This an invitation which I received the other day. The speaker, Antonio Miguel J. Sanchez, let me share this invitation to all KayaMoPinoy readers. Below is the email which I’ve copied verbatim.

The invitation starts here:

Attention: Human Resources Manager
Subject: Free Financial Planning Seminar
Dear Sir/Madam:

Greetings!

We believe that it is every employee’s aspiration to be financially independent in life! However, studies have shown that only 1 out of 10 Filipinos are actually saving for their financial future.

As such, we strongly believe in the paramount value of saving and investing as a financial tool to have a secured future for yourself and your loved ones. And, it is for this purpose that we are reaching out to you for an opportunity, which you might consider worthy of your time.

For more than 114 years now, Sun Life Financial-Philippines, one of the leading financial services companies in the country today, has remained steadfast in its mission to provide financial freedom to every Filipino family. The company has well-trained Financial Planners to herald the good news about the benefits of planning ahead to cushion the impact of life’s uncertainties.

It is in this light that we would like to offer a FREE SEMINAR on FINANCIAL PLANNING to your company employees for the purpose of educating them on the importance of saving and investing for the future.

This seminar and workshop aims to:
(1) Educate employees on the basics of Wealth Management through financial planning to enable them to effectively manage their finances;
(2) Conduct a simplified workshop on Cash Flow Analysis;and
(3) Provide access to a wide array of financial instruments that could meet your employee’s financial goals.

Moreover, the seminar will demonstrate your genuine concern for your employees’ welfare. This could form part of your organization’s “Attraction and Retention Program” so that you retain your key people, thereby save on valuable human capital.

The undersigned has provided this Financial Wellness seminar to the following companies: PLDT Retirees, Convergys, Tollways Management, Magsaysay Shipping, Bouvet Ship Management, South Field Agencies, Philippine Coast Guard, Orient Semiconductor, Bayantrade, NEC Telecom, Digital Media Exchange, Digital Paradise, Inc., (Netopia), and Pascual Laboratories.

For immediate queries, you may contact the undersigned, Mr. Antonio Miguel J. Sanchez, Jr. of Rosewood New Business Office at telephone no. (63917) 3256218 or email at antoniomiguel.j.sanchezjr@sunlife.com.ph.

Thank you for your attention and we look forward to be of service in the near future.

Sincerely,

Antonio Miguel J. Sanchez, Jr., RFP
Financial Planner
… carpe diem!

About the Speaker:

Mr. Antonio Miguel J. Sanchez, Jr. is a Financial Planner for the last eight years and prides himself of helping hundreds of clients and families prepare for their various financial goals & needs.

Also, Mr. Sanchez has conducted various Financial Planning Seminars throughout his career, providing invaluable information to employees and executives in industries such as Business Process Outsourcing, IT-Telecoms, Maritime Agencies, and others. Among the companies he provided Financial Planning seminar to include Convergys, Tollways Management, Magsaysay Shipping, Bouvet Ship Management, South Field Agencies, Philippine Coast Guard, Orient Semiconductor, Bayantrade, NEC Telecom, Digital Media Exchange, Digital Paradise, Inc. (Netopia), and Pascual Laboratories.

Mr. Sanchez holds licenses with the Insurance Commission (Life and Variable Life) and Securities and Exchange Commission (Pre-Need and Mutual Funds). He has completed various Financial Planning Programs, such as the Registered Financial Planning Program, Investment Planner Program and PRU Financial Advisor Program.

Mr. Sanchez is a member of the Life Underwriters Association of the Philippines, Sales Advisory Council and awaiting membership from Register Financial Planners Institute of Ohio, USA and Association of RFPs in the Philippines.

Mr. Sanchez, likewise is actively involved in HMO-health, Property, Motor Car and Casualty Insurance and financial services such as, Retirement Planning, Educational Funding, Estate Creation & Preservation, Business and Key-man Insurance, and Investment Management.

Should you require a Financial Planning Review, please feel free to contact the undersigned at CP# 0917-3256218 and 776-4194 or email at bostonloyalty@gmail.com or antoniomiguel.j.sanchezjr@sunlife.com.ph.

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