THE Ephraim Financials Group has once again proven why it is the leading unit of financial advisors in Bacolod City with its recent achievements.
Two of the members, Dominic Sobrepeña and Mitchelle Fernandez, along with their unit head Aljon Candelasa, were qualified for the Million Dollar Round Table.
Another achievement was obtained by Marichu Ditching and Region Head Nelia Nemenzo, who both qualified for the much coveted Million Dollar Round Table (MDRT) - Court of the Table.
The team attributed a large part of the success to their core values -- integrity, transparency and service -- and their commitment to fiduciary excellence.
MDRT is a global, independent association that recognizes top performing life insurance agents and financial advisors around the world.
Its membership is recognized internationally as the gold standard of excellence in the life insurance and financial services business and therefore, its members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
So what does it mean if a financial advisor has achieved MDRT? MDRT agents, being top performers in their industry, are expected to be highly ethical, upholding not only their agency’s code of ethics but also MDRT’s.
“In essence, we can say MDRT is like the Oscar award of the financial world,” the group said.
MDRT also has established two additional tiers of qualification: Court of the Table and Top of the Table.
Court of the Table membership allows members to access additional member benefits and recognition exclusively for them. To be eligible for Court of the Table membership, an applicant must meet three times the production level of a base MDRT membership.
Headed by Candelasa, who is an MDRT himself, Ephraim Financials Group is a unit of Manulife Philippines composed of competent and skilled financial advisors whose goal is to help people experience their God-given birthright - a life filled with wealth and promise.
By being committed to help clients turn their dreams of financial freedom into reality, they educate people on the best financial practices and bring awareness on opportunities to grow wealth through financial instruments.
With these principles in mind, Ephraim Financials Group is not short of impressive achievements worth noting.
Candelasa is the youngest unit manager to reach top one nationwide for the month of December and also the number one unit manager for the regional group.
Ditching, meanwhile, is already a four-time MDRT recipient.
As everyone adjusts into the "new normal" imposed due to Covid-19 pandemic, the general sentiment might be how to best adapt to these changes and secure one's finances.
In uncertain times, investing in protective insurance will give you greater peace of mind. It has you covered, from minor to major incidents, and lets you choose the duration and terms that best suit your budget and needs.
As such, Manulife offers individual policies such as Life Insurance, Critical Illness Coverage, and group policies like Employee Security Program.
Because insurance is an important aspect of personal finance, it is equally important to place your trust on a financial advisor who has your best interests at heart and to educate one's self on insurance needs in order to make an informed decision.
To learn more about how one can secure their future, Candelasa can be reached through 09171375175 or jon_candelasa@manulife.com.ph. (PR)