保单年检,理财审视(Policy and portfolio review)

#新加坡保险

理清保障内容,审视保额,保费等各方面是否合理

审视保单受益人,保费支出状况等

#新加坡理财

审视投资理财目标,风险偏好

投资理财规划的短 中 长期规划

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