Powered by Insular life | Pioneer | Oona Insurance
Better Value.
Better Lives
TM
Building and protecting you, your family, and everything
what is important to you
Our exclusive protection products and services help our clients financially guard against unpredictable occurrences and risk while our investment products help our clients build dreams and personal financial goals.
You can choose from a wide range of products and services. From Life Products (Life protection, Investments, and Healthcare) to Non-life products ( Home, Car, Travel, etc) all in one service.
LIFE PROTECTION
Our Products offer a wide variety of high-quality and fully customizable life protection packages and solutions for all of our client’s insurance needs. Schedule your consultation today to learn what we can do for you.
Protect and Prepare your Family's milestones with our Life Protection solutions.
Preserve your Assests with our Estate Planning solutions.
Immediate Access to a Fund
In the event of your death, your estate may not be easily accessible to your loved ones. This may take many months or even years, leaving them without a steady income to cover various expenses. An estate plan that involves getting a life insurance product is essential to give families access to funds to pay for mortgage balances, medical bills, and other expenses incurred as a result of a death.
Protects you From Tax Burden
Estate preservation is all about protecting your financial goals for your loved ones when you’re gone. By getting Life insurance, you are ensuring your loved ones have enough money to cover the estate tax upon your demise so the transfer of titles is smoother, and leaves them with some extra money to help get them by.
Protects your Children
Nobody thinks of dying young, and nobody wants this to ever happen. But if you’re the parent, you need to be prepared in case the worst happens. Life insurance will help ensure your child or children are taken cared for financially, even when you are no longer around.
HEALTH PROTECTION
Our Health protection solutions offer individuals, families and special risks. We are committed to keeping our customers safe and satisfied and making sure they receive the right type of insurance for their needs. Contact our expert consultants to learn more about our range of packages and solutions!
Trusted Health Protection Provider Nationwide.
We offer a complete health protection service.
Certified Healthcare Specialist
Our Certified Health Specialist specializes in finding you the most suitable options and providing support throughout the whole process. Contact us today to schedule a commitment-free consultation with one of our professional advisors.
Our Trusted Partners
As a caring Health Insurance Agency that makes our clients the top priority, we take a hands-on approach to finding you the best insurance product and policy to fit your needs and your budget. Please review the list of insurance providers we work with below.
Customize Health Protection Solutions
Each of our clients is unique. That’s why we don’t believe in a “one-size-fits-all” approach to offering health protection insurance. We provide individual solutions for each of our clients and serve as advocates should you need to file a claim. Get in touch and find out why so many clients have turned to us for help and assurance.
INVESTMENT SOLUTIONS
At San Josè & Partners, we invest in companies with solid ideas and a clear plan for success. Browse our portfolio funds and partner institutions to learn more about our safe and secured investment solutions and to see some of the companies we’re currently affiliated.
Trusted Investment Institutions and Fund Managers, Worldwide.
Local and International Fund Management Worldwide.
Well Known Financial Institutions
Managed by financial well-known financial institutions, Inlife, Union Bank, JP Morgan and other Fund Managers. You are assured that your funds are safe.
Our Trusted Partners
As a caring Health Insurance Agency that makes our clients the top priority, we take a hands-on approach to finding you the best insurance product and policy to fit your needs and your budget. Please review the list of insurance providers we work with below.
Customize Health Protection Solutions
Each of our clients is unique. That’s why we don’t believe in a “one-size-fits-all” approach to offering health protection insurance. We provide individual solutions for each of our clients and serve as advocates should you need to file a claim. Get in touch and find out why so many clients have turned to us for help and assurance.
"Building quality Life and protecting investment is our job.."
We aim to improve the quality of life of our clients. Combing my knowledge in Finance and Wealth Management, we make sure we help our clients define and achieve their goals- Personal- Career- Financial or most often all of the above.
King San Jose-Santos, RFP, CFC,CTA,LFA
Chief Financial Planner | Licensed Universal Broker
Member, Institute of Financial Consultant, USA
The San Josè Advantage
Privelege
Customize all your financial goals and needs with our premier wealth planning and advisory services solutions.
Advisory
See what others don't see and make better informed decisions with our premier certified analyst and advisors.
Collaborate
As your partner in building your business health and your wealth, you have your own dedicated experts ready to support you.
Convenience
From business to personal needs, get all products and service under one roof.