https://www.facebook.com/100285165081142/

Penny-Wise - Financial Planning

Home
Philippines
Mandaluyong
Penny-Wise - Financial Planning

Savings,Investments,Protection,Educational Funding,Retirement Plan, Mortgage Redemption Insurance,Est

21/09/2022

According to the Insurance Commission (IC), there were more policies and insured lives during Q1 or 2022. 🙏

More details from the PhilStar article: https://www.philstar.com/business/2022/09/09/2208343/insurers-earn-less-q1

15/09/2022

Need extra income para di na sumakit ulo? 😅

Join us na kasi friends!!!!

======

SWELDO DAY TODAY!

HEAR ME OUT TEAM ESLIA.

SUPER PERFECT DAY ANG SWELDO DAY TO SELL AND RECRUIT.

Look at your prospect list.

✅ Alin dyan maganda sendan ng poster or message regarding our products and services.

NEED KASI NILA:
- breadwinners- parents or non parents basta may naka asa sa kanila
- dami anak
- ofws
- buss people

THEY CAN AFFORD:
- laging nag tra-travel
- may new items lagi sa shoppers
- mga peeps na nag fleflex ng watch and other items they own, eating in restos, etc.
- gen z & millenials

✅ Alin sa kanila pwede marecruit nasa ByB. Yung alam mo ang sipag at ang galing pero lam mo pag nakita nya uli sweldo nya ngayon, mejo dismayado sya kasi ang liit.

Also mga agents na kilala nyo Team- car, real estate, medrep, corporate sales, events mgt people, entrepreneurs and any new grads that you know.

25/07/2022

𝗟𝗶𝗳𝗲 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗶𝘀 𝗠𝗼𝗻𝗲𝘆--

Money for our family when we 𝗽𝗮𝘀𝘀 𝗮𝘄𝗮𝘆;

Money for 𝗵𝗼𝘀𝗽𝗶𝘁𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻;

Money when we get 𝗱𝗶𝘀𝗮𝗯𝗹𝗲𝗱;

Money when we are 𝗱𝗶𝗮𝗴𝗻𝗼𝘀𝗲𝗱 with cancer, heart attack, or stroke;

Money in case we meet an 𝗮𝗰𝗰𝗶𝗱𝗲𝗻𝘁.

𝘐𝘯 𝘤𝘢𝘴𝘦 𝘭𝘪𝘧𝘦 𝘪𝘴 𝘨𝘰𝘰𝘥 𝘢𝘯𝘥 𝘸𝘦 𝘨𝘳𝘦𝘸 𝘰𝘭𝘥, Life Insurance becomes our 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗙𝘂𝗻𝗱, Business Fund, Travel Fund, Educational Fund.

PM for an exploratory talk, let me help you understand better how Insurance and Investment work. 😊📩

17/07/2022

Sabi nila, yung unang sweldo ibigay mo na sa parents yan, treat them out, pay it forward. 🤗👍 Happy pa sila! ♥️

But for the subsequent pays, mag-SAVE ka na!
"DON'T MISS A SINGLE PAYDAY Without SETTING ASIDE MONEY for your SAVINGS".

Better yet, Save, Insure and Protect your money! DO ALL 3 in a SINGLE PLAN!

Start while you are young and healthy.
Start while you are still earning.

Want to start your own savings plan but don't know how?
Let me help you start your journey to financial wellness.😊

Let's customize your plan suitable to your needs and budget!

Uulitin ko DAPAT MAG-SAVE KA NA.
© ma'am Liesa

16/07/2022

𝗖𝗥𝗘𝗗𝗜𝗧𝗘𝗗 𝗡𝗔 𝗦𝗔 𝗕𝗔𝗡𝗞 𝗡𝗚 𝗕𝗘𝗡𝗘𝗙𝗜𝗖𝗜𝗔𝗥𝗜𝗘𝗦 𝗔𝗡𝗚 𝗜𝗡𝗦𝗨𝗥𝗔𝗡𝗖𝗘 𝗖𝗟𝗔𝗜𝗠!!!

How an insurance policy works. 🥺

Imagine less than 60K pa lang ang nasesave ni client, nangyari ang hindi inaasahan. 🥺

Think about how insurance claims can change the lives of your beloved family. ♥️

Usually in my case. Friends ages 28 to 33 get a policy because they know its value.

Know your insurance options with us today. 🗓️

Insurance claim of a teammate. 🙏

01/07/2022

💡📕✍️📈📊

20/06/2022

A better financial future for you and your clients. That's the promise of being a great Financial Adviser.💖

If you can spare 2-3hrs a day and put it into good use, join us in our zoom career orientations! 🤩

18/06/2022

Why get Life Insurance?

Life insurance coverage is not only good for a person's financial security and well-being, the industry itself is "an 'institutional investor' that provides vital fuel to the engines of economic growth."

"Insurance companies use their funds to invest and add value into the economy. As a result of these investments, gross domestic product (GDP) grows and this will in turn lead to an increase in the level of disposable income."

If you are still under insured or your families have yet to get their own coverage, leme know so I can assist you. 🙂❤

Happy Saturday Friends!

12/06/2022

Thanks dearest clients. To God be all the Glory💖

01/06/2022

PARENTS,
This is for your kids 😍

Client: How can I use the insurance that I will take in education funding?

Me: This is how it is Mr. Client, while you pay your insurance regularly, we invest a portion of your money in different investment platforms like bonds or stocks so the money grows over time. The return of investment (or fund value) can be withdrawn once your child is in college and you can use it to pay for the tuition fees.

Client: Ah great! But what if we don't need money when my child is going to college? Can we still withdraw that?

Me: Yes. Since that money is yours, you can use it however you want. It can be for travel, graduation gift for your child, it can also be for business, etc. Plus you are protected by insurance benefits. If something unexpected happens, your savings are still safe.
———————

Parents,
Let's talk. Let's plan. Get your own policy insurance with investment for your kids! 😍

31/05/2022

Business Community in favor of the Economic A Team formed by the New President

Meaning natatanaw ng mga negosyante na gaganda ang ekonomiya

Meaning confident sila ngayon to invest more to support the economy

Meaning corporate profits will incease

Meaning stocks are poised to increase

Meaning if kumuha ka sa akin ng policy mapapabuti ka

Meaning mag appointment na tayo tomorrow

9am or 10am?

PM me for schedule 🫰🏻

26/05/2022

"Ayoko sa Insuravest na yan dahil matagal pa bago kumita ang pera ko."

-After a year, diagnosed with Kidney Failure, naka-claim ng ₱500,000 Medical Benefits kahit isang taon pa lang ang hulog.

-Fast forward, tinuloy lang ang pag-iipon, laking tuwa na may ₱784,437.37 na laman ang kanyang Insuravest Account.

Truth is, gusto lagi natin ng AGAD AGAD na benefits, where in fact it takes time and a lot of patience.

Imagine if hindi niya sinimulan magpa-insure and something happened to him, limas ang savings. Lalo na, wala pang maiipon overtime.

That's why investing in our health is a MUST and it definitely affects our lifestyle and finances.

Message me anytime so I can give you a free financial consultation 💖🤩

Address

Mandaluyong
1550

Website

facebook.com

Alerts

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

Shortcuts

Want your business to be the top-listed Accountant in Mandaluyong?