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Tuesday, February 24, 2015

Life Insurance Plus Retirement Plus Health Insurance For Only P2000 permonth.


Insular Life's brand endorser, Ms Leah Salonga has always believed that planning early in life can go a long way in helping you reach that bright future you want in life.

Today, we will discuss to you one of Insular Life's best selling investment products available in the market today - The Wealth Secure Investment.

Wealth Secure is a 3 in 1 investment program that provides the following:
1. Investment - the amount after 5 years of contribution can be withdrawn partially or fully
2. Life Insurance - the beneficiaries can receive a death benefit plus the unwithdrawn investment of the client
3. Health Insurance - the client can receive up to P5M lump sum should the client be diagnosed of any of the 35 dreaded diseases (ex. cancer, heart attack, stroke, kidney failure and major organ transplant). 

FREQUENTLY ASKED QUESTIONS:
So much do you need to invest to receive the benefits above?
Simply invest at least Php 2,000 per month for at least 5 years or 10 years and you can receive the benefits above. You can invest also quarterly, semi-annual or annually.

How to start investing?
Simply contact us so we can send you a proposal or schedule a meet with you. To contact us please contact an Insular Life Financial Advisor by clicking here. Or you may text us at 0915-575-1075 for more information.

Why should you trust in Insular Life?
Insular Life is the largest insurance company in the Philippines in terms of Net Assets/Net Worth. To know more about Insular Life's standing versus other Insurance companies please visit http://www.financeph.com/2014/07/insular-life-largest-and-most-valuable.html

How much is the expected return on investment?
It depends on the type of investment you choose from. You can choose from 5 different types of investment each with different expected returns and risks. The returns can range from 4%-25% per year on an average it is around 8-12 average return.

What are you waiting for?
Contact us and we would be love to schedule a meeting with you.
To contact us please click here. Or you may text us at 0915-575-1075 for more information.
Thanks,

Mark Joseph T. Fernandez, CPA, RFC, AFA
Team Leader
FinancePH/ Fernandez Financial Advisors

Tuesday, January 27, 2015

FinancePH Seminar Schedules for 2015







Since 2014, FinancePH has been providing quality seminars for free or at a very low cost to individuals who want to learn more about investing, accounting, taxation, financial planning, estate planning, stock market, fundamental analysis and more!

Below is the list of our tentative schedules of our seminars for 2015:

Seminar 1: Basic Investing and Fundamental Analysis with 2015 Stock Market Outlook
    Target Market:
       1. Starting Investors
       2. Current Investors
       3. Young Professionals
       4. Graduating Students
    Tentative schedules: January 31 and July 27

Seminar 2A: Basic Accounting for Investors and Business Owners
     Target Market:
       1. Current Investors
       2. Current and Starting Businessmen
       3. Self-employed professionals (e.g. doctors, lawyers, accountant)
     Tentative schedules: February 21, July 18 and November 21

Seminar 3: How to avoid family conflicts- Seminar on Estate & Inheritance Planning
      Target Market:
       1. Grand parents who want to plan their inheritance
       2. Parents who want to plan their inheritance
       3. Single Individuals who accumulated several assets
       4. Medium to large Business Owners/Professionals
       5. Individuals without inheritance/succession plan
      Tentative schedules: March 14, August 8 and December 12

Seminar 2B: Taxation for non-accountants and self employed
      Target Market:
       1. Current and starting businessmen
       2.  Self employed professionals
      Tentative schedules: April 11 and August 29

Seminar 4: Regulatory Requirements in Starting your own business
      Target Market:
       1. Starting Businessmen
       2. Individuals with good business ideas
       3. Inventors who want to mass produce their inventions
       4. Professionals who are thinking of becoming business owners
       5. Employees who want to be employers
      Tentative schedules: April 25 and September 19

Seminar 5: Advanced Financial Statement Analysis
      Target Market: 
      1. Current Investors
      2. Current and Starting Businessmen
      3. Self-employed professionals (e.g. doctors, lawyers, accountant)
      Tentative schedules: May 16 and October 10

Seminar 6: Financial planning for soon to be married and newly weds
     Target Market:
     1. Soon to be married
     2. Newly weds
     3. Soon to be parent
     4. Couples who want their finances right
      Tentative schedules: June 6 and October 31


To register, kindly Text SMS us using the following format: Full Name/ Company name/ Occupation/ email address/ Seminar Name

*** if you are affiliated with may companies or doing part time job with other companies, please indicate them all.

For example: Juan Dela Cruz/Cebu Pacific and Avida Land /Auditor and Part Time Real Estate Broker/juan@gmail.com/ Basic Accounting for Investors and Business Owners

Please send SMS details to Mica Austria at 0927-289-3017.

For inquiries please don't hesitate to contact us at 0927-289-3017

Invite your friends. See you there!

"If you don't learn something new regularly then you are not growing, you are aging."

“Wisdom is not a product of schooling but of the lifelong attempt to acquire it.” 
― Albert Einstein

For more info on our seminars visit our events facebook page at http://www.facebook.com/financeph/events

Thursday, January 8, 2015

Year End Review: Insular Life Ranked No.1 in Terms of Investment Performance (YoY)

Most people do not know but Insular Life performed the best for 2014. Insular Life's equity fund grow at 23.092% beating all other Life Insurance company's equity fund returns.

Here's an update on Insular Life's Investment Performance from January 1, 2014 to December 29, 2014 (year on year comparative) as compared to other insurance companies' investment performance:



*All data are from company websites except Company P-aL which is from pifa.com.ph  since no data can be found from the company website

Still wondering which company is the best company to invest in?

Now you know where.

Contact us.

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