29/06/2025
𝒲𝑒𝓁𝒸𝑜𝓂𝒾𝓃𝑔 𝓂𝓎 𝟥𝓇𝒹 𝒸𝓁𝒾𝑒𝓃𝓉 𝓉𝒽𝒾𝓈 𝒥𝓊𝓃𝑒! 🙌
𝗔𝗻 𝗶𝗻𝘀𝗽𝗶𝗿𝗶𝗻𝗴 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 𝘄𝗵𝗼’𝘀 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗻𝘂𝗺𝗯𝗲𝗿𝘀—𝗯𝘂𝘁 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗮𝗵𝗲𝗮𝗱.
Mr. Client was referred to me by a friend-client (thank you, Beerta! 🙏), and I’m truly honored he chose me to be his Financial Advisor. 🤝
He wanted a personalized regular insurance plan—without critical illness or hospital benefits. Just life insurance, accident coverage, and a bit of investment.
Napausa ako, kay halos tanan ko na client is gusto nira max an coverage han ira critical illness, so I asked him why he didn’t want to include a critical illness benefit, I spoke to him and explained the importance of including critical illness coverage—because life can be uncertain, and it’s better to be prepared.
But in the end, he stood firm in his belief and said:
“I don’t believe in critical illness. If it’s your time, it’s your time. 𝐈 𝐣𝐮𝐬𝐭 𝐰𝐚𝐧𝐭 𝐚 𝐥𝐞𝐠𝐚𝐜𝐲—𝐚 𝐥𝐞𝐠𝐚𝐜𝐲 𝐭𝐡𝐚𝐭 𝐦𝐲 𝐧𝐢𝐞𝐜𝐞 𝐚𝐧𝐝 𝐧𝐞𝐩𝐡𝐞𝐰𝐬 𝐰𝐢𝐥𝐥 𝐫𝐞𝐜𝐞𝐢𝐯𝐞 𝐢𝐟 𝐭𝐡𝐞 𝐋𝐨𝐫𝐝 𝐜𝐚𝐥𝐥𝐬 𝐦𝐞 𝐡𝐨𝐦𝐞.
And I respect that. 🙏
After all, this is his policy, and what matters most is that he understands what he’s buying—and that he chose the benefits and coverage that align with his values and priorities. 💯
𝐈 𝐚𝐝𝐦𝐢𝐫𝐞 𝐡𝐢𝐬 𝐬𝐞𝐥𝐟𝐥𝐞𝐬𝐬𝐧𝐞𝐬𝐬 𝐚𝐧𝐝 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐯𝐢𝐬𝐢𝐨𝐧—𝐧𝐨𝐭 𝐟𝐨𝐫 𝐡𝐢𝐦𝐬𝐞𝐥𝐟, 𝐛𝐮𝐭 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐡𝐢𝐬 𝐟𝐚𝐦𝐢𝐥𝐲.
𝗛𝗼𝘄 𝗮𝗯𝗼𝘂𝘁 𝘆𝗼𝘂?
𝗗𝗼 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗯𝗲 𝗺𝘆 𝗳𝗼𝘂𝗿𝘁𝗵, 𝗳𝗶𝗳𝘁𝗵, 𝗼𝗿 𝘀𝗶𝘅𝘁𝗵 𝗰𝗹𝗶𝗲𝗻𝘁 𝗯𝗲𝗳𝗼𝗿𝗲 𝘁𝗵𝗲 𝗺𝗼𝗻𝘁𝗵 𝗼𝗳 𝗝𝘂𝗻𝗲 𝗲𝗻𝗱𝘀?
𝗟𝗲𝘁’𝘀 𝘁𝗮𝗹𝗸. 𝗟𝗲𝘁’𝘀 𝗽𝗹𝗮𝗻. 𝗟𝗲𝘁’𝘀 𝗯𝘂𝗶𝗹𝗱 𝘆𝗼𝘂𝗿 𝗹𝗲𝗴𝗮𝗰𝘆 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿.
