RENALYN Q.

TAGUBASE
Financial Advisor

 Wife to Cristopher Tagubase

1
 Renalyn Quintilla Tagubase
(Bachelor of Science Information Technology)

2
 Renalyn Q. Tagubase
Work Experience

Financial Analyst II

Sales Representative

3
 Our Goal,
Anchored Purpose

 To help Client achieve Lifetime Financial Security,

 To reach our dreams for Outlives & our Family

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 WHAT DOES A

MEAN TO YOU?

OWN A CAR OWN A OPEN A

RETIREMENT TRAVEL EDUCATION

Having clear dreams and life goals will give you a compelling reason to
5 SAVE and INVEST rather than SPEND needlessly.
 A BRIGHTER LIFE
CAN BE ACHIEVED IF WE MAKE THE
BRIGHT CHOICES TODAY.

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7
 HOW INSURANCE WORKS?

Man at Work = INCOME

LIFESTYLES
COMFORT
Life Insurance
=
POVERTY
Income Continuity/
SURVIVAL FAMIL
Protection
Y
THANK YOU!!!!
 28,000 days
Cycle of Life = 76.71 years
Cycle of Life
Average # of Years

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 What we normally do at this stage?

80 / 0

Fir
st
2 0
Play

ye
ar
Study/School

s
60 20

40

9
 What we accomplish at this stage?

80 / 0

60 20
First Job
First House
First Car
Get Married
Kids 21-40
years
40

10
 What is our outlook at this stage?

80 / 0

Kids
Going to
School

60 Kids 20
Second House
Second Job
Second Car

41-60 years
40

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 What are we looking at this stage?
80 / 0

rs
ea
0y
-8
61

Retirement

60 20

40

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 Most important aspect of these stages
80 / 0

rs

Fir
ea

s
0y

t2
0y
-8

ea
61

sr
60 20

40

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 What are the Fears we need to Solve?

80 / 0
s

28,000 days

Fir
r
ea

s
t2
0y

- 14,000 days

0
-8

ye
61

ar
14,000 days

s
Fear#1: What if I can not work to 60?
60 20 Critical Illness Coverage
Fear#2: What if I do not reach 60?
Life Insurance
Four (4)
Fears Fear#3: Can I ensure that my Kids start
to Address life with the right foundation?
Investment / Educational Fund
Fear#4: How much is enough to retire?
Retirement Fund
40

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 No Income
0-20 years : Playing, Student
Many Firsts (Job, Home, Car),
21-40 years: Get Married, Have Kids
Upgrade Car, Job, Investment,
41-60 years:
Send Kids to School
Summary No Income
61-80 years: Planned Retirement
of 28,000
To Address Fears in the Event of:
illness – Critical illness Coverage
Death – Life Insurance Coverage
Education – Investment Funds
Retirement – Investment Funds

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16
 THE QUESTION:
WHY GET COVERED NOW?

 Start while you are still young.

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 “Sa huli, tayo pa din gagawa ng
desisyon sa mga pagkakataong
pinagkakaloob, o hahayaan
natin na mauwi sa pagsisisi ang
mga pinatagal nating
desisyon.” 

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