JUAN DELA CRUZ AGE: 29 E q u i t y F u n d : 100%

INSURANCE AND INVESTMENT OPTIONS

Protection Medium to Medium to Medium to Medium to
TARGET: & Long Term Long Term Long Term Long Term
Retirement Savings Savings Savings savings
PAA PLUS ELITE 15 ELITE 10 ELITE 7 ELITE 5
PLAN TYPE: Long Term
15 Year Plan 10 Year Plan 7 Year Plan 5 Year Plan
Plan
Annual Savings / Premium 72,000.00 75,000.00 111,000.00 150,000.00 204,000.00

Life Insurance (Sum Assured; Death Benefit) 4,000,000.00 2,000,000.00 2,000,000.00 2,000,000.00 2,000,000.00
Disability Benefit (Total & Permanent; Accelerated) 1,500,000.00 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00
Critical Illness Benefit (Life Care; Accelerated) 1,500,000.00 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00
Accident Benefit (Death & Disablement) 1,500,000.00 1,000,000.00 1,000,000.00 1,000,000.00 1,000,000.00
Waiver of Premium (Due to Disability) included included included included included
Daily Hospital Income 1,500.00

Fund Value at 10% Investment Return (After 10 years) 508,649.75 868,381.75 1,570,178.92 1,679,719.88 1,805,796.99
Fund Value at 10% Investment Return (After 15 years) 1,133,375.55 2,028,430.39 2,451,223.04 2,627,624.43 2,830,655.11
Fund Value at 10% Investment Return (After 20 years) 2,065,017.45 3,153,736.12 3,834,588.33 4,118,659.67 4,445,614.00
Fund Value at 10% Investment Return (At age 60) 5,852,383.27 8,396,424.48 10,338,601.40 11,148,934.07 12,081,593.36
Fund Value at 10% Investment Return (At age 65) 9,003,744.39 13,149,951.28 16,277,572.96 17,582,507.65 19,084,433.33
Premium Allocation
1st year 0% 40% 50% 60% 70%
2nd year 50% 60% 70% 75% 85%
3rd year 50% 85% 95% 95% 95%
4th year 100% 95% 95% 95% 95%
5th year onwards 100% 100% 100% 100% 100%