IF you are 18 years old and above you may attend our Scheduled Free Career Orientation Programs.
For Licensing Requirements:
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2x2 Picture with White Background
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Clear Photocopy of any Goverment ID with picture. complete address, date of birth and signature
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Tin Number
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Licensing Fee
Financial Counselor Application Form & Contract (FC-AFC)
The purpose of this test is to assess your current knowledge regarding our products and services.
This test will help you determine if a new refresher training is necessary to keep you updated.
True or False
1.
Both Fund Provider Elite and Mabuhay have Programs 5/15, 5/20, 5/25, and 5/30.
a. TrueTrue or False
2.
In Fund Provider Elite Plan D, the planholder will receive 50% of the maturity benefit immediately on the 6th year and every year thereafter up to the 15th year.
a. TrueTrue or False
3.
In case an insured planholder dies while the plan is in force, the pension beneficiary will still be entitled to a yearly cash benefit.
a. TrueTrue or False
4.
A 2-Month grace period will be given to the planholder starting from the last unpaid due date
a. TrueTrue or False
5.
Both Fund Provider Elite and Mabuhay have 4-way insurance coverage (Credit Life, Termlife, Accidental Death and Total Disability Benefit)
a. TrueTrue or False
6.
The Fund Provider Mabuhay Classic has only 2-way insurance coverage (Credit Life and Total Disability Benefit)
a. TrueTrue or False
7.
A planholder is subject to medical examination upon reaching P2 Million Pesos aggregated insurance benefit.
a. TrueTrue or False
8.
An insurance beneficiary will receive an amount equivalent to the pension maturity benefit in case an insured 50-year old mabuhay ultima planholder dies while the plan is in force.
a. TrueTrue or False
9.
Longevity Benefit is also applicable to Fund Provider Mabuhay Ultima.
a. TrueTrue or False
10.
Both Fund Provider Elite and Mabuhay have 4 variants namely: Elite Plan A, B, C, D, and Mabuhay Lite, Classic, Ultima, and Ultima Plus.
a. TrueProducts and Insurance
1.
A guaranteed interest rate from the last unpaid due until maturity date based on the pro-rated termination value.
Products and Insurance
2.
A Fund Provider variant that pays 25% of the Pension Benefit yearly for 10 successive years prior to maturity date.
Products and Insurance
3.
Refers to the insurance benefit that covers the planholder with an amount equivalent to pension benefit or total contract price depending on the chosen plan.
Products and Insurance
4.
The eligible age to be covered by insurance benefits.
Products and Insurance
5.
The Insurance Protection Benefits of Fund Provider Elite.
Products and Insurance
6.
This refers to the Insurance Benefit that fully pays the unpaid balance of the contract price due to planholders death caused by total disability.
Products and Insurance
7.
This refers to the Longevity benefit percentage of the Mabuhay Ultima Plus plan.
Products and Insurance
8.
This refers to a person who will receive the maturity benefit in case of planholder’s death.
Products and Insurance
9.
This refers to a period of which the lapsed plan can be reinstated.
Products and Insurance
10.
This refers to the a Fund Provider Elite Insurance Benefit of which the insurance beneficiary may claim in case of planholder’s death due to injury sustained in an accident after the paying period.
Scenario
1.
If a Fund Provider Elite planholder who is no longer covered by insurance dies while the plan is in force, the insurance beneficiary will still be entitled to:
Scenario
2.
A planholder who is no longer covered by insurance dies while the plan is in lapsed status, only the __________ will have the right to reinstate the plan.
Scenario
3.
In case the planholder fails to pay on the scheduled due date and within the grace period, the planholder may opted for the following:
Scenario
4.
A planholder X with a 3-year active fund provider plan dies within the paying period and the insurance claim is disapproved, the pension beneficiary may opted to:
Scenario
5.
What condition will apply after an insured planholder transferred his fully paid plan to a new planholder.
Scenario
6.
What are the Insurance Benefits of Fund Provider Elite that the insurance beneficiary/ies may claim if an insured Fund Provider Elite planholder dies due to accident within the growth period.
Scenario
7.
A penalty imposed by the Insurance Commission to the sales associates who fails to renew their license within the period of late submission of renewal..
Scenario
8.
Should the Fund Provider Mabuhay Ultima Plus planholder outlives the maturity date, what benefit shall the pension beneficiary will receive at the time of maturity date?
Scenario
9.
What insurance benefit does the planholder may avail in case he becomes totally disabled for 2 months within the paying period.
Scenario
10.
How many percent does the planholder is entitled if he pays his plan in Spot Cash?