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Financial Planning Insurance OFW

Who is your Financial Advisor???

financial advisor

Most financial products offered by insurance companies today have almost the same concept, that is, they all have insurance and investment features. Stability wise, I can say that they are all safe to invest with since they are highly regulated by our government thru Insurance Commission. So what could be that one of the many factors to be considered in buying or investing in these plans? Ladies and gentlemen, kindly take into account your Financial Advisor! Continue Reading

Financial Health Insurance OFW

Insurance and How it Touches My Life (A personal testimony on the benefits of Life Insurance)

my personal testimony

My father was a great sales person.  When he was a teenager, he sells adobong mani (peanuts) and crispy chicharon to commuters bound to Bulacan and Cabanatuan by transferring from one bus to another.  He also sells soft drinks and water which is a sure hit, as he knows that customers will get thirsty after they eat a pack of chicharon. Continue Reading

Financial Health Financial Planning Insurance OFW Retirement Savings and Investments Stock Market

Why Invest in Variable Unit Linked (VUL) Product?

vul2

Life Insurance is the most neglected financial product by many, where in fact, it is the most important asset to have, especially by breadwinners of the family.  In earlier years, if you introduced yourself as an “insurance agent”, people will automatically try to avoid you.  Why? Continue Reading

Financial Health Financial Planning Insurance OFW Retirement Savings and Investments Stock Market

LIFE INSURANCE: FACT OR FICTION

rubber stamp with inscription INSURANCE

My mother is an agency manager in the biggest and most trusted insurance company in the country.  She’s been working there since she is 21 years old and even up to now that she’s already 68.   My father, on the other hand, is also an insurance agent in the same company for more than 30 years.  With my parents Continue Reading

Financial Health Financial Planning OFW

Define Your Goal: A Guide on Goal Setting According to Your Life Stage.

Life Stages

Goal setting is defined as the process of identifying something that you want to accomplish, and establishing measurable goals and timeframes.  It is equivalent to determining your future destination.  It can be owning a brand new Toyota Fortuner at age 25, or having your own house and lot worth P5 Million when you reached 30 years old, or even having a happy and early retirement at age 55. Continue Reading

Financial Health Financial Planning OFW Retirement Savings and Investments Stock Market

Investing Made Easy: Mutual Fund

                                                                  mutual fund

I know you are already familiar with stock market and how it works, but you still have that hesitation in you, a fear of entering something new. Honestly, we have now tools that made investing in stock market easier, BPI Trade or COL Financial as example. You just need to open an account with them then you can already start buying and selling stocks! Continue Reading