Traditional Insurance Initial Assessment

Traditional Insurance Proposal Assessment

Complete this premium assessment form to help identify your financial priorities and determine which traditional insurance solutions may align with your protection goals and long-term financial objectives.

Select Your Traditional Insurance Priorities

Choose the traditional insurance solutions you want included in your personalized proposal preparation and financial consultation.
Insular Life Resilience
Traditional Whole Life + Critical Illness
Main Benefits
Death benefit, accelerated critical illness cash payouts, additional health benefits
Payment Term / Paying Period
Limited pay; commonly 10 years
Eligibility / Notes
Coverage may extend up to age 99; subject to underwriting
Resilience Critical Illness Extra
Critical Illness Traditional Plan
Main Benefits
Additional critical illness protection and health-related coverage
Payment Term / Paying Period
Limited pay structure
Eligibility / Notes
Traditional health-focused protection plan
Resilience CHAS
Traditional Health Protection Variant
Main Benefits
Critical illness and health assistance-related benefits
Payment Term / Paying Period
Limited pay
Eligibility / Notes
Subject to policy terms and underwriting
Resilience Female Cancers
Female Critical Illness Traditional Plan
Main Benefits
Female cancer-focused financial protection
Payment Term / Paying Period
Limited pay
Eligibility / Notes
Designed for women-specific protection needs
Retire Assure
Traditional Retirement Insurance
Main Benefits
Guaranteed monthly retirement income until age 100, life insurance component, possible dividends
Payment Term / Paying Period
Payable in 5–10 years, or up to age 59/64 depending on structure
Eligibility / Notes
May offer guaranteed issue; retirement payouts begin at age 60 or 65
Abundance
Savings + Traditional Life Insurance
Main Benefits
Guaranteed regular payouts, systematic savings, life insurance protection
Payment Term / Paying Period
Flexible structured payment periods
Eligibility / Notes
Designed for long-term savings and financial goals
iProtect
Renewable Term Insurance
Main Benefits
Affordable life insurance protection, renewable term coverage
Payment Term / Paying Period
Renewable / recurring term payments
Eligibility / Notes
Term insurance product focused on affordable protection
Prime Care
Critical Illness Traditional Product
Main Benefits
Critical illness-focused protection
Payment Term / Paying Period
Depends on approved proposal structure
Eligibility / Notes
Traditional health-related protection solution
Thank you for answering this simple assessment to assure that we better understand your financial goals, protection priorities, and long-term planning objectives before preparing your personalized proposal recommendation.

Comments

Post a Comment

Popular posts from this blog

Plan Today, Protect Tomorrow: Your St. Peter Life Plan Online Guide

Image
Gerard Orbase | Financial Consultant Gerard Orbase Financial Consultant Lipa Branch • Servicing Agent Nationwide ☰ ✕ Home About Mission Insurance Partners HMO Partners Insurance Coverage Memorial Partners Services Contact FAQ - St Peter Life Plan Online Client Stories Financial Protection Portal Insurance | HMO | Investment | Memorial Planning About Me I am a Financial Consultant helping families secure protection, health coverage, and financial stability. Mission To guide individuals in making informed financial decisions for protection and future preparedness. Insurance Partners Insular Life Oona Insurance Paramount Life & General Insurance HMO Partners Maxicare PhilCare iCare Insurance Coverage ✔ Life Insurance ✔ Accident Insurance ✔ Vehicle Insurance ✔ Property Insurance ✔ Health Protection (HMO) Memorial Partners St. Peter Life Plan Eternal Gardens Memorial Park La Travesia Memorial Park -...
Read more

St Peter Life Plan – Start at ₱775 per Month in St George Plan

Image
Secure Tomorrow, Today Give your loved ones the gift of peace of mind. Millions of Filipinos trust our prepaid memorial plans—licensed, trust-fund protected, and inflation-proof. Planning ahead is more than preparation; it’s an act of love. Our Memorial Life Plan Products St. Peter Life Plan, Inc. is a Pre-Need DeathCare Company offering affordable life plans to all segments of society. Established in 1970, it has maintained leadership as DeathCare Experts through wide-ranging products and services. Available Plans: 5-year plans: St. Anne, St. Bernadette, St. Claire, St. James, St. Jude 5 or 7-year plans: St. Gregory, St. George St. Peter Cremation Service Locations: BACOLOD ● BALIUAG ● CEBU ● DAVAO ● ILOILO ● MALOLOS ● MEYCAUAYAN ● QUEZON CITY ● STA MARIA BULACAN Note: 10% discount will be given for Spot Cash Payment ☰ CLICK HER...
Read more

How To Create And Pay A St. Peter Life Plan Online?

Image
  How to Create a St. Peter eStore account? Follow these steps to create your St. Peter eStore account. Go to  https://online.stpeter.com.ph/Account/Create . Fill out all necessary INFORMATION then click CREATE ACCOUNT. Enter the One-Time-Password (OTP) sent to your mobile number for validation.  Review your account details then click CONFIRM. Scroll down and read St. Peter eStore Terms & Conditions and Data Privacy Policy and tick the checkbox to agree. Check your inbox and open the confirmation email from St. Peter eStore. Click the ACTIVATE NOW button in the email. You will be redirected to the St. Peter eStore login page. Your St. Peter eStore account is now activated. How to pay a St. Peter Life Plan online? You may pay for your St. Peter Life Plan through the St. Peter eStore. Go to  https://online.stpeter.com.ph/Paybill/Index Enter all the necessary information. (Contract No., First Name, Middle Name, Last Name, and Date of Birth) then click SEARCH. Enter ...
Read more