10/06/2024
Half of the year already and it is the best time to schedule a meeting with your insurance agent and REVIEW YOUR POLICY.
Wonder why we do Policy Reviews?
1. To check if you have your information correct or if you need updating for example, you need to add your new beneficiary or even as simple as new address.
2. Be reminded of the purpose of the plan when you got your policy-- is it for protection? for retirement?
3. Is your insurance coverage still sufficient? What are your existing benefits? Were you able to get all the complete all benefits you can attach to your plan? If not, what are those benefits you MUST have?
4. What is the performance of your investment? Is it earning? Are you losing? Is it time to change funds? Do-top ups?
5. Are you satisfied with the company? With your servicing agent? We need to know how we can help you better as your financial consultants. Is this something of value to you?
If yes, then send us a message for a FREE policy review! We also review your other existing policies from other insurance companies and can summarize all of your plans for you!