Global Investments & Global Insurance Small Group Coaching | Webinar Registration (From Marvin Germo)
You may contact Jess at jessuy@gmail.com or add in facebook at https://www.facebook.com/jess.uy.39

If you add on facebook, please remember to send a message as there are hundreds of pending friend requests that needs to be processed. By sending a message on FB messenger, your friend request will be prioritized.

I will be running regular small group coaching for Singapore based residents, if you are based in Singapore, you may register here:
http://bit.ly/JessUyCoaching

*for small group coaching in other countries, it will be announced on the same page when the schedule is out.

I will also be running regular webinars on global investments and global insurance for everyone globally. You may register here:
http://bit.ly/JessUyWebinars

For those who wish to get an insurance quote, you may fill up the form below.

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Global Investments:
The links and information in this section will be updated over time.

Top Performing Funds - Global, Regional, Single Country Coverage
https://goo.gl/QF6T2o

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Global Insurance:

In order to generate insurance quotes for your consideration, kindly take 2-5 minutes to fill in this form.

Please note that all number fields cannot accept special characters including letters so if you intend to put 100,000 USD, only put 100000 and choose the currency in the currency question. (no commas allowed)

Other Helpful Links:
Estate Tax: https://www.bir.gov.ph/index.php/tax-information/estate-tax.html
College Education (2015): http://www.gmanetwork.com/news/money/content/512518/the-cost-of-sending-your-child-to-college-in-top-phl-universities-and-the-world/story/
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MOBILE NUMBER *
EMAIL *
GENDER *
FULL NAME (as in Passport or Singapore NRIC)? *
Type surname in BLOCK letters.
BIRTHDAY *
MM
/
DD
/
YYYY
SMOKING STATUS *
OCCUPATION & INDUSTRY *
Eg. Electrical Engineer, Oil & Gas Industry
Company *
NATIONALITY *
COUNTRY OF RESIDENCY *
Country where you (currently) live more than 180 days in a year.
CITY or Province *
City or Province where you (currently) live more than 180 days in a year.
SINGAPORE PERMANENT RESIDENT (SPR) *
CURRENCY CHOICE (Do not Choose SGD if you intend to use Credit Card for Subsequent Payments. Recommended Currency is USD) *
PREMIUM FREQUENCY *
LENGTH OF INSURANCE COVERAGE *
Specify the number of years. You may choose more than one option. "Other" Option can be any number of years in fixed terms
Required
SUM ASSURED FOR LIFE COVERAGE (Minimum sum assured is USD $100,000 or its equivalent.) *
Note that for young applicants (below 40 years old), we may replace the sum assured to a higher number to generate the quote. Some quotes cannot be generated if they do not meet the minimum premium size of insurers. Usually the minimum premium size is around 400-500 USD. Input numbers in 100,000 increments only). Based on statistics, most breadwinners would require a minimum coverage of around 300,000 to 500,000 USD if you have done proper financial planning. Please consult your financial advisor to ascertain your actual need. HOW TO CALCULATE: As a general guide, you can use the D.I.C.E. Method: 1. Debt: Add all your loans including mortgage and personal loans. 2. Income Replacement: Multiply your annual expenses by the number of years you are supporting dependents 3. College Funding: inflate numbers by 8-15% per year until start of college depending on which university your child/children goes (if applicable) 4. Estate: Multiply your net worth by 20% (this is a rough guide since there are some exemptions and lower rates below 10M PHP). A rough estimate of your minimum net worth would be to divide your annual income by 4%. Your ideal future net worth might be higher. ADD items 1 to 4 to get your total Life Coverage Need.
SUM ASSURED FOR CRITICAL ILLNESS RIDER (OPTIONAL)
Minimum sum assured is USD $50,000 or its equivalent. (Input numbers in 50,000 increments only) HOW TO CALCULATE: Add 100,000 USD (for Immediate Medical Expenses) PLUS 3 to 5 years of your annual income (as income replacement while you are recovering from a major illness)
SUM ASSURED FOR TOTAL & PERMANENT DISABILITY RIDER (OPTIONAL)
Minimum sum assured is USD $100,000 or its equivalent. (Input numbers in 100,000 increments only)
BUDGET (YOU MAY INPUT A RANGE) *
Assume USD equivalent.
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