
Unit Trust VS Investment Linked
Presentation
•
Business, Education, Mathematics
•
University
•
Medium
Chia Kah Min Alexander
Used 15+ times
FREE Resource
23 Slides • 13 Questions
1
Savings & Investment
Security measure for your future
2
Multiple Select
What is H.E.R.O Plan? (can choose more than 1 answer)
Education Plan
House ownership Plan
Others Plan (wedding, vacation & etc)
Retirement Plan
3
Understand Insurance Investment Link
Understand the ILP Charges & How it Works
Proper Planning with Insurance & Unit Trust
Case Study Sharing
4
Multiple Choice
Investment-linked Policy (ILP) is a life insurance policy which provide?
Protection & Savings
Protection & Investment
Investment only
5
Multiple Choice
Do Investment Link Policy provide guaranteed cash values?
YES
NO
6
7
Multiple Choice
The premium for Life insurance, Investment link and Term insurance are high.
True
False
8
Multiple Choice
Only Life insurance and Investment link have cash value and Term insurance does not have cash value.
True
False
9
10
Multiple Choice
Investment Link product is NOT a pure investment product such as unit trust.
True
False
11
12
Multiple Select
What are the cost of charges for investment linked? (can choose more than 1 answer)
Initial & one time charges
high
5.5% service charge
hidden costs (1-3 yrs: 40%, 4-6 yrs: 20%, 7-10 yrs: 5%)
13
Multiple Choice
If Alex put a annual premium of RM10k in investment link for 1-3 yrs, RM6k will be allocated to investment + insurance and RM4K will go to all type of charges?
True
False
14
15
16
17
Multiple Choice
If Alex want to buy MLP2 with GTL/TPD coverage RM100k, ADD coverage RM200k and critical illness coverage RM100K, what is the annual premium?
RM 2,440
RM 1,830
RM 610
RM 1,220
18
Multiple Choice
If Alex already invested in unit trust but NOT in Public Mutual, can Alex buy Mutual Life Plus 2?
YES
NO
19
20
21
22
23
24
25
26
27
28
Poll
Which Plan Would You Like To Choose?
PLAN A
PLAN B
29
Multiple Choice
____________ in Financial Planning
Insurance & Investment linked is equally important
Only insurance is important
Insurance & Unit Trust is equally important
Only Unit Trust is important
Only investment linked is important
30
Multiple Choice
Insurance and Unit Trust are________ and ________.
not compliment to each other, not competitors
compliment to each other, are competitors
compliment to each other, not competitors
not compliment to each other, are competitors
31
32
33
34
35
36
Savings & Investment
Security measure for your future
Show answer
Auto Play
Slide 1 / 36
SLIDE
Similar Resources on Wayground
29 questions
Basic Elements in Educational Research (Lecture 2)
Presentation
•
University
32 questions
EL CURRICULUM
Presentation
•
University
30 questions
EDUC 3205_Module 8_SIOP Components & Features
Presentation
•
University
34 questions
Comma Use
Presentation
•
University
33 questions
Philippine Professional Standards for Teachers
Presentation
•
University
32 questions
Data Analysis Methods: Quantitative
Presentation
•
University
31 questions
MGT400_PLANNING
Presentation
•
University
29 questions
Cardiovascular disorder- Congestive Heart Failure
Presentation
•
University
Popular Resources on Wayground
10 questions
Safety Day 2026 – Student Review
Quiz
•
9th Grade
21 questions
Continents and Oceans
Quiz
•
6th Grade
20 questions
Parts of Speech
Quiz
•
5th Grade
16 questions
Subject & Predicate
Quiz
•
5th Grade
25 questions
Multiplication Facts
Quiz
•
5th Grade
12 questions
Map Skills
Quiz
•
3rd Grade
22 questions
Continents and Oceans
Quiz
•
5th Grade
15 questions
Rounding Decimals
Quiz
•
5th Grade