HOW TO MAKE A CLIENT PROPOSAL USING INLIFE COMPASS

HOW TO MAKE A CLIENT PROPOSAL USING INLIFE COMPASS.

STEP 1:. * LOGIN YOUR AGENT COMPASS USING YOUR USERNAME AND PASSWORD.

WELCOME. to the. INLIFE AGENT PORTAL.

e lpL:ifq Agents' Portal My hopæals My MagandangArawMS.AALASABUGAGADOR! 0000067426 Today is Wednesday, January 2024 Sake I—ds Inue Compan My E•Lbrary LARA INSULAR LIFE uses third-party to monitor and analyze web tramc data us. These services use temporary cookies during user sessions which are automaticalkv deleted after session termination- Data generated is Close not shared with any other party For more info, please see our Magandang Araw MS. ALMA SABUGA GADOR! Welcome to Agents' Portal, your personal site to power up your selling career. Your last visit was on January 3, 2024 4:52:52 PM Your last password change was on January 3, 2024 9:50:27 AM You have New Message(s) No new announcements found. What's New? • InLifeApp procedure.pdf Size: I Uploaded 2712023 6:20 PH • IQuoteOffne Setup v2.3.I.exe Size:37.iOMB I • IQuoteOffne Setup v2.3.exe Not Available Size: 37.601B I Uploaded 3/1312020 10:29AM • IQuoteOffne Setup Download I Uploaded • IQuoteOfreUserPatchV.2019•06-.

STEP 2 :. * CLICK MY PROPOSAL.

Agents' Portal MagandangArawMS.ALMASABUGAGADOR! 0000067426 Today is Wednesday, January 3, 2024 I—ds My E•låbra" LARA Close not shared Magan Pnding IC hint page mmitor and analym web tramc data us. These services use temporary cookies during user sessions which are automatically deleted after session termination- Data generated is info, please see our UGAGADOR! Welcome to Agents' Portal, your personal gite to power up your gelling career. Your last visit was on Janua2T 3, 2024 PM Your last password change was on January 3, 2024 9:50:27 AM You have fi2Å New Message(s) No new announcements found What's New? • InLifeApp procedure.pdf Sir: Upbaded2'2720236:20P11 • IQuoteOffne Setup v2.3.I.exe Size 37.701B I Vp10adedYIV2020226PM ' • IQuoteOffne Setup v2.3.exe Not Available Size 37.60 E Vploaded 3/13202010:29Æv1 • IQuoteOffne Setup v.2.1.exe • IQuoteOffneUserPatchV.2019-06-.

Agents' Portal My My Automated Undergrit,ing not shared hint Page MagandangArawMS.ALMASABUGAGADOR! 0000067426 Today is Wednesday, January 3, 2024 Salea I—ds Inue My LARA to monitor and analyze web tramc data us. These services use temporary cookies during user sessions which are automaticallv deleted after session termination. Data generated is info, please see our Privacy—QliCE UGAGADOR! Close Welcome to Agents' portal, your personal gite to power up your gelling career. Your last visit was on January 3, 2024 4:52:52 PM Your last password change was on January 3, 2024 9:50:27 AM You have New Message(s) • No new announcements found. What's New? ' • lnLifeApp procedure.pdf Sir: I Uploaded 2/2720236:20P11 ' • IQuoteO&eSetup v2.3.l.exe • IQuoteOfre Setup v2.3.exe Not Available Sir: 37.6011B I Uploaded Y13'2020 10:29AM • IQuoteOffne Setupr.2.1.exe Download 36901B I Uploaded 814/2019 3:15 PM • IQuoteOffneUserPatchV.2019•06-.

STEP 3 :. * CLICK NEW THEN CREATE CLIENT INFORMATION DETAILS.

STEP 4 :. * CLICK CLIENT RISK PROFILE SUITABILITY ASSESSMENT FORM.

Client Suitability Assessment Form FINANCIAL AND INVESTMENT PROFILE Approximate Annual Php 500K to Php 1M Income How do you percelve your level of Investment experience? Approximate Llquld Funds Assessment Progress: 1/5 Php 500K to Php 1M In what Investment/savlng Instruments have you put your money Into? O No Experience Fairly Experienced Very Experienced o O In bank deposits, BSP SDAs, and money market placements In medium to long term government securities In mutual funds, UITFs, and corporate bonds In domestic and global stocks and in foreign currency Next.

Client Suitability Assessment Form INVESTMENT OBJECTIVES What statement best deflnes your Investment objectives? Assessment Progress: 2/5 O To prevent loss of principal of my investments and generate interest income, Low but positive returns are preferred. Losses should be avoided. To preserve the real value of my investment and generate interest income. Minimal risk can be taken in order to earn higher returns than regular deposits. To grow my investments from a combination of interest income and capital appreciation. Moderate risk can be tolerated in exchange for some capital appreciation. To grow my investments with significant capital appreciation. There is tolerance for large negative returns, for higher volatility and Tor possible loss of investment Next.

RESULTS FOR ALMA GADOR Total Score: 29 Client Suitability Assessment Form Risk Profile AGGRESSIVE You are interested in capital growth and accumulating wealth and are willing to accept higher risk to achieve your long term financial goals. You understand the cyclical nature of investments and accept that there will be a very high level OT volatility in the value of your investments. When you think of the term risk, you think it means thrill. When you make investment decision, you always focus on the possible gains. You can accept very high levels OT variability in returns, as you understand that the higher risks associated with investments, potentially the higher level of returns expected. Fund(s) wlthln Risk Profile: Peso Money Market Fund. Dollar Money Market Fund, Peso Fixed Income Fund, Dollar Fixed Income Fund, Balanced Fund. Peso Systematic Global Sustainable Income Fund, Dollar Systematic Global Sustainable Income Fund, Peso Global Multi-Asset Income-paying Fund, Dollar Global Multi- Asset Income-Paying Fund, Growth Fund , Equity Fund, Peso Global Equity Fund, Peso Global Technology Fund, ONE Fund Fund(s) beyond Risk Proflle - a waiver Is required: Select Equities Fund, Guardian Fund, Dollar Opportunity Fund Back Submit.

STEP 5 :. CHOOSE VUL PRODUCTS PLAN. * CHOOSE WAP RIDER Click NEXT.

Proposals Agents' Portal Customers Agent Portal O OnlytheRidersATTACHABLEFOR THE DESIRED PLANOR on thisscreel. Wealth Assure Plus 0 0 O O O 0 Back Accidental Death Benefit - Wealth Assure Plus Waiver of Premium Benefit Rider - WPD5 Waiver of Premium Benefit Rider - WPD65 Renewable Term Insurance Rider - YRT Renewable Term Insurance Rider - 5 YEARS Hospitalization Allowance Rider - YRT (HAR-YRT) Hospitalization Allowance Rider - 5 Years (HAR-5YR) Diabetes Coverage Rider (DCR) Future Diabetes Endorsement (FDE) Critical Illness Rider - YRT O Smoker Sum Insured Sum Insured Units: Units: Sum Insured Sum Insured Diagnosis Date YEAR Logout Next.

Waming: Some investment fund options will only be available at certain level of annual premium of the base plan. x Wealth Assure Plus *Mode of Payment *Annual Premiwn Modal Premium *Sun Insured Illustration Age/Year QUARTERLY p p p PREMIUM HOLIDAY 150,000.00 37,500.00 O Compressed Payment FIXED NUMBER OF YEARS 10 FIXED INCOME FUND BALANCED FUND EQUITY FUND GROWTH FUND SELECT EQUITIES FUND MONEY MARKET FUND GUARDIAN FUND ONE FUND PESO GLOBAL MULTMSSET INCOME PAYING FUND PESO GLOBAL EQUITY FUND PESO GLOBAL TECHNOLOGY FUND 1001 EFunds beyond Risk Profile •Funds Risk Profile.

Proposals Agents' Portal Plan Pages Proposal Details Peso Global Multi-Asset Income-Paying Fund Total Fund Page Peso Global Mufti-Asset Income-Paying Fund - UID Historical Fund Performance Acknowdedgement of Variability Client SuitabiliW Customers Agent Portal Back Change Product Create New Proposal Logout Exit Consolidate Plan Pages Terms & Conditions Disclaimer for AS v 4.14, UWRB version 55 andAUS 1.000000 Insular Life@2024 All Rights Reserved.