Close

Best Life Insurance Company in the Philippines(2018)

financial-freedom-featured-img01

Life Insurance companies exist to serve the public that’s why its operations is heavily regulated by a government agency – Insurance Commission (IC). Every year, Insurance Commission releases the statistics which reflect the performance of life insurance companies. The 2017 performance has been released on its website recently andSun Life of Canada (Philippines), Inc. maintained its […]

Read More

Understanding Your Personal Balance Sheet

financial-planning-featured-img01

In accounting,  to understand the financial position of a business, we look at the Balance sheet which includes the assets,  liabilities and equity accounts. Do you know, the balance sheet concept does not only apply to businesses? Because for personal finances,  it is widely used to calculate one’s net worth. Why Understanding Your Personal Balance Sheet is […]

Read More

Investment vs. Insurance

financial-planning-featured-img01

Really, which should you prioritize first? People are generally more engaged when I offer them an investment rather than a life insurance. Most people know, intellectually, that life insurance is necessary but people want to place their money on investments with benefits they themselves can enjoy. Before becoming a financial advisor myself, I am actually […]

Read More

I am Young and Single, Why Should I Get a Life Insurance?

parachute-featured-img01

If you are single, twenty-something or in early-thirties  —a millennial, you have probably asked this question at some point in time when an agent offered to you a life insurance product. Being at the early stage of working life, you have various personal aspirations and a strong desire to experience everything. You’ve got some adult […]

Read More

Sun Flexilink – Most Affordable VUL (Insurance + Investment)

sun-flexilink-leaflet-img01

Sun Flexilink is an investment-linked life insurance. This is the financial plan I purchased and the VUL plan I usually offer to my clients  due to the many benefits that it offers. Click here to learn what is a VUL. Affordable Adequate Protection and Investment If you are a budget-conscious and if you do not have any life insurance or […]

Read More