Finance and Insurance

This is Why You Need Insurance to Survive the New Normal

The pandemic made all of us realize that we need protection now more than ever

How Does VUL Insurance Work?

If you have a financial advisor in your group of friends or relatives, chances are, one of your conversations has led them to ask you, “Are you willing to grow your money through investment?”

7 Useful Insurance Riders and How They Benefit Your Policy

Life security is crucial, now more than ever. One day, everything in your career, health, and personal finance might be going perfectly fine and the next, the situation has changed, whether you are ready for it or not.

What Happens If I Fail to Pay My Insurance Premium?

When it comes to insurance premiums, failing to make your payment can put you four steps back. 

Understanding Insurance Premiums: How Does It Work?

Understanding insurance premiums is necessary in knowing how your policy can help you protect your life and well-being, as well as that of your family.

21 Common Terms Found in Your Insurance PolicyーAnd What They Mean

A list of commonly used words in insurance and their definitions

Know Your Responsibilities as an Insurance Policyholder

Maximize the benefits of your plan by fulfilling your responsibilities as an insurance policyholder

Needs vs. Wants: 5 Steps to Smartly Budget for Both

Reach your financial goals by building a realistic budget that balances spending for wants and needs. Make informed decisions with these steps.

5 Reasons Why You Should Track Your Daily Expenses (and How)

Keeping tabs on your spending enables you to prioritize and save more money. Here are ways on how to track your expenses.

Create a Financial Safety Net in 8 Simple Steps

Life insurance with savings can protect your family financially in case an unanticipated event happens.

[QUIZ] What Your Favorite Food Says About Your Money Spending Habits

Did you know that your favorite food says a lot about your money spending habits? Take our short and sweet quiz for a quick assessment! 

[QUIZ] Ready for Rain: How Prepared Are You?

How ready are you for the rainy season? Take this quiz to determine your rain readiness and assess your preparedness in life.

10 Ways to Improve Your Financial Literacy

When you know how to manage your finances, you can adopt an investment and savings plan that will allow you to live your dreams. 

Investing 101: Understanding Your Risk Profile

Find success as an investor! Here’s a brief overview of the different risk profiles. Contact us today for VUL insurance plans and more. 

[QUIZ] What Kind of Spender Are You During Times of Uncertainty?

Find out what kind of spender you are and get tips on how to improve your money habits

How to Manage Money During the COVID-19 Pandemic

Wise financial planning has even become more critical in this time of uncertainty

What is the Time Value of Money? (And How it Affects Your Saving Habits)

This guide will teach you about the time value of money and how it can impact your long-term financial stability. 

6 Financial Lessons To Learn from the Pandemic

Take these learnings with you as you brave the "new normal"

4 Steps To Create a Family Budget That Covers Unexpected Expenses

Do you know what your zodiac element says about your spending habits? Align your money habits with your cosmic reality to help you with your finances.

[QUIZ] What is Your Actual Zodiac Element Based on Your Money Habits?

Do you know what your zodiac element says about your spending habits? Align your money habits with your cosmic reality to help you with your finances.

[QUIZ] What Is Your Money Personality?

Is your money personality that of a money monk, money spender, money avoider, or money saver?

How to Secure Your Financial Data in the Digital Age

Keep your financial data safe. Read the best cybersecurity practices for your savings, emergency funds, insurance, and investment plans.

10 Excel and Google Sheets Tips for Budgeting Like a Pro

Are you planning to straighten out your finances this year? Create a budget system you can stick to using Microsoft Excel or Google Sheets! 

Why Do You Need to Open a Bank Account?

Did you know that 51.2 million Filipinos remain unbanked? This article will discuss why you need to open an account as soon as possible.

A Practical Guide to Maximizing Your Savings Through Life Insurance

Find the best way for your savings to work for you now and in the future 

[Quiz] WHAT KIND OF EMPOWERED WOMAN ARE YOU?

Who run the world? Girls.

Whether it be in politics, in a community, at work, at home, or in a patriarchal society, women get work done with poise and grace.

How to Buy Life Insurance Digitally During COVID-19

Get you and your loved ones protected with a life insurance plan. Here's how you can buy a policy safely online.

4 Benefits of Having Health Insurance During the COVID-19 Pandemic

Read up on some of the reasons why having health insurance during the pandemic is helpful.

What to Do If You Have No Health Insurance During the Pandemic

In light of the pandemic, medical care may be harder to access without health insurance. Here are steps you can take to protect yourself from the virus.

Why You Shouldn’t Solely Rely on Your PhilHealth Coverage

What is the state of universal health insurance in the Philippines? Read on to know why PhilHealth isn’t enough for your medical needs.

Health Insurance vs. Life Insurance

Life and health insurance are two of the most common insurance plans. While they may overlap, here’s what you need to know about the two and which one to pick.

Strategies for Business Survival in the Coronavirus Crisis

The new normal poses a difficult challenge for most business models. Here are tips on helping your business survive during and after the COVID-19 crisis.

How to Care for Your Well-Being (and Wallet) During COVID-19

As the confirmed COVID-19 cases climb, each day gets more disconcerting. Here’s how you can take care of your well-being and finances during the pandemic.

11 Essential Life Insurance Terms You Need to Know

Before buying a life insurance plan, learn the different terms present in your policy to be fully informed.

5 Tips for Juggling Your Finances Better During COVID-19

Were you hit hard by the pandemic? Here’s how you can streamline your finances to stay on top of your expenses and savings plan and work towards your goals.

Here’s Why You Should Start Investing During A Pandemic

What if investing during a pandemic is actually an excellent move?

5 Ways to Save Money on Common Living Expenses

Read on for some simple tips on how you can save money from your everyday living expenses.

8 Free Online Courses to Improve Your Financial and Budgeting Skills

Pave the way for a better future. Improve your money management skills with these free courses.

5 Money Management Tips When You’re Broke

A savings plan can work even when you think you’re too broke. 

5 Questions to Help You Sort Your Financial Priorities

Every financial plan starts with knowing your focus. From clearing debt to making a savings plan, here are questions to help you find your financial priorities.

[QUIZ] WHAT KIND OF DREAMER ARE YOU?

Discover what road you'll take so you can bring your dreams to life.

Tips to Protect Your Money Against Scams and Frauds

Learn how you can avoid scams that can potentially rob you of your data or hard-earned money from your savings plan.

5 Smart Investing Strategies During the Pandemic

From getting a comprehensive insurance plan to diversifying your investments, here are some smart investing strategies to take amid the COVID-19 pandemic.

Hassle-Free Ways to Pay Bills and Recurring Expenses

Know the best payment methods for your bancassurance plans.

[Infographics] 5 Common Financial Mistakes Couples Make (and How to Fix Them)

Do you argue with your partner about money? You’re not alone. Here are some common money issues couples have and how you can avoid them.

[Infographics] 10 Gym Alternatives for Busy Parents Who Want to Be Fit/Healthy in 2020

Thinking of skipping a gym membership? Here are some gym alternatives for busy parents who want to stay in shape on a budget! 

Top 5 Financial Trends in 2020 for Better Money Decisions

From exploring cashless payments to getting life insurance, check out these new trends and what’s here to stay in the world of finance for 2020.

12 Financial Tasks for Every Month of the Year

The New Year is a chance to make meaningful changes to your financial health, such as finally getting life insurance. 

Debt Snowball vs. Debt Avalanche: Which Method is More Effective?

Whatever approach to debt you chose to take, it’s advisable that you have a buffer like a life insurance plan to help you stay on track of your life goals.

Saving Money vs. Paying Off Debt: Which Should You Do First?

Debt can be difficult to deal with, but is it worth draining your savings for? Here’s the best way to strike a balance between saving money and paying off debt.

[Infographic] 7 Modern Tools for Managing Your Finances More Effectively

Better manage your money, insurance, and investment and jumpstart your financial makeover by integrating a digital budgeting tool that best suits your needs.

Why Life Insurance is the Perfect Christmas Gift for Your Loved Ones

Want to be a little extra for the holidays? Think outside the box for your gift-giving. Here’s why life insurance in the Philippines will do the trick. 

Two is Better Than One-Even in Insurance Plans

Two heads are better than one"-so goes the wise proverb that most often refers to ideation and brainstorming, but is also in essence about cooperation or working together to achieve a task. 

[Infographic] How to Enjoy the Holiday Without Breaking the Bank

Know how you can still exude the spirit of joy and giving while still being mindful of your savings plan and spending your hard-earned pay. 

4 Financial Lessons You Can Learn from Classic Holiday Tunes

You might realize that Yuletide songs have a lot to say about how we spend Christmas – and how we spend our money come the holiday season.

Sort Your Finances 2020: Here are 5 Useful Resources on Personal Finance

Start the year right by expanding your financial knowledge. Make room on your bookmarks tab for these fantastic personal finance and insurance resources! 

[Infographic] 5 Luxuries You Can Live Without to Save More Money

Little expenses can add up quickly. Check out these few luxuries you can ditch for the sake of your financial health (and sanity)!

[Infographic] Top 5 Budgeting Techniques to Help You Save More Money

Financial wellness starts with saving money.

[Infographic] Top Currencies to Watch and Invest in Today

Aside from dollar investment, you can further diversify your portfolio by looking at the other top foreign currencies of the world.

[INFOGRAPHIC] Investing vs. Spending: Know the Difference to Help You Grow Your Money

To spend or to invest? Read this article to find out when it’s okay to spend and better to invest in vehicles, like UITF and dollar investment. 

5 Reasons Your Life Insurance at Work Is Not Enough

Achieve your goals and stick to your resolutions! Here are 18 financial resolutions for a prosperous new year.

What Breadwinners Need to Know About Buying a Life Insurance

Most breadwinners see their primary role in the family as someone who simply provides for the day-to-day needs of the family --- food, clothing, shelter, education. However, it is not enough for breadwinners to simply provide for daily needs --- they should also look towards the future and provide for their family's financial protection.

Why Good health Coverage Is A Must

Not many get proper health coverage, failing to understand that having good coverage actually protects their wealth, and a lack of it brings financial despair.

5 Things You Should Know Before Buying a Life Insurance

There’s a wide range of life insurance products in the Philippines, and it’s important to know what you are getting before you buy one.

How Can I Benefit From Life Insurance While I Am Alive?

Here are some of the insurance and investment opportunities you can enjoy from your life insurance while you’re still alive.

The Rights of an Insurance Policy Holder

Know your rights as a policy holder regarding your insurance protection coverage and claims.

5 Questions to Ask Before Buying Life Insurance

Here are some questions you should ask before buying life insurance in the Philippines.

Why Buy Yourself Life Insurance as a Christmas Gift

It may not be a popular choice like the newest iPhone, but unlike the latest gadgets, life insurance is the best gift you can give yourself and your family.

Types of Insurance You Need in Your Life [Infographic]

Insurance protects you from the unknown and helps you manage risks. Here are the types of insurance that you absolutely need in your life.

Benefits Of Getting Insured: Here’s Why You Should Get A Life Insurance?

Getting insurance is a vital part of financial planning. When an insurance company and a trusted bank come together through a partnership called bancassurance, it becomes even more beneficial to the customer. Here are five reasons why.

Bancassurance For OFWs: Here’s Why You Should Buy Life Insurance From Your Bank If You’re Working Abroad

Getting insurance is a vital part of financial planning. When an insurance company and a trusted bank come together through a partnership called bancassurance, it becomes even more beneficial to the customer. Here are five reasons why.

Bancassurance For OFWs: How To Buy Bancassurance Products If You’re Working Abroad

No one can predict the future—certainly not when you’ll find yourself in a situation where you will need a life insurance plan.

Benefits Of Getting Insured: Here’s Why You Should Get A Life Insurance?

No one can predict the future—certainly not when you’ll find yourself in a situation where you will need a life insurance plan.

What is Bancassurance?

According to a number of global studies, Filipinos are among the least financially literate in the world. Standard & Poor’s Ratings Services Global Financial Literacy Survey shows that the Philippines ranks among the bottom 30 countries for financial literacy, with only 25%, or only 1 out of 4 Filipino adults considered financially literate.

Who Is A Bancassurance Sales Executive

Getting insurance is a vital part of financial planning. When an insurance company and a trusted bank come together through a partnership called bancassurance, it becomes even more beneficial to the customer. Here are five reasons why.

18 Financial Resolutions You Can Make This 2018

Achieve your goals and stick to your resolutions! Here are 18 financial resolutions for a prosperous new year.

How to Save Money the Smart Way

If you save smart, then steady progress will get you to your savings goals and help you to avoid those big slip-ups on the way.

6 INVESTMENT HACKS FOR MILLENIALS

The the thought of having an insurance and investment in your 20s might sound too soon, but it could help you secure your future early on.

Tax Reform: How Your Increase in Take-Home Pay Can Be Invested

The 2018 TRAIN will not only help you achieve higher income. It will also allow you to invest and secure your future.

Attract More Money in 8 Ways

Follow these eight money ideas to ensure that wealth flows abundantly for you end all year round.

Your Ultimate Guide to Financial Planning for the New Year

Check out this financial planning guide to help you achieve your financial goals like buying life insurance, preparing for retirement or investing for the future.

How To Get Your Finances Back On Track After The Holidays

Here’s how to slowly but surely put your personal finances back on track in 2018.

5 Investments You Should Have by 50s

If you’re nearing your 50s or just turned 50, here’s the lowdown on where you should be investing as you reach your golden age. 

A Yuppie’s Guide to Saving for Retirement Fast & Easy

Secure your future by saving for retirement as soon as you start working. Here are fast and easy ways how a yuppie like you can do it no matter how much you’re earning.

How to Cut Your Monthly Expenses and Save More

Here are incredible ways you can cut your monthly expenses to help you save and grow your investments.

The Filipino Style in Saving and Retirement Planning

Filipinos have a different concept of financial and retirement planning, and most are not able to save and prepare for the future. Here’s what you should know.

8 Smart Things to Do with Your 13th Month Pay

Purchasing life insurance in the Philippines is one of the smartest things that you will ever make with your 13^th month pay.

INVESTMENT GUIDE FOR EVERY STAGE OF LIFE [INFOGRAPHIC]

Learn which investment instrument best matches your current stage of life with this guide.

6 Tips to Make Your Hard-Earned Money Work For You: Guide for OFWs

Coming home for Christmas?  Make your hard-earned money work for you while enjoying the holiday season with your loved ones. Follow these tips!

Retire with Peace of Mind

You've worked hard for decades to build a good legacy, a good name, for your loved ones. Now that you are ready to enter your golden years, it's important to have peace of mind in all aspects of life - whether it be physical health, mental health, emotional stability, a level of spirituality, and financial stability.

Start a Long-Term Savings Plan with your Christmas Bonus

At the end of every year, millions of Filipino employees rejoice - not just because of the festive holiday season, but also with the joyous anticipation of their year-end bonus.

6 Types of Insurance Your Business Needs

Give your business proper protection from any loss or damage that it may encounter with the right type of business insurance.

How to Make Your Employees Happy with Benefits: A Guide for SMEs and Enterprises

Employee benefits are crucial in keeping a worker engaged and happy. We’ve outlined the ways you can improve job satisfaction through employee benefits.

[INFOGRAPHIC] HOW TO MAKE EMPLOYEES HAPPY

Make your employees happy by promoting work-life balance