Strategies for the
Future-Ready.
In-depth architecture reports on wealth, protection, and the systems that power modern legacies.
From “Bantay” to Beneficiary: Why Your Fur Babies Needs Pet Insurance (And How to Get It Cheap)
For generations, the Filipino concept of a pet was simple. You had “Bantay“, minsan tawag p natin sakanila eh si brownie or si blackie pa nga. They lived exclusively outside the gate. They ate leftover rice and fish bones. their job was to bark at strangers and look scary. If Bantay got sick, the cure […]
ADB Partners with GCash: A ₱1.75 Billion Initiative to Boost MSME Lending
Gcash and other similar digital wallets are now a part of our everyday routine. It has become as essential as a physical wallet—ginagamit natin araw-araw for everything from buying load to paying your burger sa Jolibee or Mcdonalds. But the platform is rapidly evolving beyond just simple payments. It is becoming a critical lifeline for […]
Inside the “Oscars” of Insurance: Who Was at the 2026 PLIA Induction (And Why It Matters to policy holders)
Peter Coyiuto (President & CEO, First Life Financial)
Sanjay Chakrabarty (President & CEO, Pru Life UK)
Richard Lim (President, Sun Life Grepa Financial)
Geraldine Desiderio-Garcia (Senior VP, Country Bankers Life) – PLIA Secretary
Sjoerd Smeets (President & CEO, EastWest Ageas Life) – The tall gentleman in the middle
Hon. Frederick Go (Secretary of Finance) – Guest of Honor (Center)
Rahul Hora (President & CEO, Manulife Philippines) – PLIA President (wearing the medal)
Melita Teo (CEO, AIA Philippines)
Emma Abad (EVP, Fortune Life)
Dr. Jose Enrique Delas Peñas (President & CEO, Manila Bankers Life) – PLIA Vice-President
SSS pension is Not Enough: The ₱18,000 Harsh Reality of Retiring in the Philippines
We all have that picture in our heads. Retirement. Sitting on a porch in the province, sipping coffee, playing with the apos, and waiting for that monthly text message: “Credited to your account: SSS Pension.” For millions of Filipino employees, the Social Security System (SSS) is the retirement plan. The only plan. We see that […]
The “2-Year Rule” That Scares Policyholders: What Is the Contestability Period?
When you buy life insurance in the Philippines, you buy it for peace of mind. You pay your first premium, get that pretty policy contract, file it away, and think, “Okay, secured na ang pamilya ko.” However, there is what we call the “contestability period” that you need to learn and understand. Imagine this nightmare […]
Wait, Is My Life Insurance Taxable? (The 6% Rule Most Agents Forget to Tell You)
Let’s be real for a second. When you signed those insurance papers years ago, you probably just wanted to get it over with. You nodded at the agent, signed where they pointed, and filed the policy in a drawer thinking, “Great, if I die, at least secured na sila.” But here is the kicker that […]
Why Your Financial Strategy Needs an Upgrade (Not Just Your Phone)
We live in a world that moves fast. You probably upgrade your phone every few years. You update your apps weekly. You’ve adapted to remote work, AI tools, and digital wallets. Your life in 2026 looks completely different than it did just five years ago. But ask yourself this: Is your financial strategy running on the […]