Fund values in VUL plans are for LONG TERM purposes (10-15 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.
Choose additional benefits (as many as you want)
Total Disability Benefit
Accidental Death Benefit
Waiver of Premium upon Death of Initial Owner
Waiver of Premium upon Death or Disability of Initial Owner
Age of Kid(s)
Format: Name of kid - age
College fund for my child(ren)
To be insured and secure my family
Diversify my hard-earned money
Questions? Heads up?
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google.
Terms of Service