Case Study: Securing a Future — Helping a Breadwinner and Business Owner Build Savings and Investment for Her Family’s Future
Client Profile: Client Name: Withheld for PrivacyFamily Status: Breadwinner with 3 childrenOccupation: Entrepreneur / Business Owner of Saiful Imported Clothes Collection, LCC Sabang Naga City, Camarines Sur Introduction: The Journey to Financial Security As a Sun Life financial advisor, I am privileged to meet individuals with different stories, aspirations, and goals. Each client I encounter […]