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Financial planning advice for entrepreneurs (SME owners)

Kate Sangco Lopena

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Kate Sangco Lopena, CWP, CEPP, a two-time MDRT member from Quezon City, Philippines, built her MDRT portfolio by catering to small and medium enterprises (SMEs), a niche market for Filipino financial advisors. “Since SMEs comprise 99% of the local businesses here in the Philippines, they’re a big opportunity for financial advisors as the usual target clients are individuals. What they need to know is that Filipino SME owners also need financial planning advice to protect their businesses and employees,” Lopena said. “The good news is that they are business-minded people, making it easier for them to understand how insurance products can help them.”

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