Thomas Updated Quote.pdf
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Transcript of 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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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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