Tricia Olivia M. Tan
Financial Advisor
2-year MDRT Member | 1-time Top of the Table
triciaolivia-m.tan@philamlife.com.ph | 09173 236 627
A bit about me
Joining the insurance industry for more than 8 years now as a Financial Advisor has let me reach my goal of working with a purpose – servicing my clients while helping protect their families and employees. After coming from the corporate world, this job has given more achievements and value to my work like recognition, rewards and company trip incentives. I am one of the pioneers of our agency, a 2-time Million Dollar Round Table Member and a Top of The Table Awardee. I am also a licensed HMO provider and a small business owner, while also still having time to be hands-on in taking care of my family.
How I can help you
I handle both individual and corporate accounts, focusing on providing families with security for life, education, medical and retirement needs, while companies or business owners being able to provide protection, tenure and employee retention through our insurance benefits.
Inquire About Services
Financial Planning
30 min | Free Consultation
Experience professional financial planning witn us. In this session, you will revisit your goals, identify the gaps, and know your options to address these gaps.
Employee Benefits Consultation
30 min | Free Consultation
Create a ‘golden handcuff’ for your employees by fortifying your benefits to include group insurance, healthcare and group retirement.
Financial Wellness Seminar
30 min | Free Consultation
It is our fervent advocacy to spread the good news of financial freedom to all Filipinos. We offer free financial wellness sessions to organizations and companies and talk about the basics of investing and saving, money blueprint and money habits.