North Anchor Financials

21/08/2025

Life insurance with growth potential? ✅ Yes, please. Access Global Dynamic Income-Paying Fund (GDIF) through AIA VUL plan and tap into a fund designed for long-term financial growth.

Start today by talking with your AIA Life Planner!

14/08/2025

Many Filipinos wait until after age 40 to get insured.
But by then, it may be more expensive or worse too late if you're no longer insurable.

The younger and healthier you are, the lower the premiums.

Let’s talk about your insurance needs. Drop us a message to know more. 💌

07/08/2025

Little-known fact that makes a big difference. Secure your family’s future, 𝘁𝗮𝘅-𝗳𝗿𝗲𝗲.

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💡In the Philippines, life insurance proceeds are usually 𝐞𝐱𝐞𝐦𝐩𝐭 𝐟𝐫𝐨𝐦 𝐞𝐬𝐭𝐚𝐭𝐞 𝐭𝐚𝐱 𝐢𝐟 𝐭𝐡𝐞 𝐛𝐞𝐧𝐞𝐟𝐢𝐜𝐢𝐚𝐫𝐲 𝐢𝐬 𝐢𝐫𝐫𝐞𝐯𝐨𝐜𝐚𝐛𝐥𝐞, meaning the insured can’t change it without consent. If 𝐫𝐞𝐯𝐨𝐜𝐚𝐛𝐥𝐞 or 𝐭𝐡𝐞 𝐞𝐬𝐭𝐚𝐭𝐞 𝐢𝐬 𝐭𝐡𝐞 𝐛𝐞𝐧𝐞𝐟𝐢𝐜𝐢𝐚𝐫𝐲, the proceeds are included in the estate and subject to tax.
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📩 Consult with your trusted financial advisor to review and update your designated beneficiaries, especially after significant life milestones. It is also advisable to initiate a discussion on your family’s estate planning.

31/07/2025

𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐬𝐧’𝐭 𝐚𝐛𝐨𝐮𝐭 𝐪𝐮𝐢𝐜𝐤 𝐰𝐢𝐧𝐬, 𝐢𝐭’𝐬 𝐚𝐛𝐨𝐮𝐭 𝐥𝐨𝐧𝐠 𝐭𝐞𝐫𝐦 𝐠𝐫𝐨𝐰𝐭𝐡. Focus on decades, not days.

Talk to your trusted AIA Life Planner to start building wealth that lasts.

Investing isn’t about chasing quick wins, it’s about staying the course. Embrace long-term thinking and grow your wealth with a strategy built for decades. Our Life Planners can help you—connect with one today!

31/07/2025

That secure, worry-free future?
It starts with one smart step today. 💡

Tap into small saving habits now, and Future You will thank you big time.

👉 Read more: https://bit.ly/AIA-ThingsYoullThankYourselfFor

24/07/2025

Your financial journey should be guided by a well-thought-out plan, not short-term emotions. Emotional investing can cloud your judgment and derail your long-term goals.

Connect with us so we can help you stay grounded through sound financial planning, disciplined investing strategies, and behavior coaching. Our goal is to help you achieve clarity, confidence, and consistency in your financial decisions.

Message me for a pressure-free consultation. 📩

When emotions take over, smart decisions take a backseat. Understand your investing biases and stay focused on your long-term goals with clarity and confidence.

22/07/2025

: BPI Wealth has unveiled the BPI Global Bond Income Fund, a new investment solution designed to deliver consistent monthly income to Filipino investors. Tailored for income-seekers, the fund offers a compelling moderate risk investment that focuses on global fixed income opportunities.

Unlike many income-generating funds that rely on equities or balanced strategies, the BPI Global Bond Income Fund provides pure fixed income exposure, helping investors manage volatility while maintaining consistent payouts.

“The launch of this fund reflects our commitment to democratize global investing and to provide Filipino investors access to world-class opportunities,” said Maria Theresa Marcial, President and CEO of BPI Wealth. “In today’s volatile environment, consistent cash flow is more than a financial goal—it’s a lifeline. This fund empowers investors to build secure, income-generating portfolios with confidence.”

Read more here: https://bit.ly/46Mt6fb

18/07/2025

: Tax at deposits mo, ano ang totoo? Read the facts here:

✅ Right now, may 20% tax sa INTEREST ng savings mo.

✅ Sa Capital Markets Efficiency Promotion Act (CMEPA), 20% pa rin ang tax sa INTEREST ng savings mo. No change (for Peso savings / checking accounts).

✅ CMEPA took effect on July 1, 2025 but will not impact your time deposits made before that date.

✅ Ang 20% tax on INTEREST ay mag-a-apply na sa mga 3, 4, 5-year (or longer) time deposits na binuksan on or after July 1, 2025.

Learn more about CMEPA in this explainer from the Department of Finance: https://bit.ly/3IBZdEs

17/07/2025

💡 Mga dapat malaman tungkol sa mga pagbabago sa tax sa interests sa savings sa ilalim ng CMEPA.

Mahalagang malaman na HINDI ito bagong buwis at layunin lamang nito na gawing pantay at patas ang pagbubuwis sa interest mula sa savings ng mga mamamayan.

16/07/2025

Even billionaires don’t put all their eggs in one basket—why should you? Discover the power of global diversification with AIA’s investment-linked plans designed for long-term protection and growth.

Talk to an AIA Life Planner today to get started!

10/07/2025

𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝗱. 𝗧𝗿𝘂𝘀𝘁𝗲𝗱. 𝗖𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗱.

Excited to be recognized as one of the emerging advisors in North Central Luzon and a Q2 Zone Achiever across AIA Philippines!

If you’re looking for guidance in:
✅ Life insurance
✅ Medical & health coverage
✅ Retirement or education planning
✅ Growing your investments
✅ Or starting a career in financial services…

Send me a message. Let’s build your secure future today.

This page is managed by Kevin Bumahit — a Licensed Financial Advisor with AIA Philippines (formerly Philam Life). Helping Filipino families protect their income, health, and future goals. Contact him today.

10/07/2025

We’re proud to be #1 in MDRT—combining the strength of and BPI AIA.

As part of the AIA Group, the global leader in MDRT, this milestone reflects our shared commitment to excellence and helping more Filipinos live Healthier, Longer, Better Lives.

Congratulations to all our MDRT qualifiers!