Several months ago, I got curious about how a financial advisor do their thing. Some of my friends reluctant to have their own insurance because of financial responsibility.
At first, I turned down two offers to sign an insurance that makes me save a lot of money. I’m not prepared to do it due to financial problems. But recently, a relative offered me a life insurance from Philam Life that will secure my future.
Last week, I was able to attend a roundtable session with the officials of Philam Life, led by their Chief Executive Officer, Aibee Cantos. He said that there’s a lot of people have misconception about being a financial advisor. At Philam Life, they will make sure that you achieve your goals.
“With the right products and the right people, we have a lot of opportunities to penetrate the market,” said Philam Life CEO Aibee Cantos.
“Today is the right time to talk about life insurance because it has continued to evolve. From primarily protecting the income of the breadwinner, life insurance has expanded to many uses like helping a child get the best education, to helping the sick get well, and to ensuring a comfortable retirement. Now, in addition to being there when something bad happens, Philamlife is an active partner for life to help people live longer, healthier, and better lives.,” explained Cantos at a media briefing held in Makati City.
They also told us that Philam Life is beefing up its recruitment campaign to bring financial solutions closer to its loyal customers.
“The career of a financial advisor has become an attractive career option because it allows the person to do good while doing well. Work-life balance is not just about time, but also having a meaningful balance between achieving one’s ambition and at the same time making a positive difference to other people’s lives.”, Cantos added.
I was stunned that Philam Life provides the right tools via targeted development programs. ‘’Our financial advisors get the support they need to be highly productive, collaborative, dynamic and tech savvy, to have a good understanding of the needs of their clients in a fun and nurturing environment. ’’ the Philam Life chief said.
Known as one of the enduring pillars of the Philippine life insurance industry, and for nearly seven decades, Philam Life has earned the trust of customers for its financial strength, strong brand name, and its ability to deliver on its promises.
They recently launched its one-stop-shop office called SPARK that offers fully digital personalized services to give the best customer service experience to customers of Philam Life, BPI-Philam and PAMI. Its online Customer Portal called ePlan is also now up to provide customers a facility to access policy details and make transactions anytime, anywhere.
In terms of product innovation, Philam Vitality is the first of its kind in the Philippines and the only full-scale wellness program that is all about getting healthy and being rewarded for making healthy choices. The company has also launched Future Scholar, the first in the market hybrid education plan that gives guaranteed benefits at the same time offers long-term growth potential to help parents maximize their savings for their children’s college education.
Adept in innovation, Philam Life’s financial advisors and agency leaders also work from the comforts of their own interactive mobile office called IMO – an app which they can use to plan their business, recruit, monitor and manage sales activity. Another innovation, IPoS, is the interactive point of sale system, first iPad-based paperless application that aids financial advisors do financial needs analysis, present product options, receive applications and pay in one sitting.
Meanwhile, GENESIS by Philam Life, a modern facility for financial advisors that offers an end-to-end training and development program that fast tracks the journey of Philam Life financial advisors to becoming premier agency leaders and elite members of the global Million Dollar Round Table club.
