Header Image - How Sun Life Earned the Top

How Sun Life earned No 1. Again!

The mission of Sun Life will not change even during the lockdown. Commencing the quarantine, the Sun Life Financial of Canada (Philippines) again has earned the top spot as the leader in life insurance companies in the country based on the total revenues. This is according to the Insurance Commission statement of 2019. So how […]

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Stock Market on COVID19

Is the Philippines going to have a recession on COVID19?

Many speculations have gone up during this time of crisis.  A lot of so-called economists have gone viral on social media about the hot topic of the economy not just the Philippines but the whole international stock market.  So the question is the Philippines going to have a recession on COVID-19 pandemic is a very […]

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Man speaking to another man

What’s my biggest regret when I turned 40?

Hey guys, my name is Papa Jack. I worked as a financial advisor for over 4 years now. I work with different kinds of people. My youngest client is a 21-year-old young lady who has decided to get insured. Her primary goal was to ensure that her money is growing on the right platform. She […]

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Trusted Financial Advisor

How can you spot a Trusted Financial Advisor?

The Financial World has been filled with a lot of the so-called super financial Analyst in social media.  Many of the so-called financial advisors, would go to your house, visit you in your office, call you for an appointment or send you an unsolicited email.  These are just a few of the many strategies financial […]

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Clients Complaints on Financial Advisor

Famous Complaints about Financial Advisors?

Being a financial advisor is one of the challenging jobs I’ve ever ventured. The infinity of knowledge and the luxury of opportunities are just some of them. In the past years of handling clients, I have seen some major concern on how we manage clients who would like to engage on your proposals. With this […]

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3 Effective Ways to Financial Success?

Understanding your financial status is the initial step to your financial success.  There are a lot of ways to know your financial status but I have derived 3 effective ways to consider in attaining financial success. 1. Beware of your Assets And Debts Whenever I sit with my clients.  The first question to ask how […]

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Unsent Letter to my Dad

Have you ever written a letter that you have never sent? My father and I had a rough relationship growing up. I had not felt his presence even though he is with us at home. We never felt his authority as a father. A year before his tragic death I wrote this letter to my […]

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