Financial Advisors

Oliver P. Asuncion

RFP

09177980128
opasuncion@corlife.com.ph

Oliver graduated with a degree in Bachelor of Science in Tourism from the University of the Philippines Diliman but never got to work in the Tourism sector and instead found his way to work in various sales positions in the automotive, telecommunication and banking industry. After briefly leaving the corporate world in 2002, he tried his hand in business together with some partners and managed a 5 badminton court in Quezon City. It was in this business that he developed other skills like managing people and handling operations that complemented his selling skills while at the same time expanding his network. At age 34, he became a registered Financial Advisor with Insular Life and continues to hone his craft with CORLIFE General Insurance Agency, a very distinguished and multi awarded General Agency of Insular Life.

With over 20 years of sales experience under his belt, he continues to improve his craft under the tutelage of his Agency leaders, believing in the simple saying that you can learn something new every day. During his spare time, he plays basketball and badminton and is an avid basketball fan who passionately enjoys writing game analysis of his favourite teams - the De La Salle Green Archers and the Los Angeles Lakers. But above all, his family is his biggest inspiration and motivation that drives him to be a better Financial Advisor.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Maribel F. Abordo

RFC

09178475157
mabelfulgosino@gmail.com

Maribel Fulgosino-Abordo is a Registered Financial Consultant and has been in the insurance industry for 9 years. Her practice and exemplary performance have always been recognized through numerous awards and recognitions given to her by Insular Life where she works full time.

Identifying different needs of an individual and coming up with a concrete and fail proof recommendations are her utmost desires in meeting up with different clients and prospects she dealt with.

As a Systems Analyst, it is innate to her to be systematic and orderly in gathering and processing important facts and information that would be vital for her in coming up with a financial solution or program that works and run accurately under different circumstances. She sees her career as an opportunity to help the country reduce if not eliminate the numbers of financially broke Filipinos.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Wealth Creation
  • Risk Management
  • Education Planning
  • Retirement Planning
  • Estate Planning

ACHIEVEMENTS              

  • INTERNATIONAL MILLION DOLLAR ROUND TABLE
    — 8 Years MDRT Qualifying Member
  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — National Prestige Club, Executive Member
    — Insular Life Quality Award
    — Divisional Producer
  • GENERAL AGENCY ACHIEVEMENTS
    (CORLIFE INSURANCE AGENCY, INC.)
    — Financial Advisor of the Year, 2015

Maria Teresa DG. Alcos

09178420237
teredeguzman@yahoo.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • De La Salle University, Dasmariñas 
    BS Management
    Year Graduated, 2008

David G. Alvarado

09177266896
alvarado.daviddd@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • University of Asia and the Pacific
    AB Humanities – Management
    Year Graduated, 2014

Nicole Stacy M. Baduria

09175338495
nmbaduria@corlife.com.ph

Nicole is a Graduate from the Polytechnic University of the Philippines with a degree of Bachelor of Science in Office Administration, where she was a member of Class Debate Team and Junior Philippine Association of Secretaries and Administrative Professionals. She decided to join the path of being a financial adviser at the tender age of 22. Her persuasiveness and ardent desire to help her fellow Filipinos fight financial illiteracy make her one of the successful leaders in the industry in the near future.
 
Starting her young career after graduation in 2008, she started her path as Administrative Support and Sales Coordinator of CORLIFE Insurance Agency, Inc. Seen with the characteristics to fit for a Financial Advisor, Nicole was trained to join the general agency’s elite pool of financial advisers in June 2011. In less than 6 months, Nicole was already able to close several businesses because of her passion and vigorous effort.
 
She’s taking now her Master’s Degree in Business Administration (Major in Operations Management and Supply Chain Management) in University of the East Graduate School where she is currently the President for MBA Cluster-Student Council.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Ian B. Cabanilla

AWP, AEPP

09285066537
ian.cabanilla@yahoo.com

Ian enters the life insurance business with a rare mix of passion, high standards of professionalism and leadership. A Financial Advisor for three years, Ian specializes in Wealth Management, Investment Consulting and Risk Management. A corporate leader for 12 years, Ian served as Manager with some of the country’s distinct corporations: Ayala Plans, AIG, BOMA Corp and HSBC. His current affiliations include Victory Christian Fellowship. With his vigor and unparalleled passion, Ian continues to educate his fellow Filipinos on the value of financial planning.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Anna Charisse C. Andrade

RN, RFP

09178339644
accanlas@corlife.com.ph

A Licensed Nurse by Professional Regulation Commission, Anna is well–equipped with transferable skill sets such as management and problem solving. A Licensed Financial Adviser by the Insurance Commission, she can as well provide sound and healthy advice on insurance and investments.

Anna began her career with Convergys Philippine in 2007 as Fraud Analyst where she reviewed credit card accounts for risks and fraudulent activities. She then pursued a career in the academe with AMA Computer University for two years a nurse educator, handling major subjects for Practical Nursing and Caregiver Courses. She was tapped by Affiliated Computer Services of the Philippines as an Insurance Specialist for Human Resource in 2010 and was later invited by CORLIFE Insurance Agency to take on the challenge of training the advisors.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning
  • Estate Planning
  • Retirement Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — National Prestige Club, Qualifying Member, 2017
    — Insular Life Quality Award, 2015
    — League of Agent Producers, Regional, 2015

Bryan Gerard V. Cabrera

MBA

09488915928
bryangerardvcabrera@yahoo.com.ph

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND            

  • Asian Institute of Management
    Master’s in Business Management 
    Year Graduated, 2000

Wivina Lucia S. Claudio

AWP, AEPP

09175455213
wivina4@yahoo.com

Winnie has always been a steady and staunch advocate of financial wellness. While growing up, her parents consistently instilled in her a great sense of responsibility when it comes to being financially secured.

With this in mind and in heart, Winnie finished her B.S. Economics degree from St. Scholastica's College in Manila as a member of the Dean's List. After her tenure in government service with the Philippine Senate, she joined CORLIFE Insurance Agency Inc. in 2008. As a Financial Advisor for the past nine years, Winnie has already been a LeAP (League of Agent Producers) Awardee for four straight years (2013-2016) while achieving the ILQA (Insular Life Quality Award) distinction for two straight years (2015-2016), as well. A believer of continuously improving oneself to carry out her purpose of seeing Filipinos happily live financially worry-free lives, Winnie took further studies and now holds the titles of Associate Wealth Planner and Associate Estate Planner Philippines.

Winnie, together with her husband, make a dynamic team and believes in helping others achieve financial security, while placing God and invaluable family values at the foundation of their plans and programs.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — Insular Life Quality Award, 2016
    — League of Agent Producers, District, 2016

Nunnatus R. Cortez, Jr.

AWP, AEPP

09175637885
nunnatusjr.cortez@gmail.com

Nunnatus “JR” Cortez, Jr. started his career in 2015 as a Supply Chain Trainee for Coca-Cola FEMSA after graduating from the Ateneo de Manila University with a Bachelor of Science Degree on Management, Minoring in Project Management and Chinese Studies. Content with the knowledge he gained in Operations, he moved to a Sales Management Trainee position in PMFTC. JR was notably one of the fastest learners amongst his peers and was the fastest trainee to be promoted. He left PMFTC stronger than he could ever imagine.

Wielding a steep learning curve in one hand and a burning passion to succeed in another, JR decided to pursue a more lucrative and entrepreneurial career with CORLIFE and, yet again, blew away his contemporaries by becoming a Million Dollar Round Table qualifier within 5 months. On top of all these feats, JR was able to form a team of like-minded millennials which he called ‘Mavericks’. He now has more than a dozen Mavericks under his wing, three of which also qualified for the MDRT within 4 months.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Retirement Planning
  • Wealth Distribution
  • Risk Management

ACHIEVEMENTS              

  • INTERNATIONAL MILLION DOLLAR ROUND TABLE
    — Qualifying Member, 1 year
  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — National Prestige Club, Qualifying Member, 2016
    — Rookie Underwriter of the Year, 2016
  • GENERAL AGENCY ACHIEVEMENTS
    (CORLIFE INSURANCE AGENCY, INC.)
    — Bragger of the Month
    — Managership

Raymund Nunnatus R. Cortez

RFP, AWP, AEPP

+63 8122501 / 09175637802
rrcortez@corlife.com.ph

Raymund worked from the private sector as Business Development Analyst for a year after his graduation from the University of Asia and Pacific in 2012. After which, he transferred to the financial services industry enticed by the opportunity to be trained and mentored by one of the best financial planners in the industry.

Aside from his personal business practice, he also occupies a management position task to develop and mentor future financial planners.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning
  • Estate Planning

ACHIEVEMENTS              

  • INTERNATIONAL MILLION DOLLAR ROUND TABLE
    — Qualifying Member, 3 years
  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — National Prestige Club, 2015, 2017
    — Insular Life Quality Award, 2015-2017
  • GENERAL AGENCY ACHIEVEMENTS
    (CORLIFE INSURANCE AGENCY, INC.)
    — Bragger of the Month
    — League of Agent Producers, 2015

Julius Angelo M. Cuenca

09173283651
juliusangelo.cuenca@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • Polytechnic University of the Philippines 
    Bachelor of Science in Business Administration – Marketing 
    Year Graduated, 2009

Marlene G. Delos Angeles

09178038788
maigdelosangeles@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • De La Salle University 
    Bachelor in Commerce – Business Management
    Year Graduated, 1997

Elizabeth M. Domingo

LUTCF, RFC, CWM

09178222737
elizdom@yahoo.com

Beth shares to us 26 years of continuous service as a dedicated and hardworking financial advisor. She started her career with Premiere Financing Corporation. Since she joined the life insurance industry, she has been consistently recognized as one of the producers of the team. Her present affiliations include Life Underwriters Association of the Philippines, PIFAAP and Ligaya ng Panginoon Catholic Covenanted Community.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Alvin Roy G. Erguiza

09175480067
alvin.erguiza@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Ariel S. Esquillo

MBA

09174285433
ariel.esquillo@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Income Replacement Planning
  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — League of Agent Producers, 2016

EDUCATIONAL BACKGROUND

  • College of St. Benilde
    Bachelor of Science in Business Administration
    Year Graduated, 1997

Noel Francis T. Galinato

0917-8299010
galinato.noel13@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • Ateneo De Manila University 
    Bachelor of Science in Management, Minor in Philosophy
    Year Graduated, 2016

Marie Agnes M. Inocencio

09178377896
manetteinocencio@yahoo.com

aka "Manette",  is a Speech Pathologist by profession. She practiced in the school and hospital setting allowing her to service all strata of the society. After doing clinical practice for almost 30 years, Manette saw how the financial needs of differently-abled children and their families impact their lives in the future. Often, there is no plan for the differently-abled child’s life as an adult. Families are not aware, or do not know why and how to plan.

Manette decided to join the Financial Advising industry to learn about the different ways to address the financial planning needs of this oft-neglected sector. Her professional experience gives her an edge because she fully understands their unique and particular needs, thus enabling her to provide practical solutions to expected, future realities.

Her learning allows her to assist family and friends in securing a better future for themselves and the ones they love. There is a way where you set aside a small amounts now for a bigger and ready cash tomorrow. 

Whilst still practicing Speech Therapy pro bono for the marginalized sector, and conducting parent seminars, Manette also now conducts financial wellness talks to teachers, parents and organizations.

Going on to earn her credentials as an Associate Wealth Planner and Associate Estate Planner, Manette learned the ways of creating financial safety nets and imparting her knowledge, not only to the sector she has always served, but also to her expanded network of friends and colleagues in various industries.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (INSULAR ASSURANCE CO., LTD.)
    — League of Agent Producers, 2016

Alexandro Khemlani

+63 8122502 / 09178531234
alexandro.khemlani@gmail.com

“Xandro” joined the industry mid-2016. That was a year of impact for him. He started hungry, strong, and bold. In the span of only 6 months he was able to qualify for Million Dollar Round Table, an international organization of the top 6% Financial Advisors worldwide.

Currently, he is also the unit manager of a group of millennial Financial Advisor.

His mission does not end in securing the lives of his clients, because he also dreams of a highly financially literate Philippines. And with this mission in mind, he creates individual financial planning, secures the future of families via financial blueprint planning, and educates the inept by conducting financial wellness seminars to various companies and/or communities.

His notable achievements include the following: International – Qualifying Member,  Million Dollar Round Table (MDRT), Insular Life – League of Agent Producers (LeAP), and Insular Life – Fast Starter Award.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Business Planning
  • Investment Planning
  • Estate Planning
  • Wealth Distribution
  • Retirement Planning
  • Risk Management

ACHIEVEMENTS              

  • INTERNATIONAL MILLION DOLLAR ROUND TABLE
    — Qualifying Member, 2016
    — PGA Volunteer, 2016
  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — League of Agent Producers, Member, 2016
  • GENERAL AGENCY ACHIEVEMENTS
    (CORLIFE INSURANCE AGENCY, INC.)
    — Bragger of the Month, December 2016

Mildred B. Lazatin

09209240906
mildredlazatin@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Marian Francis S. Libot

09178290354
libotmarian@yahoo.com

Marian is a Davaoena of Mandayan descent. She is the great grandchild of Congressman Teodoro Palma Gil, a classmate of Jose Rizal.

She was a consistent Honor student from Elementary to College. Among other awards, she was a Silver medalist in English Declamation and won a Gold plaque during the Araw ng Dabaw On the Spot Painting contest. She was also the Editor of her High School yearbook.  

As the eldest child in a brood of six,she worked her way through college to help her mother. Despite her work, she was a consistent Dean's Lister. She graduated from Ateneo de Davao University with a degree in Bachelor of Science in Business Administration, Major in Banking and Finance.

In 1984, she joined F. Villareal and Co.Inc.,the number one General Agency of Insular Life at that time.  She is now proudly affiliated with CORLIFE Insurance Agency Inc., the number one General Agency of Insular Life for several years. She has garnered a number of awards in her 32 years with Insular Life and is still intent on helping others improve their quality of life by taking care of their financial needs.

She is also a practicing Associate Estate Planner and Associate Wealth Planner.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Anne Trixie P. Lallave

009178227475
at.lallave@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • De La Salle University, Manila
    Bachelor of Science in Entrepreneurship
    Year Graduated, 2009

Norman C. Mallari

09352752013
mallarinormanc@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

Joanna Clarissa E. Manay

09752790665
joannemanay0529@yahoo.com

Graduate of BSBA Major in Business Economics. I started working with Manulife (MBPS) for a short time and then became a full time mom. I joined CORLIFE to learn, apply and share financial planning techniques that would be beneficial for every Filipino family.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Engr. Kristine R. Magdaluyo

ChE

09175822327
krmagdaluyo@corlife.com.ph

Kristine “Kaye” Roque Magdaluyo is a Chemical Engineer by profession. After finishing her degree at the De La Salle University in Manila and passing the Board Exam in 2000, she went on to work as a Cadet Engineer in Hitachi Computer Products. She rose from the ranks and fifteen years later, became a Manager who designs, develops and implements Quality Management System for this multinational company manufacturing hard disk drives.
 
In 2013, Kaye decided to take a quick course on Financial Planning with the Registered Financial Planner (RFP) Institute of the Philippines for personal reasons. This is where she was introduced to CORLIFE. From hereon, her exciting journey with promising rewards as a Financial Advisor of Insular Life began. She is now actively engaged in financial consultations and helping her clients, family and friends to plan ahead, achieve financial security and peace of mind.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Yvonne M. Medrano

CPA, LUTCF, RFC

09186451554
ymmedrano@yahoo.com

Twenty-seven years of experience made Yvonne one of the masters in the life insurance business. To prove how she works as a Financial Advisor, she was awarded Million Dollar Round Table in 2010 and a qualifying member of the National Prestige Club in the same year. A Certified Public Accountant, Yvonne was the General Accountant for Carnation Philippines for fourteen years before she joined the insurance industry. Her present affiliations include LUAP, Philippines, RFC, PIFAAF and PICPA.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — Million Dollar Round Table, 2015
    — Insular Life Quality Award, 2015
    — National Prestige Club, 2015
    — League of Agent Producers, 2016

Patrick Christian G. Morales

Certified Securities Representative

09175338825
patrick@cidcommunication.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

EDUCATIONAL BACKGROUND                  

  • Ateneo De Manila University 
    Bachelor of Science in Legal Management
    Year Graduated, 2011

Aiza Maru B. Montierro

09152716739
icemontierro@yahoo.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND                  

  • St. Scholastics College
    Bachelor of Science in Commerce
    Year Graduated, 1997

Milmarch T. Nacino

RN

09088881403
milmarchnacino@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

EDUCATIONAL BACKGROUND                  

  • University of Baguio
    Bachelor of Science in Nursing
    Year Graduated, 2008

Belen E. Pujol

CWM, RFC, AChFP, AWP, AEPP

09178031652
belenpujol@yahoo.com

A dedicated financial practitioner, Belen brings to the table 20 years of expertise in Financial Planning and consultancy. She started her career as a Credit Analyst in San Francisco, California.

Making time for continuing education to increase her level of expertise, earned her many designations such as Chartered Wealth Manager of the American Academy of Financial Management.

One of the top producers of the team, she has been consistently recognized with numerous awards for her achievements as a financial advisor. This included The National Prestige Club, Quality Award and General Agency Divisional Underwriter of the Year.

She has made her mark with her excellent achievements and undeniably claimed the stamp of approval as a qualifying member of an international premier association, the Million Dollar Round Table, for the past 9 consecutive years.

Striking a balance in her fiercely competitive corporate world, she is an active member of ZONTA Club of Manila, Catholic Women’s Club, Friends of Cultural Concern of the Philippines and Club Bulakeño.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Investment and Tax Planning
  • Education Planning
  • Retirement Planning
  • Estate Planning

ACHIEVEMENTS              

  • INTERNATIONAL MILLION DOLLAR ROUND TABLE
    — Qualifying Member, 9 consecutive years
  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — National Prestige Club, Executive Member
    — Insular Life Quality Award
    — League of Agent Producers
  • GENERAL AGENCY ACHIEVEMENTS
    (CORLIFE INSURANCE AGENCY, INC.)
    — Bragger of the Month

Alexander David A. Puray

CPA, CIS

+63 2 812 2501 / 09178894089
aapuray29@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Portfolio Management
  • Education Planning
  • Investment Planning
  • Retirement Planning
  • Estate Planning

ACHIEVEMENTS              

  • INTERNATIONAL MILLION DOLLAR ROUND TABLE
    — Qualifying Member, 2017
  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — League of Agent Producers, 2017

Rizalind P. Quintana

LUTCF, RFC

09175387051
rpquintana@corlife.com.ph

Career Highlights

FIELD OF SPECIALIZATION                   

  • Income Replacement Planning
  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — Million Dollar Round Table, Qualifying Member, 2015 
    — National Prestige Club, Associate Member, 2015 
    — Insular Life Quality Award, 2015

EDUCATIONAL BACKGROUND

  • University of Santo Tomas
    Bachelor of Science in General (Pre-Med)
    Year Graduated, 1976

Glenn D. Raagas

09991720443
glenn_insurance@yahoo.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • Philippine Christian University
    Bachelor of Science in Business Administration
    – Marketing & Management
    Year Graduated, 2008

Kirk Joseph C. Rabelleza

09959716588
kirbyrabelleza@gmail.com

“Kirby” is a graduate from San Beda College Manila. His bachelor’s degree in Economics and Public Policy gives Kirby the confidence to give sound financial advice to his clients. Prior to joining CORLIFE in the last quarter of 2016, Kirby worked as a financial analyst for MSCI, specializing in equity and portfolio analysis.

His mission is to be of service to many Filipino families by securing their future financial plans and goals.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Rosemarie S. Rancap

09178266284
rose.s.rancap@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • University of the East
    Bachelor of Science in Business Administration
    — Accounting
    Year Graduated, 1982

Joseph Alphonse B. Reyes

+63 8122501 / 09159702279
josephalphonse.reyes@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Financial Planning for Millenials
  • Education Planning
  • Health Planning
  • Investment Planning
  • Retirement Planning

Elsa B. Reyes

RFP, AWP, AEPP

09175065441
elsareyes206@msn.com

Elsa is a business graduate with an MBA degree from the Ateneo Graduate School of Business. Her career started in the banking industry and was exposed to Loans and credit, Cash Department and ended her career after 8 years as the unit head of the treasury Department.

She then retired and became a full time mother to her young children and assisted her husband in his business, Bulk Chem Trading, engaged in the manufacture and distribution of veterinary medicines.

She also joined CORLIFE in 2012 and has been a Qualifying member of Million Dollar Round Table (MDRT). She finds fulfillment in what she is doing enabling her to help families secure a financial future as well as their loved ones.

She is also an active member of Christ Commission Fellowship, a religious organization with the desire to serve God by putting the great commission into action.

Joyfully married for 31 years to Rene Reyes, they are blessed with 3 children, the eldest working as an investment banker in Union Bank of Switzerland in New York (UBS) and their second child, Joseph graduating this 2016, while their youngest is a freshman in Ateneo taking Environmental Science.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — Million Dollar Round Table, 2015 
    — National Prestige Club, 2015 

Arlyn A. Roa

LUTCF

09209222172
arlynazarconroa@gmail.com

Arlyn, has been in the financial services industry for 20 years. Her opulence of experience in all aspects of financial planning made her used to all financial concerns of her clients. Her clients are mostly managers and executives from multinational and local companies, including professionals such as doctors, accountants, lawyers and business owners.

With a Bachelor of Science in Business Administration major in Accounting from University of the East, Manila, a consistent academic scholar in the said University, Arlyn continues her pursuit for growth and development by equipping herself with knowledge and education related to her financial planning practice. She finished her course in Life Underwriting Training Course, Fellow (LUTCF) and continues to attend different seminars and trainings related to investments, estate planning, and risk management.

Arlyn, is a consistent awardee. She was named Successive Monthly producer in 2000 and 2001, Century Achiever for 2000, Quality Award in 2014 and 2015 and League of Agent Producers in 2014 and 2015.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — Insular Life Quality Award, 2015 
    — League of Agent Producers, 2015 

Janice L. Santos

09478921724
jan_perkins@yahoo.com

Janice L. Santos also known as Janice to her colleagues is a Financial Advisor with many years of experience in the Life Insurance Industry.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — Million Dollar Round Table, 2015 
    — National Prestige Club, 2015 

Paul John A. Santos

09479919195
pauljohnsantos03@gmail.com

PJ has been in the financial services since 2012. His experiences in this field made him as to who he is now in terms of servicing his clients and sharing the importance of financial planning. He is always open to learn new things in the industry not just for his personal gain but more so for his clients. He keeps an open and consistent communication with his clients to ensure proper service is being provided. He is currently managing clients from all sorts of age group including the millennial generation. He also provides service to business owners, doctors and engineers.
 
PJ finished BS Industrial Engineering in Mapua Institute of Technology. After a successful career in his field in the corporate set up for a decade, he decided to move in the financial services field so that he can share the importance of Financial Planning. He has found a purpose in this business of helping others to reach where they want to go financially.
 
He is currently a Unit Manager handling 6 financial advisors under his group. He is now expanding his team and looks forward to helping more advisors achieve their goals as well. He had an opportunity to join the Million Dollar Round Table (MDRT) international convention with CORLIFE team for the year 2014 and 2015 to acquire new learnings about financial services from the top advisors all over the world. For PJ, growth is limitless and he firmly believes that the only way to be successful in this business is based on how many families he has helped achieve their financial goals.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Thomas Derrick P. Siao

09175492897
derrick.siao@yahoo.com

Derrick Siao is a graduate of the Ateneo de Manila University. He graduated in 2015 and immediately started working in a digital marketing agency. He joined CORLIFE in August 2016 while still working as a digital marketer. He eventually quit his job on November 2016 and became a full time financial advisor once he realized his love for helping other people reach their financial goals. He became a qualifying member of the MDRT program in 2016.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — Million Dollar Round Table, 2016 
    — League of Agent Producers, 2016 
  • GENERAL AGENCY ACHIEVEMENTS
    (CORLIFE INSURANCE AGENCY, INC.)
    — Bragger of the Month, 2016

Ryan P. Sicat

09178959530
ryansicat@gmail.com

Ryan graduated from the UP Baguio with a degree of Bachelor of Science in Social Science. From BPO industry he joined the banking industry - Metrobank Card.

He decided to join Insular Life in 2014 and be affiliate with CORLIFE headed by the inspiring leaders, Toots and Myrna Cortez.

He specialized in the areas of risk management, retirement and financial planning: "Becoming a Financial Advisor is very fulfilling. Not only to my personal life but as well to the many people whom I was able to encourage to prepare for their financial future."

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Francis Matthew A. Singson

09178262805
matsingson@yahoo.com

Matthew is a passionate advocate of financial literacy and a firm believer that everyone deserves the access to financial services that can help make for a better future. Growing up in a family wherein majority of his relatives have extensive work experience in the finance industry, Matthew has been well versed in the importance of risk management and financial literacy from an early age.

This early introduction helped spark Matthew’s passion and he finished his Bachelor of Science Degree in Business Management from the Ateneo De Manila University. He ventured into business and opened up several bakeries, food stalls, and helped manage restaurants before joining CORLIFE. Since then he’s been pursuing his passion in helping his fellow countrymen achieve their financial goals. He’s also a member of the MDRT (Million Dollar Round Table) association and LeAP (League of Agent Producers), both accomplished in just his rookie year.

Matthew is now happily pursuing his dreams in helping Filipinos from all walks of life achieve financial freedom and security.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

ACHIEVEMENTS              

  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — Million Dollar Round Table, 2016 
    — League of Agent Producers, 2016

Arceli P. Tan

RFC, RFP, CWM, AWP, AEPP

09178222425
tan_arceli@yahoo.com

Celi has been in the Life Insurance industry for 10 years. Being one of the top achievers of the company, her mission of helping many families secure their financial future, make her passionate on what she does. She is multi-awarded financial advisor and has been a consistent qualifier to various sales drives of the company. Celi is a 3 ( three) time member of the Million Dollar Round table, an international organization of the Top 6% Financial Advisors worldwide.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Investment Planning
  • Education Planning
  • Retirement Planning
  • Estate Planning

ACHIEVEMENTS              

  • INTERNATIONAL MILLION DOLLAR ROUND TABLE
    — Top 6% Financial Advisors Worldwide
    — Top of the Table, 2014
    — Court of the Table, 2015-2016
    — Qualifying Member, 8 years
  • INDUSTRY
    — Asian Circle of Excellent (ACE) Top 10 Awardee, 2010
  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO., LTD.)
    — National Prestige Club, Executive Member, 2014-2017
    — Insular Life Quality Award, 2014-2017
    — Division Underwriter of the Year, 2013
    — Most Outstanding Sales Producer of Insular on its Centennial Year, 2010
    — SMRO Rookie Underwriter of the Year, 2002
  • GENERAL AGENCY ACHIEVEMENTS
    (CORLIFE INSURANCE AGENCY, INC.)
    — Financial Advisor of the Year, 2010

Czar Oliver P. Tiu

MBA

09177014441
xartiu@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Wealth Management
  • Financial Risk Management
  • Estate Planning
  • Investment Planning
  • Retirement Planning

ACHIEVEMENTS              

  • INTERNATIONAL MILLION DOLLAR ROUND TABLE
    — Qualifying Member, 2017
  • COMPANY ACHIEVEMENTS
    (
    INSULAR ASSURANCE CO.,LTD.)
    — National Prestige Club, Executive Member, 2017
  • GENERAL AGENCY ACHIEVEMENTS
    (CORLIFE INSURANCE AGENCY, INC.)
    — Bragger of the Month
    — Rookie of the Year, 2016

Atty. Celeste C. Tiu

09177226282
kayecua@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • University of San Carlos
    Bachelor of Laws
    Year Graduated, 2002

Quelben Klien B. Torralba

RN

09478916449
qktorralba.insularlife@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • University of Perpetual Help
    Bachelor of Science in Nursing
    Year Graduated, 2008

Jose Raphael Y. Valmores

09178760101
jvalmores2@gmail.com

A Bachelor of Arts, Majoring in Management Economics, ‘JV’ or ‘Coach’ (as his contemporaries would dearly address him), pursued a career in finance in 2015, advocating financial literacy. Fond of numbers, he first worked as a Financial Analyst for FactSet Research Systems, specializing in Fixed Income and Portfolio Analysis. It was a year later that he decided that a desk job was not for him.

Bubbly and enthusiastic as always, JV joined CORLIFE in 2016 aspiring to be the country’s leading financial consultant with a simple wish: to make sure that every Filipino handles their finances responsibly, and that they never go hungry.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Samuel Wijangco

09175793769
sam.wijangco@gmail.com

Sam Wijangco is a graduate from the Ateneo de Manila University. He graduated with a Bachelor of the Arts degree in Management Economics and also took up a Minor in Finance. It was while taking up his minor that he learned the value of budgeting and investing. Moreover, it was there when he realized that, instead of postponing foreseeable monetary burdens that he will have to shoulder in the future, he began making his own investments at an early age. Using the technical financial skills along with theoretical economic knowledge and experience in making his own investments, he suited up to become a financial adviser under the CORLIFE Insurance Agency Inc. as his first job straight out of graduation.

As a financial advisor, he has an advocacy to create a more financial literate Philippines and an obligation to serve his clients and guide them in achieving financial security. With a team of equally passionate and driven advisers by his side, he banners the importance of financial planning throughout the Philippines and among all Filipinos spread across the world.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • Ateneo De Manila University
    AB Management Economics
    Year Graduated, 2015

Edrick Angelu L. Yap

09178935002
edrick.yap@gmail.com

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Wealth Management
  • Education Planning
  • Investment Planning
  • Retirement Planning

EDUCATIONAL BACKGROUND

  • University of Asia and the Pacific
    Year Graduated, 2012

Jon Kenneth K. Yu

09171500088
kenneth_yu1994@yahoo.com.ph

Jon Kenneth Yu is a graduate of De La Salle University, Manila. He was a member of the DLSU Table Tennis ('10-'15) varsity team in the UAAP. They were champions in his final 2 years of playing. He graduated last June of 2015 and immediately started working in a sports betting company. He resigned in May of 2016 once he knew he had so much more to offer in a company and to other people. He joined CORLIFE in mid December of 2016 because he wants to help other people reach their dreams in the upcoming future.

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning

Jerone Alvin C. Zenarosa

09175495433
jazenarosa@yahoo.com

Alvin shares to us seven years worth of experience and knowledge in the field of finance. Before Alvin joined the financial and insurance industry, he served as Regional and Administrator for the Servants of the World from 1996 to 1998 in Michigan, USA. He then moved as Senior Staff for the Philippines Foundation for Christ’s Youth in Action from 1998 to 2000. He was involved with the BPO Industry as Operations Manager for Asian Call Center Solutions, Inc in 2000. After his BPO Career as a Training Manager for Land Net Property, Inc. from 2002 to 2004.

Alvin’s expertise is mainly focused on Financial Risk and Investment Planning. His years of experience in training helped him conduct seminars on Financial Wellness and Money Management in Companies and groups such as Kraft Foods, Ballet Manila, TSM Corporation, Philippine Forest Corporation, Association of Religious Missionaries in the Philippines, and Ang Ligaya ng Panginoon (Singles District).

Career Highlights

FIELD OF SPECIALIZATION                   

  • Risk Management
  • Investment Planning
  • Education Planning
June 27, 2017