myTransware - Universal Life Products

Clients:

Case Categories:

Select Product

Branch

Pre GN16 Version

App Signed State

Illustration

Illustration Model

Product

*Opus One Indexed Unversal Life is exclusively offering to the Professional Investor only.

Illustration Date Illustration Backdated

Back Date
the Illustration
up to 11 months

Warning: earliest effective date for UL Alpha is 1 April 2017

Note: Illustration for UL 1.1 new business proposals submitted until 30th April 2018.

Illustrative Crediting Interest Rate (p.a.)

Use old Declared CIR (3.45%)

Illustrated with Bonus Lock-In Crediting Interest Rate -For eligible applications submitted during the promotion period (2 Apr 2018 to 29 Jun 2018)
Subject to terms and conditions and only applicable to policies with sum assured of USD5M or above
Please note that the earliest policy effective date to qualify this 4% bonus Lock-in Crediting Interest Rate promotion is 12 April 2018.

(Last submission date of applications for policies with premium charge waiver promotion is 31st December, 2018)

Proposed Insured

Full Name

DOB (dd/mm/yyyy) / Age
(Age Last Birthday)

Country/Region of Residence¹

Residential Guide

Country

Gender

Joint Life

(The two persons must be legally married to each other at the time of the Policy Application)

Risk Class

Substandard

Flat Extra Amount

Flat Extra Year(s)

If the case has table loading and/or medical Flat Extra, please select Rated risk class

POLICY OWNER is an accredited investor

Full Name

DOB (dd/mm/yyyy) / Age
(Age Last Birthday)

Country/Region of Residence¹

Country

Gender

Smoking Status

Risk Class

Substandard

Flat Extra Amount

Flat Extra Year(s)

Policy Design

Solve

Endow to Age

NLG to Age

Death Benefit Option

Premium Allocation (in %)

Fixed A/C

Global Index A/C

S&P 500 Index A/C

Nasdaq-100 Index A/C

VC Uncapped Index A/C

Income Option

Income Payment Frequency

Split Premium (for SP) / Planned Initial Lump Sum (for PP)

Month

Premium Payment Frequency

Single Premium / Planned Premiums

Premium	Start	End

Target Cash Value

Target Year

Loan Interest

Activity	Start	End	Percentage (of Account Value) / Absolute Amount

Schedule Change

Year		Type

Policy Riders

Waiver of Premium

Choose a Waiver of Premium Rider.

Children's Insurance

Units

Units Minimum: 1 Maximum: 99 ($1,000 level term per unit)

Accident Indemnity

Amount

Minimum: $10,000, Maximum: $300,000

Return Of Premium

Return of Premium

Choose a Waiver of Premium Rider.

Monthly Disability Income

Units

Units Minimum 3 Maximum 20 ($100 monthly income per unit)

Illustration Options

Fixed A/C

Start	End	Rate

Global Index A/C

Start	End	Rate

S&P 500 Index A/C

Start	End	Rate

Nasdaq-100 Index A/C

Start	End	Rate

VC Uncapped Index A/C

Start	End	Rate

Schedule

Start	End	Fixed A/C (%)	Global Index A/C (%)	S&P 500 Index A/C (%)	Nasdaq-100 Index A/C (%)	VC Uncapped Index A/C (%)

Guaranteed Maximum Cost of Insurance

Variable Cost of Insurance

Start	End	Rate

Change Into Risk Class

Target Year	Risk Class

Further Change Into Risk Class

Target Year	Risk Class

Payment Date (dd/mm/yyyy)

Policy Number

Salutation

Addressee

Distributor Name

Address Line 1

Address Line 2

Address Line 3

Address Line 4

Producer

Preparer's Name

Preparer's Title