FINANCIAL BLUEPRINT

PERSONAL DETAILS
Name Email Address

Birthday Contact Number

Address Date Today

Your Age Now? How long will you save? When do you plan to retire?

Monthly Income Income Replacement

your income x 12 months x 10 years

PROSPERITY FORMULA

10% 20% 70%

Tithes Savings & Investments Expenses

After 20 Years Planned Retirement

ACTION ( ______ years old ) ( ______ years old )

Kaiser Ultimate
Healthcare at maturity
Level 1
7 years

Mutual Fund -
at 12%
Soldivo Funds annual
Level 2
13 years

Mutual Fund -
at 12%
Soldivo Funds annual
Level 2
20 years

TOTAL INVESTMENTS

Prepared By: DIFFERENCE

Monthly Additional Income

Financial Educator needed to become Financially
FREE

Why is Kaiser Healthcare Level 1 Investing?

Before going to the higher levels of investing we need to address these financial needs first:
1. Healthcare
This is to insure ourselves with health benefits when we stop working. Our current employers only provide us with short-term healthcare.
Once we resign, retire or get terminated we are no longer covered with these health benefits.
2. Life and Accident Insurance
This is to protect our family if we die too soon. It replaces our income instantly and gives our family funds to recover when we are gone. Your
Kaiser Ultimate policy will insure you by 4.5x of your plan.
3. Emergency Fund
This is money that we can use during unexpected circumstances and unforeseen events. Kaiser will also give you 2 years grace period on
the event that you are not able to pay your plan
4. Long Term Savings/Investment
You can look forward to receiving your maturity benefit in one lump sum payout once your Kaiser Ultimate policy matures. And the best part
is you can continue enjoying a 10% annual interest growth if you choose not to withdraw all your maturity amount.

Without knowing and addressing the above financial needs, it is highly likely that I would pull out my money invested in stocks if I get sick,
lose my job, meet an accident or worse die too soon.

There is only one investment financial product in the Philippines that covers all these financial needs. And it is “Kaiser Healthcare”.
 WEALTH CALCULATOR
Years
Monthly Savings Interest
5 10 13 15 20 25 30

4.00% 66,298.98 147,249.80 204,172.13 246,090.49 366,774.63 514,129.55 694,049.40

8.00% 73,476.86 182,946.04 272,920.39 346,038.22 589,020.42 951,026.39 1,490,359.45

₱1,000.00 10.00% 77,437.07 204,844.98 317,950.10 414,470.35 759,368.84 1,326,833.40 2,260,487.92

12.00% 81,669.67 230,038.69 372,209.05 499,580.20 989,255.37 1,878,846.63 3,494,964.13

15.00% 88,574.51 275,217.06 475,539.52 668,506.76 1,497,239.48 3,243,529.62 6,923,279.61

4.00% 132,597.96 294,499.61 408,344.25 492,180.98 733,549.25 1,028,259.09 1,388,098.81

8.00% 146,953.71 365,892.07 545,840.78 692,076.44 1,178,040.83 1,902,052.79 2,980,718.90

₱2,000.00 10.00% 154,874.14 409,689.96 635,900.20 828,940.69 1,518,737.67 2,653,666.81 4,520,975.85

12.00% 163,339.34 460,077.38 744,418.11 999,160.40 1,978,510.73 3,757,693.25 6,989,928.27

15.00% 163,339.34 550,434.12 951,079.05 1,337,013.52 2,994,478.96 6,487,059.23 13,846,559.22

4.00% 198,896.93 441,749.41 612,516.38 738,271.46 1,100,323.88 1,542,388.64 2,082,148.21

8.00% 220,430.57 548,838.11 818,761.17 1,038,114.66 1,767,061.25 2,853,079.18 4,471,078.35

₱3,000.00 10.00% 232,311.22 614,534.94 953,850.31 1,243,411.04 2,278,106.51 3,980,500.21 6,781,463.77

12.00% 245,009.01 690,116.07 1,116,627.16 1,498,740.59 2,967,766.10 5,636,539.88 10,484,892.40

15.00% 265,723.52 825,651.17 1,426,618.57 2,005,520.28 4,491,718.44 9,730,588.85 20,769,838.83

4.00% 331,494.89 736,249.02 1,020,860.63 1,230,452.44 1,833,873.13 2,570,647.74 3,470,247.02

8.00% 367,384.28 914,730.18 1,364,601.95 1,730,191.11 2,945,102.08 4,755,131.97 7,451,797.24

₱5,000.00 10.00% 387,185.36 1,024,224.89 1,589,750.51 2,072,351.73 3,796,844.18 6,634,167.01 11,302,439.62

12.00% 408,348.35 1,150,193.45 1,861,045.27 2,497,900.99 4,946,276.83 9,394,233.13 17,474,820.66

15.00% 442,872.54 1,376,085.29 2,377,697.61 3,342,533.80 7,486,197.41 16,217,648.08 34,616,398.05

4.00% 662,989.78 1,472,498.05 2,041,721.26 2,460,904.88 3,667,746.26 5,141,295.47 6,940,494.04

8.00% 734,768.56 1,829,460.35 2,729,203.90 3,460,382.22 5,890,204.16 9,510,263.95 14,903,594.49

₱10,000.00 10.00% 774,370.72 2,048,449.79 3,179,501.02 4,144,703.46 7,593,688.36 13,268,334.03 22,604,879.25

12.00% 816,696.70 2,300,386.89 3,722,090.54 4,995,801.98 9,892,553.65 18,788,466.26 34,949,641.33

15.00% 885,745.08 2,752,170.58 4,755,395.23 6,685,067.59 14,972,394.81 32,435,296.15 69,232,796.11

4.00% 994,484.67 2,208,747.07 3,062,581.89 3,691,357.32 5,501,619.39 7,711,943.21 10,410,741.07

8.00% 1,102,152.84 2,744,190.53 4,093,805.85 5,190,573.32 8,835,306.23 14,265,395.92 22,355,391.73

₱15,000.00 10.00% 1,161,556.08 3,072,674.68 4,769,251.53 6,217,055.19 11,390,532.54 19,902,501.04 33,907,318.87

12.00% 1,225,045.05 3,450,580.34 5,583,135.81 7,493,702.96 14,838,830.48 28,182,699.39 52,424,461.99

15.00% 1,225,045.05 4,128,255.87 7,133,092.84 10,027,601.39 22,458,592.22 48,652,944.23 103,849,194.16

4.00% 1,325,979.56 2,944,996.09 4,083,442.52 4,921,809.76 7,335,492.52 10,282,590.95 13,880,988.09

8.00% 1,469,537.12 3,658,920.70 5,458,407.80 6,920,764.43 11,780,408.31 19,020,527.89 29,807,188.97

₱20,000.00 10.00% 1,548,741.44 4,096,899.58 6,359,002.04 8,289,406.92 15,187,376.72 26,536,668.06 45,209,758.50

12.00% 1,633,393.40 4,600,773.79 7,444,181.09 9,991,603.95 19,785,107.31 37,576,932.52 69,899,282.66

15.00% 1,771,490.16 5,504,341.17 9,510,790.45 13,370,135.19 29,944,789.63 64,870,592.30 138,465,592.22

4.00% 1,657,474.45 3,681,245.12 5,104,303.14 6,152,262.21 9,169,365.65 12,853,238.68 17,351,235.11

8.00% 1,836,921.41 4,573,650.88 6,823,009.75 8,650,955.54 14,725,510.39 23,775,659.86 37,258,986.22

₱25,000.00 10.00% 1,935,926.80 5,121,124.47 7,948,752.55 10,361,758.66 18,984,220.90 33,170,835.07 56,512,198.12

12.00% 2,041,741.75 5,750,967.24 9,305,226.36 12,489,504.94 24,731,384.13 46,971,165.65 87,374,103.32

15.00% 2,214,362.69 6,880,426.46 11,888,488.07 16,712,668.99 37,430,987.04 81,088,240.38 173,081,990.27