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
First Life Financial Co., Inc.
174 Salcedo Street, Legaspi
Village Makati City 1229
Metro Manila, Philippines

Tel(+63 2)8893-3024
Fax(+63 2)5325-6789
NAVPU
as of Feb. 7, 2025
First Peso Bond Fund
1.6133
First Peso Balance Fund
1.5000
First Peso Equity Fund
1.2108
High Dividend Equity Fund
0.9180
Dollar Global Balanced Fund
1.1148
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