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Welcome to Plan Well!

Protect your wealth today

Join Us Today

Meet Plan Well

Plan Well is recognized as the authority on income, health, and life protection.

You have reached us here because you may be someone who’s either looking to connect with a virtual Financial Advisor or someone who values integrity and is willing to join the mission of financial literacy.

Over the years, Plan Well Financial Advisors has worked with Filipino Millenial Workforce and Bread Winners to get millions of coverage in insurance protection, connecting to them face-to-face and now – digitally in achieving their income protection strategies.

Every day we make choices in life that bring us a step closer to fulfilling our goals and aspirations. This is why when you chose to be here, you knew that you are taking the first step to make your dreams come true, that you are doing something that your future self will thank you for.

All that we do in Team Plan Well stems from our sincere desire to race against risk and help people live healthier, longer, and better lives.

Great words about us

What our clients say

“Akala ko nung una, unecessary gastos lang yung insurance, but through the help of my Financial Advisor, nakita ko na yung benefits of having a life insurance, far outweights the cost. Natulungan din ako ng Financial Advisor ko to choose the right plan for me, yung swak sa budget and protection na gusto ko.”
ALDRIC AQUINO
“We feel important with Plan Well PH, because our agent always immediately answers our queries and updates us with the latest developments. Plus, transactions are always fast and easily accessible.”
LEONA AMADOR ADANTE
“What I loved the most was seeing the big picture of my financial life. It was eye-opening how insurance and investing can work together to position me and my family for a better financial future. Kudos, Plan Well PH!”
CRESTINA DE OCAMPO
Nung una hesitant ako mag-avail ng insurance kasi karagdagan expenses yan para sa amin kahit alam ko namang malaki din talaga maitutulong nya not for me but for my family. Napush ako to say YES at maging priority dahil narin na magaling ang financial advisor kung papaano nya ito naexplain sa amin. Ngayon may natapos na akong plan and hopefully makapag avail pa ako para sa kapakanan ng aking pamilya. Seeing the future hindi na ako mag- aalala para sa aking pamilya dahil sigurado na ang back up ko matatag at maayos ang serbisyo. Thank you much!
Dondon Eugenio E. de los Reyes
Marami nang nag alok saken ng life insurance pero hindi ako convinced. Pero alam ko deep inside kailangan ko rin dahil breadwinner ako. Inalok ako ng isang kaibigan at walang kaabog abog ay napa oo ako. Bukod sa Isa sya sa mga idol ko sa community namin, well explained din ang mga benefits ng insurance at swak sa need at budget ko. Alam ko nasa mabuti akong kamay.
Kathlyn Moran
At my age, ngayon ko lang na realise ang benefits ng insurance kaya naman nag hanap ako ng insurance plan na sa tingin ko okay at tama ang magiging desisyon ko kaya naman happy ako naging financial advisor ang friend ko, na enligthened ako kaya hindi na ako nag dalwang isip! Tiwala ako sa advisor ko dahil investor din sya at mayroon din syang multiple insurances. I'm glad and proud to myself now na whatever happens in the future my mag guguide sakin. I feel secured with AIA.
Khyla Jane

FULL SUITE OF SOLUTIONS

FOR EVERY FINANCIAL NEED

Protection

Health & Wellness

Education

Savings

Investments

Book your protection strategy call today

We’ll be sure to have a Financial Advisor contact you about PLAN WELL! For other concerns about our products and services, let us know too – we’re all ears and glad to be of help.