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JT - Financial Advisor

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JT - Financial Advisor

Licensed Financial Advisor. Committed to promote Financial Literacy to Filipino Families.

27/04/2024

LIFE INSURANCE IS AN INTEGRAL PART OF FINANCIAL PLANNING

19/04/2024

"𝑨𝒏𝒐𝒏𝒈 𝒄𝒂𝒓𝒆𝒆𝒓 𝒂𝒏𝒈 𝒈𝒖𝒔𝒕𝒐 𝒎𝒐 𝒂𝒏𝒂𝒌 𝒑𝒂𝒈𝒍𝒂𝒌𝒊 𝒎𝒐?"

Natanong mo na ba ito once sa anak mo?

For some yes, for some no.

"Mahaba pa naman kasi ang panahon para paghandaan ko yan" - one client shared

Hindi mo namamalayan ang bilis ng taon, next year kailangan na pala nia mag-enroll.

Meron ka namang 2 options:

1️⃣ Simulan mo mag-ipon ngayon, ang savings mo mag-eearn ng interest that could build up for your child's Educ Fund

2️⃣ Manghiram ka ng funds for his college needs and pay interest as due.

Alin dito ang magiging beneficial sayo? At the same time, para sa anak na papag-aralin mo.

While you have the capacity to save, start mo na. Pwedeng-pwede kahit baby pa sila 😉

Pano, tara na. Let's do Financial Planning Para sa Future ng kids mo ☕️

04/10/2023

The beauty of permanent life insurance is what it does while you aren’t paying attention to it: accumulate cash value. That's money you can tap now to help during a time of financial uncertainty.

21/09/2023

Even if you're on the right track, you'll get run over if you just sit there.

You can choose to wait and do the things you feel whenever you like, but you may miss out Opportunities.

May your motives turn your days into inspiration that fuels you and others.

Good Morning ☀️

20/09/2023

𝐂𝐡𝐞𝐜𝐤 𝐨𝐮𝐭 𝐨𝐮𝐫 𝐄𝐋𝐈𝐓𝐄 𝐒𝐄𝐑𝐈𝐄𝐒! 🫶

• Magreretire ka na ba in 5-15 years?
• May mag ka-college ba anak mo in 5-15 years?
• Gusto mo ba magbusiness in 5-15 years?
• Gusto mo ba bumili ng bahay or car in 5-15 years?

If your answer is “𝐘𝐄𝐒”
in one of these questions, then this is your “𝐒𝐈𝐆𝐍”

Save and invest with 𝐏𝐑𝐔 𝐋𝐈𝐅𝐄 𝐔𝐊 through our 𝐄𝐋𝐈𝐓𝐄 𝐏𝐋𝐀𝐍𝐒. These are investment-focused plans with protection benefits. 🛡️

In these plans, you are no longer required to save after the term of your chosen program. And you may use the investment fund for its intended purpose and at the same time, insured ka pa rin. 💯

Just send me a personal message if you are interested! I’ll create quotation that fits your needs. 🤗

16/09/2023

When you approach your finances with humility, you're open to learning, growth, and wise stewardship.

It's not about how much you have, but how well you use what you've been given. 🙏🏼❤️☝🏼

15/09/2023

Seafarer and OFW life is NOT FOREVER. ✈️🛳

Sulitin ang bakasyon sa Pinas! Magsimulang mag-ipon at mag invest👌👍

Getting an investment-linked savings plan (VUL) helps you prepare not only for your homecoming, but also for your retirement. Make the most of your high-earning years!

Best to START while YOUNG and HEALTHY.

Let's plan out your “OPLAN UWI”. 5, 7, 10, or 15 years available.

Message me to know your options 📲

07/09/2023

PEACE OF MIND IS EVERYTHING

Whatever your profession is, we got you covered!

We are in the -BER Months already. Have you started working out on your goals?

Message us so we can customize your program according to your protection needs and financial goals.

Get yours now! ♥️

12/07/2023

*According to this article*

Kahit sobrang yaman na

They buy insurance

*Estate equalization*

When the rich and super-rich want to give equally to their children where illiquid assets are involved, such as businesses, life insurance is a viable way to provide financial fairness.

*Paying for corporate benefits.*

Because life insurance has specific tax advantages, it has been and will continue to be a highly effective way for companies – including those owned by the extremely affluent – to pay for certain corporate benefits to owners and key employees.

*Protecting business owners.*

Ultra-wealthy business owners will continue to rely on life insurance for key person policies and funding buy/sell agreements.

*Obtaining loans.*

For a percentage of the ultra-wealthy, life insurance is part of the requirements for getting significant loans.

*Privacy and asset protection*.

Life insurance, depending on the jurisdiction, is a legally sanctioned way to ensure the privacy of the monies in the policy as well as protect those funds from unjust or frivolous lawsuits

*Replacing assets donated to charity.*

Many philanthropically motivated wealthy individuals use life insurance going to their loved ones to replace the monetary value of their charitable gifts

07/07/2023

Take advantage of our recovering economy📈📈

Start investing 💰💵

06/07/2023

Saan pa nga ba nagagamit ang LIFE INSURANCE? 🤔

You will be surprised na marami palang uses ang life insurance.

✅Insurance will protect your savings and other investments
✅Insurance will make payments for your loans and mortgage
✅Insurance will help you to settle taxes
✅Insurance will protect your business.
✅Insurance can be one way to diversify and create new assets

𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗬𝗼𝘂𝗿 𝗟𝗶𝗳𝗲
𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆

𝙂𝙚𝙩 𝙘𝙤𝙢𝙥𝙧𝙚𝙝𝙚𝙣𝙨𝙞𝙫𝙚 𝙥𝙧𝙤𝙩𝙚𝙘𝙩𝙞𝙤𝙣 𝙛𝙤𝙧 𝙮𝙤𝙪 𝙖𝙣𝙙 𝙮𝙤𝙪𝙧 𝙛𝙖𝙢𝙞𝙡𝙮 𝙬𝙞𝙩𝙝 𝙤𝙪𝙧 𝙥𝙧𝙤𝙩𝙚𝙘𝙩𝙞𝙤𝙣 𝙥𝙧𝙤𝙙𝙪𝙘𝙩𝙨.

Want to know more? Message me for a FREE Financial Planning session 📩

04/07/2023

Ingredients to a successful investing strategy

1. Time horizon, investing is not betting, it is not gambling, it is disciplined long term strategy to hedge against inflation

2. When investments goes up, be happy

When investments goes down add more money

Buy low
Sell high

Buy when it is cheap

3. Market volatility is like turbulence during flight

You do not jump of the plane just because there is turbulence

4. Understanding the demographics of the Philippines

We are a country where median age is 25 to 26 yo

Our economy is driven by consumption

Where these Gen Z will buy cars, houses, raise their family

People will spend money thus driving consumption and corporate growth.

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