Money-verse PH

19/04/2023

Inviting you all to this Health & Wellness Hybrid Client Forum happening this coming Saturday, Apr 22, at 2pm 🙂

Message me now to register!

Let’s talk about the concern on the rising cost of healthcare in the country. Catch this exclusive session with Dr. Nicky Montoya, President and CEO of MediCard Philippines. Joining us as well is Abbygale Arenas-de Leon, beauty queen and cancer survivor. Join us on April 22, 2:00pm at SMX Aura, Bonifacio Global City or catch it via Zoom.

Scan the QR code to register! See you there!

14/03/2022

Until March 31 only!😄 message me to know more ♥️

Same comprehensive health plan at a now more affordable premium.

13/02/2022

Hear hear!

Vilma Santos-Recto: “Binayaran ko ang Bank mo. Buo. Mahirap yung minimum [interest] lang ang binabayaran mo. Mas lalo kang mababaon. Trenta ka na.”

Angel Locsin: “28 lang po.”

Vilma: “Kahit na. Kailangan may sarili kang insurance, retirement plan, investments. Iba pa rin yung meron kang financial freedom.”

🎬 Everything About Her

Subscribe for more stories: youtube.com/c/CinemaBravo

27/08/2021

You’re invited to our Health & Wellness client forum, W.F.H. – Winning From Home, happening later at 5PM!

Oliver “Birdie” Salva of Curiosity.ph will share insights on the country’s remote working situation, and the real value of staying healthy amidst the pandemic. He will also talk about how industries have adapted, and what thriving careers to consider to keep up with these changing times.

Exciting prizes will also be up for grabs so hope you won't miss this event. Just go to bit.ly/WFHregister or scan the QR to register ☺️ Let me know!

12/08/2021

The Elite Advisor Development Program (EADP) offers a financing scheme to support your growth in your first 2 years as an Insurance Entrepreneur.

Be a Full-time Financial Advisor and enjoy these rewards!
• Php25,000-75,000 Monthly Development Fund plus Commissions, Bonuses, and Incentives
• Intensive Training & Development, and Certifications
• Flexible Working Hours
• International & Local Trip Incentives
• Premier rewards and industry recognitions
• Fast Track Career Growth to Manager of Managers
• Fully-digitalized from hiring, training, up to selling!

SKILLS REQUIRED:
• Excellent communication, interpersonal, and analytical skills
• Great organization skills
• Can work under minimal supervision
• Flawless customer service and client management
• Team-building and leadership skills

MINIMUM QUALIFICATIONS:
• College graduate (Fresh graduates are welcome to apply)
• Part of Gen Y (Millennials) or Gen Z
• Highly-trainable and coachable
• Willing to perform daily prospecting and presentation calls with potential clients
• Confident, self-motivated, resilient, entrepreneurial, and people-oriented

11/06/2021

"I will be talking with a financial advisor for the first time and I don't have any idea on what to ask him/her. Heeeeelp! "

Is this your dilemma also?

We understand that purchasing life insurance is one of the important decisions that you will make in your life and we want to guide you in your journey.

So here are 𝟱 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗼𝘂𝗹𝗱 𝗮𝘀𝗸 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 . These will help you gain clarity and evaluate if you will be a good match.

1. 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘆𝗼𝘂𝗿 𝗾𝘂𝗮𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀?
Knowing the qualifications of your financial advisor gives you the confidence to trust him/her.
This will always help you know their commitment and how passionate they are about what they do.

2. 𝗪𝗵𝗮𝘁 𝗶𝘀 𝘁𝗵𝗲 𝘀𝗰𝗼𝗽𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗳𝗼𝗿 𝗺𝗲?
You need to understand the services that the financial advisor is offering and set your expectations. That way, you will know if the services you need will be provided.

3. 𝗪𝗵𝗮𝘁 𝗶𝘀 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗽𝗼𝗹𝗶𝗰𝘆 𝗳𝗼𝗿 𝗺𝗲?
Your financial advisor should put your best interest in mind. He/she should understand your current situation and help you in attaining your financial goals.

4. 𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗹𝗶𝗳𝗲/𝗵𝗲𝗮𝗹𝘁𝗵 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝘀𝗵𝗼𝘂𝗹𝗱 𝗜 𝗵𝗮𝘃𝗲?
Getting these kinds of information would help you prepare for your future and gain a deeper understanding of your financial needs.

5. 𝗛𝗼𝘄 𝘄𝗶𝗹𝗹 𝗼𝘂𝗿 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝘄𝗼𝗿𝗸?
You must know how the financial advisor would engage with you, your mode of communication and how often you would you meet to discuss your portfolio.

Let us know your thoughts on this 🙂