by: Reyna Tabbada
It may not be such a far-fetched tale to say that this advocate’s affair with insurance and investment is written in the stars.
“I can say that it was really destined,” is how Geoff Cruz begins his inspiring tale. Married for seven years with two beautiful daughters, it took quite some time for this Medical Sales Representative to appreciate the value of a future well planned.
Long-haul travels
Geoff has been traversing the towns and cities of Northern Mindanao for more than a decade. Almost 70% of his time is spent on the road, resulting to a couple of car accidents especially during his first years of moving from Manila to his present home base of Cagayan de Oro.
Then the game changer arrived. Knowing that the perils of his erratic job requirements is not a good fit to his marriage, Geoff decided to secure a stable tomorrow for his young family: “This is what really made me decide to get insurance for the benefits that will protect my wife and my children’s future.”
At home under the sun
It was back in 2005 when Geoff had the chance to meet several agents and employees of Sun Life Financial Philippines (SLFP). However, it was only during a visit in Manila a few months ago when, out of the blue, he expressed his interest in being part of the SLFP agency force.
Upon returning to Cagayan de Oro, he immediately shared to his wife his resolve. He told her before hearing mass in the Lim Ket Kai Mall: “I will do my best to join Sun Life and become an agent.”
And here destiny played its fateful hand. It was the same day when the It’s Time! mall tour was making its round in the city. He and his wife visited the booth after mass, and were enlightened about their monetary situation through the Ask Lucy financial needs analysis.
After the discussion, Geoff broached his interest to join Sun Life, and it did not take too long before he was attending seminars and taking exams to start his journey with SLFP. So far, his serendipitous opportunity bears the sign of promising expectations: “I took that exam a week ago and Sun Life Cagayan de Oro told me that I passed it with flying colors!”
