Five Reasons Why you should not miss the 20th PIFAAP Annual Congress

As a Filipino professional life insurance agent, you know that growth is never accidental—it’s intentional. And on June 11, the 20th PIFAAP Congress is your golden opportunity to recharge, retool, and reignite your purpose.

In an ever-evolving industry, standing still is falling behind. This one-day event brings together the sharpest minds, most inspiring leaders, and most practical tools under one roof—and if you want to lead in this field, you must show up.

1. Network with the Best in the Business

Success leaves clues—and many of the most successful financial advisors in the country will be in that room. You’ll meet MDRT qualifiers, agency leaders, and even the pioneers who paved the way 20 years ago. One conversation could spark a breakthrough, open a door, or lead to a lasting collaboration.

Because in this business, it’s not just what you know—it’s who walks with you.

2. Learn Cutting-Edge Strategies That Close More Sales

With economic shifts, regulatory changes, and digital disruption, the old ways are no longer enough. This year’s congress equips you with real-world strategies that are working today—from digital prospecting, value-based selling, to handling objections in the post-pandemic era.

You'll walk away not just inspired—but armed to perform.

3. Reignite Your Purpose and Passion

After years in the field, it’s easy to fall into routine. The PFA Congress will reconnect you to your 'why.' Hear stories from real clients, seasoned advisors, and thought leaders who remind us that what we do isn’t just about sales—it’s about securing futures, building legacies, and giving families peace of mind.

When your fire is burning again, everything changes.

4. Earn Credibility and Stand Out

Being seen at the 20th anniversary of the most respected gathering in the profession matters. Your clients, peers, and agency leaders will notice. Share your learnings on social media, let your clients see that you’re serious about your craft—and watch your credibility rise.

This is the kind of professional presence that leads to promotions, trust, and bigger opportunities.

5. Celebrate 20 Years of Excellence—And Be Part of History

This isn’t just another event—it’s a milestone celebration. Two decades of uplifting the Filipino financial advisor. By being there, you honor the past, celebrate the present, and commit to a future where Filipino advisors lead with integrity, service, and purpose.

You’re not just attending—you’re becoming part of the legacy.

Final Word:

• Mark June 11.
• Block your schedule.
• Bring your teammates.

The 20th PIFAAP Congress is more than a conference—it’s a calling. Step into a space where potential is unlocked, excellence is celebrated, and your next big breakthrough begins.

Are you ready to level up?

See you at the top.

#acgadvice

To get a FREE copy of my 2023 Financial Fitness Forum presentation, follow these simple steps!

 

3 EASY Steps:

1. Please follow my blog

2. Send me an email (alijeffty@gmail.com) answering the following questions:

*what most concern you with regards to your financial planning?

*what topic would you like me to write about?

*tell me something about yourself

3. I will send you the download link to my presentation

thank you and all the best to you!

#acgadvice

Life Insurance can enhance your wealth building ability!

 

I have spent over 30 years of my career as a corporate executive in financial services companies ranging from Life Insurance, Mutual Fund to HMO operations, during this time I have met and became friends with quite a number of investment professionals and fund managers in my work in product development. 

When I decided to become a financial advisor in 2019, these "friends" of mine suddenly became unavailable, as what millennials would describe it - "na-seen zone ako!" ha ha ha

Thinking about it I guess the reason is that there is a common belief among investment professionals that they can invest their way to prosperity, that life insurance has no place in their portfolio. That based on the typical investment measure of ROI (return on investment), Life Insurance products will fail miserably.

I totally agree on this basis, that Life Insurance may be poor investments but there are some key points that these investment professionals may be missing.

Investment returns is the reward in the assumption of investment risk; more risk-more returns and vice versa, the success of any investment activities may mostly depend on the market and how it evolves in the future, what they may be missing is the most important component of any investment exercise which is the well-being of the INVESTORS themselves, what's the use of achieving the desired retirement funding targets if the investor is too sick to enjoy it?

I would be presenting some of these insights in my talk this coming Saturday June 17,2023 in the largest personal finance conference of the year - FFF 2023! I am told my slot would be at 4PM

I would focus on the 3 perils faced by the small investors!

see you there my friends!

#acgadvice

PIFAAP's First Post Pandemic Special Interest Session - April 27,2023 9AM

Uncertainty is all around us, never more so than today. Whether it concerns a global pandemic, the economy, or your finances, health, and relationships, much of what lies ahead in life remains uncertain. Yet as human beings, we crave security. We want to feel safe and have a sense of control over our lives and well-being. Fear and uncertainty can leave you feeling stressed, anxious, and powerless over the direction of your life. It can drain you emotionally and trap you in a downward spiral of endless “what-ifs” and worst-case scenarios about what tomorrow may bring.

Dealing with Uncertainty - HelpGuide.org

“SELLING CERTAINTY IN AN UNCERTAIN WORLD” is a talk I have prepared to discuss the top 3 certainty issues facing financial advisors today.

First is the issue of “are we certain of returns?” – the market has been very difficult in the last five years, some clients who bought from me five years ago are still nursing a significant amount of “floating losses”, while most agreed to stay put and stick to their financial plan. 

here I would provide economic update and insights as to where the market is now and its prospects going forward.

Second is the issue of “are we certain we are protected?” – People in our profession is called Insurance underwriters in the past, now we preferred to be known as financial advisors or wealth managers. Are we losing sight of what we are really meant to be to our clients; as their “chief risk manager?” Life Insurance is primarily a risk mitigating product, while investment returns will always be desired, it should not be offered as an investment solution.

Third and the most important issue of “are you certain to succeed?” – Yes, the market is admittedly very difficult right now, but should it be a factor in the pursuit of our own dreams and aspirations? What are the things that may be holding us back?

I am very excited to share with you these insights, see you all on April 27 in our first post-pandemic face to face Special Interest Session

#acgadvice

First "monthsary" promotion for blog followers

 

I will be selecting two (2) followers per month to mentor, exception for the "three kings month" of January when I selected three