The feeling you get the minute your client receives her cheque for a Critical Illness claim… PRICELESS ☺️
[Client: Pinky, can you come over to my house please. URGENT
Me: Sige po, will drop by before I head home tonight
Client: Sorry, I have been very sick lately. I was not able to pay last quarter’s premium. Can you help me… ]
I checked her policy & she still has around 23k Fund Value coz I found out she made a partial withdrawal from her funds a month ago.
To make a long story short…
(Credit to Financial Advisor: Marianne Pinky Siquijor of Sun Life)
Raymund F. Camat, CIS, REB, CWP®, CEPP® is a SEC-Certified Investment Solicitor (CIS), Certified Wealth Planner and Certified Estate Planner, Phils. He is also a licensed insurance and mutual fund advisor for Sun Life Financial. He wants to educate the Filipino public on the importance of financial planning, investment planning, wealth planning and estate planning. He offers Personal and Family Wealth Planning to Filipinos from different generations. He has a bachelor's degree from the University of the Philippines. You can reach him at 09179698062 (Globe/TM/ABS-CBN/Viber), 09392787408 (Smart/TalkNText/Sun Cellular), (02) 508-9025 (Landline) or email him at firstname.lastname@example.org. For OFWs, he also conduct online video consultation through Skype, Viber or FB Video Call.
DISCLAIMER: This website reflects only the views and opinions of Raymund F. Camat and is not part of any official communication tools of any life insurance and investment company. The views and opinions on this website do not necessarily reflect those of the company, the management, the advisors/agents and the employees of any life insurance or investment company.
Guested in TV5 Good Morning Club Show & ANC on the Money
Because credibility matters...
BECOME A FINANCIAL ADVISOR
Why Choose Raymund as Your Advisor?
-Licensed/Certified for both Insurance and Mutual Fund
-Trained Certified Wealth Planner and Estate Planner
-MDRT Qualifier (Top 6% Worldwide Financial Advisors
-Going 6 Years in Sun Life. I am here to stay.
-Macaulay Club Qualifier in Sun Life (Top 10% Advisors)
-Consistent Medallion Qualifier in Sun Life Contests
-No Pushy Calls/Sales Pitches
-Hindi Namimili ng Client
-Full Time, You can call anytime
-Willing to Adjust to Your Sched and Location
-With partner agents outside Manila, if you are in the provinces
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