About the Author
Jonathan Ventula Mendoza
💼 Licensed FWD Financial Wealth Planner
Helping Filipinos build a secure and confident financial future — one plan at a time.
About the AuthorJonathan Ventula Mendoza
💼 Licensed FWD Financial Wealth Planner
Helping Filipinos build a secure and confident financial future — one plan at a time.
The Nurse Who Protected Her Family Before Anything ElseA Breadwinner’s Journey to Complete Financial Protection
“Tapos na ang una kong insurance… ano’ng next?”Nurse Lara (not her real name) came to me after seeing my Facebook Ad about one my client's story
She had just completed the full payment term of her first traditional whole-life insurance plan — a plan she bought years ago para meron siyang forced savings for her future self.
Pero habang tumatagal, na-realize niyang…
hindi na sapat ang coverage niya.
Especially now that she carries the biggest responsibility in her family.
Breadwinner na, mas malaki na ang panganibLara is the main provider for her mom and her brother.
And recently, her brother quit his full-time job to start his own business. Siya ang tumulong sa puhunan — kasi ganun siya magmahal sa pamilya.
Pero dahil dito, mas naging malinaw sa kanya:
“Kapag may nangyari sa’kin… sino sasalo sa kanila?”
She needed a plan that would truly protect them from financial burden, in case she gets sick, disabled, or something worse.
Together, we designed a plan that actually matches her life todayWe built an investment-linked insurance plan tailored for her needs — not too heavy sa budget, but strong enough to protect her and her family.
👉 The core benefits we focused on:
A plan that protects her family against S.A.D.D.
Sickness, Accident, Disability, and Death.
Exactly what a breadwinner needs.
But We Didn’t Stop There — Kasama sa Protection ang Family nilaWhile we were planning, one thing became clear:
If anything happens to her mom or her brother… siya rin ang sasalo.
Hospital bills. Daily expenses. Caregiving. Everything.
So we added:
🧡 Traditional Term Insurance Plans for:
These plans are the cheapest way to get meaningful coverage habang nagsisimula pa lang ang financial foundation.
Later on, when her brother’s business grows, he can buy his own whole-life insurance — and even upgrade their mom’s plan.
And the best part?All three plans FIT perfectly within her annual insurance budget.
Zero strain. Zero guilt.
Just smart, solid planning.
She walked away confident knowing:
And yes — kahit pinautang niya ang kuya niya for his business startup… she is STILL financially secure.
Final ThoughtsLara’s story is the story of many breadwinners:
They give, give, give — pero nakakalimutang protektahan ang sarili.
But true love for family includes planning for the unexpected.
I’m glad I helped her build a plan that honors her sacrifices, protects her future, and shields her family from financial burden.
Kung breadwinner ka rin…
This is your reminder to protect the protector.
📝 Sign-up for a free financial planning session today.
💬 Just answer a few questions — it only takes 2 minutes!
Step 1: Personal Info
🚻 Gender:
💍 Civil Status:
❤️ Do you have any pre-existing medical condition?
🛡️ Do you already have an existing insurance policy?
🧠 We’ll calculate your estimated coverage amount and show how much protection you’ll need for your top priorities. The recommended coverage benefits will be sent to your email address.
