Celebrate Living with Kate - FWD

Celebrate Living with Kate - FWD π‘ͺπ’‰π’‚π’π’ˆπ’Šπ’π’ˆ 𝒕𝒉𝒆 π’˜π’‚π’š 𝒑𝒆𝒐𝒑𝒍𝒆 𝒇𝒆𝒆𝒍 𝒂𝒃𝒐𝒖𝒕 π’Šπ’π’”π’–π’“π’‚π’π’„π’† ✨

Mt. Triumph General Agency Corp. Mt. Triumph One

𝐊𝐚𝐭𝐞 𝐋𝐒𝐦
Licensed Financial Wealth Planner
πŸ“±0917 129 0271

Grateful for the opportunity, the trust, and the people behind the Mt. Triumph District Kick-off and Captains’ Ball & Aw...
12/01/2026

Grateful for the opportunity, the trust, and the people behind the Mt. Triumph District Kick-off and Captains’ Ball & Award Ceremony!

Honored to stand on stage and be part of an event that celebrates purpose and excellence. 🎀

Serving in moments that matter. ✨🧑

Leading as One ✨Proud to stand with leaders and teammates who inspire, support, and grow togetherβ€”this is what FWD is al...
12/01/2026

Leading as One ✨

Proud to stand with leaders and teammates who inspire, support, and grow togetherβ€”this is what FWD is all about.

What a week! πŸ€—βœ¨ Thursday – New product training✨ Friday – Office in Charge ✨ Saturday – Branch Assembly Hat Party✨ Sunda...
12/10/2025

What a week! πŸ€—

✨ Thursday – New product training
✨ Friday – Office in Charge
✨ Saturday – Branch Assembly Hat Party
✨ Sunday – Lifest Fiesta Run

Closing this week stronger, wiser, and more inspired. Let’s keep the momentum going! πŸ’ͺ🧑

BER months = bonus season πŸ’ΈAlam mo yan, kapag BER months ang bilis din ng gastos! Kaya bago pa dumating ang Christmas ru...
09/10/2025

BER months = bonus season πŸ’Έ

Alam mo yan, kapag BER months ang bilis din ng gastos!
Kaya bago pa dumating ang Christmas rush, remember the 3S Rule:

βœ… Save – set aside at least 20% of your 13th month pay
βœ… Share – bless others, but wisely
βœ… Secure – invest or insure for 2026 goals

Because money is best enjoyed when managed wisely. πŸ˜‰

Your money should work for you β€” not the other way around. Start small, stay consistent, and trust the process. πŸ˜‰ ...
08/10/2025

Your money should work for you β€” not the other way around.
Start small, stay consistent, and trust the process. πŸ˜‰

Midweek na naman πŸ˜… Ang bilis talaga ng panahon, ber months na nga talaga!Habang lahat busy, pause muna to be thankful fo...
08/10/2025

Midweek na naman πŸ˜… Ang bilis talaga ng panahon, ber months na nga talaga!

Habang lahat busy, pause muna to be thankful for the gift of work, growth, and the people I get to serve through what I do. 🧑

Success doesn’t happen by chance β€” it happens by showing up! September’s off to a busy (and exciting) start: β˜€οΈ Morning ...
01/09/2025

Success doesn’t happen by chance β€” it happens by showing up!

September’s off to a busy (and exciting) start:
β˜€οΈ Morning branch meeting
πŸŒ™ Evening unit meeting
🎀 Hosting our career preview on Sept. 4

Thankful for a company that pushes us to grow and for mentors who lead by example. πŸ₯°

If you’re curious about how to start your journey as a Financial Wealth Planner, I’d love to share more!

I’m grateful to be among our team’s active planners and to be recognized as the Top Planner for July β€” but more than the...
05/08/2025

I’m grateful to be among our team’s active planners and to be recognized as the Top Planner for July β€” but more than the numbers, it’s the lives we help protect ✨

Big congratulations to all Active Planners, Top Recruiters (my Thursday session classmates 🀭), and to the newly coded planners, welcome to a mission-driven journey ahead!

In this business, we don’t just talk about money β€” we talk about peace of mind, security, and giving our clients the freedom to dream, knowing they’re covered no matter what.

Here’s to saving more futures, one plan at a time. 🧑

Late post but moments like this deserve to be remembered. ✈️I had the honor of hosting our district’s 6th anniversary wi...
22/07/2025

Late post but moments like this deserve to be remembered. ✈️

I had the honor of hosting our district’s 6th anniversary with an aviation-themed celebration, and what a flight it was! πŸ’™ Thank you for the trust!

To my amazing teammates/co-planners thank you. πŸ™ For helping me with the script, fixing my clothes, doing my hair and makeup, handing me food and water in between moments, etc… all those small acts, I saw them. I felt them. And they meant the world to me. πŸ’™

One thing I’ve learned? β€œLearn a lot about a little and do a lot of it.”

It’s not about knowing everything right away. It’s about showing up, learning forward, and doing your part with heart.

Grateful to be under Mt Triumph Insurance Agency β€” a place where even beginners are equipped not just with tools and trainings, but with mentorship that transforms your mindset. It’s rare to find a circle that not only wants to see you win β€” but helps you win. πŸ₯Ή

I’m so glad I got to fly with all of you. πŸ’«

07/07/2025

Ever wondered what a Thursday as a Financial Wealth Planner looks like? πŸ€”

β˜•οΈ Breakfast in the office
πŸ‘₯ Morning Session with DM Jojo Negapatan
🍽️ Lunch Break with Mt Triumph Family!! πŸ˜‹
πŸ”„ Afternoon Session
πŸ‘­ Team Huddle
πŸŽ‰ Grow Your Business (GYB) Event - with dinner!!

If you want your Thursdays to look like this, attend our GYB every Thursday at 6PM to become part of our winning team! πŸ˜‰

πŸ“© Message me to reserve your slot!
πŸ“Triumph Building, Quezon Ave

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Quezon City

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