定期整理一下自己的保险,其实就像做体检一样,让您能清楚知道当前的保障是否足够、有没有遗漏需要补上的地方。
另一方面,现在保险市场变化挺快的,比如说定期寿险——五年前的价格,放到现在,可能就能买到更高的保障额度;或者保持同样的保障,您反而能省下不少钱。
如果您不太确定自己买的保单到底有哪些保障、是否真正符合您的需求,我可以帮您免费做一次保单梳理。
我会把所有的保单明细整理成一份清晰的Excel表格,让您一眼就看出保障全貌,更容易做出规划。
Disclaimer: The content above, including all information, opinions, and interactive elements, was created by the individual financial consultant. The views expressed are the consultant’s own and do not necessarily reflect the official policy or position of Financial Alliance. Financial Alliance does not guarantee the accuracy or completeness of this content and is not responsible for any errors or omissions. If you believe any information is inaccurate or have other feedback regarding this content, please contact us at feedback@fa.com.sg.
Readers should seek independent, unbiased financial advice that is customised to their specific financial objectives, situation, and needs. This publication has not been reviewed by the Monetary Authority of Singapore.
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策