Manageable premium payments✔️Pay for at least 10 years or opt to increase your fund’s value through top-ups or excess payments on top of your regular premium.

02/09/2018

One thing is certain.. INFLATION.
To fight inflation you have to diversify your funds: Key in diversifying your funds:

1. Save - Leave 3-6 months of your salary in the bank as your emergency fund (banks) and pull out the rest because there is no way to fight inflation if you are just preserving your money. Inflation is at 5.7%

2. Invest - Now pull out the rest and let your excess money work for you. There is a financial tool that can keep up or even beat inflation, it is called "Investment" wherein you buy stocks and bonds to ride with the earnings (dividends an interests) of companies we patronize. Fight inflation!

3. Protect - Your savings and investment plan could be jeopardized by something inevitable like death, disability and sickness. These life contingencies can wipe up entire savings and can ruin your investment goal. Put some of your money to an income replacement financial tool called Life Insurance. It will protect you and loved once from being bank rupt.

A Variable Unit Linked Life Insurance offers all above mentioned. A VUL Life Insurance is a systematic way of saving, forcing you to save premiums. Also, a portion of your premium will be invested to accumulate your money. While waiting for your money to grow, it also gives you a peace of mind that you and your loved ones are protected. You don't know these because you refuse to know. A financial advisor will help you.

I can help you.

Abegail Cuenco,RN
Sunlife Financial Advisor






Ctto: Felizardo Marin Isip III

01/09/2018

Do something today that your future self will thank you for....

in Life Insurance