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    Jubilee Life Investment Plan

    Uploaded by

    Muwanyi Philly
    This document contains projections for three different whole life insurance policies for Mrs. Jamirah who is turning 30. It shows the sum assured, total projected bonus, estimated maturity value, monthly premiums, and monthly tax relief for each policy over terms of 5 to 10 years. The policies have sum assured of 100,000,000, 200,000,000, and 400,000,000 respectively. The estimated maturity values range from 105,000,000 to 440,000,000 depending on the policy term and sum assured. Monthly premiums range from 1,515,098 to 6,060,391. All policies provide 5,000 in monthly tax relief.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Jubilee Life Investment Plan

    Uploaded by

    Muwanyi Philly
    437 views2 pages
    This document contains projections for three different whole life insurance policies for Mrs. Jamirah who is turning 30. It shows the sum assured, total projected bonus, estimated maturity value, monthly premiums, and monthly tax relief for each policy over terms of 5 to 10 years. The policies have sum assured of 100,000,000, 200,000,000, and 400,000,000 respectively. The estimated maturity values range from 105,000,000 to 440,000,000 depending on the policy term and sum assured. Monthly premiums range from 1,515,098 to 6,060,391. All policies provide 5,000 in monthly tax relief.

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    Jubilee life Investment Plan

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    This document contains projections for three different whole life insurance policies for Mrs. Jamirah who is turning 30. It shows the sum assured, total projected bonus, estimated maturity value, monthly premiums, and monthly tax relief for each policy over terms of 5 to 10 years. The policies have sum assured of 100,000,000, 200,000,000, and 400,000,000 respectively. The estimated maturity values range from 105,000,000 to 440,000,000 depending on the policy term and sum assured. Monthly premiums range from 1,515,098 to 6,060,391. All policies provide 5,000 in monthly tax relief.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    437 views2 pages

    Jubilee Life Investment Plan

    Uploaded by

    Muwanyi Philly
    This document contains projections for three different whole life insurance policies for Mrs. Jamirah who is turning 30. It shows the sum assured, total projected bonus, estimated maturity value, monthly premiums, and monthly tax relief for each policy over terms of 5 to 10 years. The policies have sum assured of 100,000,000, 200,000,000, and 400,000,000 respectively. The estimated maturity values range from 105,000,000 to 440,000,000 depending on the policy term and sum assured. Monthly premiums range from 1,515,098 to 6,060,391. All policies provide 5,000 in monthly tax relief.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 2

     

           
             
             
    Name: Mrs Jamirah      
    Age Next Birthday: 30      
    Projected Bonus
    rate: 0%      
    Term: 5      
             
    Sum Assured 100,000,000      
    Total Projected Estimated Monthly Monthly
    Policy Term Bonus Maturity Value premiums tax relief
    5 5,000,000/= 105,000,000/= 1,515,098/= 5,000/=
    6 6,000,000/= 106,000,000/= 1,243,198/= 5,000/=
    7 7,000,000/= 107,000,000/= 1,047,851/= 5,000/=
    8 8,000,000/= 108,000,000/= 902,678/= 5,000/=
    9 9,000,000/= 109,000,000/= 791,369/= 5,000/=
    10 10,000,000/= 110,000,000/= 703,855/= 5,000/=
             
    Sum Assured 200,000,000      
    Total Projected Estimated Monthly Monthly
    Policy Term Bonus Maturity Value premiums tax relief
    5 10,000,000/= 210,000,000/= 3,030,196/= 5,000/=
    6 12,000,000/= 212,000,000/= 2,486,397/= 5,000/=
    7 14,000,000/= 214,000,000/= 2,095,703/= 5,000/=
    8 16,000,000/= 216,000,000/= 1,805,356/= 5,000/=
    9 18,000,000/= 218,000,000/= 1,582,739/= 5,000/=
    10 20,000,000/= 220,000,000/= 1,407,710/= 5,000/=
             
    Sum Assured 400,000,000      
    Total Projected Estimated Monthly Monthly
    Policy Term Bonus Maturity Value premiums tax relief
    5 20,000,000/= 420,000,000/= 6,060,391/= 5,000/=
    6 24,000,000/= 424,000,000/= 4,972,793/= 5,000/=
    7 28,000,000/= 428,000,000/= 4,191,405/= 5,000/=
    8 32,000,000/= 432,000,000/= 3,610,711/= 5,000/=
    9 36,000,000/= 436,000,000/= 3,165,477/= 5,000/=
    10 40,000,000/= 440,000,000/= 2,815,421/= 5,000/=
             
    The Illustration figures assume that your investment will grow at the
    indicated rate  
    The Estimated Maturity Value can be used to purchase a Single Premium
    Immediate Annuity (SPIA)  
         
             

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