Know Your Insurance Needs in the Philippines — FNA Solution

18156859_695564843948772_4793662331057992339_nInsurance is not just for the rich. You need some form of insurance because if you make a mistake, you may not recover financially from a major collapse. Avoiding this mistake is not too difficult if you will just make some easy steps.

Investing regularly is a discipline and a virtue. We wouldn’t want to practice the Bahala Na Syndrome towards life. Future-orientation, discipline and simplicity are crucial for building true and lasting wealth.

Below is a form that will help you determine the goals you would reach so you can prepare financial milestones for the future. This will help you determine your financial life’s “total needs” that will consider your current resources, present and future income, investments, interest rates, return and yields and life’s realities.

I will then send you a PDF Proposal containing coverage, fund targets and premiums so you can achieve your goals like your retirement, milestones or child’s education while protecting your finances from expenses made by hospitalization, accidents and uncertainties.

Fill-up this Form to Receive Sun Life Insurance + Investment / Sun Fit and Well Proposal

Please note that I used SunLife’s FNA as reference in this form but I used rearrangements, own words and different system. If you will receive no response from me within 2 days, kindly follow-up so I can make you one.

Here’s my Youtube Tutorial on VUL

I am also an advocate of Gospel Mission Giving– whether on acts of faith, missions or benevolence. I believe this gives meaning and eternal value to our pursuit of work.

The following two tabs change content below.
Hi! I generally do three things: 1. As a Sun Life Financial Advisor, I help clients determine the best and achievable program so they can protect themselves from loss of breadwinner or loss of financial stability due to critical illness. 2. As a Realtor, I help people make the best home-buying decisions. I specialize in preselling house and lot, economic units and sometimes condominiums. I market general brokerage listings such as Agri/farm lots and commercial lots. 3. As a Blogger, I help promote my hometown, Bacolod City and other places I have visited in. I also accept sponsored blog postings. You can ask for a free quotation. Arendo Coworking Space, GF-9, La Salle Avenue, Bacolod City 09088128227 (Viber, Whatsapp, Mobile) bryanvillarosa@gmail.com

Latest posts by Bryan Villarosa (see all)

Leave a Reply

avatar
  Subscribe  
Notify of