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  • Invest Dollar Max

    Insurance with Investment

    Coverage Period

    Whole Life

    Issue Age

    0-75 YEARS OLD

    You can buy this via

    BPI-Philam Appointed Representative


    What is the product about?

    Invest Dollar Max is a single-pay U.S. Dollar denominated unit-linked life insurance plan that allows you to participate in the financial market to help you achieve your goals while providing you life insurance coverage.

    • Download Brochure Download Brochure
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    what does it provide?

    • Protect your Dollar
      Protect your Dollar

      Get more for your dollar and build more for your future as you gain access to global funds expertly managed by BPI Asset Management and Trust Group (BPI AMTG).

    • Preserve your Legacy
      Preserve your Legacy

      Invest Dollar Max comes with life insurance coverage to provide peace of mind for your family if something happens to you.

    • Have Full Control Of Your Plan & Savings
      Have Full Control Of Your Plan & Savings

      You can also boost your retirement fund through additional premium payments or top-ups as low as P1,000 anytime.

    Insurance Lingo Explained

    What is unit-linked investment?

    A type of life insurance plan where a portion of your payments are placed in investment funds that can grow your money in the long-term

    DO YOU WANT ADDITIONAL PEACE OF MIND?

    Additional options are available for you to customize your cover to make sure it suits your individual needs.


    • Get additional support in case of accident-related or medical-related incidents. Ease your worries as this ad-on provides the funds you need to offset expenses like Hospitalization, Injuries or Disability.

    • Increase your protection coverage to secure your family's financial security

    • For those below the age of 75, receive one-time payment benefit upon diagnosis of any covered illness.

    • Boost your Accident and Health add-on coverage with the following: 1. Medical reimbursement – reimburse your actual accident-related costs up to a maximum amount. 2. Weekly income benefit – receive weekly cash payout up to 26 weeks in the event of total disability due to an accident.

    View more add-ons
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    THE FINE PRINT


    DETAILED TERMS AND CONDITIONS

    DETAILED TERMS AND CONDITIONS
    - COLLAPSE + EXPAND

    IMPORTANT NOTES

    This is a single-pay U.S. Dollar denominated insurance plan which is unit-linked – allowing clients to participate in the potentially high returns from the financial market, with the convenience of placing additional investments through top-ups on ad-hoc basis. It can be customized and changed over time depending on client’s changing need, with a comprehensive set of unit-linked riders available to provide additional protection benefits.

    You have the option to choose a maximum of 3 funds among the available funds. These underlying funds are managed by BPI-Asset Management and Trust Corporation (BPI-AMTG):

    1. BPI-Philam U.S. Dollar Bond Fund 2
    2. BPI-Philam Global Equity Fund
    3. BPI-Philam Odyssey Dollar Bond Fund
    4. BPI-Philam Odyssey Asia Pacific High Dividend Equity Fund
       

    Note: Investment funds listed above are subject to availability upon product availment.

    Purchasing a unit-linked life insurance product has its advantages and trade-offs. Investing in a unit- linked product, you must understand that the product may be subject to investment risks which include, but are not limited to interest rate risk, market/price risk, liquidity risk, credit/default risk, reinvestment risk, foreign exchange risk, and country risk which could affect the value of the policy. The Company is guided by Investment Policies and Guidelines in managing these risks; however, this does not guarantee investment returns nor protection against capital loss. To further understand the nature of said risks, a risk disclosure statement is provided in the Client Suitability Assessment Form.

    Invest Dollar Max is a unit-linked insurance plan. This is not a deposit product. Earnings are not assured and principal amount invested is exposed to risk of loss. This product cannot be sold to you unless its benefits and risks have been thoroughly explained. If you do not fully understand this product, do not purchase or invest in it.

    Actual terms and conditions of Invest Dollar Max are found in the Policy. In case of conflict, the Policy terms shall prevail.

    THE FINANCIAL PRODUCTS OF BPI-PHILAM LIFE ASSURANCE CORPORATION ARE NOT INSURED BY THE PHILIPPINE DEPOSIT INSURANCE CORPORATION AND ARE NOT GUARANTEED BY THE BANK OF THE PHILIPPINE ISLANDS.

    REMINDER ON PRE-EXISTING CONDITIONS AND FREE-LOOK PERIOD

    • Upon receiving the policy contract, you may refer to the document for full details on the critical illness definitions, exclusions including the pre-existing conditions, and other limitations. If you decide that this plan is not suitable to your needs after reading the policy contract, simply return the document to BPI-Philam within fifteen (15) days from the date you or your authorized representative received it and we will refund the Account Value plus the Policy Charges that have been deducted.

      Upon receiving the policy contract, you may refer to the document for full details on the critical illness definitions, exclusions including the pre-existing conditions, and other limitations. If you decide that this plan is not suitable to your needs after reading the policy contract, simply return the document to BPI-Philam within fifteen (15) days from the date you or your authorized representative received it and we will refund the Account Value plus the Policy Charges that have been deducted.

    CONTACT BPI-PHILAM

    (632) 8 5285501

     

    1-800-188-89100 (Toll Free)

    15th Floor BPI-Philam Life Makati
    Ayala Avenue, Makati City 1226

    CONTACT BPI-PHILAM

    (632)  5285501

     

    1-800-188-89100 (Toll Free)

     

    15th Floor BPI-Philam Life Makati
    Ayala Avenue, Makati City 1226

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