My Story

About The Insurance Master

Mabuhay!

Welcome to The Insurance Master, your go-to resource for everything you need to know about insurance, investments, and personal finance in the Philippines.

I’m Merald Ayson, the founder of The Insurance Master, and my goal is to empower Filipinos to make informed financial decisions that lead to a more secure and prosperous future.

My Journey

My Vision

At The Insurance Master, I believe that financial literacy is the key to unlocking a brighter future for every Filipino. My vision is to build a community where knowledge about personal finance is accessible, understandable, and actionable. Whether you’re looking to secure the best life insurance policy or make wise investment choices, my goal is to provide you with the tools and insights you need to succeed.

My Mission

My mission is simple: to secure the future of all Filipinos. I want to empower my fellow Filipinos with my resources and services to help them make informed decisions about their finances. I strive to educate my readers on smart money management and provide guidance on how to navigate the complexities of personal finance.

My Credentials

Licenses and Certifications:

  • Licensed Financial Advisor, Insurance Commission of the Philippines (IC)
    • Traditional Life and Variable Universal Life (VUL) Insurance Licenses
  • Certified Wealth and Estate Planner (CWP®, CEPP™), Wealth Management Center of the Philippines (WMC)
  • Sunny Level Up Advisor, Certification for Increased Non-medical Limit Offering, Sun Life Philippines
  • Certified Lean Six Sigma Green Belt (CLSSGB), The Council for Six Sigma Certification (CSSC)

Industry Awards:

  • Macaulay Club Member, Sun Life Philippines
  • 8-time National Medallion Awardee, Sun Life Philippines
    • 2 Gold Medallions
    • 3 Silver Medallions
    • 3 Bronze Medallions
  • Top 5 Advisor, Regional Expansion Agency Program – Inter-Branch Sales Office (REAP-ISO), Sun Life Philippines
  • Digitopia Champion, Sun Life Philippines
  • Game Changer and Innovation Champion, Luenthai International Group, Inc.

Industry Affiliations:

  • Sun Life of Canada (Philippines), Inc.
  • Wealth Management Center for Communications and Research, Inc. (WMC)
  • Life Underwriters Association of the Philippines (LUAP)
  • Philippine Institute of Industrial Engineers (PIIE)
  • 2030 Youth Force in the Philippines (YFPH)
  • United Nations Development Program (UNDP) Philippines
  • Young Southeast Asian Leaders Initiative (YSEALI)
  • Aslagan Philippines
  • Asian Development Bank (ADB) Volunteers
  • Luenthai International Group, Inc.
  • Don Honorio Ventura State University (DHVSU)

My Services

I offer comprehensive financial services designed to protect the future of my clients and help them achieve their personal and financial goals with confidence.

Insurance Planning

Helping clients understand their life and health insurance needs, and finding the best policies to meet those needs.

Retirement Planning

Creating a comprehensive plan to ensure clients secure their retirement with a comfortable lifestyle.

Legacy Planning

Designing estate plans that allow clients to transfer wealth to future generations in an organized, tax-efficient manner.

Investment Planning

Developing customized portfolios of investments tailored to individual goals, risk tolerance, and time horizon.

Education Planning

Developing strategies to help individuals and families prepare for the costs of higher education.

Cash Flow Management

Assisting clients in managing their income and expenses, setting up budgets, and monitoring their financial progress.

Life insurance secures your legacy beyond your lifetime.

I am Merald Ayson, The Insurance Master, and I invite every Filipino to a journey of financial security and peace of mind. Let us write our own story of resilience and protection, starting today. Your future deserves the best, and insurance is the key to safeguarding your dreams.

Together, we can build a stronger, more secure tomorrow, and contribute to the development of a better Philippines. It’s time to make your move because your legacy begins with the first step towards a brighter, insured future!

Get Started

Let’s Connect!

I encourage you to dive into the wealth of resources on my website, where you can find answers, ask questions, and share your thoughts or experiences. Whether you’re beginning your financial journey or reassessing your current plans, I’m here to guide you. Reach out to me directly or explore my latest blogs to get started.

Testimonials

What My Clients Say

Read what my clients have to say about their experiences and how I’ve helped them achieve their financial goals.

Scroll to Top