Insurance 101: Learning Check

This refers to the increase in the price of goods and services.

• Interest Rate

• Inflation

• Economics

• Risk

All are types of traditional life insurance EXCEPT:

• Term Insurance

• Endowment Insurance

• Whole Life Insurance

• Variable Unit-Linked Insurance

This is the cheapest type of life insurance because coverage is only temporary.

• Term Insurance

• Endowment Insurance

• Whole Life Insurance

• Variable Unit-Linked Insurance

This is the portion of the company's earnings that is distributed to policyholders

A policy is called ____________ if it is eligible for the distribution of dividends.

• Participating

• Non-participating

This pertains to your ability and willingness to accept fluctuations in the value of your investment.

• Investment Risk

• Diversification

• Risk Tolerance

• Cost-Averaging

What is the relationship between Risk and Return?

• Directly Related

• Inversely Related

This is Sun Life's very own financial planning roadmap, guide or framework.

• Financial Needs Analysis

• Money for Life

• Healthier Life, Brighter Life

• Partner Beyond a Lifetime

What do you call Sun Life Grepa's program where employees can avail of SLGFI products through salary deduction, net of commission and waived modal factors?

• Employee Assistance Program

• Staff Assurance Program

• Employee Assurance Program

• Insurance Availment Program

Fill in the blank: Our brand purpose is to "help Filipinos achieve lifetime financial security and

_____ __________ _______".