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Financial Management with Dez, Davao City (2026)

14/12/2024

DRAGON FRUIT FARM FOR SALE!
-1.3 Hectares (2)
📍Location: Biao Joaquin, Calinan, Davao City.

☑️Titled
☑️water( Deep Well)
☑️1 pigpen
☑️3 bunkhouses
☑️Dragon Fruit (926 post and 20 meters line post)
☑️Lanzones (67 trees)
☑️Mango (47 trees)
☑️Peruvian Apple Cactus(500 pcs)
☑️banana(30 trees)
☑️Mangosteen(3)
☑️Durian (18 trees)
☑️coconut (9)
☑️bamboo trees

great opportunity for farming and investment! 💸

Price: 8M negotiable
Message me at :09771644171

25/10/2023

📣 TAYLOR SWIFT SINGAPORE CONCERT GIVEAWAY FOR SUN LIFE CLIENTS!!!!

Want to make the whole place shimmer? Speak now!

We are raffling off the following to our dear clients:
• a Trip for 2 to Singapore and concert tickets to watch a Grammy & VMA Award-winning artist LIVE!
• 15 VIP Tickets to the Sama-Sama sa Pasasalamat Concert to be raffled off from the 1st 150 clients who arrive at the Concert
• 150 Sun Life Sama-Sama sa Pasasalamat Gift Boxes

Sounds like a love story?

Check out our full mechanics here:
https://sunlife.co/Q4-Contact-Info-Update-Promo

Clients have until November 15, 2023 to become eligible. Drop everything now!

27/05/2023

“Today the greatest single source of wealth is between your ears.” © Brian Tracy

Teachers are blessings in educating young minds. I am greatly humbled that an educator like Ms. Jarvie opens her heart and mind to a brighter life with Sun Life Philippines. 🌤

Continuing to build her goals and dreams for her family while being wise in acquiring a risk management tool.

Excited to embark a new milestone with with you maam Jarvie ✨🥂

25/03/2023

It’s OFFICIAL!🔥🔥🔥

Sun Life still is NUMBER 1 for MORE THAN 10 years!!!We did it! The crown is ours in terms of New Business and Total Premium 👑👑👑

Undisputed Number 1 insurance company in the entire country, Sun Life 🏆🏆🏆

When others are still doubting, others have been believing to this longest (128 years) and strongest standing company in the Philippines!!!!

I am a proud SUNLIFER🫰🏼💛

𝗢𝗡𝗖𝗘 𝗔𝗚𝗔𝗜𝗡, 𝗦𝗨𝗡 𝗟𝗜𝗙𝗘 𝗜𝗦 𝗧𝗛𝗘 𝗡𝗨𝗠𝗕𝗘𝗥 𝟭 𝗜𝗡𝗦𝗨𝗥𝗔𝗡𝗖𝗘 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 𝗜𝗡 𝗧𝗛𝗘 𝗣𝗛𝗜𝗟𝗜𝗣𝗣𝗜𝗡𝗘𝗦!

𝙎𝙏𝘼𝘽𝙄𝙇𝙄𝙏𝙔. 𝘾𝙍𝙀𝘿𝙄𝘽𝙄𝙇𝙄𝙏𝙔. 𝙋𝙀𝙍𝙁𝙊𝙍𝙈𝘼𝙉𝘾𝙀.

𝑺𝑼𝑵 𝑳𝑰𝑭𝑬 is still Number 1! (5 out of 8 categories)

🥇Number 1 in New Business
🥇Number 1 in Net Income
🥇Number 1 in Total Premium
🥇Number 1 in Assets
🥇Number 1 in Invested Assets

Sun Life Philippines is also significantly top in traditional products because our guaranteed return funds are just that EXCELLENT!

Thank you, clients for making us SH1NE!

Sources:

https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Assets.pdf

https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Invested-Assets.pdf

https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-NBAPE.pdf

https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Premium-Income.pdf

https://www.insurance.gov.ph/wp-content/uploads/2023/03/Q4-2022-Performance-Life-Net-Income.pdf

25/02/2023

☀️ 𝙇𝙄𝙁𝙀 𝙄𝙉𝙎𝙐𝙍𝘼𝙉𝘾𝙀 + 𝙎𝘼𝙑𝙄𝙉𝙂𝙎 ☀️

𝐒𝐮𝐧 𝐒𝐦𝐚𝐫𝐭𝐞𝐫 𝐋𝐢𝐟𝐞 𝐄𝐥𝐢𝐭𝐞 𝐏𝐞𝐬𝐨 𝟏𝟎
🔥Here are 7 Compelling Reasons:

1. 𝘾𝙍𝙄𝙎𝙄𝙎 𝙋𝙍𝙊𝙊𝙁 𝙇𝙞𝙛𝙚𝙩𝙞𝙢𝙚 𝙂𝙪𝙖𝙧𝙖𝙣𝙩𝙚𝙚𝙙 𝘾𝙖𝙨𝙝 𝘽𝙚𝙣𝙚𝙛𝙞𝙩𝙨
▪️ As early as end of 6th year of your policy, you get to receive a Guaranteed Pay Out every other year until age 100 regardless of the economic situation

2. 𝙀𝙖𝙧𝙣 𝘿𝙄𝙑𝙄𝘿𝙀𝙉𝘿𝙎 𝙔𝙚𝙖𝙧𝙡𝙮
▪️ You will receive money if the company declares that there is a dividend

3. 𝙈𝙪𝙡𝙩𝙞 𝙂𝙚𝙣𝙚𝙧𝙖𝙩𝙞𝙤𝙣𝙖𝙡 𝘽𝙚𝙣𝙚𝙛𝙞𝙩𝙨
▪️ Even your grandchild will experience benefits

4. 𝙁𝙪𝙩𝙪𝙧𝙚 𝙍𝙚𝙖𝙙𝙮 𝘾𝙧𝙚𝙙𝙞𝙩
▪️ You can borrow money when you need money

5. 𝙁𝙪𝙩𝙪𝙧𝙚 𝙈𝙍𝙄 𝙁𝙤𝙧 𝙃𝙤𝙪𝙨𝙞𝙣𝙜 𝙇𝙤𝙖𝙣
▪️ You can use it if you're going to loan a house

6. 𝙈𝙪𝙡𝙩𝙞-𝙋𝙪𝙥𝙤𝙨𝙚 𝙁𝙪𝙣𝙙
▪️ You can give it as a gift, wedding fund, buy a car, build a business, property and many others

7. 𝙇𝙀𝙂𝘼𝘾𝙔 𝙂𝙞𝙛𝙩 𝙁𝙤𝙧 𝘼 𝙇𝙞𝙛𝙚𝙩𝙞𝙢𝙚
▪️ Your family will never forget you and what you've set-up for them

𝙎𝙐𝙄𝙏𝘼𝘽𝙇𝙀 𝙁𝙊𝙍:

🎓 Educational Fund
✈️ Travel Fund
🧓 Retirement Fund

Message me for inquiries.📩

19/01/2023

150k ni Client, 60k lifetime pension ang kapalit 😍
Start sa end of 6th year of the Policy may matatanggap na syang 60k PLUS may 1.5Million Life Insurance Coverage na Pamana Fund pa!

This Plan is Transferable. Pwede mong maipamana sa anak mo at sya naman ang makakatanggap ng lifetime pension 😮

Sure na ang pang aral sa College ng anak, Business Funds and For Building Retirement ni Client.💛

Message me to know more📩

Financial Management with Dez
Licensed Financial Advisor

16/01/2023

GOOD NEWS SUN LIFE POLICY HOLDERS!!

𝗜𝗳 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗣𝗢𝗟𝗜𝗖𝗜𝗘𝗦 𝗡𝗔 𝗧𝗥𝗔𝗗𝗜𝗧𝗜𝗢𝗡𝗔𝗟 𝗣𝗟𝗔𝗡𝗦 𝘀𝘂𝗰𝗵 𝗮𝘀 𝗦𝘂𝗻 𝗦𝗺𝗮𝗿𝘁𝗲𝗿 𝗘𝗹𝗶𝘁𝗲, 𝗦𝘂𝗻 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲, 𝗦𝘂𝗻 𝗙𝗶𝘁 & 𝗪𝗲𝗹𝗹 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲, 𝗲𝘁𝗰).

BIG congratulations dahil our accumulation rates (dividends and bonuses) will INCREASE from 3.90% to 4.20%! 🏆🤝

These plans are guaranteed and no risk! Pataas lang ng pataas! 😊

If you want to have this kind of plan, message mo lang ako. 😊

16/01/2023

𝐌𝐚𝐲 𝐧𝐚𝐭𝐮𝐭𝐮𝐥𝐨𝐠 𝐤𝐚 𝐛𝐚𝐧𝐠 𝐢𝐩𝐨𝐧 𝐬𝐚 𝐛𝐚𝐧𝐤? 🤔

Invest your money with Sun Life and get 𝙂𝙐𝘼𝙍𝘼𝙉𝙏𝙀𝙀𝘿 𝙍𝙀𝙏𝙐𝙍𝙉𝙎 at 4% yearly and life insurance coverage!

Sun Life is introducing SUN WEALTH PRIME 7:

The following are the product's features and benefits:
• 𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 Annual payout of 4% net for 7 years
• 𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 Return of capital after 7 years
• 𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 Life insurance protection of 110%
• 𝐆𝐔𝐀𝐑𝐀𝐍𝐓𝐄𝐄𝐃 Insurability. No medical exam.
• Min investment PHP 500k - 𝐨𝐧𝐞-𝐭𝐢𝐦𝐞 𝐩𝐚𝐲𝐦𝐞𝐧𝐭

Send me a message so you don’t miss out on this Bright Opportunity!

29/12/2022

Napakaresponsable na magulang ng mga clients ko. Kumuha sila ng plan na may guaranteed return after 6 years. Ibig sabihin 14 years old palang ang kanilang anak tumatanggap na ng P104,000 every other year until age 100 😍

Pwedeng gawin muna nilang pension then eventually ipapasa na ang pension sa anak. Pwede din gawing pandagdag sa tuition fee soon.

Mapapasana all ka nalang talaga! 8 policies na sila! Cheers to more mam and sir!

Thank you so much for trusting me always.

I love my job!

📩 Schedule a free financial planning today.

Credits to Jo Ballena

08/12/2022

Mao na siguro ni isa sa practical na regalo! 🥰

✅Educational Fund para sa mga anak.

✅Retirement Fund para saimo or para saimong parents.

✅Health Fund para sa hardworking person like you.

✅Income Protection para sa mga breadwinners.

Hopefully, magamit atong 13th month pay or bonus to give value to yourself and to your family. There’s no harm in getting your “wants” first, but sa panahon karon “Being practical is King”.

Balance is always the key. 🙌🏽

Message me if gusto mo mag pa quotation, but I will always recommend to sit down first. Para han-ay. 🥰

06/12/2022

One of the BEST GIFT is to secure your loved one's FUTURE. 💛

Life insurance plan is BEST for:

✨Breadwinners who provide for their family's needs and who's priority is to secure their family’s future, no matter what happens;

✨Young professionals who are just starting their careers, taking one step ahead for their future life milestones;

✨Babies/children's education is their parents' priority;

✨Parent's who want to live the life they want to have on their retirement years; and

✨Grandparents to pass on their LEGACY to the next generation ✨✨✨

ctto: Loreta Delbidos

14/11/2022

Uy, overnight!! Ugma naman diay no?

Spend you 13th month wisely!

1.) Pay you debts. Please unahin ang obligasyon. 🥰

2.) Magpa rebond! Char. Kumurot to reward yourself. Deserve mo yan!

3.) Add to your emergency fund. (Kung hindi ka pa nag b-build, simulan mo na!

4.) Check Life Insurance, Health Fund, and contact Financial Management with Dez, jusko mag start ka na! (Pag earlier, cheaper ang insurance)

5.) Investments. Whether to yourself, to Mutual Funds, to MP2, etc.

If you want deeper conversation on your finances, message me directly. 😄 Maybe I can share one or two lessons about finances that I have learned from series of trainings.

Financial Management with Dez

14/12/2024

25/10/2023

27/05/2023

25/03/2023

25/02/2023

19/01/2023

16/01/2023

16/01/2023

29/12/2022

08/12/2022

06/12/2022

14/11/2022

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