Successful Saving Plan 2.0

SUCCESSFUL SAVING PLAN

A FINANCIAL SOLUTION TAILORED FOR YOU

#SECUREDKAJOHN

PROFESSIONAL PLEDGES

1. Private and Confidential.2. Quality information equals Quality Recommendation. 3. No obligation to avail our services, but if you think it's a good fit and would add value to you, let's implement it.

Topics

Solution

Ready to start?

Me

Company

Fact finding

10

Satisfactory rating

Pa-kurot!

Closing

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2 types of insurance

Grazie!

PRU Life U.K. plans

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Background check

About our company

PRU LIFE UK

is a British multinational life insurance and financial services company headquartered in London, United Kingdom. It was founded in London in May 1848 to provide loans to professional and working people.

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• First life insurance company to market variable unit-linked insurance in the Philippines.

• Founded in the Philipines 1996.

• Backed up over 657 Billion UK pounds in fund management (2019).

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INTRO: WHO AM I

• GRADUATED BS ECE AT DLSU-D
• Licensed electronics engineer - april 2023
• CODED SEPTEMBER 16, 2020

• certified investment advisor - 2021
• TOP AGENT - DECEMBER 2021

• SERVICING 27 PERSONAL CLIENTS

• Almost 3 years in the business

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2 types of INSURANCE

TRADITIONAL INSURANCE

VARIABLE UNIT LINKED (VUL)

P2,000/month x 12 = P24,000 Fixed premium.

P1,000/month x 12 = P12,000 Premium increases per year.

Diagnosed with criticall illness.

Diagnosed with criticall illness.

Critical Illness Funds: P1,000,000 Accident & Disability Fund: P1,000,0000 Hospital Benefit: P365,000 Death Benefit: P2,500,000

Critical Illness Funds: P1,000,000 Accident & Disability Fund: P1,000,0000 Hospital Benefit: P365,000 Death Benefit: P2,500,000

Savings

Savings

(projected at 10% return)

NO SAVINGS

After 20 years: P648,000

Note: Fund value are NOT GUARANTEED it may be lower or higher depending on the market status.

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Background check

HEALTH

FINANCES

RISK APPETITE

DEPENDENTS

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PRU LIFE UK PRODUCT SOLUTIONS

Recommended Product

Recommended Product

Recommended Product:

Recommended Product

Other option:

Other option :

Other option :

Other option :

Accident & Health:

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PRODUCT GUIDE

PAA+

PHP

ELITE

PRODUCT

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FACT FINDING

Childrens Education

Retirement

Estate Conservation

Critical Illness

Protection

Medium to long term goals

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If I can show you a way to provide for this need, would you be interested?

How much you can set aside for this goal?

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Protection

Plan: PRUlink Assurance Account Plus (PAA+) Years-to-save: Flexible (Atleast 20 years) Monthly Premium: P3,000 Client: Kenneth Ramasta Age: 27 Work: Process Improvement Specialist

Projected Investment Returns (@10%)

Protection Benefits

After 20 years (age 53): P995,782.12 After 37 years (age 60): P5,037,255.44 After 42 years (age 65): P7,771,277.88

Death: P2,800,000 Disability: P1,800,000 Critical Accident: P900,000 Minor Accident: P100,000 36 Critical Illness: P759,500 Daily Hospitalization: P1,500

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Protection

Plan: PRUHealth Prime (PHP) Years-to-save: 20 years only Monthly Premium: P3,000 Client: Kenneth Ramasta Age: 23 Work: Process Improvement Specialist

Protection Benefits

Projected Investment Returns (@10%)

Death Benefit: P1,000,000 WPTPD: P36,000 Hospitalization due to Cancer: P1,250 Hospitalization due to 52 C.I: P938 Cancer Benefit: P1,000,000 52 Critical Illness (C.I.): P348,800 Critical Accident Benefit: P723,500 Disability Benefit: P723,500

After 20 years (age 53): P1,564,478.39 After 37 years (age 60): P7,347,061.93 After 42 years (age 65): P11,663,737.32

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Can we start this program today?

How does this sound to you?

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How did you find my service?

100%

How satisfied you are with my presentation?

Satisfactory Rating

Who are the people close to your heart. Whom you would like to benefit from this idea?

State atleast 5 names and your relationship to them.

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You will get INSURED on?

Date

Time

Venue

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PADAYON TAYO!

Let's CONNECT:

luigiatud

johnluigiatud / page: SecuredKaJohn

plukjohnluigiatud@gmail.com

SecuredKaJohn

+63-905-5680-369

GRAZIE MILLE

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