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Financial Planning with Momshie Jade

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Financial Planning with Momshie Jade

Financial Planning with Momshie Jade helps people plan their finances for future needs and promotes financial literacy.

30/08/2025

💬 Imagine this:

22/12/2024

Ready for tomorrow’s Policy & Christmas Giveaway delivery for my Dear Clients 🤗💛🎁

18/10/2024

Secured a Wise BusinesswoMOM today ☀️
Approved in less than 24hrs!

“Insurance is the embodiment of preparedness, offering a safety net when life takes an unexpected turn.”

Thank you so much Ma’am Pearly Joy Lamorin Belican for taking the step in securing yourself and for being prepared for your future goals. 🤗💛 Thank you for the trust!!Welcome to Brighter Life ☀️
________________________________________

Be a WiseMOM too and Plan Ahead for your family.
Save your hard earned money. Make a Bright Choice today!

Message me for a more comprehensive plan that suites your budget and needs. 🤗 It doesn’t need to be expensive, start small but start NOW!

03/09/2024

🛡️ 𝗜𝘁'𝘀 𝗟𝗶𝗳𝗲 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗔𝘄𝗮𝗿𝗲𝗻𝗲𝘀𝘀 𝗠𝗼𝗻𝘁𝗵! 🛡️

Life insurance is more versatile than you might think! This month, take a moment to explore how it can fit into your financial plan. 💼

Did you know? 💡

Life insurance is more than just a safety net—it's a powerful tool with some surprising benefits.

Here are a few lesser-known facts that might change how you think about it:

16/08/2024

Submitted my 2nd life for the month. ☀️ Thank you so much to my Dearest Clients for trusting and referring me to other member of their Family, it really makes me feel happy and fulfilled with my job. 🤗💛

Together, let's live a Brighter Life ahead. ☀️
For queries on how you can be protected while saving for the future, feel free to message me.📩

31/07/2024

Ended Q2 of 2024 as SILVER MEDALLION AWARDEE 🏆

🥈Top 2 in Settled Lives
🥉Top 3 in NSC
🏅Top 5 in AC

My heartfelt thanks to my Dearest Clients for choosing me to be your . Thank you for the trusting me in safeguarding your future and that of your loved ones. Securing life insurance is a significant step, and I am honored to be part of your journey in protecting what matters most.

Rest assured, I will remain committed on my purpose to secure more Filipino Families and provide the best service I can.

Your ,
Karen Jade Agripo
Manager Candidate
Audie Murphy Team

27/07/2024

Thank you so much to my June Clients for the trust and for choosing me to be your 💛🤗

16/07/2024

Promise-delivered : Fulfilling Critical Illness Claims

Today, I am proud to share story of promise fulfillment as we celebrate my clients successful critical illness claims. Here at Sun Life Philippines, we value our promise of claims as we understand the importance of safeguarding our clients against life's uncertainties, and we're honored to be part of our clients' journeys towards recovery and financial stability.

My 36 year old client was diagnosed with Acute Heart Attack (Acute Myocardial Infarction) few weeks ago and upon contacting me he was somewhat unaware at first of his benefits due to his current circumstances (He was at the Hospital that time). Upon reviewing, thanks to his dedication and love for his family that he committed to have a 2 MILLION PESOS (CIB) critical illness benefits on his insurance that he is continuously paying for more than 3 years now (Date Issued : June 2020).

The total payments he made was 133K pesos as of the moment. And Sun Life, as being true to its promise, the claim funds of TWO MILLION PESOS (Tax-free) is now credited to my client’s bank account. He can now focus on his treatment without the burden of financial worries of paying the hospital bills he acquired in his hospitalization few weeks back. He still has 1M Pesos life insurance benefits after this claim.

These story is a testament to the power of preparation and the importance of having a safety net in times of need. At Sun Life Philippines, we're committed to providing peace of mind and financial security to our clients, ensuring that assistance is our promise.

To all my clients who have successfully geared towards financial stability and readiness, you made a right choice. It is indeed better to have insurance even if you do not need it yet, instead of not having it in case you badly need it.

To all working employees out there, now is the best time to get life insurance with critical illness benefits.

Message me to know 📥

CTTO: Sealtiel Rosal

Address

Valencia
8709

Website

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