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Investment

First Investment Peso Optimizer

Maximize your wealth potential with our protection plan that covers both life insurance and investments through flexible limited-pay options.

Product Features

Why Choose First Investment Peso Optimizer?

This plan is more than just insurance—it’s a smart investment strategy. By combining life insurance with potential investment gains, you can achieve your long-term financial goals while keeping your family secure.

Conditions

Issue Age

0-60 years old

Maturity Age

99 years old

Minimum Annual Premium

P30,000

Benefits & Coverage

Flexible Payment Options

Choose a paying period that fits your financial situation—5, 10, or 15 years—so you can manage your payments comfortably

Generous Coverage

Benefit from a sum insured multiplier ranging from 10 to 40 times your annual premium, giving your loved ones substantial protection

Living Benefits

Your money grows with the fund's investment performance. This gives you living benefits equal to the account value. In other words, this means your investment can grow significantly over time.

Death Benefit

If something happens to you, your beneficiaries get the higher of the sum insured or the account value

Looking for something else?

We'd love to get to know you and understand your priorities, so we can help you make informed decisions. 

Let's talk!

Interested in First Investment Peso Optimizer?