Free

Multiple Dates

Understand Your Insurance Policies

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Location

Location

Visioncrest Commercial

103 Penang Road

#02-03

Singapore, 238467

Singapore

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Event description

Description

Your life goes thru different changes.

- You start working

- You have a new home

- You have a life partner

- You have a child or a few children

- You have to look after your aged parents

- You retire from the workforce

In these life events, your priority changes, you have more responsibilities to more people.

Your insurance and investment plans could have been drawn up for many years, that meet or does not meet your needs at that time. With how quickly things change in our lives, which may require us to adjust our finances and lifestyle, it's important to assure that the same strategy and target meets your continuing needs.

Change is an inevitable, and necessary part of life. Sometimes, major changes or life stage transitions can become financially overwhelming and stressful. It is important that we learn how to cope and adapt to change, to maintain optimal financial health.

What are policies that are in your existing insurance portfolio?

  • Does it provide sufficient coverage for major insurable events?

  • Could you be paying lots of premium, but are still not sufficiently covered for insurable events?

  • Are you overly covered, and paying lots of premium that causes you to cut down your expenses?

  • Could you have misunderstood that endowment policies provides you with sufficient protection?

  • Do you know when your coverage ends? And/Or if you are covered for life?


What's in it for you!

In the 1.5 hours, you will follow a 3 Step process to,

  1. DISCOVER in detail, what are your current insurance policies and it's coverage

  2. DERIVE on whether it suites your current protection and accumulation needs

  3. DICTATE on what you need to provide a peace of mind for yourself and your family (if any)


Complete a Financial Needs Analysis and receive a personalized consultation and comprehensive insurance summary.

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Location

Visioncrest Commercial

103 Penang Road

#02-03

Singapore, 238467

Singapore

View Map

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