Founder & Lead Financial Specialist
Merald Ayson, CWP®, CEPP™
Merald Ayson is the founder and lead financial specialist of The Insurance Master. A Certified Wealth Planner (CWP®) and Certified Estate Planning Practitioner (CEPP™), Merald writes independently of any captive agency, so every guide is built around what's right for Filipino families, not what one insurer sells.
- Certified Wealth Planner (CWP®)
- Certified Estate Planning Practitioner (CEPP™)
- Independent, no captive agency affiliation
Why I built The Insurance Master
Too many Filipino families buy the wrong policy, or none at all, because the information they get comes from someone selling one company's products. I wanted a place where anyone could learn how insurance, investing, and estate planning really work, from a planner who isn't tied to a single insurer.
Areas of expertise
- Life insurance needs analysis and policy review
- Health and critical illness protection
- Wealth, investment, and retirement planning
- Estate planning, estate tax, and wealth transfer
- The Insurance Code of the Philippines and policyholder rights
Credentials
- Certified Wealth Planner (CWP®)
- Certified Estate Planning Practitioner (CEPP™)