Lianne Salvador and Denn Patrick Vallesteros
“Denn Patrick was match to me on the last day of 2017 – making him my last lead for the year. Only 21 years old at that time, fairly new to the corporate world and adult responsibilities, he was eager to plan and learn about his finances. He was all ears during our meeting.
We were able to hit it off once we talked about personal experiences in handling our finances. How it opened his eyes to the struggles of paying for his own expenses. How he was grateful that he took the chance to get in touch with us via the Advisor Match tool. Comparing my situation when I was a fresh graduate, he was pleased to know that he was off to a good start since I never had anyone to talk to back then. He also realized that he still has a long way to go in terms of life goals such as retirement and investment. Still, his priority was to start on the RIGHT path.
Moreover, he realized that his family should also know proper financial planning. Both his parents and twin brother were working in the Middle East, and he had not seen them for some time. He was actually eager for them to come home so we can meet and see what plans were suited for them.
During our meeting, that very same day, he signed for a VUL plan. Once approved, we met again and signed him for a SUN Fit and Well policy.
Last time we talked, he was planning to work with his family in the Middle East, where he knew his chances of getting a better income was higher. So next up, Mutual Funds! Before flying out later this year, we promised to open him an account. This cemented his belief to start strong in his career in order to secure his future. So proud of him! We are the perfect match!”
Moreover, she told me that I inspired her to pursue her goal to work overseas, come back, and eventually be a financial advisor. Little does she know I was the one inspired by her optimism! I encouraged her to explore and live her life to the fullest, and most of all, congratulated her for making a bright choice at such a young age.”