06/03/2021
Client Convo Diaries
Client: Shanee, actually okay naman yung explanation mo kaso ayoko talaga ng long term commitment, bata and healthy pa naman ako.
Me: I understand. Anyway, Ma'am, nabanggit nyo mahilig kayo travel pala kanina.
Client: Oo. Minsan nakaabang ako sa piso fare pag meron.
Me: Ah okay. Ask ko lang noh, pag nagbobook po ba kayo, do you book it 2 weeks in advance, a month or 6 months before?
Client: Hindi, usually a year before pa.
Me: Ganon din po ba sa hotels?
Client: Yes. Usually para mas mura.
Me: I see. Actually same concept lang naman yan ng diniscuss natin. Starting your retirement plan now is the same as booking a plane ticket. Pag mas maaga, mas insurable pa kayo and the rates are much lower since lower risk kayo.
Client: Pero yun is 1 year lang naman in advance, hindi naman katagalan.
Me: Yes maam. Pero your holiday is usually 5 days lang diba? Retirement life lasts long hanggang 20 years. Retirement is the longest holiday of your life. So let me ask you, do you want a business class retirement or economical?
Client:........
Plane ticket:......
Retirement:.......
