Sales Kit

What are the requirements for Financial Underwriting Based on Sum Assured

• A. SA: 3M to 5M, Agents Confidential Report

• B. >10M but <5M, Agents Confidential Report, Inspection Report

• C. >5M but <10M, Agents Confidential report, audited Financial Statement

For Corporate accounts, what is the validity period of Financial Statement and Inspection Report?

• A.1 Year

• B. 2 Years

• C. 3 Years

For Politically Exposed Person, underwriting requirements for below P500k?

• A. Agents Confidential Report

• B. Agents Confidential Report and ITR validated by 3rd Party

• C. Agents Confidential Report and Audited Financial Statements

The following Occupations are not acceptable / Insurable except.

• Jail Officer

• Scuba Proffesor

• Boxer, Wrestlers, Martial Arts

• Doctors

High Risk Provinces in the Philippines that are subject to enhance due diligince

• Basilan, Maguindanao, Sulu

• MIMAROPA, CALABARZON

• Tawi-tawi, Batanes

• Cagayan Valley

Allowable Beneficiaries except

• Spouse

• Children

• Nephew/Niece

• Principal

NMA for Age Group 0-45 for General is 7M?

• TRUE

• FALSE

Medical Conditions Subject for Medical Evaluation, except:

• Gout

• Sciatica Nerve

• Adenomyosis

• Flu

Validity Period for Standard Cases as per underwriting requirements for Medical Report

• 1 year

• 6 mos.

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