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Why do you need the Bona Life Leungo Pension Plan?

Even if you have a pension plan at work, one can never be too ready for retirement. Putting a little aside using the Leungo Pension Plan, whether as a sole retirement plan or to supplement others, will eliminate financial difficulties when you are no longer working. 

Upon retirement, one third of the plan value will be paid out as a lump sum and the remainder transferred to purchase an annuity benefit.

5 Good Reasons to Invest in this Product

  • You can enjoy a comfortable and enjoyable retirement. 
  • Monthly Pension for life. 
  • Lump sum of up to 33% at retirement.
  • Funeral cover P15,000. 
  • You can continue with the policy beyond age 65 without paying any premiums.
Main Benefits
  • Death Benefit before retirement equal to accumulated policy account. 
  • Funeral Benefit of P15,000. 
  • Disability waiver available.

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How do I make amendments to my policy?

Fill out an amendment form supplied by Bona Life, and attach relevant supporting documents based on the nature of the amendment. For example:

  • Addition of a child to policy – birth certificate
  • Change of name- marriage, divorce decree or affidavit
  • Change of bank- new banking details 
How do I get my statement for my investment or savings policy?

Send a request to client service team via the various touchpoints (walk-ins, email, Whatsapp, Facebook, telephone) to prepare a policy valuation. Policy valuation will be shared via your preferred medium.

How do I cede my policy for a loan?

Send a request to cede policy to Bona Life and on confirmation of policy status, you will complete a cession form. Attach the KYC forms and policy documents will be prepared showing the cession. This is what you will take to the bank to complete the cession.

How do I surrender my investment or savings policy?

Submit KYC documents, Complete surrender form, write surrender letter & attach bank statement for account that the money will be deposited to.