21/10/2021
The unwavering promise of a Sun Life Financial Advisor
My first insurance death claim happened after four years of practicing my financial advisory profession. It breaks my heart upon learning about the passing of one of my first few clients when I started my career in 2017. He was a good friend of mine and a former colleague in public service.
Nothing can ease the searing pain of lamentation when someone who is dear to us passed away. But reality reminds us that death comes like a thief in the night. For death is inevitable and certain. Though none of us is permanent in this world, it is not easy to accept the untimely demise of a promising and humble public servant who have touched the lives of others in meaningful ways. His death was devastating to his family. Being a bread winner, the more they felt the loss of a responsible spouse, father and son.
A day after his death I personally visited their home and talked to her 81 year old mom. She was melancholy while she keeps on recollecting her only son’s memories. As I empathized her, I couldn’t hide myself crying out loud.
A week after I submitted all the requirements, I was notified that the claim was approved and the proceeds were already deposited to beneficiaries’ bank account. That’s how prompt and hassle free our company delivers its fulfilled promise.
The life insurance proceeds is the last love letter that he left to his family. I know that the money can never bring back his life but it will make a difference into the lives of his loved ones. It is a testament of his undying love that will remind them to continue living the life that he wants despite his absence.
My first death claim made me realized the nobility of my career as Financial Advisor. I should say, it is priceless to have served and brought a brighter side of life while the family is in deep grief and sorrow. It is priceless to have rendered a service toiled with great love, patience and responsibility for my valued client. Indeed, this is the real essence of building partnership beyond lifetimes manifesting the core values of being the Most Respected Advisor --- Caring, Winning, Inspiring and Professional.
Thank you for trusting me as your Financial Advisor for life, a dependable partner who have helped you keep track on your financial goals. Rest assured, I will continue to provide guidance with your family’s financial journey. It is a blessing to have served you and your family over the years.
The unwavering promise of love and conviction remains steadfast as your competent and reliable Financial Advisor continues to serve and teach others achieve financial goals and live healthier lives.
CYRIL P. BANDIBAS- ABONITA, CWP, CEPP
Certified Wealth Planner
Certified Estate Planner
Associate Financial Planner
Manager Candidate, Apple NBO