Invest & Insure

The 3 major financial needs:

1. Income Protection/Life Insurance - This will protect your family if you die too soon. Life insurance protection can help you replace your income, help finance your children's education, pay estate tax, pay debts, etc. instantly.

2. Investment - This is the answer if you live too long. This will generate continuing income for you when you retire. It is your money working for you.

3. Long-Term Healthcare - This is the answer to your healthcare needs when you retire or get old. How comfortable your health care situation will be after you turn age 60 depends on the decision you make today.

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#𝗕𝗲𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗹𝘆𝗥𝗲𝗮𝗱𝘆 #𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗔𝗵𝗲𝗮𝗱 #𝗕𝗲𝗜𝗻𝘀𝘂𝗿𝗲𝗱𝗧𝗼𝗱𝗮𝘆 #𝗦𝗮𝘃𝗲𝗜𝗻𝘃𝗲𝘀𝘁𝗣𝗿𝗼𝘁𝗲𝗰𝘁

𝗠𝗢𝗡𝗘𝗬 𝗠𝗔𝗡𝗔𝗚𝗘𝗠𝗘𝗡𝗧 𝗧𝗜𝗣𝗦: 𝟱𝟬|𝟯𝟬|𝟮𝟬 R𝘂𝗹𝗲 𝗳𝗼𝗿 M𝗮𝗻𝗮𝗴𝗶𝗻𝗴 M𝗼𝗻𝗲𝘆

The basic rule of thumb is to divide your monthly after-tax income into three spending categories:
✅ 𝟱𝟬% for needs
✅ 𝟯𝟬% for wants and
✅ 𝟮𝟬% for savings or paying off debt.

By regularly keeping your expenses balanced across these main spending areas, you can put your money to work more efficiently.

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TARA USAP TAYO!

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17,500 per month for 5 years!

Perfect for:
✅ Retirement
✅ Business expansion
✅ College education fund
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✅ Big purchases

Plus:
✅ Comprehensive insurance coverage (death, disability, accident, critical illness, hospitalization)
✅ Higher investment allocation with short saving period.

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Mabuti ang mag-invest kasi ito ay 𝗪𝗘𝗔𝗟𝗧𝗛 𝗔𝗖𝗖𝗨𝗠𝗨𝗟𝗔𝗧𝗜𝗢𝗡.

Pero mas mabuti kung meron din insurance kasi ito ay 𝗪𝗘𝗔𝗟𝗧𝗛 𝗣𝗥𝗢𝗧𝗘𝗖𝗧𝗜𝗢𝗡. So that if life’s uncertainties happen, ang insurance ang magbabayad ng hospital bills.

Get 𝗜𝗡𝗦𝗨𝗥𝗔𝗩𝗘𝗦𝗧 today! May 𝗜𝗡𝗦𝗨𝗥𝗔nce ka na, may in𝗩𝗘𝗦𝗧ment ka pa! 😊

💬 Talk to your trusted financial advisor.
#𝗕𝗲𝗜𝗻𝘀𝘂𝗿𝗲𝗱𝗧𝗼𝗱𝗮𝘆 #𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗔𝗵𝗲𝗮𝗱 #𝗕𝗲𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗹𝘆𝗥𝗲𝗮𝗱𝘆 #𝗦𝗮𝘃𝗲𝗜𝗻𝘃𝗲𝘀𝘁𝗣𝗿𝗼𝘁𝗲𝗰𝘁

𝗪𝗵𝘆 𝗩𝗨𝗟 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗸𝗶𝗱𝘀? 🎓🥇

1. 𝗬𝗼𝘂𝗿 𝗰𝗵𝗶𝗹𝗱 𝗶𝘀 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗶𝗻𝘀𝘂𝗿𝗲𝗱 up to age 100!

2. A huge portion of your monthly contribution will be invested in the PH and Global Markets and other investment platforms and will be handled by top fund managers. The money that you invested will grow over time and this funds can be used for 𝗰𝗼𝗹𝗹𝗲𝗴𝗲 𝘁𝘂𝗶𝘁𝗶𝗼𝗻 𝗳𝗲𝗲, 𝗴𝗿𝗮𝗱𝘂𝗮𝘁𝗶𝗼𝗻 𝗴𝗶𝗳𝘁 𝗼𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗼𝗿 𝘀𝘁𝗮𝗿𝘁-𝘂𝗽 𝗼𝗳 𝘁𝗵𝗲 𝗰𝗵𝗶𝗹𝗱.

3. If the parent becomes disabled or in the event of an untimely passing of the parent, 𝘁𝗵𝗲 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝘄𝗶𝗹𝗹 𝘄𝗮𝗶𝘃𝗲 𝗮𝗹𝗹 𝗿𝗲𝗺𝗮𝗶𝗻𝗶𝗻𝗴 𝗰𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀. Which means, even if you are taken out of the picture, your child will still be insured and the investment program will still continue as if you are still paying for your contributions.

4. Since 𝘁𝗵𝗲 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 𝗶𝘀 𝗳𝗹𝗲𝘅𝗶𝗯𝗹𝗲, it can be later converted into other purpose if needed. For example, the investment funds can be used or can be withdrawn to fund a critical illness, or to fund a down payment for a major purchase, or can be used as a business capital, etc.

If you want to know more about this, send me a message so we can discuss your options and we can set a tailor-fitted program for your and your child's goals! 😉 See you! ❤

#𝗕𝗲𝗜𝗻𝘀𝘂𝗿𝗲𝗱𝗧𝗼𝗱𝗮𝘆 #𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗔𝗵𝗲𝗮𝗱 #𝗕𝗲𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝗹𝘆𝗥𝗲𝗮𝗱𝘆 #𝗦𝗮𝘃𝗲𝗜𝗻𝘃𝗲𝘀𝘁𝗣𝗿𝗼𝘁𝗲𝗰𝘁