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Life and Finance

by Patricia Denice

Helping Filipinos Understand the Value of Managing Money and Protecting It

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About

ABOUT ME

Hi, I'm Pat!

I'm a licensed insurance advisor, writer, and speaker passionate about helping people navigate finances and understand the value of managing and protecting them.

I guide individuals and families in securing their future with wisdom and responsibility my journey as an insurance advisor began with a personal desire to handle my own finances more responsibly.

Along the way, I discovered that financial preparedness is more than just a strategy—it’s an act of love. Through my work, I aim to help others make informed decisions that honor their future and their loved ones.

EXPERIENCE AND CREDENTIALS

As a licensed insurance advisor, I’ve guided individuals and families toward financial security.

My dedication has earned Medallion Awards, reflecting my commitment to excellence.

Beyond insurance, I write and speak to inspire others in financial stewardship and faith-driven decisions.

WHY I DO WHAT I DO

My journey began with a simple goal—to manage my own finances better.

Along the way, I realized that financial preparedness is an act of love.

I help others make wise decisions so they can protect what matters most and live with peace of mind.

GET YOUR FREE FINANCE TRACKER

Name

Email *

Contact Number *

Take an Insurance Quiz

How Protected Are You? — Quick Insurance Coverage Quiz

Wondering if you’re covered enough? Answer a few quick questions and get a FREE coverage checklist at the end—no commitments, just insights!

Full Name *

Email *

Contact Number *

I agree to receive updates or tips about insurance.

Age

*

Below 25

25–34

35–44

45–54

55 and above

What's your current life stage?

*

Single, no dependents

Married, no children

Married with kids

Supporting parents or relatives

Business owner

Retired / Planning to retire soon

Do you have existing life insurance coverage?

*

Yes, fully covered

Yes, but unsure if enough

No, I don’t have any

What's your primary concern right now?

*

Family’s Future if Something Happens to Me

Income Protection

Critical Illness

Retirement Planning

Education Fund for my Child

Asset Protection / Estate Planning

Business Continuity

Just Curious

If something unexpected happens, how long can your savings support your family’s needs?

*

Less than 3 months

3–6 months

6–12 months

More than a year

Not sure

How would you describe your current knowledge about insurance?

*

I’m a beginner

I know the basics

I have a few policies but unsure of the coverage

I’m confident about my coverage

Thank you for completing the quiz! Based on your answers, you might benefit from a FREE personalized checklist or a quick chat to know your coverage needs—no pressure. Want your checklist sent via email?

*

Yes, send my checklist

No, I’m just browsing

NEXT

Services

Life Insurance

Life is unpredictable, but your loved ones' future doesn’t have to be.

Life insurance provides financial security, ensuring your family is protected even when you’re no longer around.

Let’s find the right plan that gives you peace of mind and your family lasting protection.

Health Insurance

Your health is your greatest asset—protect it.

Health insurance safeguards you from unexpected medical costs, giving you access to quality care without the financial burden.

Secure a plan that keeps you and your loved ones covered when it matters most.

Income Protection & Financial Planning

Earning more isn’t enough if your income isn’t protected.

Income protection ensures you’re financially secure even during life’s uncertainties.

With smart financial planning, you can build a future where your finances work for you—not the other way around.

Let’s create a strategy that secures your goals and protects your hard-earned income.

Testimonials

CONNECT WITH ME

Book a Discovery Call

Always here for you,

Pat.