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Author Topic: Latest NAVPU performance of Insular Life Investment Funds  (Read 2602 times)

Offline mjtfernandez

  • Posting Guru
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  • Mark Fernandez, CPA, MDRT, RFC
  • Awards Member since 2010 Banking and Insurance Boss Investments Idol
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Hi,

For all Insular Life policy holders in PMT:
Here is an update of the most recent NAVPU of Insular Life as of May 14, 2012 and the weeks before:

Note: If the images are too small, please zoom in the browser (for google chrome press CTRL and + or -)

April 16, 2012

http://img577.imageshack.us/img577/7351/20120416.jpg

April 23, 2012

http://img801.imageshack.us/img801/884/20120423.jpg

April 30, 2012

http://img16.imageshack.us/img16/1306/20120430y.jpg

May 14, 2012

http://img51.imageshack.us/img51/2605/20120514.jpg


Will keep you posted on regular updates of the NAVPU

-Mark
« Last Edit: May 21, 2012, 12:35 AM by mjtfernandez »
Top Financial Advisor of Insular Life. Request for a FREE life insurance, health, investment quote online at my blog site at mjtfernandez.com

Offline mjtfernandez

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  • Mark Fernandez, CPA, MDRT, RFC
  • Awards Member since 2010 Banking and Insurance Boss Investments Idol
    • Awards
« Last Edit: Jul 02, 2012, 09:27 AM by mjtfernandez »
Top Financial Advisor of Insular Life. Request for a FREE life insurance, health, investment quote online at my blog site at mjtfernandez.com

Offline butuan_888

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Hello Mark,

I am happy with the growth of my Wealth Secure plan with Equity Fund as its investment vehicle.

Since the NAV is getting higher (one of the highest I must say among top 5 Philippine life insurers)....is it possible that I make a top in multiples of monthly or quarterly investments.??

Let's say I plan to amend my policy annual payments - to increase it in order to include the top up amount for the year....and schedule it on a quarterly ( as a method of cost averaging)

I have done this with my Axelerator with AXA and Sunlife''s Maxilink


FRANK
« Last Edit: Jul 04, 2012, 04:58 PM by butuan_888 »

PMT Forum

Re: Latest NAVPU performance of Insular Life Investment Funds
« Reply #2 on: Jul 04, 2012, 04:56 PM »


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Offline mjtfernandez

  • Posting Guru
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  • Gender: Male
  • Mark Fernandez, CPA, MDRT, RFC
  • Awards Member since 2010 Banking and Insurance Boss Investments Idol
    • Awards
Hi Frank, you may change to quarterly mode of payment, and do your top ups anytime you wish. The plan is flexible. Please visit any Insular Life office nearest you. =)

Post Merge: Jul 21, 2012, 06:58 PM
July 2, 2012

http://img171.imageshack.us/img171/2018/20120702k.jpg

July 9, 2012

http://img228.imageshack.us/img228/8399/20120709j.jpg

July 16, 2012

http://img266.imageshack.us/img266/9301/20120712.jpg
« Last Edit: Jul 21, 2012, 07:01 PM by mjtfernandez »
Top Financial Advisor of Insular Life. Request for a FREE life insurance, health, investment quote online at my blog site at mjtfernandez.com

PMT Forum

Re: Latest NAVPU performance of Insular Life Investment Funds
« Reply #3 on: Jul 21, 2012, 05:47 PM »
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