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Bernadette Batalan Chavez, a one-year MDRT member from Manila City, Philippines, draws on her extensive bancassurance experience to build deep, lasting relationships with her clients. Combining her financial expertise with a personalized approach instills trust and fosters loyalty, making clients feel secure and confident in their financial decisions.

These days, modern family structures come in many forms, from blended families to same-sex couples. Financial advisors in the Philippines share how they successfully provided specific financial planning needs to such clients and navigated complexities while ensuring all parties' goals are aligned.