Financial Planning • Protection • Peace of Mind

Gerard Orbase

Financial Consultant

Lipa Branch • Servicing Agent Nationwide

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Financial Protection Portal

Insurance | HMO | Investment | Memorial Planning

About Me

I am a Financial Consultant helping families secure protection, health coverage, and financial stability.

Mission

To guide individuals in making informed financial decisions for protection and future preparedness.

Insurance Partners

Insular Life

Oona Insurance

Paramount Life & General Insurance

HMO Partners

Maxicare

PhilCare

iCare

Insurance Coverage

✔ Life Insurance

✔ Accident Insurance

✔ Vehicle Insurance

✔ Property Insurance

✔ Health Protection (HMO)

Memorial Partners

St. Peter Life Plan

Eternal Gardens Memorial Park

La Travesia Memorial Park - Lipa City

Financial Services

✔ Investment Planning

✔ Educational Plans

✔ Retirement Planning

✔ Health Protection

✔ Memorial Planning Assistance

Contact Details

09175080745

gerardjude_orbase@yahoo.com

Lipa City Branch

St. Peter Life Plan (Simple Explanation)

This is a plan you arrange today so your family will not experience financial difficulty and confusion in the future.

Planning ahead protects your family from stress, delay, and unexpected expenses.

Plan Benefits

Memorial service is already arranged so the family does not need to search for providers.

A casket is included depending on the plan selected.

Cash assistance is provided to help the family manage immediate expenses.

If the plan is not fully paid and something happens, the remaining balance is automatically settled.

If the planholder becomes disabled, future payments may be waived.

Additional benefits are available in case of accident.

Plan Features

The plan can be transferred to another person if needed.

It can also be assigned for use by another individual.

There is a 15-day period where the plan can be cancelled with full refund.

What’s Included

Retrieval of remains is handled by the provider.

Embalming and preparation are included.

Viewing is provided for several days depending on the plan.

Casket and hearse are included as part of the service.

The price is fixed, which protects you from future increases.

How to Avail

You may apply online or through direct assistance.

Please input my Agent Code: GERA6784

This allows me to assist you, guide you properly, and provide updates regarding your plan.

I handle both face-to-face and online transactions.

We can meet at the Lipa Branch or schedule a video call so I can clearly explain everything and assist you step by step.

Steps to Get a Plan Online

Go to the official website and create your account.

Choose a plan based on your preference.

Fill out the application with your personal and beneficiary details.

Upload a valid ID and provide your signature.

Make your payment using available methods such as GCash or card.

You will receive a confirmation email after successful payment.

Required: Valid ID, beneficiary details, active email and mobile number.

How to Use the Plan

Contact St. Peter or your agent immediately.

Submit the death certificate of the planholder.

Present the Life Plan Agreement and valid identification.

The provider will verify the plan and arrange the memorial service.

You may also manage your plan online for payments and documents.

The plan is mainly for service use and may have conditions during the first year.

Plan Today. Protect Your Family Tomorrow.

I can assist you in choosing the right plan and guide you through the entire process.

Gerard Jude Orbase

Financial Consultant

Agent Code: GERA6784

Lipa City Branch | Serving Clients Nationwide

Which Memorial Plan Is Right for You?

Compare options and choose the right level of protection for your family.

Gerard Jude Orbase
Agent Code: GERA6784
Lipa City Branch | Serving Clients Nationwide

Create Your Plan Online

You can now easily create and manage your memorial plan online through the official St. Peter portal:

Log in to your St. Peter account

Click here to go to our official website to create your plan

If you don’t have an account yet, you can register and explore available plans based on your needs. The platform allows you to review options, choose your preferred plan, and manage your account anytime.

Need Assistance?

Feel free to message me so I can assist you step by step with your application, plan selection, and any questions you may have.

If you are from Lipa City, we can also meet personally at the branch.
I am also available for online consultation if you prefer a virtual discussion.

Gerard Jude Orbase

Financial Consultant

Agent Code: GERA6784

Lipa City Branch | Serving Clients Nationwide