Professional Documents
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PROPOSAL 1
Sample Proposals Insurance + Investment = INSURAVEST
Age: 35
Monthly Payment: Php 1,600
Total Annual Payment: Php 19,200
Plan Name: INSURAVEST
Payment Duration: Continuous
Life Insurance Coverage: Until age 100 or until alive
INSURANCE BENEFITS (available immediately) INSURANCE
Sum Assured / Death Benefit Php 1,000,000
Accelerated Total and Permanent Disability Php 60,000
Accelerated Life Care Benefit / Critical Illness Bene Php 100,000
Accidental Death and Disablement Php 60,000
Hospital Income (per day) Php 1,000
Waiver of Premium due to Total and Permanent Di yes
INVESTMENT (Withdrawable Fund Value) INVESTMENT @10% BANK
After 5 yrs (client at 40 years old) Php 45,831.83 Php 96,000
After 10 yrs (client at 45 years old) Php 167,610.94 Php 192,000
After 15 yrs (client at 50 years old) Php 360,976.34 Php 288,000
After 20 yrs (client at 55 years old) Php 648,475.54 Php 384,000
After 25 yrs (client at 60 years old) Php 1,059,351.18 Php 480,000
After 30 yrs (client at 65 years old) Php 1,671,316.12 Php 576,000