life insurance
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It’s been a good run Chartis
When I first joined Chartis way back in 2002, it was only a way to supplement my income from my life insurance portfolio with Philamlife back then. I used to carry comprehensive home and car insurance initially. I have never heard of travel insurance until it was introduced to me by my Agency Manager. That Read more
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Repackaging my Personal Brand
Finally after some fast track and full blast training the past few days, I have reactivated my life insurance license this time with AXA Philippines (I used to be with Philamlife). This completes my personal brand package as a “Cross-Seller”. 🙂 I have 1. Real Estate (Ayala Land, Rockwell Land; manages some properties for rent Read more
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Notes on Total Money Makeover
Total Money Makeover is a book authored by Dave Ramsey. It’s about a proven plan for Financial Fitness. Here are a few hard and practical lessons I learned from this book: 1. Start saving up your emergency fund while paying your debts. It sounds easier said than done esp. if you’re earning just enough to Read more
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Notes from Steps to Financial Peace seminar
What: Steps to Financial Peace Seminar When: August 12, 2011 Where: Teatrino, Promenade, Greenhills Speakers: J. Randell Tiongson, Francis Kong, Jayson Lo, etc. This Finance seminar I attended was like no other. Here are some insights I picked up from this valuable seminar: 1. How to increase your Cash Flow Apply the 70/30 rule. Spend Read more
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Why I wear many hats
I wear 3 hats. One represent Real Estate; the other, Insurance; and the last one, Mutual Funds. Well, I used to wear more than 3 hats before. Five years ago, I dropped Life Insurance in my business portfolio and more recently, I dropped Healthcare, on top of other side businesses. I have been told that Read more
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Insights of a Cross-Seller
“The mass of men lead lives of quiet desperation. What is called resignation is confirmed desperation….” – Henry David Thoreau. According to Henry David Thoreau, most men are slaves to their work and enslaved to those for whom they work. The first time I read this statement, I realized I was no different from the Read more