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box-bankers
Getting To Know you
Jason Long
9
Questions
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1
Basic Information
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Name
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Contact Number
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Occupation
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Annual Salary
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Name
Contact Number
Occupation
Annual Salary
Input
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Input
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Input
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Input
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2
Weath Protection information
Insured Amount
Death Coverage
Row 0, Column 0
Total Permanent Disability
Row 1, Column 0
Early Critical Illness
Row 2, Column 0
Critical Illness
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Hospitalisation
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Disability Income
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Accident
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Death Coverage
Total Permanent Disability
Early Critical Illness
Critical Illness
Hospitalisation
Disability Income
Accident
Insured Amount
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Insured Amount
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Insured Amount
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Insured Amount
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Insured Amount
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Insured Amount
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Insured Amount
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3
Wealth Accumulation
Amount
Savings account in the bank
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Row 0, Column 1
Fixed Deposits
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Row 1, Column 1
Insurance Endowment Policies
Row 2, Column 0
Row 2, Column 1
Investments in stocks and shares
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Row 3, Column 1
Investments in Funds
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Row 4, Column 1
Savings account in the bank
Fixed Deposits
Insurance Endowment Policies
Investments in stocks and shares
Investments in Funds
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Amount
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Row 1, Column 0
Amount
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Row 2, Column 0
Amount
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Row 3, Column 0
Amount
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Amount
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4
Assets
Yes I Have
Value
House
Row 0, Column 0
Row 0, Column 1
Investment Properties
Row 1, Column 0
Row 1, Column 1
House
Investment Properties
Yes I Have
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Value
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Yes I Have
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Value
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5
Circle of Love
The people whom you care about
Still caring for
Annual amount
Age
Parent (s)
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Spouse
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Children
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Siblings
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Row 3, Column 1
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Self and expenses
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Row 4, Column 1
Row 4, Column 2
Parent (s)
Spouse
Children
Siblings
Self and expenses
Still caring for
Row 0, Column 0
Annual amount
Row 0, Column 1
Age
Row 0, Column 2
Still caring for
Row 1, Column 0
Annual amount
Row 1, Column 1
Age
Row 1, Column 2
Still caring for
Row 2, Column 0
Annual amount
Row 2, Column 1
Age
Row 2, Column 2
Still caring for
Row 3, Column 0
Annual amount
Row 3, Column 1
Age
Row 3, Column 2
Still caring for
Row 4, Column 0
Annual amount
Row 4, Column 1
Age
Row 4, Column 2
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6
Financial Liabilities
Housing loans / credit overdrafts
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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
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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
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9
Any other concerns not stated above
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