0歲男 新生兒保單規劃 - 保險
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By Olive
at 2022-01-25T13:18
at 2022-01-25T13:18
Table of Contents
請詳述以下資訊:(括弧內文字請刪除)
一、性別:男
二、年齡:0歲
三、職業/工作內容:喝拉撒睡玩
四、保障需求:醫療、實支、重大傷病、癌症、意外、燒燙傷、失能
五、保費預算:含現有的約2.5-3萬
六、健康告知:新生兒篩檢正常
七、常用交通工具:大眾交通/汽車
八、預計規劃:
原先遠雄、全球、台壽(選擇一)三家一起送,後來因意外險種重新調整後又開始賣,所以業務就先不送台壽,給了選擇二的內容
九、現有保險:(請確實填寫,勿將尚未購買之險種填於此區域)
遠雄
https://i.imgur.com/X33mBzz.jpg
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https://i.imgur.com/smGznFw.jpg
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十、預增保險:(可填上所收到的建議書險種/自己找的預增險種)
不知道下面這兩種組合搭配現有保險有何建議,謝謝
選擇一
https://i.imgur.com/6KQ4Lmw.jpg
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https://i.imgur.com/mxap7iX.jpg
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Sent from JPTT on my iPhone
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All Comments
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By Olga
at 2022-01-24T05:12
at 2022-01-24T05:12
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