Financial Advisor - Crystal Lacap

📖 𝐂𝐥𝐢𝐞𝐧𝐭 𝐒𝐭𝐨𝐫𝐲 𝐒𝐞𝐫𝐢𝐞𝐬 #𝟏: 𝐏𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐏𝐫𝐨𝐭𝐞𝐜𝐭𝐨𝐫𝐬

Last year, ang priority nila was their child.

𝗔𝘀 𝗹𝗼𝘃𝗶𝗻𝗴 𝗽𝗮𝗿𝗲𝗻𝘁𝘀, kinuhanan nila ng plan ang kanilang 5-year-old child. Imagine, 𝘀𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝗮𝘁 𝗮𝗴𝗲 𝟵, 𝗺𝗮𝘆 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝗱 𝗰𝗮𝘀𝗵 𝗯𝗲𝗻𝗲𝗳𝗶𝘁 𝗻𝗮 𝘀𝗶𝘆𝗮𝗻𝗴 𝗺𝗮𝗿𝗲𝗿𝗲𝗰𝗲𝗶𝘃𝗲 𝗲𝘃𝗲𝗿𝘆 𝘆𝗲𝗮𝗿 𝘂𝗻𝘁𝗶𝗹 𝗺𝗮𝗴 𝟭𝟬𝟬 𝘆𝗲𝗮𝗿𝘀 𝗼𝗹𝗱 𝘀𝘆𝗮. A gift that can help create more opportunities for their future.

At that time, feeling nila hindi naman nila kailangan ng insurance para sa sarili nila. Mas importante para sa kanila na ma-secure muna ang future ng kanilang anak.

But this year, nagbago ang perspective nila.

Sa dami ng uncertainties na nangyayari sa paligid, na-realize nila na hindi sapat na secured lang ang kanilang anak.

Paano kung may mangyari sa kanila?

Who will continue providing for the family?

That’s when they decided to get protection plans for themselves as husband and wife.

Because they realized that 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗰𝗵𝗶𝗹𝗱𝗿𝗲𝗻 𝗶𝘀 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁, 𝗯𝘂𝘁 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗵𝗼 𝗮𝗿𝗲 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮𝗻𝗱 𝗽𝗿𝗼𝘃𝗶𝗱𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗵𝗮𝘁 𝗳𝘂𝘁𝘂𝗿𝗲 𝗶𝘀 𝗷𝘂𝘀𝘁 𝗮𝘀 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁.

Ito yung mga klase ng clients na talagang nakakatuwang kausap—𝗽𝗮𝗿𝗲𝗻𝘁𝘀 𝘄𝗵𝗼 𝗱𝗼𝗻’𝘁 𝗷𝘂𝘀𝘁 𝘁𝗵𝗶𝗻𝗸 𝗮𝗯𝗼𝘂𝘁 𝘁𝗼𝗱𝗮𝘆, 𝗯𝘂𝘁 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹𝗹𝘆 𝗽𝗿𝗲𝗽𝗮𝗿𝗲 𝗳𝗼𝗿 𝘁𝗵𝗲𝗶𝗿 𝗳𝗮𝗺𝗶𝗹𝘆’𝘀 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄.

Thank you for trusting me to be part of your financial journey. 🤍

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