Alpine Summit Life Insurance Agency

𝐇𝐨𝐰 𝐝𝐨 𝐲𝐨𝐮 𝐤𝐞𝐞𝐩 𝐚 𝐛𝐮𝐝𝐠𝐞𝐭 𝐮𝐬𝐞𝐟𝐮𝐥 𝐰𝐡𝐞𝐧 𝐞𝐯𝐞𝐫𝐲𝐝𝐚𝐲 𝐜𝐨𝐬𝐭𝐬 𝐤𝐞𝐞𝐩 𝐜𝐡𝐚𝐧𝐠𝐢𝐧𝐠?

That question makes 𝗕𝘂𝗱𝗴𝗲𝘁 𝗮𝗻𝗱 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 a relevant conversation for employees navigating household expenses, responsibilities, and financial goals.

Our FinWell lecturer, 𝗩𝗹𝗮𝗱𝗶𝗺𝗶𝗿 “𝗩𝗹𝗮𝗱𝘇” 𝗥𝗲𝗰𝗶𝗱𝗼𝗿𝗼, brought this topic to 𝗣𝗘𝗧𝗦𝗨𝗥𝗘 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 𝗜𝗡𝗖. on September 24, with attendance peaking at 33 participants!

Through FinWell, we aim to make financial concepts easier to understand and connect them to the decisions people face in everyday life.

One participant’s comment in the session chat was simple and encouraging: “𝙢𝙖𝙡𝙖𝙠𝙞𝙣𝙜 𝙝𝙚𝙡𝙥 𝙥𝙤 ❤️”

Thank you, Vladz, for sharing your knowledge, and to PETSURE SERVICES INC. for making space for employee financial education!

𝘓𝘰𝘰𝘬𝘪𝘯𝘨 𝘵𝘰 𝘣𝘳𝘪𝘯𝘨 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘸𝘦𝘭𝘭𝘯𝘦𝘴𝘴 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘸𝘰𝘳𝘬𝘱𝘭𝘢𝘤𝘦? We welcome partnerships with HR, Learning & Development, and employee wellness teams. Let’s explore the money questions your people would benefit from discussing.

Financial guidance, right where you work. ❤️

We’re at Allegis Global Solutions from September 22–24, making it easier for employees to ask insurance questions, understand their protection needs, and discuss their financial goals, all within their workday.

This is Alpine at Work: bringing personal financial conversations closer to the people we serve.

Want us at your workplace? Let’s connect!

Money concerns don’t disappear when the workday begins.

What employees look for is a space to ask questions, understand their options, and take a manageable next step. ❤️

Sharing four of our most recent FinWell sessions on Smart Debt Management and Money Mindset. We explored how to approach debt with greater control, build practical money habits, and make financial decisions with less anxiety.

Grateful to our partner organizations for welcoming these conversations! We had very active participants and we’re so grateful for the amazing feedback! ✨

At FinWell, we bring practical financial education to the workplace through relatable discussions and actionable takeaways, with no hard selling or product pushing.

For our friends in HR, People & Culture, and Learning & Development: we’d love to learn what financial concerns matter most to your employees and explore a session or learning series for your team!

📩 Message our page to start the conversation.

Our ladies are officially Nagano-bound! 🇯🇵✨
Congratulations to our Nagano, Japan travel incentive qualifiers:

🌸 Rose Ann Ocampo — 2 Seats
🌸 Camille Estandarte — 1 Seat
🌸 Che Vianney Paredes — 1 Seat

Behind these well-deserved rewards is hard work in the field: meaningful client conversations, thoughtful recommendations, patient explanations, and the follow-through that turns a promise of service into actual care. ❤️

At Alpine, being a Preferred Financial Advisor means earning our clients’ trust through how we do our work. We listen before recommending, help people understand their options, and stay involved as their needs change. Every recommendation should begin with what matters to the client.

For our clients, partnering with Alpine means working with advisors committed to helping you make informed decisions and supporting you beyond the day you get your policy.

For our financial advisors, it means building a purposeful career where quality service, professional growth, and consistent effort can open doors to generous rewards—including experiences like this. ✈️

Looking for an advisor you can grow with, or a career where you can make a difference? Let’s talk.

AUGUST'S PREFERRED PERFORMERS!
Big congratulations to our Top Preferred Advisors for August 2026! 🎉 Consistency, commitment, and excellence continue to set the standard for Alpine!
Keep leading the way! 🔥

Great things are built with the right people. ❤️

We are looking to connect with motivated, people-focused, and growth-minded individuals who want to make a meaningful difference by helping others make informed financial decisions!

If you're curious in exploring a purposeful opportunity in the financial services industry, send us a message! 🫶🏼

TWO MORE PASSED! 🎉 Welcome to Alpine! 🏔️❤️

Congratulations to our two newest Business Partners, Steve Angelo Garcia & Jemilou Gonzales for officially passing their Insurance Commission Licensure Exams! 👏🏻

While every aspiring financial advisor must do the studying, show up, and earn that PASS themselves, we make sure they don’t have to figure out the journey alone.

We provide:
📚 Review classes and materials
📝 Assistance with exam registration and preparation
🤝 Guidance leading up to exam day
🏢 On-site support at the Insurance Commission
🍽️ And yes, even a well-deserved lunch after the exam! 😄

Our Assistant Manager for Development, Janela, visited at the Insurance Commission to personally support and treat our examinees. Thanks Ja!

Congratulations and welcome to the next chapter! The exam is only the first gate! Now the real development begins. 🔥🏔️

Congratulations JUM Shea Alpine Berdin for being recognized as one of Metro Manila 1 Sector’s Top Business Builders! 🌿🏆

Building in this business is seeing someone’s potential, opening a door for them, and helping them build a career they may never have imagined for themselves.

Through every season, you continue to show us what's possible in this business! ❤️🏔️

Congratulations Ms. Shea! Enjoy The Farm! 👏🏻

Our MDRTs, featured in The Philippine Star! 🤩✨ Congratulations again Rose Ann Ocampo & Camille Lareign Estandarte! 👏🏼

𝗔𝗗𝗩𝗜𝗦𝗢𝗥 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧
Relationships Beyond a Policy

“Back in 2016, this family got their first three policies with three simple goals:

✨ To be protected.
✨ To set aside funds for retirement.
✨ And to build funds for education.

Years later, their original advisor was no longer active.
And I was blessed to take them under my wing and continue serving them. ❤️

Recently, one of their plans reached the end of its payment term. We reviewed what they already had. We revisited their goals. We checked what could be improved and what could complement their existing plans.

We had such a great time brainstorming together that we didn’t realize we’ve been discussing for 4hours. 🤭😆

It was all worth it because we arrived at the programs TOGETHER. We learned from each other and collaborated on the best financial solutions for the family. 🥰

This was one of the best consultations ever!
Looking forward to more years of service for my clients!”

❤️ Janela Mae Capili
Your Preferred Financial Advisor