What do we do? 

We are a team of experts with a combined professional work experience of 45 years in the insurance industry. We have an extensive background in the Financial Planning practices with emphasis on Insurance and Investment Management in both field and head office leadership positions. TFA is leading the way in providing Financial Needs Advisory to every Filipino family.

The people qualified to be with us are those...

Who love to provide sound financial advice while building your own wealth;

Who have Entrepreneurial mindset;

With some sense of loyalty to what they are currently doing now;

Who love to create impact on others; and

Who aspire for more but given the current limitations, they are still thinking on how to further enhance what they currently have.

Our Advocacy

✅  Financial Freedom

✅ Noble & Professional Financial Service

✅ Wealth Building

Will these help you achieve your goals?

We provide this business that you can do it while at home. We ensure that all our advisors will promote work-life balance the same way that we provide the same advice to our clients.

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Mentorship Program
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Nobility of the Profession
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Career Growth
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Personal Development
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Work-Life Balance
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International Recognition
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Job Security
TAVEL
Travel Incentives

But you must be willing to pay for the price....

Complete the Mentorship Program

For us to guarantee your success in our business, you must complete your attendance to all learning and mentoring sessions for at least one (1) year.

This includes:

✔Onboarding Courses

✔Financial Needs Analysis

✔50 weeks of Fundamentals

✔50 weeks of Sales Caffeine

✔Product Mastery

and others....

Pass the exam & secure government licenses

As we talk about money, the government is above us after God, the Almighty. All our transactions are regulated by the government.

Once you complete the initial process of the mentorship program, you will be required to secure your government permits and licenses before you can start your business. You must also be compliant with the required taxes at  Bureau of Internal Revenue and your Local Government Unit.

But don't worry about the logistics of your government compliance, we are ready to assist you and provide you the business support that you deserve

Share our advocacy to 3 people per week

The most determinant of your success is the number of people that you want meet and talk every week.

While we do not set any amount of sale that you need to reach, but we require you to meet at least 3 new people every week to guarantee your success. Your key performance indicator is based on your desired income goal.

So, when you define your income goal, we will help you to identify how many people you need to talk.

Be present in any social media platform

As business people, we need to be flexible and adapt to the new ways of business practice.

Publishing online content and establishing a social media presence serves as a way to communicate, meet consumer needs, and build trust before you establish a direct relationship. Additionally, you can connect with clients on a personal level in an environment in which common interests are shared.

What people say about us...

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karl photo

Karl Carbonera
Unit Head

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If you think you share the same advocacy with us and you are coachable, explore the opportunity with us...