Kristoffer Ferniz, CIA - Your Trusted Financial Planner

Kristoffer Ferniz, CIA - Your Trusted Financial Planner The Official page of Kristoffer Ferniz, CIA. | Assistant Unit Manager

ᴀ ꜰʀɪᴇɴᴅʟʏ ʀᴇᴍɪɴᴅᴇʀ ᴛᴏ ꜱᴛᴀʏ ꜱᴀꜰᴇ ɪɴ ᴛʜᴇ ʀᴀɪɴ! ᴜꜱᴇ ᴜᴍʙʀᴇʟʟᴀꜱ, ᴡᴇᴀʀ ᴡᴀᴛᴇʀᴘʀᴏᴏꜰ ᴄʟᴏᴛʜɪɴɢ ᴀɴᴅ ᴅʀɪᴠᴇ ᴄᴀʀᴇꜰᴜʟʟʏ. ᴋᴇᴇᴘ ʏᴏᴜʀ ꜰᴀᴍ...
24/07/2024

ᴀ ꜰʀɪᴇɴᴅʟʏ ʀᴇᴍɪɴᴅᴇʀ ᴛᴏ ꜱᴛᴀʏ ꜱᴀꜰᴇ ɪɴ ᴛʜᴇ ʀᴀɪɴ! ᴜꜱᴇ ᴜᴍʙʀᴇʟʟᴀꜱ, ᴡᴇᴀʀ ᴡᴀᴛᴇʀᴘʀᴏᴏꜰ ᴄʟᴏᴛʜɪɴɢ ᴀɴᴅ ᴅʀɪᴠᴇ ᴄᴀʀᴇꜰᴜʟʟʏ. ᴋᴇᴇᴘ ʏᴏᴜʀ ꜰᴀᴍɪʟʏ ᴅʀʏ ᴀɴᴅ ᴘʀᴜᴛᴇᴄᴛᴇᴅ. #ꜱᴀꜰᴇᴛʏꜰɪʀꜱᴛ

𝖪𝖱𝖨𝖲𝖳𝖮𝖥𝖥𝖤𝖱 𝖥𝖤𝖱𝖭𝖨𝖹
𝖠𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝗍 𝖴𝗇𝗂𝗍 𝖬𝖺𝗇𝖺𝗀𝖾𝗋 | 𝖫𝗂𝖼𝖾𝗇𝗌𝖾𝖽 𝖥𝗂𝗇𝖺𝗇𝖼𝗂𝖺𝗅 𝖠𝖽𝗏𝗂𝗌𝗈𝗋 | 𝖢𝖾𝗋𝗍𝗂𝖿𝗂𝖾𝖽 𝖨𝗇𝗏𝖾𝗌𝗍𝗆𝖾𝗇𝗍 𝖠𝖽𝗏𝗂𝗌𝗈𝗋 | 𝖱𝗈𝗈𝗄𝗂𝖾 𝖧𝗂𝗀𝗁 𝖥𝗅𝗒𝖾𝗋’𝗌 𝖢𝗅𝗎𝖻 𝖠𝖼𝗁𝗂𝖾𝗏𝖾𝗋 | 𝖭𝖺𝗍𝗂𝗈𝗇𝖺𝗅 𝖠𝖼𝗁𝗂𝖾𝗏𝖾𝗋𝗌 𝖢𝗅𝗎𝖻 𝖰𝗎𝖺𝗅𝗂𝖿𝗂𝖾𝗋 𝗉𝗅𝗎𝗄𝗄𝗋𝗂𝗌𝗍𝗈𝖿𝖿𝖾𝗋𝖿𝖾𝗋𝗇𝗂𝗓@𝗀𝗆𝖺𝗂𝗅.𝖼𝗈𝗆 | 0917.8990.888

March 12, 20244:21 amAbout to end my day this late with a grateful heart. 2 kids Insured and future ready! 💯 Get your pe...
11/03/2024

March 12, 2024
4:21 am

About to end my day this late with a grateful heart. 2 kids Insured and future ready! 💯

Get your personalized insurance and investment plan from me! Start Small. Start Now.

📩 me for more details about our products and services 🙂

KRISTOFFER FERNIZ
Assistant Unit Manager
Licensed Financial Advisor
Certified Investment Advisor
Rookie High Flyer’s Club Achiever
National Achievers Club Qualifier

[email protected]
0917.8990.888

February 24, 202405:00am📍 Philippines 🇵🇭 About to sleep at 5am 👍🏼 Finished 5 after-sales concerns for my 5 existing clie...
23/02/2024

February 24, 2024
05:00am
📍 Philippines 🇵🇭

About to sleep at 5am 👍🏼 Finished 5 after-sales concerns for my 5 existing clients.

✅ Transfer of Ownership
✅ Additional Rider
✅ Credit Card Enrollment
✅ Policy amendment
✅ Request for Refund (Double Charge)

At your service,

KRISTOFFER FERNIZ
Assistant Unit Manager
Licensed Financial Advisor
Certified Investment Advisor
Rookie High Flyer’s Club Achiever
National Achievers Club Qualifier

[email protected]
0917.8990.888

February 10, 2024 | 4:00pm📍 PhilippinesWorking after Work. Insuring after Flying. Happy Chinese New Year everyone ! 🧧🥮🎊
10/02/2024

February 10, 2024 | 4:00pm
📍 Philippines

Working after Work. Insuring after Flying. Happy Chinese New Year everyone ! 🧧🥮🎊

February 09, 2024 | 04:08am 📍Philippines As a servicing Financial Advisor, I am committed to provide excellent and excep...
08/02/2024

February 09, 2024 | 04:08am
📍Philippines

As a servicing Financial Advisor, I am committed to provide excellent and exceptional service to my existing and future clients not just before the policy issuance but as soon as the policy will be issued. I am committed to provide them with hassle-free after sales service. A lifetime commitment and a long term partnership I will always guarantee.

This morning, I was working on all the needed forms and requirements for 4 clients. Client #1 and #2 wanted to add riders to their current policy and Client #3 and #4 would like to change their Credit Card details after it expired. They just informed me and that’s it! I was the one who made all the necessary forms and will submit all documents to Head Office. That is the main job of a Financial Advisor, so choose your trusted Financial Advisor because it matters.

Good Night for now 😂 Will have to submit all these documents at 8am later 🙂

At your service,

KRISTOFFER FERNIZ
Assistant Unit Manager
Licensed Financial Advisor
Certified Investment Advisor
Rookie High Flyer’s Club Achiever
National Achievers Club Qualifier

[email protected]
0917.8990.888

January 5, 202309:38pmSKL. As shared this morning, I was preparing around 18 policy booklets for my clients the whole ni...
05/01/2024

January 5, 2023
09:38pm

SKL. As shared this morning, I was preparing around 18 policy booklets for my clients the whole night. Aside from the booklet the insurance company provides, I also provide a summarized & personalized policy booklet for my clients. I almost ran out of ink this morning and I was afraid that it won’t make it till the last one so I went to 6 different stores to look for my printer’s ink and hoarded these 😂

I want to make sure that the quality of my personalized booklets are really best thats why I use my personal printer at home rather than printing them on public places. Fulfilling my commitment to my clients to give them the quality of service they deserve to have 🙌🏻

At your service,

KRISTOFFER FERNIZ
Assistant Unit Manager
Licensed Financial Advisor
Certified Investment Advisor
Rookie High Flyer’s Club Achiever
National Achievers Club Qualifier

[email protected]
0917.8990.888

January 5, 20245:30amFirst post for 2024!It’s almost 6am and I’m not sleepy at all so I took the chance to prepare all t...
04/01/2024

January 5, 2024
5:30am

First post for 2024!

It’s almost 6am and I’m not sleepy at all so I took the chance to prepare all these policy booklets for policy delivery this month! 🙂

Gift yourself an insurance and investment plan this 2024. Let me create a personalized plan based on your needs.

Just PM me so that we can schedule a FREE Financial Planning via Zoom or Face-to-Face 🙂

At your service,

KRISTOFFER FERNIZ
Assistant Unit Manager
Licensed Financial Advisor
Certified Investment Advisor
Rookie High Flyer’s Club Achiever
National Achievers Club Qualifier

[email protected]
0917.8990.888

September 20, 2023 | 04:00am PH | 12:00am UAE📍Dubai, UAE 🇦🇪Working on a client while on a layover 😊 Online Presentation,...
19/09/2023

September 20, 2023 | 04:00am PH | 12:00am UAE

📍Dubai, UAE 🇦🇪

Working on a client while on a layover 😊

Online Presentation, Quotation anywhere in the world via Zoom. Closing and Issuance of policy once I land in Manila 🇵🇭 Client should also be in the Philippines. Its mandatory. So if you’re outside the PH and an insurance was issued by a PH based insurance agent, then that policy is VOID.

Btw, eating an authentic shawarma on saj bread 😉

KRISTOFFER FERNIZ
Assistant Unit Manager
Licensed Financial Advisor
Certified Investment Advisor
Rookie High Flyer’s Club Achiever
National Achievers Club Qualifier

[email protected]
0917.8990.888

August 2023Life Protector - 1st Runner Up Thank you dear clients for the never ending trust!This will definitely inspire...
03/09/2023

August 2023

Life Protector - 1st Runner Up

Thank you dear clients for the never ending trust!
This will definitely inspire me more to be the best Financial Advisor that delivers quality service at all times. ❤️

Thank You UM Mike and AUM OM Blaire for giving me the opportunity to share my best practices to our teammates, I hope th...
03/09/2023

Thank You UM Mike and AUM OM Blaire for giving me the opportunity to share my best practices to our teammates, I hope they have learned something from me and my experiences as a Rookie High Flyer and National Achiever despite being a part-timer 💯

KRISTOFFER FERNIZ
Assistant Unit Manager
Licensed Financial Advisor
Certified Investment Advisor
Rookie High Flyer’s Club Achiever
National Achievers Club Qualifier

[email protected]
0917.8990.888

September 2, 2023Saturday Unit Meeting and Guest Speaker for today! ❤️ Excited to share my best practices to my teammate...
02/09/2023

September 2, 2023

Saturday Unit Meeting and Guest Speaker for today! ❤️ Excited to share my best practices to my teammates 😊 Happy weekend everyone!

P.S. Made these slides at 2am this morning, I hope walang mali haha 🤞

August 30, 2023My passengers for today! Day off from flying so it’s my Pru Day!✅ Brochures✅ Giveaways for my clients✅ Ne...
30/08/2023

August 30, 2023

My passengers for today!
Day off from flying so it’s my Pru Day!

✅ Brochures
✅ Giveaways for my clients
✅ New policies
✅ Letterheads
✅ Business Card
✅ National Achiever Token
✅ New Policy Booklets

All for my valued clients! ❤️

KRISTOFFER FERNIZ
Assistant Unit Manager
Licensed Financial Advisor
Certified Investment Advisor
Rookie High Flyer’s Club Achiever
National Achievers Club Qualifier

[email protected]
0917.8990.888

Address

Makati City

Website

Alerts

Be the first to know and let us send you an email when Kristoffer Ferniz, CIA - Your Trusted Financial Planner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kristoffer Ferniz, CIA - Your Trusted Financial Planner:

Shortcuts

Share

Category