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    A Savings Health Check

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    Bluemoogle Anj
    This document provides a savings health check and introduces a 5 in 1 savings plan. It asks questions to assess one's current financial security and preparation for expenses like a child's education and retirement. It then introduces an innovative savings product that provides lifetime cash bonuses and dividends, term life insurance, guaranteed memorial benefits, and waiver of premiums in case of untimely death or disability, plus accident insurance. It highlights the benefits of professional funeral administration and 24/7 assistance. Graphics show how expenses increase with age while income remains constant, emphasizing the importance of saving now for retirement.

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    A Savings Health Check

    Uploaded by

    Bluemoogle Anj
    11 views20 pages
    This document provides a savings health check and introduces a 5 in 1 savings plan. It asks questions to assess one's current financial security and preparation for expenses like a child's education and retirement. It then introduces an innovative savings product that provides lifetime cash bonuses and dividends, term life insurance, guaranteed memorial benefits, and waiver of premiums in case of untimely death or disability, plus accident insurance. It highlights the benefits of professional funeral administration and 24/7 assistance. Graphics show how expenses increase with age while income remains constant, emphasizing the importance of saving now for retirement.

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    Virtue 2

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    This document provides a savings health check and introduces a 5 in 1 savings plan. It asks questions to assess one's current financial security and preparation for expenses like a child's education and retirement. It then introduces an innovative savings product that provides lifetime cash bonuses and dividends, term life insurance, guaranteed memorial benefits, and waiver of premiums in case of untimely death or disability, plus accident insurance. It highlights the benefits of professional funeral administration and 24/7 assistance. Graphics show how expenses increase with age while income remains constant, emphasizing the importance of saving now for retirement.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as ppt, pdf, or txt
    11 views20 pages

    A Savings Health Check

    Uploaded by

    Bluemoogle Anj
    This document provides a savings health check and introduces a 5 in 1 savings plan. It asks questions to assess one's current financial security and preparation for expenses like a child's education and retirement. It then introduces an innovative savings product that provides lifetime cash bonuses and dividends, term life insurance, guaranteed memorial benefits, and waiver of premiums in case of untimely death or disability, plus accident insurance. It highlights the benefits of professional funeral administration and 24/7 assistance. Graphics show how expenses increase with age while income remains constant, emphasizing the importance of saving now for retirement.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as ppt, pdf, or txt
    of 20

    A Savings Health Check

    Are you financially secure?

    Yes

    No

    Do you save regularly?

    Yes

    No

    Have you prepared for the educational needs of your children?

    Yes

    No

    Have you started building your retirement fund?

    Do you have funds in case of emergency?

    Do you have Life Insurance?

    Is your family financially secure?

    Will you still be a burden to your family even when you are already gone?

    Secure your familys future


    By saving P 65 / day

    Introducing
    An innovative product of:

    5 in 1 Plan
    1. Lifetime Cash Bonus 2. Lifetime Yearly Cash Dividends 3. Term Insurance

    4. Guaranteed Memorial Service Benefit


    5. Waiver of Premium in case of untimely death or disablity

    Plus: Accident Insurance with Medical Reimbursement and Daily Hospital Income

    Other Features
    Professional Administration of Funeral Service 24 Hr. on call Assistance Officer Assignable Transferable Family

    Why save in the first place?

    Why save in the first place?


    AGE

    AGE

    65

    21

    Why save in the first place?


    Income and Expenses

    21

    40 Age

    50 55 60 65

    Retirement

    The best time to save is NOW!!!

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