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CGP

GROUP

PLANS

RETIREMENT | INVESTMENT

Helping employees and businesses manage their valuable investments.

Our Unique and exclusive fund management service for businesses and corporations.

Guaranteed Interest, Fund Preservation, Tax Benefits, R.A 7641 Compliant, and other personalized features exclusive under CGP account group.

Powered by Insular Life Philippines.

Our Unique Service all in one account.

San Josè & Partners | CGP Insular Life will be your plan administrator , fund manager and Life insurance provider in one!

Compliant with RA 7641

( Retirement Pay Law )

Provides Death and Disability Benefits from Life Insurance coverage

Earns Guarantee Interest + more

( Capital Preservation + Upper Potential )

Can be tax qualified by the bureau of Internal Revenue

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San Josè &Partners | InLife Corporate Services

Comprehensive
Corporate Group Plan Solution

A retirement fund management and Life insurance protection under one plan. It provides the opportunity for a flexible fund build-up to support your company's retirement program- either through a defined benefit or a defined contribution scheme.

100%

Guaranteed Interest

Guaranteed interest on the fund upside potential net of taxes for 5 years.

Fund Preservation

The fund is protected from capital loss and mortality function.

TAX BENEFITS

Free Assistance in making the plan Tax Qualified VIA BIR.

Tax exemption | tax Deductible.

R.A 7641 Compliant

Compliant with Republic act 7641. or retirement pay law

Disability, Death & other

Benefits

Comes with Insurance coverage ( Natural & accidental death | disability ) 

Ease in Plan admin

Low valuation charges

Understanding

CGP Plans

It is a Plan that protects against financial loss brought about death, disbaility of the employee or member. It is a flexible plan that can also cover even employes with pre-existing medical conditions.

It is packed with competitve features and benefits all designed to accomodate the changing needs of business and organizations. It covers employees  twenty four hours a day with no geographical limitations.

Group term plan helps secure the future of both your company and your employee families.

San Josè & Partners | Insular Life can help you customize a benefit package that would fit your organization requirements.

CGP Plans helps secure the future of both your company and your employee families.

 

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CGP Plan

Retirement Fund Management & Life Insurance in one.

Securing your 

Company & employees

Insurance Benefits

Retirement Fund Protection

Death Benefit

Disability Benefit

Accidental Death Benefit

Customize the right plans for your portfolio.

Side Fund

Retirement Benefit

Resignation Benefits

Involuntary Separation Benefit

Get Started Now

Please complete the form below and we will get in touch with you within two business days.

* For Inquiries, Click " Set an Appointment" to talk to our Licensed Wealth Manager today or call our helpdesk at (02) 8790.4111 

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Useful Links

Personal Solutions

VIP Solutions

Corporate Services

We are building & solving Financial problems since 2012.An exclusive premiere Wealth, Life, and Insurance-investment advisory group of Oona Philippines, Pioneer, and Insular life & Healthcare

Investment and Insurance products powered by 

Insular Life | Healthcare | Oona | Pioneer Insurance

Regulated by the Security and Exchange Commission and

Philippine Insurance commission.

Website, Online and other marketing materials created by Rekeendle. Rekeendle is a subsidary of SJ&P.

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© 2024 . All materials are owned by San Josè and Partners.All Rights Reserved

SJ&P Executive Office

The Ascott Hotel , 5th Avenue Corner 28th Street, Bonifacio Global City, Taguig City 1634 Philippines

INLIFE | OONA Client Meeting Centers

Mezzanine Floor , 6781 Insular life Building, Makati City , Philippines

Inlife Payment Center

Level 3, Floor Insular Health Care Building, 167 Legazpi Street Makati City Philippines

Helpdesk hours 8am to 5pm 

(632) 8841.7900

© Copyright. All Materials owned by San Jose and Partner©
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