The Manufacturers Life Insurance Co. (Phils.), Inc.

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The Manufacturers Life Insurance Co. (Phils.), Inc.
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The Manufacturers Life Insurance Co. (Phils.), Inc.

Name
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Name Name iddle Name ti Life Goals
Age ww Email Contact Number/s
Name Name Name iddle Name

By providing my Personal Information, I consent to the collection, use, processing or transfer of

Age
Name Name
My Priorities
such information byName
Email
Manulife iddle
or any Name
of its representatives for the purpose of assessing my financial Contact Number/s
needs, marketing any Manulife product and/or other reasonable purposes related thereto. Signature
Age Email Contact Number/s
Income Protection
My Priorities
Securing a comfortable lifestyle for my family.

Estimated Monthly Securing a comfortable lifestyle for my family.

PersonalExpenses
Information, I__________________________________ x 60ofmonths = ___________________________________________
Income
By providing Protection
my consent to the collection, use, processing or transfer such information by ________________________________________
Manulife or any of its representatives for the purpose of assessing my financial needs, marketing any Manulife Amount needed for atSignature
least 5 years
Securing a comfortable
product and/or other reasonable lifestyle for my
purposes related family.
thereto.
Income
Estimated Monthly Expenses ___________________ x 60 months = __________________________________
Protection
Estimated Monthly Expenses __________________________________ x 60 months
Amount = ___________________________________________
needed for at least 5 years
Education Funding
My Priorities Amount needed for at least 5 years
Providing the best opportunities for my kids.
Income Protection Years before
Education Funding Name of School Projected Tuition Fee Total Education Cost
Securing a comfortable lifestyle for mycollege
family.
Providing the best opportunities for my kids.
Providing the best opportunities for my kids.
Estimated
Child Monthly Expenses __________________________________
1 ______________________ _________________ x 60 months _______________________
_____________________ = ___________________________________________
_____________________
Years before
Name of Child NameName of School
of School Projected
Projected needed forYears
AmountFee
Tuition at least
Total Total
5 years Cost
Education
college
Education Tuition Fee Before Education
Child 2Funding
______________________ _________________ _____________________ _______________________ _____________________
College Cost
Child 1 ______________________
Education Funding _________________ _____________________ _______________________ _____________________
Child 3 ______________________
Providing _________________
the best opportunities for my kids. _____________________ _______________________ _____________________
Child 2 ______________________ _________________ _____________________ _______________________ _____________________
Years before
Name of School Projected Tuition Fee Total Education Cost
Retirement Planning
Child 3 ______________________ college
_________________ _____________________ _______________________ _____________________
Enjoying life without worries at retirement
Child 1 ______________________ _________________ _____________________ _______________________ _____________________
Retirement Planning
Child 1 ______________________ Less: Current Age _____________ = Years before Retirement ____________
Child 2 ______________________ _________________ _____________________ _______________________ _____________________
Enjoying life without worries
Enjoying lifeat retirement
without worries at retirement
Monthly Income __________________________________ X % of Monthly Income Needed ___________ x 12 months ______________
Child
Child 3 ______________________
1 ______________________ _________________
Retirement Age: ______________________
Less: Current Age Less: _____________________
Current Age _____________
_____________ =_______________________
= Years before Years before Retirement
Retirement _____________________
____________
____________
Retirement
X No. of Years Needed ______________________ = Total Retirement Fund _______________________________
Planning
Monthly Income Monthly
__________________________________ X % of XMonthly
Income __________________________________ Income
% of Monthly Needed
Income Needed___________ x 12
___________ x 12 months
months ______________
______________
Retirement Planning
Enjoying life without worries at retirement
X No. ofwith
Living YearsImpaired
Needed ______________________
Health = Total Retirement Fund _______________________________
X No. of Years Needed ______________________ = Total Retirement Fund _______________________________
Guaranteeing
Retirement Agefunds for medical needs and
______________________ emergencies.
Less: Current Age _____________ = Years before Retirement ____________
Estimated
Living Medical ExpenseHealth
in case of afor
Critical Illness ________________________________________________________________________
Monthlywith Impaired
Income Guaranteeing funds medical
__________________________________ needs
X %and
of emergencies.
Monthly Income Needed ___________ x 12 months ______________
Guaranteeing funds for medical needs and emergencies. (Doctor’s Fees, Surgery and Hospitalization Costs, Medicines and others)
X No. Living
of Years
Estimated with Needed ______________________ = Total Retirement Fund _______________________________
Medical Expense in case of a Critical Illness ________________________________________________________________________
Impaired Health Estimated Medical Expense in case of a Critical Illness _______________________________________________________________________
(Doctor’s
(Doctor’s Fees, Fees, Surgery
Surgery and Hospitalization
and Hospitalization Costs,
Costs, Medicines
Medicines and and others)
others)
Fund Accumulation
Living with
Preparing forImpaired Health
large purchases in the future.
Guaranteeing funds for medical needs and emergencies.
Estimated Funds Needed _____________________________________________________________________________________________________
Fund Accumulation
Estimated Medical
Preparing for largeExpense in case
purchases of afuture.
in the Critical Illness ________________________________________________________________________
(Home Purchase, Travel, Business Venture and others)
(Doctor’s Fees, Surgery and Hospitalization Costs, Medicines and others)
Preparing for large purchases in the future.
Estimated Funds Needed _____________________________________________________________________________________________________
Fund Accumulation
Fund
(Home Purchase, Travel, Business Venture and others)
I can setAccumulation
aside
Preparing Estimated Funds Needed ___________________________________________________________________________________________________
________________________________________
for large purchases in the future. for my important priorities in life.
(Home Purchase, Travel, Business Venture and others)
Estimated Funds Needed _____________________________________________________________________________________________________
(Home Purchase, Travel, Business Venture and others)
I can set aside ________________________________________ for my important priorities in life.
I can set aside _______________________________________________________ for my important priorities in life.
I can set aside ________________________________________ for my important priorities in life.