Wealth Assure Plus

Wealth Assure Plus is a customizable insurance product with investment component that allows you to be in control of your life’s journey. We’ll help you get on the right track with a plan that adapts to your financial priorities and achieve your needs for life and health protection, savings, and investment.

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Personalized Solution

Chart a plan unique to you. Add or detach boosters (riders) throughout the duration of the plan as needed. Choose from payment and top-up arrangements that can adapt to your circumstances. For time-bound goals, the compressed payment option can help you complete investing for your desired financial goals sooner.

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Increased Insurance Benefit

Navigate through the surprising bends and turns in life with a minimum insurance coverage that is 10 times your annual regular premium. Increase your protection with an optional term insurance booster, so you can have peace of mind.

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Higher Living Benefits

Given its low charges, you make the most out of your investments. Boosters are paid on top of your basic premiums so your funds remain invested to deliver optimum growth.

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Accessible and Cost-effective Investing

Create a plan that matches your needs and your budget. Unlock the potential exponential growth through local and worldwide investment outlets backed by expert fund managers to ensure you go far and never get lost. Save up and invest with monthly top-ups for as low as P500.

Here’s How Wealth Assure Plus Works

LIFE PROTECTION

Php 5 Million Life Protection

30 Years Old Female
Total Annual Premium: Php 34,794.00
Annual Premium (Basic Cover)
Php 30,000.00
Booster Premium (Term Insurance)
Php 4,794.00
Paying Period
10 years (min)
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Death Benefit (At Age 80)
Php 6,141,388*
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Fund Value (At Age 60)
P657,831*
HEALTH PROTECTION

Php 1 Million

40 Year Old Female
Total Annual Premium: Php 35,763.10
Basic Annual Premium
Php 30,000.00
Critical Illness Rider Annual Premium
Php 5,360.00
WPD Annual Premium
Php 403.10
Paying Period
10 years (min)
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Critical Illness Benefits
Php 1,000,000*
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Fund Value (At Age 60)
Php 441,634*
Education Plan

Php 1 Million Child's College Education

35 Year Old Female
Child: 7 month old Female
Total Annual Premium: Php 50,000.00
Annual Top-up
Php 30,000.00
Paying Period
10 years (min)
*Assumed at 4% interest rate
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Fund Value (At Age 18 of child)
Php 1,000,000*
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Death Benefit (At Age 80 of parent)
Php 625,000*
RETIREMENT FUND GOAL

Php 2 Million In 15 Years

45 Year Old Female
Annual Premium
Php 123,000.00
Regular Annual Top-up Premium
Php 43,000.00
Paying Period
10 years (min)

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Fund Value
P2,196,955*
Withdrawn Amount (At Age 60)
P2,000,000*
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Death Benefit (At Age 80)
P27,050*
INVESTMENT GOAL

Php 1 Million In 10 Years

30 Year Old Female
Annual Premium
Php 96,000.00
Paying Period
10 years (min)
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Fund Value
Php 1,018,323*
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Death Benefit (At Age 80)
Php 4,913,435*

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.

Fund Types

These are the funds available to you based on your risk appetite:

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Peso Money Market Fund
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Dollar Money Market Fund
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Peso Fixed Income Fund
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Peso Fixed Income Fund
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Dollar Fixed Income Fund
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Dollar Peso Global Multi-Asset Fund
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Peso Global Multi-Asset Fund
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Balanced Fund
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Dollar Systematic Global Sustainable Income Fund
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Peso Systematic Global Sustainable Income Fund
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Equity Fund
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Growth Fund
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Peso Global Equity Fund
LOW
RISK & RETURN
HIGH
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O.N.E. Fund
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Peso Global Technology Fund
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Dollar Opportunity Fund
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Guardian Fund
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Select Equities Fund

For more details on these funds, click here.

Talk to an InLife Financial Advisor

If you would like to speak with one of our financial advisors about the plan in greater detail, kindly fill out the information below.

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