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Quotation Letter PDF

1) This document is a policy sustainability quotation from Allianz Life Insurance Malaysia Berhad for policyholder Chang Mui Yun. 2) It provides details of the current benefits, premiums, and terms of coverage under the policy. 3) The quotation also projects that with a revised monthly basic premium of RM850 and a one-time top up payment of RM0, the policy coverage would be sustained until the maturity date of 02/12/2079.

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0% found this document useful (0 votes)
768 views4 pages

Quotation Letter PDF

1) This document is a policy sustainability quotation from Allianz Life Insurance Malaysia Berhad for policyholder Chang Mui Yun. 2) It provides details of the current benefits, premiums, and terms of coverage under the policy. 3) The quotation also projects that with a revised monthly basic premium of RM850 and a one-time top up payment of RM0, the policy coverage would be sustained until the maturity date of 02/12/2079.

Uploaded by

chang muiyun
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
  • Policy Quotation Overview: Provides a summary of the policy sustainability quotation including details such as names, policy number, and effective date.
  • Proposed Benefits and Premiums: Details the proposed benefits and premiums for the specified policy, including information on premiums and rider benefits.
  • Sustainability and Payment Information: Explains sustainability information, requiring premium payments, and important compliance guidelines.
  • Acknowledgment for Change Request: Includes an acknowledgment form for requesting changes to the policy, requiring signatures from relevant parties.

Allianz Life Insurance Malaysia Berhad (198301008983)

(Licensed under the Financial Services Act 2013 and regulated by Bank Negara Malaysia)
Quote Ref : Q_SU03135-4_000000018751
Print Date : 01/07/2020

CHANG MUI YUN


21 JALAN BESAR
PADANG TENGKU
KUALA LIPIS
27100 PAHANG

Dear Sir/Madam,

Policy Number : 0101958745


Policy Owner : CHANG MUI YUN
Life Assured : CHANG MUI YUN
Policy Status : INF

POLICY SUSTAINABILITY QUOTATION

Note: This quotation is for illustrative purposes only and is valid until 31/07/2020

CURRENT BENEFITS AND PREMIUMS FOR POLICY 0101958745

Next Due Date (Basic) : 02/07/2020


Next Due Date (Rider) :
Premium Mode : Monthly
Gender : Female
Occupation class :2

Basic/Riders Term of Sum Assured / Benefit Loading Premium


Coverage (RM) EM Per Mile (RM)
PowerLink Until age 100 100,000.00
Insurance 150.00
Investment 0.00
Total and Permanent Disability 100,000.00 0.00
MediCover ^Until age 100 200.00 0.00
Managed Care Fee ^Until age 100 0.00 0.00
PayorCover 71 1,800.00 0.00
HealthCover Plus 71 100,000.00 0.00
TOTAL PREMIUM 150.00
^ Subject to basic coverage term.

ALLIANZ CUSTOMER SERVICE CENTER


Allianz Arena, Ground Floor,Block 2A, Plaza Sentral, Jalan Stesen Sentral 5, Kuala Lumpur Sentral, 50470 Kuala Lumpur.
Allianz Contact Center : 1 300 22 5542 Page 1 of 4
Email : [Link]@[Link]
Allianz Life Insurance Malaysia Berhad (198301008983)
(Licensed under the Financial Services Act 2013 and regulated by Bank Negara Malaysia)
PROPOSED BENEFITS AND PREMIUMS FOR POLICY 0101958745

Premium Mode : Monthly


Gender : Female
Occupation class :2

Basic/Riders Term of Sum Assured / Benefit Loading Premium


Coverage (RM) EM Per Mile (RM)
PowerLink Until age 100 100,000.00
Insurance 200.00
Investment 0.00
Total and Permanent Disability 100,000.00 0.00
HealthCover Plus 71 100,000.00 0.00
PayorCover 71 2,400.00 0.00
MediSafe Infinite+ ^Until age 100 150.00 0.00
Managed Care Fee ^Until age 100 0.00 0.00
TOTAL PREMIUM 200.00
^ Subject to basic coverage term.

ALLIANZ CUSTOMER SERVICE CENTER


Allianz Arena, Ground Floor,Block 2A, Plaza Sentral, Jalan Stesen Sentral 5, Kuala Lumpur Sentral, 50470 Kuala Lumpur.
Allianz Contact Center : 1 300 22 5542 Page 2 of 4
Email : [Link]@[Link]
Allianz Life Insurance Malaysia Berhad (198301008983)
(Licensed under the Financial Services Act 2013 and regulated by Bank Negara Malaysia)

OUTSTANDING PREMIUM WHICH REQUIRES PAYMENT

Total outstanding Basic premium : RM0.00


Total outstanding Rider premium : RM0.00

SUSTAINABILITY INFORMATION

Based on your current policy account value and your proposed revision as above mentioned, your policy coverage is projected to
last for the next 15 years and 8 months (till age 55 years).
You may revise the Basic premium to RM850.00* and make an ad-hoc top up premium of RM0.00* such that the insurance
coverage is projected to last until the maturity date of 02/12/2079.

* This amount is on the assumption that your policy does not have any outstanding premium. If your policy has outstanding
premiums, kindly make the necessary payment.

Notes:

1. If your policy is currently under premium holiday, non-payment of premium over a period of time may lead to insufficient
account value as the relevant insurance fees and charges have been automatically deducted using the account value
available in the policy.

2. The projection of your policy sustainability is on the assumption that you continue to pay future premiums (if applicable) on
time and no partial withdrawal is made from your policy. This projection is also based on estimates of future outcomes, such
as projected investment returns of your fund(s) and charges to your policy, which may deviate from actual experience. As
such, any unexpected deviation of actual experience with the estimate projection mentioned above may impact your policy
sustainability. Should your selected fund perform poorly or your cost of insurance/policy charges increase in the future, the
projected sustainability of your policy may be further reduced. Moreover, your policy sustainability will vary depending on
the type of fund(s), including its investment risks which you have selected. Hence, your choice of fund(s) should depend on
the level of risk you are comfortable with.

Should you require further assistance or clarification, please contact your servicing agent. Alternatively, you may contact Allianz
Contact Center at 1300-22-5542 / 1300-88-2229 (HSBC Bancassurance Customer Only) or email us at
[Link]@[Link] / [Link]@[Link] (HSBC Bancassurance Customer Only).

Thank you.

Yours sincerely
ALLIANZ LIFE INSURANCE MALAYSIA BERHAD
This is a computer generated Quote Letter, hence no signature is required.
Quoted by: ONG KOK KUAN / SU03135-4 / BUSS

ALLIANZ CUSTOMER SERVICE CENTER


Allianz Arena, Ground Floor,Block 2A, Plaza Sentral, Jalan Stesen Sentral 5, Kuala Lumpur Sentral, 50470 Kuala Lumpur.
Allianz Contact Center : 1 300 22 5542 Page 3 of 4
Email : [Link]@[Link]
Allianz Life Insurance Malaysia Berhad (198301008983)
(Licensed under the Financial Services Act 2013 and regulated by Bank Negara Malaysia)

ACKNOWLEDGEMENT FOR REQUEST FOR CHANGE FOR POLICY 0101958745

I/We, the Policy Owner/Assignee acknowledge that I/we am/are aware of the impact on the sustainability of the above mentioned
policy as quoted in this Policy Sustainability Quotation Letter (Quote Ref: Q_SU03135-4_000000018751) upon the Company
approving my/our request for change as provided in the Proposed Benefits and Premium section of the quotation letter.

I/We, the Policy Owner/Trustee/Assignee in the title of the above mentioned policy, hereby authorize and request that the above
policy be changed in accordance with the particulars stated in the quotation letter. I further agree that any alteration or variation
shall not take effect until the request is approved by the Company.

Protecting your Privacy is very important to us. Please visit our website [Link] to view our Privacy
Statement.

Signature of Policyholder
Name:
NRIC:

Signature of Trustee
Name:
NRIC:

Signature of Trustee
Name:
NRIC:

ALLIANZ CUSTOMER SERVICE CENTER


Allianz Arena, Ground Floor,Block 2A, Plaza Sentral, Jalan Stesen Sentral 5, Kuala Lumpur Sentral, 50470 Kuala Lumpur.
Allianz Contact Center : 1 300 22 5542 Page 4 of 4
Email : [Link]@[Link]

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