LIFEPLANNING PARTNERS

YOUR PERSONAL, LIFE-LONG FINANCIAL CONSULTANT

The LifePlanning Partners (LPPs) are agents that specialize in working hand-in-hand with clients to personalize and build insurance coverage and services that are customized to fit the client's needs.

Knowing and understanding that the financial security needs of each individual are unique and will vary as one goes through various life stages, they are committed in performing the role of full-time and life-long financial consultants.

LifePlanning Partners Intro Image

YOUR PARTNER WILL BE WITH YOU EVERY STEP OF THE WAY

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FULL-TIME DEDICATED PROFESSIONALS

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HIGHLY TRAINED (2-YEAR PROGRAM PLUS MENTORSHIP)

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EXPERTS AT THE FULL SUITE OF LIFEPLANNING TOOLS

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MISSION-ORIENTED, TRUSTED AND RESPECTED IN INDUSTRY

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FOCUSED ON DEVELOPING DEEP CLIENT RELATIONSHIPS

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HOLISTIC LONG-TERM APPROACH

4 STEPS TO THE PERFECT FIT

A NEEDS-BASED APPROACH TO AN INSURANCE PACKAGE THAT'S JUST RIGHT FOR YOU

The role of the LifePlanning Partner is to assist you in planning for the big life events ahead. Have you thought about your child's marriage? Education? Your retirement? No problem, we're here to help.

Using their expertise in FINANCIAL NEEDS-BASED ANALYSIS, our LifePlanning Partners are able to tailor-fit an individual’s insurance plan according to their personal needs.

LifePlanning Partners What We Do

Step 1
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LifePlanning Partner computes the year by year expenses of the client.
Step 2
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LifePlanning Partner projects the future accumulated needs of the client.
Step 3
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LifePlanning Partner compares the expenses with the needs of the client and then determines if there are unprotected needs.
Step 4
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LifePlanning Partner creates a tailor-fitted solution according to the needs of the client.

HOW WOULD YOU RANK THESE PRIORITIES IN YOUR LIFE?

Based on financial assessment, analysis and how you rank these life events and needs, your LifePlanning Partner will build a customized insurance package that will serve you and your family exactly as you need it to.

Cost of Living
Cost of Living - LifePlanning Partner
No matter what happens, make sure that your family and loved ones have their basic needs covered for food, water, clothing, utilities, and transportation. Let us be their safety net.
Housing
Housing - LifePlanning Partner
Even at the worst of times, ensure that your family’s home stays exactly that — a loving, warm and happy place that they can always come back to.
Education
Education - LifePlanning Partner
It’s no secret that as each year goes by, education costs are getting higher and higher. Rest assured that even in the event of the worst, your children’s futures are secured.
Children's Wedding
Children's Wedding - LifePlanning Partner
Prepare in advance and let no financial obstacle stand in the way of your child’s special day.
Emergency Funds
Emergency Funds - LifePlanning Partner
Mother Nature is unpredictable. Make sure you and your family are never without support during a typhoon, earthquake or other natural disaster.
Hospital Expenses
Hospital Expenses - LifePlanning Partner
Allow you and your family to heal, grieve, recuperate, or celebrate good health worry-free with the knowledge that those hefty hospital bills are covered.
Estate Tax
Estate Tax - LifePlanning Partner
Estate tax, lawyers’ fees and accountants’ fees can cost up to about 50% of a family’s inheritance. Take preventative measures and ensure that more of your hard earned money stays in the hands of those you worked the hardest for.
Last Expenses
Last Expenses - LifePlanning Partner
Family loss is difficult enough, even without the added financial expenses of dealing with that loss. Make sure you have your bases covered and allow your family the chance to celebrate and honor the lives of their loved ones
Disability
Disability - LifePlanning Partner
Disability for one member of the family does not have to mean overwhelming hardship for the rest. With a little pre-planning, we can provide your financial crutch.
Retirement
Retirement - LifePlanning Partner
After years of hard work, let us help you plan for the retirement that you both want and deserve.