A Financial Plan Should Never Stay Hidden

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

Why At Least One Person Should Know About Your Financial Plan

Having a plan is important—but making sure someone knows about it is just as critical.

“A plan no one knows about is a plan that cannot protect your family.”

1. Faster Access to Financial Support

If someone knows your plans, they can act immediately.

• Insurance claims can be processed faster
• No delay in accessing benefits
• Financial support arrives when needed most

2. Prevents Confusion and Guesswork

Without guidance, families are left guessing.

• Where are the documents?
• What plans exist?
• Who should be contacted?

Clarity removes unnecessary stress.

3. Ensures Your Wishes Are Followed

Your plan reflects your intentions.

• Asset distribution is respected
• Beneficiaries are correctly identified
• No misunderstandings among family members

4. Reduces Emotional and Financial Burden

During difficult times, decisions become harder.

• Less pressure on family members
• Fewer urgent financial decisions
• More focus on healing, not problem-solving

5. Protects the Value of Your Planning

Even the best plan fails if no one knows it exists.

• Benefits may go unclaimed
• Assets may be delayed or lost
• Opportunities are missed

6. Builds Trust and Responsibility

Choosing the right person creates a support system.

• Someone who understands your plan
• Someone who can guide others
• Someone who ensures everything is followed properly

Reality:

Many people already have plans—but no one knows about them.
And when the time comes, those plans become useless.

A Plan Only Works When It Is Known

If you already have a plan, make sure the right people are aware of it. If you don’t have one yet, now is the right time to start.

Gerard Jude Orbase

Financial Consultant

Agent Code: GERA6784

Lipa City Branch | Serving Clients Nationwide

Gerard Jude Orbase

Financial Consultant

Message me for your plan

Serving Clients Nationwide

© 2026 Gerard Jude Orbase | Financial Consultant

If you still don’t have a memorial plan, click here to learn more about St. Peter Life Plan.

You can avail your plan online in simple and easy steps.

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