Get Notice With Your Prospect
mr Shuok is from what country?
Dubai
Estate planning is the orderly passing on or transfer of properties to your loved ones through the wiset, most economical and __________ acceptable way of doing it.
economical
payable years for elite plans
5,7,10 & 15 years
What Gifts does mr Shuok send to his young clients?
birthday card with Ice Cream coupon or box of Dates
when you pass on, the assets become estate and will be taxed for ___ %?
6%
Premium Charge for elite 15 from year 1 to 5?
1st year - 60%
2nd year - 40%
3rd year - 15%
4th year - 5%
5th year - 0%
What ideas mr Shouk shared to get noticed by corporations and big offices clientele with regards to their health benefit?
Box of apples and tool box
Your heirs will have to pay ___% per year
6%
1st year = 30%
2nd year = 15%
3rd year = 5%
4th year - 5%
5th year - 0%
Aside from Box of apples and Tools, what is the 3rd gift suggestion and note we may send to our corporate clients?
Box of slinky "our plans are flexible. We will work with youto design a plan that suits your budget and the benefits!"
What are the liquid assets?
Money in the bank, mutual funds, life insurance and other financial instruments
Policy Fee per month for elite is how much?
Php 33 / USD .67 per month within the payment period
Forth and fifth gift suggestion?
Binoculars and Chess Piece
What are the Last will and testament tools?
Notarial and holographic
If the estate is worth 10M how much is the estate Tax Due?
Php 600,000