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INVESTMENT INSURANCE PLAN
(via InLife's Wealth Assure Plus and Abundance)
You can get investment insurance with a customizable insurance product with investment component via InLife's Wealth Assure Plus or Abundance.
It allows you to be in control of your life's journey, including growing your savings through an investment. It can help you get on the right track with a plan that adapts to your financial priorities - in this case - growing your money and beat inflation via investments.
DETAILS OF INLIFE'S
INVESTMENT INSURANCE PLAN
(via Wealth Assure Plus)
Wealth Assure Plus by InLife is a customizable insurance product with investment component which means you can use it for your as an investment plan to grow your money for however you want to use it in the future, and also beat inflation.
Here are some features of Wealth Assure Plus:
Personalized Solution
Discover the freedom to create a customized insurance plan that perfectly aligns with your specific needs. With flexible options, you have the power to add or remove additional coverage boosters, known as riders, as your circumstances change over time. The payment and top-up arrangements are designed to adapt to your unique financial situation, giving you the flexibility you crave. If you have time-bound financial goals, a compressed payment option can assist you in reaching those milestones faster, ensuring your investments are completed in a timely manner.
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Increased Insurance Benefit
Prepare for life's unexpected surprises by securing a minimum insurance coverage that exceeds ten times your annual regular premium. To further enhance your protection and provide you with ultimate peace of mind, an optional term insurance booster is offered. This additional boost to your policy ensures that you have the necessary coverage to navigate through any unexpected bends and turns that may come your way. With comprehensive insurance options, you can feel confident that you're prepared for whatever life throws at you.
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Higher Living Benefits
You can make the most of your investments thanks to their low charges. We understand the importance of your hard-earned money, which is why our boosters are paid on top of your basic premiums. This means that your funds remain fully invested, allowing them to continue growing and delivering optimum growth potential. By minimizing charges and keeping your investments on track, we strive to help you achieve your financial goals efficiently and effectively. Trust us to provide you with insurance solutions that prioritize your wealth accumulation and long-term financial success.
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Accessible and Cost-effective Investing
Unlock the potential for exponential growth by leveraging InLife's extensive network of local and worldwide investment outlets. Rest assured, your investments are in capable hands, thanks to our team of expert fund managers who are dedicated to guiding you towards success. With their expertise, you can confidently venture forward and navigate the financial landscape without ever getting lost. Start saving and investing with ease by taking advantage of affordable monthly top-up options, with contributions as low as P500.
HOW INLIFE'S INVESTMENT INSURANCE PLAN
via Wealth Assure Plus LOOKS LIKE:
(This is just for illustration purposes only. Plans are personalized to you or each and every person - depends on the background, status, goals and objectives of the person applying for an investment insurance plan. It will be subject to an approval by InLife's underwriting team. Better to start investing in an insurance plan young, to have bigger returns in the future. But even when you're older, it's not too late to start! :)
TYPE OF PLAN:
Investment Insurance Plan via Wealth Assure Plus
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PLAN PROPOSAL:
As of August 2023
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INVESTMENT GOAL:
To grow savings and withdraw by age 60
PROPOSED INSURED'S PROFILE:
30 Years Old Male, Non-smoking
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SUM INSURED:
Php 1,000,000
BASIC ANNUAL PREMIUM:
Php 100,000
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PREMIUM PAYING PERIOD:
10 YEARS
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FUND TYPE CHOSEN:
Balanced Fund
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FUND INVESTMENT OBJECTIVE APPLIED:
Balanced Fund (seek to optimize medium to long-term capital and income growth through investment in Peso denominated fixed income securities such as bonds, money market instruments, and shares listed on the Philippine Stock Exchange. The asset allocation is to be determined by the fund manager and may be changed from time to time.)
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DISCLAIMER
The paying period is not guaranteed, and you may be required to pay additional premiums. Fund values and death benefit are for illustration purposes only and are not indicative of the actual returns that may occur.
POTENTIAL FUND VALUE (at age 60):
Php 2,316,449 (low)
Php 6,028,964 (medium)
Php 9,632,832 (high)
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DEATH BENEFIT (at age 80):
Php 5,075,624 (low)
Php 28,100,743 (medium)
Php 64,804,879 (high)
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OTHER RIDERS YOU CAN POSSIBLY ADD:
Waiver of Premium Benefit
Payor's Rider
Payor's Waiver of Premium Benefit Rider
Accidental Death Benefit
Critical Illness Rider
Diabetes Coverage Rider
Future Diabetes Endorsement
Hospitalization Allowance Rider
Renewable Term Insurance Rider
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FUND TYPES AVAILABLE THAT YOU CAN CHOOSE FROM:
Peso Money Market Fund
Peso Fixed Income Fund
Peso Global Multi-Asset Fund
Balanced Fund
Equity Fund
Growth Fund
Peso Global Equity Fund
O.N.E Fund
Peso Global Technology Fund
Guardian Fund
Select Equities Fund
DETAILS OF INLIFE'S
INVESTMENT INSURANCE PLAN
(via Solid Fund Builder)
Solid Fund Builder lets your hard-earned money work even harder for you. A starting placement of P100,000 lets you build up your funds quickly while enjoying the benefits of a life insurance plan. Spend more time pursuing your passion and be future-ready when you make your first dream-fulfilling million sooner.
Here are some features of InLife's Solid Fund Builder:
Faster Fund Growth
The option to place your money in an investment fund that is backed by stocks or bonds or a combination of both will help you reach your target amount faster. You don't need to be a financial wizard because fund management experts will make all the investing decisions and look out after your money for you.
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Convenient Savings
After putting in your first P100,000, you can opt to have an extra P3,000 or more automatically deducted from your bank account every month for added savings.
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Easy Application
Signing up is simple. It only takes one meeting with any InLife Financial Advisor for you to own a Solid Fund Builder policy.
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Peace of Mind
Your life insurance benefits will be equal to 1.25x the amount you had originally paid for the policy plus any extra savings you put in or to the value of your investment fund, whichever is higher.
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Enhanced Benefits
Riders, which will give you additional coverage for accidental death and special accident, can be attached to your policy.
HOW INLIFE'S INVESTMENT INSURANCE PLAN
via Solid Fund Builder LOOKS LIKE:
(This is just for illustration purposes only. Plans are personalized to you or each and every person - depends on the background, status, goals and objectives of the person applying for an investment insurance plan. It will be subject to an approval by InLife's underwriting team. Better to start investing in an insurance plan young, to have bigger returns in the future. But even when you're older, it's not too late to start! :)
TYPE OF PLAN:
Investment Insurance Plan via InLife's Solid Fund Builder
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PLAN PROPOSAL:
As of August 2023
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INSURED PERSON'S PROFILE:
30 Year Old Male, Non-smoking
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SUM INSURED:
Php 125,000
SINGLE PREMIUM:
Php 100,000
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MONTHLY TOP-UP PREMIUM:
Php 5,000 (monthly in 10 years)
FULL WITHDRAWAL VALUE (at age 60):
Php 4,960,797.01 (medium)
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DEATH BENEFIT (at age 80):
Php 23,477,928.44 (medium)
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RIDERS INCLUDED:
Accidental Death Benefit at Php125,000
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Special Accident Benefit from Php125,000 to 250,000
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FUND ALLOCATION:
Balanced Fund
DETAILS OF INLIFE'S
INVESTMENT INSURANCE PLAN
(via Dollar Solid Fund Builder)
Dollar Solid Fund Builder is a US Dollar-denominated life insurance with investment plan that lets you do a lot more with the dollars that you earn. On top of the life insurance coverage you will be receiving through a one-time premium payment, you get to take advantage of local investment opportunities that are also dollar-denominated. That's because Dollar Solid Fund Builder invests in a fund that is composed of fixed income instruments, which are debt obligations issued by the Philippine government and local prime corporations that pay out a fixed amount of interest.
Here are some features of InLife's Dollar Solid Fund Builder:
Faster Fund Growth
With minimal to no administration charges, your funds have the potential to grow faster than traditional savings instruments
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Convenience
Your one-time premium payment has the potential for optimum growth and you can easily add to this investment via top-up any time you wish.
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Easy Application
Getting a policy is stress-free and effortless when you don't need to go through medical exams
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Peace of Mind
In the event that something happens to you, your loved ones get life insurance benefits equivalent to 125% of the single investment, or the fund value, whichever is higher
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Enhanced Benefits
Riders, which will give you additional coverage for accidental death and special accident, can be attached to your policy.
HOW INLIFE'S INVESTMENT INSURANCE PLAN
via Dollar Solid Fund Builder LOOKS LIKE:
(This is just for illustration purposes only. Plans are personalized to you or each and every person - depends on the background, status, goals and objectives of the person applying for an investment insurance plan. It will be subject to an approval by InLife's underwriting team. Better to start investing in an insurance plan young, to have bigger returns in the future. But even when you're older, it's not too late to start! :)
TYPE OF PLAN:
Investment Insurance Plan via InLife's Dollar Solid Fund Builder
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PLAN PROPOSAL:
As of August 2023
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INSURED PERSON'S PROFILE:
30 Year Old Male, Non-smoking
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SUM INSURED:
USD 12,500
SINGLE PREMIUM:
USD 10,000
FULL WITHDRAWAL VALUE (at age 60):
USD 32,908.96 (medium)
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DEATH BENEFIT (at age 80):
USD 73,268.26 (medium)
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FUND ALLOCATION:
Dollar Fixed Income Fund
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GET A QUOTE ON INLIFE'S INVESTMENT INSURANCE PLAN
To provide you a more accurate investment insurance quotation, please fill out the fields below. Please fill out as complete as you can, but if you are quite in a hurry, you may just fill the required fields and we'll just reach out to you by email to ask for details.
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