2016 Sun Life President’s Month Awardee

MoneyTalk PH

Last Updated on by Raymund Camat

I lovingly dedicate this award to my clients who made one of their best decisions in life last quarter of 2016; they decided to secure their future and their family’s future with a Sun Life Plan. Instead of splurging all their Christmas bonuses and 13th month pay on gifts, they firmly decided to put some of their money to Sun Life to secure a brighter life ahead. 

Indeed, it is really tough to offer insurance and investment products during the holiday season because most Filipinos think on how to spend their money instead of investing them. Adding to the problem is the volatile behavior of the equity market which gives fear to investors. Thankfully, with my dedication and sincerity, I was able to convince some of my prospects to buy insurance or invest in mutual funds. These clients have long term goals that is why they were not afraid with market votality. They want to secure their retirement and the college education of their children. They also want to achieve peace of mind against critical illness, disability and untimely death that could financially disastrous to their dependents.

This award is really a good start for this year. I have very high expectations and goals these years. I will do my best to meet them! To my clients and readers, I wish you all the best this year of the roosters! 

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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 raymund.camat@moneytalkph.com. 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.
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