Thomas Updated Quote.pdf

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Suncorp Life &Superannuation Limited ABN 87 073 979 530, AFSL 229880 Level 18 Suncorp Centre, 36 Wickham Terrace Brisbane OLD 4000 Prepared by: ORPHAN CONVERSION VIC Client Sunlmary - Sabu Thomas Date of Birth 15/11/1963 - ANB 50 Gender Male Smoking Status Non smoker State VIC Quotation Detai Is Policy Lump Sum 1 (Ordinary) Life Cover TPO Cover linked to Life Cover Stamp duty Lump Sum 2 (Ordinary) Trauma Stand Alone Cover Stamp duty Income Protection Plus Cover (Ordinary) Monthly benefit Stamp duty Policy fee Occupation Occupation Class Employment Status Annual Income Sum Insured $1.000.000 $500.000 $30,000 $15.000 Surgeon - Medical Profession MP Employed $0 (including super) Premium Additional Details $1,389.84 $951.79 Own Occupation $0.00 $2,341.63 Stepped premium $402.33 Trauma Plus $40.23 $442.56 Level age 65 premium $5,812.29 Agreed value 90 day waiting period To age 65 benefit period $589.47 $82.37 $6,484.13 Level age 65 premium Discounts included Healthy life discount (10%) $162.56 Multi policy (5%) Lump 5wn 1 $123.25 Lurn,e Surn 2 $23.30 Total Yearly Savings $309.11 S\GN: 1<::<::1,1" 1

Transcript of Thomas Updated Quote.pdf

Page 1: Thomas Updated Quote.pdf

Suncorp Life &Superannuation Limited ABN 87 073 979 530, AFSL 229880 Level 18 Suncorp Centre, 36 Wickham Terrace Brisbane OLD 4000

Prepared by: ORPHAN CONVERSION VIC

Client Sunlmary - Sabu Thomas Date of Birth 15/11/1963 - ANB 50

Gender Male Smoking Status Non smoker

State VIC

Quotation Detai Is Policy

Lump Sum 1 (Ordinary)

Life Cover

TPO Cover linked to Life Cover

Stamp duty

Lump Sum 2 (Ordinary)

Trauma Stand Alone Cover

Stamp duty

Income Protection Plus Cover (Ordinary)

Monthly benefit

Stamp duty

Policy fee

Occupation Occupation Class

Employment Status Annual Income

Sum Insured

$1.000.000

$500.000

$30,000

$15.000

Surgeon - Medical Profession MP Employed $0 (including super)

Premium Additional Details

$1,389.84

$951.79 Own Occupation

$0.00

$2,341.63 Stepped premium

$402.33 Trauma Plus

$40.23

$442.56 Level age 65 premium

$5,812.29 Agreed value 90 day waiting period To age 65 benefit period

$589.47

$82.37

$6,484.13 Level age 65 premium

Discounts included

Healthy life discount (10%) $162.56

Multi policy (5%)

Lump 5wn 1 $123.25

Lurn,e Surn 2 $23.30

Total Yearly Savings $309.11

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Underwriting Requirements Based on the age of the life insured and the cover being applied for on this quotation, we have determined tile following medical and financial reqUirements will be required for our underwriting assessment.

,cuJ/ F)erscnai Staternent

Medical Evidence BiCO:} test: B anej C 21000' test: HIV

Quick Check

Whiie we will endeavour to assess the application for insurance based on the information provided in the personal statement and, if relevant the additional documents detailed below, our underwriters may request additional information.

We will pay for the costs of any medical or blood test required by us for undelwriting purposes. In some circumstances we may not need this eVidence if this proposal for insurance is deemed to be a replacement of another similar policy type.

Important Note: This illustration should be read in conjunction with the current Product Disclosure Statement for the policy and benefits applied for. Both the benefits and the rates quoted are subject to acceptance by us. A policy can only be effected by submitting an electronic application, or by using the form contained in the applicable Product Disclosure Statement.

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Office use only

Flexirates for Sabu Thomas

Policy

Lump Sum 1 80% of commission Lump Sum 2 80% of commission Income Protection Plus 80% of commission Cover

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Page 4: Thomas Updated Quote.pdf

Commission Estimate

Sabu Thomas

Policy Year 1 Year 2 Year 3 Year 4 YearS

Lump Sum 1 $2,173.03 $25::-,.30 $311.36 $383.15 $461.54

Lump Sum 2 $373.36 $37.34 $39.55 $42.08 $44.97

Income Protection Plus Cover $5,393.81 $527.78 $545.54 $564.69 $585.22

Total Commission $7,940.20 $818.42 $896.45 $989.92 $1,091.73

The above commission estimates are inclusive of GST. Please see the Adviser Guide for further information regarding commission rates and conditions.

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