Wealth Secure

Wealth Secure is a peso-denominated investment-linked product where regular premium payments are required for whole life coverage. On top of providing the benefits of investment and insurance protection, it offers flexibility features that address one's various financial needs, such as lifestyle funding or retirement. With its regular-pay feature, Wealth Secure premiums are made affordable.

Basic Features:

• Regular pay
• Lifetime Protection period
• Minimum regular premium of P20,000.00
• Insured issue ages from 15 days old to 60 years old
• Owner ages from 18 years old and up

Wealth Secure also provides the following flexibilities:

• Freedom to choose from any of the three types of funds where investment will be placed:
  1. Fixed Income Fund
  2. Balanced Fund
  3. Equity Fund
• Option to increase his/her investments anytime through top-up payments
• Option to switch his/her fund allocation anytime
• Option to increase/decrease the sum insured
• Option to increase/decrease regular premium
• Loyalty bonus for policies inforce for at least 10 years

	UNIT PRICES (in Php)
Investment Funds of Wealth Series	July 26, 2010	July 19, 2010
Balanced Fund	1.684212	1.687325
Fixed Income Fund	1.484747	1.480861
Equity Fund	2.093541	2.105372
Dollar Fixed Income Fund	1.226730	1.213708
Dollar Wealth Multiplier	956.00

These investment funds are specific to variable life insurance contracts and are not considered mutual funds. Life insurance products are regulated by the Insurance Commission.

The weekly unit prices are also available at the Business Section of Philippine Star.

 

(printer friendly version)