TRUSTEESHIP PLANS INC.
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PRE-NEED PRODUCTS AND BENEFITS
Trusteeship Pension Plan
A fixed value pension plan that guarantees to pay the planholder or the designated beneficiary with the maturity value of the pension plan including its built-in pension benefits based on the chosen pension program and settlement options.
Built-in planholder's insurance protection benefits include:
Group Credit Life Insurance - The planholder, if qualified shall be insured during the paying period in an amount equal to the unpaid balance of the pre-need price subject to a contestability period of one (1) year from date of issue, re-issue or reinstatement.
Accidental Death and Dismemberment Benefit - Should the planholder die or become totally disabled due to accident during the paying period, an amount equal to or less than Five Thousand Pesos (P5,000.00) shall be given to the planholder in case of dismemberment or its beneficiary in case of death.
Trusteeship Education Plan
A fixed value educational plan that guarantees to pay the planholder or the designated scholar with the maturity value of the educational plan including its built-in benefits based on the chosen educational program.
The plan also provides for Scholastic Achievement Award in an amount set forth below, to be given to the scholar who shall get the following distinctions upon completion of educational program
Summa Cum Laude - 100% of pre-need price
Magna Cum Laude - 75% of pre-need price
High School Valedictorian - 50% of pre-need price
Cash Pay-back Guarantee
Trusteeship shall refund or pay in cash to the scholar 25% of the total amount paid after ten (10) years from date of graduation of the scholar for college/high school courses taken.
Built-in planholder's insurance protection benefits include:
Group Credit Life Insurance - The planholder, if qualified shall be insured during the paying period in an amount equal to the unpaid balance of the pre-need price subject to a contestability period of one (1) year from date of issue, re-issue or reinstatement.
Waiver Of Installment Due To Disability - Should the planholder become totally disabled during the paying period, future installment payments falling due shall be waived.
Trusteeship Life Plan
A fixed value memorial life plan that guarantees to provide the designated beneficiary with the maturity value of the life plan including its built-in plan benefits based on the chosen memorial life plan program.
Built-in planholder's insurance protection benefits include:
Group Credit Life Insurance - The planholder, if qualified shall be insured during the paying period in an amount equal to the unpaid balance of the pre-need price subject to a contestability period of one (1) year from date of issue, re-issue or reinstatement.
Accidental Death and Dismemberment Benefit - Should the planholder die or become totally disabled due to accident during the paying period, an amount equal to or less than Five Thousand Pesos (P5,000.00) shall be given to the planholder in case of dismemberment or its beneficiary in case of death.
TRANFERABILITY AND ASSIGNABILITY OF BENEFITS
Trusteeship planholders can transfer his right over the plan or may opt to assign the benefits provided for in the plan to another person as long as the plan is in-force. A written request should be submitted to Trusteeship for its evaluation and approval.
FINANCIAL GUARANTEES AND ASSURANCES
Trusteeship has established and maintained several Trust Fund Accounts with reputable banks in the country under Trust Agreements wherein funds are allocated for the exclusive purpose of paying all obligations of the company to its planholders or designated beneficiaries. Trust Fund Accounts are as follows:
Pension Plans - Metrobank
Education Plans - Unionbank Metrobank
Life Plans - RCBC Unionbank Metrobank
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