CFPI DAVAO DOS

23/09/2014

Magkano nga ba ang CFPI PENSION PLAN?

Sa CFPI ang PENSION PLAN mo sa halagang 440.00 kada buwan sa loob ng limang taon (5) may IPON KANA INSURED KAPA HANGGANG LABING LIMANG TAON (15).

ANO ANG MAKUKUHA KO PAG NAGBAYAD AKO NG 440.00 KADA BUWAN?

ITO ANG SAKTO PLAN 440.00 KADA BUWAN:

SAKTO PLAN ;

TAON NG PAG BAYAD = (5) LIMANG TAON
MATURITY = (15) TAON
(MAKUKUHA MO ANG PENSION MO)

BANUOANG PERA PAGDATING NG MATURITY = 30,000

* DEATH BENEFITS
TERM INSURANCE = 24,000
PENSION BENEFITS = 10,000

* PAG USAPAN NATIN ANG FUTURE MO.

CARITAS FINANCIAL PLANS INCORPORATED
0912-9050-327
MERRY ANN CARREON
CFPI DAVAO DOS
FINANCIAL CONSULTANT
RIZAL ST. DAVAO CITY MAIN OFFICE

23/09/2014

23/09/2014

Why should every Filipino have a CFPI Pension Plan?

A CFPI Pension Plan is in the form of SAVINGS and not INVESTMENT.
A CFPI Pension Plan carries the Interest Rates of Treasury Bills.
A CFPI Pension Plan has GUARANTEED amount upon maturity
A CFPI Pension Plan already carries the following insurances:
Credit Life
Waiver of Installments due to disability
Term Life Insurance
Accident causing Disability or Death

23/09/2014

) Our Flagship Carrier (main product)

PENSION PLANS (cash stashed away for you for golden days or days of new venture)

The Pre-Need Industry Is Now On Solid Ground
RA No. 9829
impregnable and rock solid
Insurance Commission (IC)
Our industry as strong as Life Insurance.

Why Should Every Filipino Have A Pension Plan?

Security
Dignity
Hope
……at dahil ang savings mo ‘alang kita sa bangko!

23/09/2014

HOW STABLE IS CFPI?
We Are A Subsidiary Of Caritas Health Shields

CFPI is a wholly subsidiary of Caritas Health Shields, Inc. (CHSI)

CHSI is a 23 year old HMO corporation with a Trust Fund worth a little more than Php 7.3B

CHSI has more than 80 branches all over the country
with 8,000 sales force servicing client’s policy needs

CHSI is the # 1 HMO in Mindanao and has been servicing Mindanao for the last 14 years

CHSI has more to lose if CFPI is a scam

CARITAS FAMILY OF COMPANIES
Caritas Health Shield, Inc.
Caritas Financial Plans, Inc.
Caritas Life Insurance Company
Clinica Caritas
Caritas Foundation
Caritas Family Clinic
Caritas Family Clinic Colleges
Caritas Leasing & Capital Corporation
Caritas Properties, Inc.
Botica Caritas
Colegio Caritas

Pillars Behind Us!
1. Mr. Geoffrey M. Martinez
Chairman of the Board

2. Atty. Eliseo P. Dizon, Jr.
President and CEO

3. Dr. Avenilo P. Aventura
Honorary Chairman

23/09/2014

WHO IS CARITAS FINANCIAL PLANS, INC.
(CFPI) ?

CARITAS FINNCIAL PLANS INC.-
Dealer of Securities since 2007
Distribution Center for Diversified Financial Services
P300 Million paid-up capital.

VISION:

The leading financial services company to market investment and financial products to the average Filipino, help alleviate poverty by fostering the habit of savings, and build financially stable families.

MISSION:

To help create strong middle income Filipino by helping them achieve financial indepen-dence through its business opportunity, products and services.

23/09/2014

We plan for our future.

18/09/2014

kinsa gusto mag avail ug PENSION/ SAVINGS PLAN?

For only 440 per month payable 5 years.
34,000 cash insurance until the maturity date of you pension/ savings plan.
10 years ang maturity,

Ang total money na makuha sa pag save fix 30,000 pag abot sa maturity date.

Kung naa kay pangutana pm ang # nimu kay ako magtawag.

CARITAS FINANCIAL PLANS INCORPORATED
0912-9050-327
MERRY ANN CARREON
CFPI DAVAO DOS
FINANCIAL CONSULTANT
RIZAL ST. DAVAO CITY MAIN OFFICE

18/09/2014

THE MOST AFFORDABLE PENSION PLAN:
SAKTO PLAN 440.00 PER MONTH
PAYABLE IN 5 YEARS.

0912-9050-327
MERRY ANN CARREON
CFPI DAVAO DOS
FINANCIAL CONSULTANT
RIZAL ST. DAVAO CITY MAIN OFFICE

18/09/2014

OBJECTIVE OF THE PENSION PLAN
The primary objective of having a financial plan for retirement to make independent and self-reliant by providing income to meet our needs. we are all going to retire sooner or later, and we will all be confronted with the same problem that confronts everyone who retires - INCOME (MONEY). It is a necessities in life.

Our Pension Products are ultra secure financial instrument designed to risk in you investment portfolio. We invest the majority of our assets in government bonds. Our investment are reviewed on a frequent basis by the INSURANCE COMMISSION to avoid shortage of funds.

YOUR ADVANTAGE:
1. YOUR FUNDS ARE MANAGED IN TRUST FUNDS - the most secure instruments in the market today.

2. AUDITED BY THE INSURANCE COMMISSION - the same government body that overseas insurance companies.

3. The banks where we invest our money in are GOVERNED BY THE BANGKO SENTRAL NG PILIPINAS.

4. FLEXIBLE PAYMENT SCHEME - Your pension can either be paid in MONTHLY, QUARTERLY, SEMI-ANNUAL, ANNUAL OR SPOT CASH BASIS.

OUR PENSION PLANS

* CARITAS FUND PROVIDER ELITE
The Caritas Fund Provider Elite Program that enables you to enjoy cash benefit before your plan matures.

*CARITAS FUND PROVIDER MABUHAY
The Caritas Fund Provider Mabuhay is a Pension Program that prepares for your retirement.

*SAKTO PENSION PLAN
The Sakto Pension Plan is the most affordable plan yet. At only 440.00 per month, you will be able to start to save no matter which state of life you are at present.

0912-9050-327
MERRY ANN CARREON
CFPI DAVAO DOS
FINANCIAL CONSULTANT
RIZAL ST. DAVAO CITY MAIN OFFICE