Copy of Personal Financial Analysis - (PFA)

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On Sale 10 Mar 2021 at 10:00 AM
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Singapore, 199936

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Personal Financial Analysis- is a program that analyzes all your existing policies or investment plans that you have bought over the years.

About this Event

Personal Financial Analysis- is a program that analyzes all your existing policies or investment plans that you have bought over the years. This analysis is to highlight to you what are the shortfalls or surpluses and how much you should get back, in the event of death, total permanent disability, or critical illness.

The Objective of this Personal Financial Analysis is to review and analyses all your insurance policies and investments that you have over the years. This review will highlights to you, what are your total premiums invested and the Rate of Return over the years? It will also highlight to you whether you are over-insured or under-insured and following important points, i.e ( Surplus / Shortfall - Or duplicated policies).

1. What is the total amount of funds available to you when you need it most and where does it comes from?

2. What are your long term and short term goals?

3. How many % of your investment will cover your medical costs, like Critical Illnesses, TPD, H & Plan, or even Long Term Care?

4. How many % of your policies are in term, endowment and whole-life, and what are the differences among them and does it serves your needs?

5. How to fund your child education, taking into consideration of inflation, and legacy planning for your children or grandchildren?

6. How many % of your investments will be able to provide you with a reasonable retirement fund in your golden year?

7. The PFA program will help you to keep tracks of all your policies and investment plans that you have over the years. A roadmap showing all your policies & investment plans for your future reference and claim purposes, plus the type of documents you need to submit for a claim, complement with The Intestate Succession Act (Cap146) procedural wealth distribution, if there is no Wills.

Note: It is important to conduct an annual review of all your existing policies so that you can have the best insurance coverage in real monetary terms. (against e.g, inflation and (TVM), Time Value of Money).

Please SMS your mobile nos or email to 65-90020635 or email to : 2wwpan@gmail.com to confirm your attendance via zoom . Thank you and we look forward to meeting you. A fee of $5.00 is chargable for our seminar via zoom. Once payment is made, we will forward you the date, time and the password of our seminar via Zoom. Please remember to forward us the payment detail via SMS or email.

Title - Your Personal Financial Analysis. Date : 10 Mar 2021 (Wed) at 10am-11.am

Please confirm your attendance.

Thank YOU,                                                                                                                                                                 Chris Pan - Singapore

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Date and Time

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Zoom

Zoom (Singapore)

Singapore, 199936

Singapore

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