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Prefer to Plan PH

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Prefer to Plan PH, Financial Consultant, Lapu-Lapu City.

Prefer to Plan aims to help you make the most of your finances by providing financial literacy and financial awareness by sharing helpful information about insurance plans, investment, and money management to get you on the right path.

04/02/2024

Manager Candidate Aspirants Strategic Business Planning with our very supportive SM Flor Parilla and UM Neil Parilla 🌞💛

31/01/2024

𝐂𝐋𝐈𝐄𝐍𝐓: 𝐀𝐍𝐎 𝐀𝐍𝐆 𝐌𝐀𝐆𝐀𝐍𝐃𝐀𝐍𝐆 𝐊𝐔𝐇𝐀𝐍𝐈𝐍 𝐍𝐀 𝐒𝐔𝐍 𝐋𝐈𝐅𝐄 𝐈𝐍𝐒𝐔𝐑𝐀𝐍𝐂𝐄 𝐏𝐎𝐋𝐈𝐂𝐘?

Me: Lahat ng plans ni Sun Life ay maganda, created with different GOALS, LIFE STAGES, and NEEDS.

So, it depends on your goal in getting an insurance.😊

Anuman ang reasons or needs kung bakit gusto mo ng insurance, may suitable Sun Life policy na pwede sa iyo at sa mga loved ones mo. 💛

Ang hanap mo ba ay 𝐚𝐟𝐟𝐨𝐫𝐝𝐚𝐛𝐥𝐞 𝐥𝐢𝐟𝐞 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞?

✅ Sun Safer Life
✅ Sun Start Up
✅ SunLife Assure

or gusto mo ng 𝐥𝐢𝐟𝐞 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 na 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭-𝐥𝐢𝐧𝐤𝐞𝐝?

✅ Sun Maxilink Prime

pero 𝐥𝐢𝐦𝐢𝐭𝐞𝐝 𝐩𝐚 𝐚𝐧𝐠 𝐛𝐮𝐝𝐠𝐞𝐭?

✅ Sun Flexilink
✅ Sun Maxilink100

Looking for source of 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐟𝐮𝐧𝐝𝐬 para sa mga anak mo?

✅ Sun Smarter Life Elite (with guaranteed cash benefits)
✅ Sun Dream Achiever
✅ Sun MaxiBright (investment-linked)

Comprehensive 𝐡𝐞𝐚𝐥𝐭𝐡 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 that covers 114 critical illnesses?

✅ Sun Fit and Well and Sun Fit & Well Plus/Advantage

Kung gusto mo na insured din ang 𝐬𝐞𝐧𝐢𝐨𝐫 𝐩𝐚𝐫𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐠𝐫𝐚𝐧𝐝𝐩𝐚𝐫𝐞𝐧𝐭𝐬 mo?

✅ Sun Senior Care

Kung gusto mo na insured ang female family members nyo na specific sa 𝐟𝐞𝐦𝐚𝐥𝐞 𝐜𝐫𝐢𝐭𝐢𝐜𝐚𝐥 𝐢𝐥𝐥𝐧𝐞𝐬𝐬 𝐚𝐧𝐝 𝐦𝐚𝐭𝐞𝐫𝐧𝐢𝐭𝐲 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬?

✅ Sun Maiden / Sun Maiden Plus

Insurance na pwedeng gamitin as 𝐌𝐑𝐈 (𝐌𝐨𝐫𝐭𝐠𝐚𝐠𝐞 𝐑𝐞𝐝𝐞𝐦𝐩𝐭𝐢𝐨𝐧 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞) sa bahay or condo na kinuha mo o kukunin pa lang?

at marami pang iba!

If you're not yet sure which plan you should get, let me help you choose the plan that suits you.

Let us start your financial plans, MESSAGE ME ANYTIME. 📲📩

ctto

04/12/2023

I am honored and grateful for the privilege of leading the Financial Wellness Program for Tuburan National High School teachers with Sun Life. This was my first time speaking in front of such an esteemed group of educators, and I was delighted to share my knowledge and expertise on financial planning with them. Empowering educators with essential financial insights is a journey filled with gratitude and purpose. The experience was truly rewarding, and I am passionate about using my platform to promote financial literacy and well-being. 💛

I look forward to more opportunities to speak on this important topic in the future.🌞

24/11/2023

Have you heard about the best health insurance protection in the Philippines?

Introducing Sun Life's "SUN FIT AND WELL ADVANTAGE" – a comprehensive life and health insurance plan providing critical illness and life coverage until age 100, coupled with exclusive disease prevention programs. 🌞

Tailored for the New Generation of wellness enthusiasts, this plan is ideal for young individuals seeking proactive health management, encompassing prevention and recovery.

Elevate your well-being with our BE FIT! BE WELL mindset, as SUN FIT AND WELL places your health and wellness at the forefront of our commitment. Your journey to a healthier life starts here! 🌞

Life Insurance + Critical Illness + Cash Benefit

📌Provides Guaranteed Cash Benefit
📌114 Major and Minor Critical Illness

✅Comprehensive Health Insurance Plan.
✅Covered 114 Critical illnesses both major and minor.
✅Protection for Investments and savings against possible hospitalization costs.
✅Lifetime coverage
✅Endowment Reward for Being Healthy and Many MORE!!

Worry no more, PAG INSURED KA NA!💪💛🌞

San Kapa? Sa Sun Life Sun Fit and Well Kana!😉💛

26/10/2023

🌟 Gratitude in Abundance! 🌟

Heartfelt appreciation to my incredible clients at Sun Life for your unwavering support, which propelled me to achieve my advisor activity track! 🎉

I am immensely proud to share that we've insured 5 lives this October, shaping and securing a brighter future for you, my dear clients. Your trust fuels my passion for guiding you toward financial security.

Thank you for your trust, support, and for allowing me to be your partner in securing your financial future. I am looking forward to continuing this journey together and achieving even greater milestones in the future.

Cheers to meaningful journeys together! 🥂💛🌞

24/03/2023

It’s OFFICIAL!🔥🔥🔥

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

🙏

15/03/2023

What is investment, properties, and business if wala kang health and life insurance?

Ilang taon mo pinundar at pinag-iponan, but in just a snap of a finger mauubos lang, dahil lng sa sakit? Papayag ka ba?

Get insured na habang healthy ka pa. Always remember, insurance is bought with HEALTH and MONEY 💛

🙏

15/03/2023

Do not wait for the day that no insurance company will accept you because you are not insurable. Remember, it is better to be 5 years too early than 5 minutes too late.☔️🔆

ctto

🙏

14/03/2023

Why Sun Life? ☀️

Below shows that Sun Life has maintained its standards by ranking FIRST twice in 5 categories in Insurance Industry 💛

Top 1 - in Premium Income
Top 1 - in Total Assets
Top 2 - in New Business Applications
Top 2 - in Net Income
Top 3 - in Net Worth

If you will ask me why all of the data below are important? The data below shows Standards:

This shows how strong and capable the companies are.
This shows how stable the companies are (based on the net worth and total assets)
This shows how competitive the companies are in making sure that they will fulfill their promises to their beloved clients (based on net income and premium income)

So yes, kung bakit sa tingin mo proud ako to be part of this Company, confident ako na whatever happened, na kahit magkaron ng isa pang global crisis, Sun Life can handle it! 💛

Check mo friend kung nasaan yung company that you are invested and protected with! 😊

🙏

ctto

06/03/2023

You deserve the PEACE OF MIND that comes with knowing that you and your family are PROTECTED. Having life insurance is a SMART FINANCIAL DECISION. It is a safety net that safeguard's you against the financial uncertainty of critical illness, accident, death, or sudden loss of income. It is also an important part of a solid financial plan for RETIREMENT, as well as a long-term savings strategy.

Take control of your financial future today❗️

Let me guide you on how you can prepare for a brighter future. Message me NOW! 📩😊

🙏

03/03/2023

We owe you money story.

Convo with a client:
🤷Client: Maganda naman ang life insurance, bakit onti lang naniniwala at meron nyan? Mag-present ka nga sa friends and officemates ko.
🙋Me: Kasi insurance is not tangible. It is just a piece of paper. Hindi mo sya pwedeng ipakita basta basta. Hindi sya pwedeng ipagmalaki tulad ng:
"May bagong bahay ako sa Camella village na yan"🏡
"Kumuha ako ng 3-bedroom unit with 4 parking slots sa BGC."🏘️
"Approved na yung bank loan ko para sa Toyota Vios. Next week ko maiuuwi."🚕
"Finally recontracting na ako sa Globe. Kukuha ako ng iPhone Xs Max."📲
"Grabe ang ganda ganda sa Japan. Ito pictures namin sa cherry blossoms, Disneyland, Universal Studios, Kyoto at Osaka o. 15 days kasi kami dun so nalibot namin lahat."🌉🌆🎪🗽🗼
"Nag-open kami ng franchise ng Potato Corner sa mall na yan. Dun naman sa school ni Junjun mag Gong Cha franchise naman kami."🏪

📑Insurance are none of those things.
🤷You cannot simply brag to your friends that you have a 4M death benefit, plus 2M accidental death, 1M disability benefit, 2M critical illness benefit, and more. You cannot also mention that your parents or relatives acquired a 10M, 20M, 45M life insurance coverage to prepare for their estate planning, retirement, and wealth transfer.

Pero alam nyo ba sir🕴️ ano ba talaga difference ng insurance companies sa ibang bagay o bangko?🤔

📃It is a piece of paper na kapag may sakuna will read,
💵"We owe you money" instead of it saying "You will owe us."🗒️
We generate revenue at hindi utang.📄
🚗Cars, gadgets📲, and appliances will be outdated and get obsolete one day, but your Life Insurance policy with investment📑 will appreciate over time.🕒
🕓The earlier you save, the wealthier you will become.💰

Let’s talk and I will help you to live the future with less worries.

ctto - investment insider

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Lapu-Lapu City
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