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Proposed Life Insured: Baby 1 y/o healthy

Policy Owner: Mara, healthy


Prepared by: Reiann Dela Isla – Junior Unit Manager, Premiere Licensed Financial Advisor
Purpose: Educational Funding with protection benefits

I. PROTECTION

PAA+ Elite 15 Elite 10


Monthly Savings BANK (savings P4,000 P7,000 P10,000
Daily Equivalent of P4k per P133/ day P233/ day P333/ day
Type of Plan month) Flexible Savings 15 years 10 years

Total Savings 816K Unlimited/no term 1.2 Million 1.2 Million


Life Insurance (up to age 100) - 1,500,000 1,500,000 1,500,000
Accidental Death and Disablement (ADD) (up to age 73) - 500,000 500,000 500,000
Accelerated Total and Permanent Disability (ATPD) (up to age - 500,000 500,000 500,000
70)
When the payor When the payor dies When the payor dies When the payor dies
Payor Waiver dies or get or get permanently or get permanently or get permanently
permanently disabled, savings disabled, savings disabled, savings
disabled, savings continue continue continue
STOP
Note:
1. ADD - Pays additional cash benefit separate from the Basic Sum Assured in case of accidental death/accidental disablement following the Table of
Losses and Liabilities.
2. ATPD - cash benefit is paid in the event that the accident results in irreversible injury and the Insured becomes totally and permanently disabled for a
period of six consecutive months and remains to be so at the end of such period.
[“Accelerated” means it is a sum of money taken out from the amount of “Life Insurance”]

II. PROJECTED FUND VALUE *Fund Value is Not guaranteed and depends on the PH stock market.
*Fund Value refers to full withdrawable value, thus, already net of charges.

BANK SAVINGS Flexible Savings program Pru15 years program Pru 10years program
Total Growth @ Total Growth @ Total Savings Growth @ 10% Total Savings Growth @
Savings 0.125% Savings 10% 10%
Year 5 240K 242K 240K 157K 420K 306K 600K 521K
Year 10 480K 483K 480K 551K 840K 1.04 Million 1.2 Million 1.77 Million
Year 15 720K 726K 720K 1.21 Million 1.2 Million 2.45 Million Paid 2.83 Million
Age 18 years old 816K 825K 816K 1.57 Million Paid 2.96 Million Paid 3.42 Million
Why Pru Life UK?

 Philippine subsidiary of Prudential PLC of the United Kingdom


 Celebrating 173 years listening worldwide (since 1848)
 Backed by over $703 Billion in funds under management
 Listed in 5 Major Market ( London, New York, Singapore, Hong Kong, India )
 Our insurance operation is World Wide.
 In Asia – Laos, Hong Kong, Indonesia, Singapore, Malaysia, China, Korea, India, Taiwan, Thailand, Vietnam, Philippines, Cambodia
 In Philippines, established in 1996 and has consistently ranked among the top 3 industry players since 2001
 PIONEERED the variable insurance which totally changed the insurance industry landscape
 Our Fund Manager is Eastspring Investments Limited based in Singapore
 Financial literacy is one of our many advocacies

Our Fund Manager

 Consistently Asia’s number 1 Fund Manager


 Managing USd146B
 250+ Investment Professionals
 was chosen by Bangko Sentral ng Pilipinas to manage its government provident fund.

More awards on this link: https://www.eastspring.com/about-us/awards

Latest Updates

On PRU Life UK- Forbes Top 2000 List


https://www.forbes.com/lists/global2000

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