Showing posts with label Financial Management. Show all posts
Showing posts with label Financial Management. Show all posts

May 2, 2018

Living Brighter Under the Sun With Sun Life Financial!

Insurance companies are not new to me. Why? Sixteen (16) years ago, I could still remember a friend who introduced me into getting a policy when I was still a fresh graduate from college and single by then. He was actually a friend of my ex-boyfriend who happened to be my husband now. So funny that we got our policies (YES!, the 2 of us) without even knowing the benefits of what we were into. In other words, we were just forced to get one for ourselves for the sake of friendship. Hahaha... To cut the story short, we were not able to continue paying the policy since the company was declaring bankruptcy plus that was not our priorities way back then.

Now that I have my own family, I was the one who seek for an insurance company because I want to experience financial freedom not just for my self but for my loved-ones as well. I could still remember how I refused those financial advisers who would want to sit and talk with me (the usual reason I gave...my money is not enough). Oh how I missed those times wherein I was able to invest at my early age, maybe I could have a million already in my basket if  I had the full knowledge on financial literacy long before. Anyhow, it's not yet too late for me!

I just passed the IC exam 2 years ago and was part of an Insurance Company of that "one friend" who introduces what insurances was all about. Thankful for his life that I was able to get policies for me and my husband for almost 3 years now. But sad to say that I'm not active of being an FA for a  year now since I was just hired for a new greener pasture which requires more of my time. 

Now that I was invited back to attend a forum from Sun Life Financial last Saturday, my passion of sharing the financial literacy to my friends and loved-ones were awaken. Naks! I wanted to be part of Sun Life and be an Advisor again! Ooohh I need to renew my license and tender my resignation with my previous company.

What motivates me to do so? Here's Why I Wanna Be a Sun Life Advisor:

1. REWARDING COMPENSATION & GENEROUS IN TIME
- Your earning potential is limitless and you will be able to enjoy the flexibility of your time.

2. CAN TRAVEL AROUND THE WORLD
- You will be rewarded with a trip to different continents and exciting destinations when your job is well done.

3. A NOBLE AND FULFILLING PROFESSION
- By helping and fulfilling their financial goals, you are making a positive difference in the lives of many.

4. A PROFESSIONAL AGENCY WITH A BRIGHT LEGACY 
- You can shine your brightest because you are with the best company and the number 1 and the longest-standing life insurance company in the Philippines.


Thanks for inviting us Sun Life Financial!

How to #LiveBrighter

Balance your time between work and passion
Get In the business of helping people.
Fulfill your dreams and look forward to a brighter future.
Be a Sun Life Financial Advisor


How to Become a Sun Life Financial Advisor

Whether you want to do it part-time or Full Time, you only need to:
  • Attend the interview and take the POP – Personality Orientation Profile/Screen Test
  • Gather and Submit Insurance Commission (IC) requirements
  • Attend the IIAP Review Session on May 11, 2018, Friday as preparation for the Licensing Exam at the Insurance Commission on May 16, 2018.
  • After passing the Licensing Exam at the Insurance Commission. Undergo the Sun Life Training Course then complete the contracting and coding process.
Embrace the Brighter Life. Be a Sun Life Advisor. Help Filipinos achieve a brighter life!
For Financial Advisors aspirants in Cagayan de Oro City you may contact directly Miss Franchette M. Mejia – Unit Manager of Sun Life Financial of Narra Branch here in CDO at:
Office Phone no.: (08822) 726-252
Mobile No.: 0905-441-64-65
Email: franchette.m.mejia@sunlife.com.ph
Website: www.sunlife.com.ph
Office Address:
Narra New Business Office
2/F Phil 1st Insurance Bldg.,
Pres. AGuinaldo cor. Borja Sts.,
Cagayan de Oro City

August 12, 2016

Teaching Your Child to be Financially Confident


While it’s a parent’s job to support and protect a child’s physical and emotional well being, it is also important to ensure your child has and will continue to have financial health. Budgeting, saving and rationing money are lessons that will come in handy throughout your child’s life.
As a parent, you must be sure your child is educated on these very important lessons — particularly when the average household has over $130,000 in total debt. Here are some tips to help you set your child up for financial success early.
Watch your words
It is important to carefully choose the words you use when you talk to you child about money, as they can have more of an impact in how they learn and feel about personal finance than you may know. For example, telling your child that something is too expensive implies a sense of lack — both a lack of power and a lack of control. Hence, negative emotions become associated with money, along with a feeling of helplessness.
Instead, empower your child by explaining that money can be controlled through good choices. Telling your child that you don’t feel something is a smart way to spend money on can be more powerful and positive.
Educating at home
With many schools shunning the idea of teaching personal finance to students, the responsibility lies solely with parents to teach kids the fine points of managing their financial lives. Start early by teaching your child to live within his or her financial means. For example, you may wish to set a monthly budget for your child that includes money for extras such as clothing and fun activities. Then, work with your child to divvy up the money according to priorities.
Encouraging your child to save his or her own allowance or money from a job to put toward long-term goals, such as summer camp or an expensive pair of sneakers, can help him or her better understand the concept of making a purchase.
You can open a savings account in your child’s name and teach him or her about online banking, or you can have him or her save money in a jar or box. This way your child can physically see his or her funds grow.
You may even embrace various tech gadgets to demonstrate to your child budgeting and saving. For example, smartphones such as the Samsung Galaxy S7 offers versatile and universal mobile pay options, such as Android Pay and Samsung Pay. These help your child get used to staying on top of paying for the items they want.
Make it fun
There are several games and apps that teach kids about money. A classic board game, Pay Day, makes learning about finances and money management interesting. This game teaches kids the fundamentals of adhering to a budget as well as concepts such as insurance and savings accounts.
Net Worth is a card game that is similar to Crazy Eights and has a goal of collecting financial assets and getting out of debt — two very real scenarios. The game encourages kids to overcome various financial obstacles, for example, being let go from a job.
With a little creativity and effort, you can teach your kids smart money habits when they're young that will help them make better financial decisions as adults. And that’s something that you can’t put a price on.


August 11, 2015

CHINKEE TAN Live in CdeO!

To those of you who doesn't know who Chinkee Tan is, he is a Filipino Motivational Speaker, Inspirational Speaker, Radio and TV personality, a Wealth Coach and a Best Selling Author of "Secrets of the Rich and Successful", "How I Made my 1st Million" and 5 more other books!

Oh how I missed his last event "The Science of Creating Wealth" last July 4, 2015 here in Cagayan de Oro for some reasons. :(

Good thing, PROACT CdO brings him back here this coming November 7, 2015! But this time around, me and hubby would not let the opportunity pass by without hearing his wisdomful thoughts and tips of  becoming a Debt-FREE and Financially FREE!

So better mark your calendar on November 7, 2015 (1PM-6PM) at Victory Center Limketkai Mall! See you all there for the "KaChink! How to retire before the age 50" and save the date!

For more infos....
 

Good news: 
Tickets are now available at early bird rate:
GOLD - Php 750 (regular rate is P 1,750) this includes Free Book + Manual + Front Seats
SILVER - Php 500 (regular rate is P 1, 500) this includes Manual


Go and get your tickets now, limited seats available!

For ticket reservation, pls contact: Mark Barba - 09173289156


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