"Smart Investing For Smart People"
There are many ways to approach financial planning, but most financial planners recommend using the Financial Planning Pyramid Approach.
The Pyramid has the following components:
Wealth Foundation
Wealth Accumulation
Wealth Preservation
Wealth Distribution
Life insurance is a wonderful financial planning tool. But the way it is SOLD in the market is very problematic…. Unfortunately, a lot of times it works for the agent because most insurance buyers are also unaware of their options or they simply don’t know how to ask the right questions.
The article covers introductory topics about Life Insurance in the Philippines such as:
Term and Cash Value Insurance
Whole Life and Unit-Linked Insurance Products
Endowment Insurance Plans (like Educational Plans and Pension Plans)
Since you have different financial needs at each stage of your life, it follows that you should also prepare for different financial plans for each. But as you notice, there are things that should always be in place like the emergency fund, life insurance and investments.
Hi there. I am your host, Carlos Velasco.
I hate scam.
And I am allergic to hype.
As your FAMI Mutual Fund Advisor,
my goal is to turn you into a
Smart, Confident and Fearless Investor!
