Sun FlexiLink Proposal
Fund values in VUL plans are for LONG TERM purposes (15-20 yrs or more). They are not suitable for short term goals (less than 5-10 yrs).
Rest assured any information that will be taken are strictly confidential.
Financial planning appointment
Please choose the date and time that is most convenient for you. I'll contact you as soon I have also checked my schedule and determine if we're good to meet on that date. If not, I will be providing you some other options so our schedule would meet. :)
Do you smoke?
If you smoke within 365 days, choose YES.
This information is needed to determine the best affordable plan for you.
Target Monthly Premium (Payment/Investment)
Premium still depends on age, gender, smoking habit and sometimes, nature of work and health condition. Alternatively, if the premium chosen does not fit with your profile, I will send the closest premium you can have based from what you have originally chosen.
Premium Holiday Option
Option to cease payment
I can pay until age 88
Choose additional benefits (as many as you want)
Total Disability Benefit
Accidental Death Benefit
Accidental Death, Dismemberment and Disablement Benefit
Hospital Income Benefit
Critical Illness Benefit
Female Critical Illness Benefit
Female Critical Illness and Maternity Benefit
College fund for my child(ren)
To be insured and secure my family
Diversify my hard-earned money
Questions? Heads up?
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