Services

I will establish a personal relationship with you as client to determine your financial needs and priorities. Together we will examine your current financial status, then we will bridge the gap between your needs and current financial status. Finally, we will prepare a personal financial plan to make your vision a reality. I will join you in your journey and keep you on track as you reach the financial goals we have set. 

Financial Need Analysis

Together we will determine your current financial status. Define the importance of insurance in your life. Set your goal and appraise the best financial protection you need. Sustain your financial progress yearly to make your vision a reality.

Wealth building and LIfe preservation

Life Insurance
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Understanding the importance of insurance and securing the best solution for your financial priority in your current life stage.

Preserving the assets you diligently acquire

Non-Life Insurance and Business Solutions

Serving the best protection for the assets and livelihood you acquire that gives comfort and provides a good life to your loved ones.

Life Insurance

Provides term insurance to support the financial security of your loved ones during your untimely demise. This can be used for mortgage redemption insurance (MRI) and converted to any whole life plan should your needs change in the future.

Health Fund coverage up to age 100

  •  Provides coverage for major and minor critical conditions up to age 100. It also gives you lifetime insurance coverage and return of premiums at age 75 or option to withdraw funds at 70.
  • Health Card with Php150M coverage accepted worldwide.
  • Provides health coverage accepted worldwide so you can enjoy the best medical services available.

Property Insurance

  • Motor Insurance
    • Provides a comprehensive motor car insurance package with 24/7 road assistance. Travel worry free on the road.
  • Fire insurance
    • Provides comprehensive protection against loss or damages caused by fire and lightning including allied perils for Condominiums, Houses and Businesses. In addition, it includes coverage protection: (1) for personal accidents, (2) and against robbery and burglary.
  • Travel Insurance 
    • Schengen Accredited travel insurance provides 24-hour medical assistance, personal accident coverage, protection of personal belongings, refund for travel inconveniences, liability and personal safety coverage, and kidnap or hostage coverage.

Wealth Management

  • Estate Planning
    • Provides financial solutions for families’ transition of wealth to the next generation.
  • Education Fund
    • Provides comprehensive solutions to help parents be financially ready for their children’s future
  • Retirement Fund
    • Provides a comprehensive plan to help you pursue your passions and live comfortably upon retirement.
  • Investment for short-term and Long-term Goals
    • Provides a simple and customizable plan to help you pursue your dreams.

Business Solutions

Provides comprehensive plans for different financial business needs and protection such as:

  • Retirement fund for employees
  • Group Insurance
  • Bonds
  • Business Security Insurance
  • Comprehensive General Liability
  • Contractor’s All Risk Insurance (CARI)