You can always press Enter⏎ to continue
Now create your own JotForm - It's free!
Create your own JotForm
Create your own
box-bankers
Getting To Know you
Jason Long
9
Questions
START
box-bankers
1
Basic Information
Input
Name
Contact Number
Occupation
Annual Salary
Name
Contact Number
Occupation
Annual Salary
Input
Input
Input
Input
1
of 4
Previous
Next
Submit
Press
Enter
2
Weath Protection information
Insured Amount
Death Coverage
Total Permanent Disability
Early Critical Illness
Critical Illness
Hospitalisation
Disability Income
Accident
Death Coverage
Total Permanent Disability
Early Critical Illness
Critical Illness
Hospitalisation
Disability Income
Accident
Insured Amount
Insured Amount
Insured Amount
Insured Amount
Insured Amount
Insured Amount
Insured Amount
1
of 7
Previous
Next
Submit
Press
Enter
3
Wealth Accumulation
Amount
Savings account in the bank
Fixed Deposits
Insurance Endowment Policies
Investments in stocks and shares
Investments in Funds
Savings account in the bank
Fixed Deposits
Insurance Endowment Policies
Investments in stocks and shares
Investments in Funds
Amount
Amount
Amount
Amount
Amount
1
of 5
Previous
Next
Submit
Press
Enter
4
Assets
Yes I Have
Value
House
Investment Properties
House
Investment Properties
Yes I Have
Value
Yes I Have
Value
1
of 2
Previous
Next
Submit
Press
Enter
5
Circle of Love
The people whom you care about
Still caring for
Annual amount
Age
Parent (s)
Spouse
Children
Siblings
Self and expenses
Parent (s)
Spouse
Children
Siblings
Self and expenses
Still caring for
Annual amount
Age
Still caring for
Annual amount
Age
Still caring for
Annual amount
Age
Still caring for
Annual amount
Age
Still caring for
Annual amount
Age
1
of 5
Previous
Next
Submit
Press
Enter
6
Financial Liabilities
Housing loans / credit overdrafts
TextSize
Created with Sketch.
Huge
Large
Normal
Small
Bold
Created with Sketch.
Italic
Created with Sketch.
Underline
Created with Sketch.
Underline Copy
Created with Sketch.
Ok
NumberList Copy 2
Created with Sketch.
quote
Created with Sketch.
Break
Created with Sketch.
Image
Created with Sketch.
Ok
Smiley
Created with Sketch.
Previous
Next
Submit
Press
Enter
7
What are your key concerns?
With regards to your current portfolio
Hospitalisation and Accident Expenses
make premiums more effective
improve wealth accumulation portfolio
Work on Death/TPD portfolio
Work on Early CI/ CI portfolio
diversify investment portfolio
Previous
Next
Submit
Press
Enter
8
What are the most important goals right now?
Personal goals
Save up for a car / Change car
Save up for House / Upgrade of house
Childrens' Education
Accumulating a retirement sum
starting a lifetime income source
Previous
Next
Submit
Press
Enter
9
Any other concerns not stated above
TextSize
Created with Sketch.
Huge
Large
Normal
Small
Bold
Created with Sketch.
Italic
Created with Sketch.
Underline
Created with Sketch.
Underline Copy
Created with Sketch.
Ok
NumberList Copy 2
Created with Sketch.
quote
Created with Sketch.
Break
Created with Sketch.
Image
Created with Sketch.
Ok
Smiley
Created with Sketch.
Previous
Next
Submit
Press
Enter
Should be Empty:
Question Label
1
of
9
See All
Go Back
Submit
