Merry Christmas and Happy New Year, !
I hope you're having a great time with your family these days!
My name is Bernz Ordoñez Caasi, an Assistant Unit Manager from Pru Life UK.
As you may have been informed already, Mr Harold Colon is on-leave from Pru Life UK, and I have been assigned to be your new servicing agent.
I am glad to be given this opportunity to continue the great service that Mr Colon has offered you as a financial consultant.
I started giving talks on personal finance in 2016, and I have been with Pru Life UK since 2019. In 2021, I have also been designated as a Certified Wealth and Estate Planner.
Apart from personal finance, I am also passionate about the faith. I host a weekly podcast called Unboxing Catholicism and I also work with Bro Bo Sanchez and the Feast for other advocacy projects.
Concurrently, I am also the Content Lead of Hallow, the #1 Christian meditation app in the world. I function as Hallow's country manager for the Philippines while I continue helping families secure their finances.
You may know more about me and what I do by visiting my LinkedIn or Facebook profile. I would also love to meet you soon to get to know you better and help you review your existing financial programs with Pru.
To facilitate the process of changing your servicing agent, please sign the form I will be sending you via DocuSign.
Should you have questions or concerns, please don't hesitate to reply to this email or message me at 09619520004.
Thank you so much, and I look forward to serving you!
Bernz
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