Savings and
Investments
STEP UP
Build up on
your legacy
through a
guaranteed
protection
STEP UP, which is stands for Short-Term
Endowment Plan with Uniform Payouts, lets
you have both life insurance and earnings in
one solution. It is a single-pay plan that offers
guaranteed protection and guaranteed maturity
benefit. Plus, you get an additional payout of at
least 3.25% of your policy amount every year!
Build on your funds confidently with STEP UP
from Allianz PNB Life. This plan is perfect for you
if you’re looking for a stable and guaranteed
source of additional income, helping you build
funds while enjoying the benefits of having an
insurance coverage.
A life insurance plan
that helps you
grow your funds
Throughout the duration of your coverage, you get to
celebrate your policy anniversary by earning at least 3.25%
per annum of your policy amount.
Below is a sample illustration for Lucy, 42-year-old mom who
wants to prepare for her child’s education. Being a mom, she
wants to invest her hard-earned money on a product with
very minimal risk, and more importantly, ensure financial
protection for her child in case she passes away.
Sample Illustration
Plan: STEP UP (7-year variant)
Age: 42 Sex: Female
Policy Amount: PHP 1,000,000 Single Premium: PHP 1,000,000
PLAN
MATURITY
2023 2024 2025 2026 2027 2028 2029 2030
Pay Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7
PHP 1 million Get Get Get Get Get Get Get
single PHP PHP PHP PHP PHP PHP PHP
premium 32.5k 32.5k 32.5k 32.5k 32.5k 32.5k 1,032,500
Total Return of P 227,500
+ Php 1 Million (Initial Premium)
By the end of year 7, Lucy will get back her PHP 1 million
initial premium plus a total return of PHP 227,500 should
there be no claims filed from the policy.
Take a step
closer to confidence
Safeguard your family’s future and achieve confidence
in tomorrow as STEP UP comes with a life insurance
coverage when the unexpected happens.
With this plan, your loved ones will be able to enjoy the
benefits of having financial security through your life
insurance benefit of as much as 150%1, which will be
given upon the passing of the policy insured.
1 Designated beneficiaries will get 150% of the policy amount, if the insured dies
due to accidental injury or covered illness during the policy term. If the Insured
dies due to causes other than accidental injury or covered illness during the first
2 years, the amount of insurance is only 110% of the Policy Amount. After the first
2 years, the death benefit is 110% of the Policy Amount plus any remaining
uniform payouts until the maturity date. Issue age is up to 65 years old only.
Minimum and maximum investment limits vary per offer period.
Allianz Healthbox
Allianz Healthbox is your one-stop-shop access to our health,
lifestyle, and wellness partners nationwide. By getting a life and
health insurance plan from Allianz PNB Life, you instantly become
a member so you can start enjoying the perks and discounts we
have handpicked just for you! And if your policy is under the Health
category, your membership is upgraded – giving you full access
to premium perks and discounts.
Our continuously growing network of partners are with you in
your journey towards total wellness.
See Allianz Healthbox Partners Here
Access to healthcare Health tests and preventive
at the comfort of my home services for my wellness
My overall physical Services I need to help me
health improvement achieve a healthier lifestyle
Allianz PNB Life began its operations in 2016 and is
among the major life insurers in the Philippines.
Worldwide, Allianz is also considered the most
sustainable insurer according to the Dow Jones
Sustainability Index, and is recognized as the No. 1
insurance brand worldwide by Interbrand. We are
a leading provider of Variable Life products,
complemented by a full line of Life protection offerings
for individuals and institutions. All our products and
services are designed to meet the lifetime financial
planning, wealth accumulation, and well-being
aspirations of every Filipino family. It is the country’s
fastest growing life insurance company in terms of
premium income.
Allianz PNB Life’s main headquarters is in Makati City,
the country’s main business district, with twenty
business centers strategically located in key cities
across the archipelago. It has the support of over 300
employees and more than 2,500 Allianz Life Changers
to serve our policyholders and deliver great customer
service experiences.
Take a step closer
to confidence through
guaranteed income
and financial protection
with STEP UP.
9th Floor PNB Makati Center
6754 Ayala Avenue corner Legaspi St. , Makati City
Tel. No. 8818-4357 • Email: info@allianzpnblife.ph
For more information, visit www.allianzpnblife.ph
allianzpnblifeofficial
@allianzpnblifeofficial
Allianz PNB Life
@azphofficial
FINANCIAL PRODUCTS OF ALLIANZ PNB LIFE INSURANCE,
INC. ARE NOT INSURED BY THE PHILIPPINE DEPOSIT
INSURANCE CORPORATION AND ARE NOT GUARANTEED
BY PHILIPPINE NATIONAL BANK AND PNB SAVINGS BANK.
