You are on page 1of 2

tout pour Dieu et de la famille

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

*INVESTMENT for INSURAVEST is


not guaranteed, it will depend on the
performance of the stock market
PROPOSAL 2
Insurance + Investment = INSURAVEST
35
Php 2,100
Php 25,200
INSURAVEST
Continuous
Until age 100 or until alive
INSURANCE
Php 1,000,000
Php 60,000
Php 500,000
Php60,000
Php 1,000
yes
INVESTMENT @10% BANK
Php 58,053.53 Php 126,000
Php 211,790.36 Php 252,000
Php 452,784.20 Php 378,000
Php 803,589.96 Php 504,000
Php 1,295,661.11 Php 630,000
Php 2,016,093.83 Php 756,000

*BANK has no Insurance benefit

You might also like