22/07/2025
𝐆𝐚𝐚𝐧𝐨 𝐛𝐚 𝐤𝐚𝐝𝐚𝐥𝐚𝐬 𝐝𝐚𝐩𝐚𝐭 𝐦𝐚𝐠-𝐜𝐨𝐧𝐝𝐮𝐜𝐭 𝐧𝐠 𝐩𝐨𝐥𝐢𝐜𝐲 𝐫𝐞𝐯𝐢𝐞𝐰? 🤔
(Kasi hindi naman porket nakakuha ka na ng plan, iiwan ka na ng advisor mo and ikaw na bahala sa the rest.)
If you ask me, it's a good idea to review your policies at least once a year or whenever you reach a significant life milestone. 𝙃𝙚𝙧𝙚 𝙖𝙧𝙚 𝙖 𝙛𝙚𝙬 𝙧𝙚𝙖𝙨𝙤𝙣𝙨 𝙬𝙝𝙮:
1. 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞𝐧𝐞𝐬𝐬: It's essential to ensure that your policies are achieving their intended goals. This is especially crucial for policies like VUL (Variable Universal Life) that involve fund value performance, which should be monitored regularly.
2. 𝐀𝐝𝐚𝐩𝐭𝐚𝐭𝐢𝐨𝐧: We all know that change is the only constant. Your policies should evolve with your evolving needs and circumstances.
3. 𝐑𝐞𝐜𝐚𝐥𝐥: Not everyone can remember all the details of their insurance coverage. Regular policy reviews help clients stay informed about their benefits.
4. 𝐓𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐜𝐲 𝐚𝐧𝐝 𝐓𝐫𝐮𝐬𝐭: Connecting with your advisor, who is essentially your financial partner in life, not only builds trust and collaboration but also helps evaluate the efficiency of resource usage and the need for any adjustments.
Therefore, it's highly advisable to connect with your advisors 𝙖𝙩 𝙡𝙚𝙖𝙨𝙩 𝙤𝙣𝙘𝙚 𝙖 𝙮𝙚𝙖𝙧. Wag po kayo mahihiya, perks nyo po yun and it's our job to help you review your policies. 😊
𝙄𝙨 𝙮𝙤𝙪𝙧 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝘼𝙙𝙫𝙞𝙨𝙤𝙧 𝙣𝙤 𝙡𝙤𝙣𝙜𝙚𝙧 𝙖𝙛𝙛𝙞𝙡𝙞𝙖𝙩𝙚𝙙 𝙬𝙞𝙩𝙝 𝙎𝙪𝙣 𝙇𝙞𝙛𝙚? Allow me to assist you! We have dedicated services for orphan clients.
Ano ba ang isang Orphan Client?
𝐀𝐧 𝐨𝐫𝐩𝐡𝐚𝐧 𝐜𝐥𝐢𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐩𝐨𝐥𝐢𝐜𝐲𝐡𝐨𝐥𝐝𝐞𝐫 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐚𝐧 𝐚𝐜𝐭𝐢𝐯𝐞 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 𝐚𝐠𝐞𝐧𝐭.
To continue servicing this client, they will be reassigned to one of our active advisors or the client's preferred advisor for a seamless transition. If match tayo, I'd be happy to assist you. ☺️
Blessed Day, everyone! 🌞
Love,
Bryan Roger V Ricafort 💛
