TYPES
OF PENSION PLAN
WEALTH
BUILDER PLAN
A
savings program designed for you to
enjoy life earlier than you expect.
It is a fixed-value plan that will give
you a Yearly Cash Benefit equal to 15%
of your desired Maturity Benefit for
ten years starting from the 10th year
prior to maturity. This is apart from
the whole Maturity Benefit that you
will receive upon the plan’s maturity.
How
the Plan Works:
| Plan: | 5/15 | Total Benefits: | P500,000 |
| Maturity Benefit: | P200,000.00 | Quarterly Installment: | P22,880 |
WEALTH MULTIPLIER PLANS
An investment and savings plan
package which guarantees a lump sum
cash benefit and an opportunity for
the money to generate more income through
accumulated annual dividends.
There are two types of Wealth
Multiplier plans:
|
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A plan that comes with two basic insurance protection to protect the plan from lapsation. |
|
- |
A plan that provides four benefits insurance protection and a money-back benefit. |
How the Plan Works:
| Payment Term / Mode: | 5 years, Annual | Years to Mature: | 10 |
| Regular Installment: | P75,080.00 | No. of Units Purchased: | 10 |
| Contract Price: | P375,400.00 | Maturity Value: | P100,000.00 |
|
FUND SERIES PENSION PLANS
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A plan that comes with the basic insurance protection to protect the plan from lapsation. |
|
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A plan that provides insurance protection for both the plan and the Planholder at a more reasonable cost. |
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A plan with insurance protection and a money-back benefit that assures fund security. |
|
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A plan with full insurance protection and a money-back benefit for a comprehensive coverage. |