NOBODY IS TELLING YOU THIS
YOUR FINANCIAL ADVISOR
As a financial advisor,
I specialize in helping my clients prepare for
retirement ...
buy house ...
car, educational fund
And I will help you navigate these challenges ....
Kailangan mo lang talaga maintindihan kung paano ...
Paano mag start mag invest
Paano mag start mag ipon
Paano mag protect ng income
How much ba dapat ang iniipon
The best way to find out is by consulting me.
Para maka gawa tayo ng Financial Plan ...
Na fit sa budget and goals mo
and get you closer to your financial dreams ...
Proof of Check named to client
Client's Bank Account after encashing of check
Letter to client
Client's claims Death Benefit Letter
A VUL policy is a type of life insurance that combines a protection benefit with an investment component. It allows you to allocate a portion of your premium payments towards investment options, providing potential growth over time.
With a VUL policy, a portion of your premium goes towards the cost of insurance coverage, while the remaining amount is invested in the investment options you choose. The investments have the potential to grow over time, providing a cash value that you can access or use to increase your death benefit.
While banks are suitable for small, short-term emergency funds, they lack the benefits and protection that insurance offers. Without the insurance benefits, there is a risk of depleting your savings entirely by withdrawing from the bank.
A list of requirements will be provided in your policy booklet once your are approved and you will be assisted by me in the claim process.
VUL policies typically offer a range of investment options, including stocks, bonds, mutual funds, and money market instruments.
These investment options allow you to tailor your portfolio to align with your risk tolerance and investment goals.
Poor market performance can impact the investment component of a VUL policy.
If the investments underperform, the cash value and potential returns may be lower than expected.
It's important to understand that the value of investments can fluctuate, and there is a level of risk associated with investing in the market.
Valid ID
Good Health
Yes, as long as there is fund value, you can withdraw any amount anytime you need it
Our plans are designed to suit various timeframes, ranging from 5 to 20 years, allowing clients to select the duration that aligns with their specific goals and preferences.
Pru Life UK accepts payment VIA:
GCASH Bills Payment
Credit Card (Visa, Mastercard)
BPI, BDO, Metrobank, Robinson's Bank, Security Bank, PNB - Auto Debit
You can enjoy a 15-days grace period from due date, However, missing payment for your plan may result in a lapsation
I can assure you that my utmost priority is your satisfaction and success.
I will work closely with you to develop a comprehensive financial plan that aligns with your aspirations and provide ongoing support throughout our partnership.
If unsatisfied, you are entitled to a refund 7 days from approval of your plan.