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Results: 264

Perseverance in crisis: Protecting lives, leaving legacies image

Fuji Yeo

Jun 23, 2025

Perseverance in crisis: Protecting lives, leaving legacies

Yeo shares a personal story of a challenging client experience that tested her resilience as a financial advisor. From being humiliated and facing rejection to handling her first death claim, Yeo learned powerful lessons about perseverance, the unpredictability of life and the urgency of financial planning — including how moments of crisis can become turning points toward securing the future. 

Insurance is protection against calamities and natural disasters

Ann Ruth Gochingco; Ma. Lourdes “Odette” Adoro; Jessyl Grace Patria-Torres

May 1, 20254 min

Insurance is protection against calamities and natural disasters

Insurance is more than just a financial product in a country as disaster-prone as the Philippines — it is an essential tool that helps families and businesses recover and rebuild. MDRT members share how they guide their clients when natural calamities occur.

Autumn blossoms

Clay Gillespie, CFP, CLU; Twyla Hardham, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 1, 20257 min

Autumn blossoms

Retirement challenges unique to women.