YOUR FINANCIAL BLUEPRI

In PhP (Pesos)
Name: Mr./Ms. INVESTOR
#1

Monthly Income Total Investible Fund

₱20,000.00
#4
Annual Income 20% of MI

₱240,000.00 ₱4,000.00
NOTE: If the Investible FUNDS is
STRATEGY less than 20% of MI need to check
CASH FLOW

LEVEL 2 Mutual #11

Funds
Higher Risk ₱1,000.00
1st to 20th year Invest on Mutual Funds
*Invest extra income on
level 2. Higher risk. Needs
discipline and literacy.
*Invest extra income on
level 2. Higher risk. Needs
discipline and literacy.

8th to 20th year Inves

LEVEL 1 #7

Kaiser 4in1
*Invest hard
₱2,647.00
earned money
1st to 7th year Invest on Long Term Healthcare
on level 1.
Low risk and
Builds discipline.
Kaiser Plan K45
Monthly ₱2,647.00
Quarterly ₱7,676.00
Semi-Annual ₱14,294.00
Annual ₱26,470.00

No Savings Spot Payment ₱169,640.00

#2 Assuming you'll be productive (working and earning) in the next 20

TIMELINE
21
Your age now
UEPRINT
Income Replacement (IR)
(Annual Income x 10)

₱2,400,000.00 FINANCIAL GOAL

#6

Your Money After 20 years

#12

₱1,000,147.92

#10
#9
 ₱3,000.00 ₱1,130,793.43
h to 20th year Invest on Mutual Funds
#8
Based on how
much you can
save and invest ₱524,775.00
choose the
appropriate
Kaiser Long-Term TOTAL INVESTMENTS (TI)
Healthcare: AFTER 20 YEARS
₱0.00
₱2,655,716.35

rning) in the next 20 years.

IMELINE
41
Your age 20 years from now
CIAL GOAL

IR- TI
₱255,716.35
If Negative Do IMG Business

PHP/Month
 ₱4,000.00
How Much Additional Income you need

25
 SOLID FINANCIAL FOUNDA
GOAL WHAT DO YOU HAVE

INVESTMENT ₱2,400,000.00 ₱0.00

EMERGENCY FUND ₱60,000.00 ₱0.00

DEBT MANAGEMENT ₱0.00 ₱0.00

LIFE PROTECTION ₱2,400,000.00 ₱0.00

HEALTHCARE ₱524,775.00 ₱0.00

AL FOUNDATION
BALANCE

₱2,400,000.00 INVESTMENT

₱60,000.00 EMERGENCY FUND

₱0.00 DEBT MANAGEMENT

₱2,400,000.00 MB Life

₱524,775.00 Kaiser
 ULTIMATE KAISER HEALTH BUILDER
Name:
Plan: K45 Monthly Payment: PHP 2,647
Long Term Care Benefit: PHP 45,000 Quarterly Payment: PHP 7,676 Policy Fee: 500 pesos every year for 7 years
Contarct Price: PHP 185,290 Semi Annual Payment: PHP 14,294
Life/Accident Insurance PHP 202,500 Annual Payment: PHP 26,470
Spot Payment: PHP 169,640

Age Accumulation Period Age Extended Period Age Long Term Care Period Age Age
21 28 41 60 65

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
10% 10% 10% 10% 10% 10% 10% 10% 10% 10% 10% 10% 10% Total Health Total Health
4,500 4,500 4,500 4,500 4,500 4,500 4,500 4,500 4,500 4,500 4,500 4,500 4,500 Total Yearly Benefits at Benefits at
10 % Yearly Health Benefits Health Benefits Age 60 Age 65

4,500 9,450 14,895 20,885 27,473 34,720 42,692 51,461 61,108 71,718 83,390 96,229 110,352 121,387 3,209,479 5,168,898
Accumulated Unused Health Benefits 85% of your Contract
Price if no Long-Term Annual Lifetime Annual Lifetime
hospitalization during Care Bonus Health Care Health Care
paying period
157,500 at Age 60 at Age 65

Same as your Long-Term 320,948 516,890

Long Term Care Plan Care Benefit
45,000 EXTENDED BENEFIT BALANCE

Additional Yearly Health Bonus WHEN THE MEMBER REACHES

14,841 5,307 5,445 5,592 5,747 5,912 6,087 6,272 6,468 6,677 6,897 7,131 7,379 Additional AGE 65***
Accumulated Unused Health Bonus Health Benefits
14,841 21,632 29,241 37,756 47,280 57,920 69,798 83,050 97,823 114,282 132,608 153,000 175,678 200,889 200,888
Total Yearly Benefits
19,341 31,082 44,136 58,641 74,752 92,640 112,490 134,512 158,931 186,001 215,998 249,229 286,031 322,276
Total
Health Benefits
367,275
HEALTH CARE BENEFITS

1. Unlimited Check Up to in house doctors (IMG members)

7. Basic Medical Benefits 524,775
2. 20% discount for immediate family members (IMG Members) 8. Member's Choice of room & board per day PHP 600 Long-Term Care Benefit
3. Yearly Physical Examination Benefits 9. Yearly Benefit Limit (ABL) PHP 50,000 At Maturity Age

4. Dental Benefits 10. Term Life from Accumulation until the 20th Year
5. Waiver of installment due to death/ credit life 11. Accidental death and dismemberment from accumulation until 20th year
6. Waiver of Installment due to disability 12. Lifetime network access to over 1000 hospitals and over 1,000 doctors as long as you have
funds
 Mutual Funds Retirement Inc
Initial Investment Amount: ₱1,000.00
Monthly Additional: ₱2,000.00
Average Rate of Return/Year: 12%
Average Rate/Month: 1.00%
Years to Grow: 20 Total Monthly Income in Retire
Total No. of Months: 240 Total Monthly Money Needed in Retir
Total Actual Investment: ₱481,000.00

₱1,989,403.28 ₱1,989,4
Your Money After 20 Years Your Money Aft
Passive Yearly Income: ₱198,940.33
Passive Monthly Income: ₱16,578.36
 Retirement Income/Month
Investment Income ₱16,578.36
Rental Income ₱0.00
SSS/GSIS Pension ₱0.00
Others ₱0.00
Total Monthly Income in Retirement ₱16,578.36
Total Monthly Money Needed in Retirement ₱78,000.00
Needed Additional Income -₱61,421.64

₱1,989,403.28 Money Needed in Retirement ?

Your Money After 20 Years Money needed to Accumulate ?
Passive Yearly Income: ₱198,940.33
Passive Monthly Income: ₱16,578.36
 DAILY MONTHLY YEARLY
Food ₱300.00 ₱9,000.00 ₱109,500.00
Clothing ₱200.00 ₱6,000.00 ₱73,000.00
Shelter ₱500.00 ₱15,000.00 ₱182,500.00
Medicines ₱200.00 ₱6,000.00 ₱73,000.00
Telephone, Internet ₱200.00 ₱6,000.00 ₱73,000.00
Electricity, Entertainment ₱200.00 ₱6,000.00 ₱73,000.00
Travels ₱1,000.00 ₱30,000.00 ₱365,000.00

Money Needed in Retirement ?

₱2,600.00 ₱78,000.00 ₱949,000.00
Money needed to Accumulate ? ₱9,490,000.00
How Much DO you Have NOW?
DIFFERENCE