Real talk: Allianz Life Changers give reasons why legacy planning is needed in times of pandemic

The future is uncertain. Legacy planning, an uncommon topic for Filipinos, determines where your wealth leads your beneficiaries beyond your lifetime.

Create a legacy that spans generations with Allianz PNB Life’s Lifelinkers Lynx, the agency that bridges the gap between the estate and their rightful heirs. Know more about being a Life Changer by signing up through our ad.

Lifelinkers Lynx is looking for partners in Cebu, Bacolod, and Tacloban to aid in their advocacy of widening their reach to educate Filipinos on legacy planning. Managing Partner (MP) Atty. Marichu Phua and Agency Leaders (AL) Christine Cordeta, Stella Montinola, and Matt Poonin, help clients realize their dreams, which is to live life with meaning and purpose.

Choose the whole package

When searching for a company in the financial services industry, choose the one that stands out to you. Allianz’s Lifelinkers Lynx sets itself apart from other agencies by storytelling. MP Marichu said that the agency disregards the typical concept of selling insurance.

“There are many stages of legacy planning, and clients should see it in a way of how it would benefit each stage of their life. We offer our clients solutions to wealth creation, wealth protection, accumulation maximization, preservation, and continuity,” MP Marichu said. This way, they realize that the solution is well thought out to secure their livelihood and protect their legacy.

AL Matt stressed the importance of financial education being infiltrated into the country to be able to translate it to business, since you cannot acquire clients at an instant.

Rejection will always be there

The Agency Leader recalls being turned down by family and friends at the start of his career but was not discouraged and saw it as an opportunity to work even harder. “I did not lose hope. I continued to message people, and send videos that would get my message across,” AL Matt said.

If you want to join Allianz you have to be resilient. AL Stella said that it is a job that entails being strong. “This job allows you to see people. Some of them won‘t accept you, and that’s okay. However, the more you see, understand, and address their needs, the more clients you‘ll touch,” AL Stella added.

Entering the industry as a Life Changer means knowing your why. With Lifelinkers Lynx as a premier agency, you must understand your purpose as an agent — why you are doing what you do.

MP Marichu said to continue doing your job, despite the rejection, is going back to your beliefs. “Remember why you‘re doing this job in the first place. That‘s how it translates to the best service we can give to our clients.”

Making a mark from one generation to another

Being part of a company that gives you that sense of fulfillment is irreplaceable, AL Christine said. The  Allianz Life Changers work towards helping Filipino families reach their financial goals, emulating the agency‘s tagline of “linking Filipinos to their life of choice, one family at a time.”

Lifelinkers Lynx wants to expand their group to protect families, helping them build and leave a legacy that would span generations — it is the perfect love language. These Life Changers want to assure that clients are taken care of even when their loved ones have passed.

Educate and create an impact by making the Philippines a better place as you begin your journey with Allianz as a Life Changer.

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