President Obama’s grandfather was a life insurance agent, and in one of his speech he explained his grandfather’s predicament: his grandfather always said that “People would rather have a root canal than face a life insurance agent.” Ha-ha, in my experience, he is right. People run away from life insurance agents. But when would be…
Wanted: Financial Advisor – One of the Best Jobs in the World
This is the continuation of the series: “10 Clues on How to Know if your Job makes you a Modern Day Hero” – posted last week. Previously, I asked what are the clues on How to Know if your Job makes you a Modern Day Hero. The clues were divided into 3 clusters that talks…
6 Secrets of Becoming the RICH DOCTOR Your Friends and Family Think You are
Everyone (including your family, friends and strangers) thinks doctors are rich. There is a little bit of irony in that statement as most doctors (especially the starting ones) realize that they are not near as where THEIR family and friends think they are. However, doctors didn’t typically go to a medical school in order to…
10 Clues on How to Know if your Job makes you a Modern Day Hero
Does your job make you a present day hero? Before the National Hero’s Week ends, I would like to salute all the unsung heroes out there. And yes! It might be you! Let us find out if your current job right now makes you a modern day hero. How does it feel that when you…
The Day my Life as a Financial Adviser/Insurance Agent becomes “Full Circle” My Tribute to a Life, Well Lived (Dr. Jay Pee Cruz)
This blog post is a tribute to a batch mate, a colleague, a client and a friend Dr. Jay Pee Cruz. He was a silent person, easy to like and have conversations with. Our journey together as a batch mate and colleagues in Medicine started years before we can be officially called Doctors. We were…
Are Your Financial Plans and Investments Holistic? The Importance of Critical illness plan in Holistic Financial Planning
Critical Illness, are you ready for this? 1 out of 13 Filipino women will have breast cancer. One out of four who are diagnosed with breast cancer die within the first 5 years, and no less than 40% die within 10 years. Prostate Cancer Kills 1 Filipino per hour. 5 out of 10 deaths…
What is the difference between a PRE-NEED and a LIFE INSURANCE? The most frequently asked question before buying a LIFE insurance
“Baka katulad yan ng CAP, baka bumagsak din ang kompanya na yan.” One of the most common remark or question I have heard in life insurance industry. I don’t blame people from thinking that way, since, I, myself, was a victim of pre-need education plans before. But since now that I know better, what…
To Migrate to Canada, or Not! Financial lessons Straight from my Trip in Canada
As I began writing this blog post, I was still in Montreal, Quebec, during my second week here and nearing my trip back home. I finished and posted this post in the Pearson Airport in Toronto on my trip back home. What can I say, this trip has been quite unexpected since qualifying in the…
