26歲女 第一張保單規劃 - 保險

By Regina
at 2021-06-28T18:35
at 2021-06-28T18:35
Table of Contents
請詳述以下資訊:
一、性別:女
二、年齡:26
三、職業/工作內容:科技業 專案經理
四、保障需求:醫療險、意外險、癌症
五、保費預算:20000-35000
六、健康告知:
(1) 最近2個月內是否曾因受傷或生病接受醫師治療、診療或用藥?否
(2) 過去2年內是否曾因接受健康檢查有異常情形而被建議接受其他檢查或治療?否
(3) 過去5年內是否曾因受傷或生病住院治療7日以上?否
(4) 是否已確知懷孕?如是,已經幾週?否
(5) 過去5年內是否曾因患有下列疾病而接受醫師治療、診療或用藥?否
(6) 過去1年內是否曾因患有下列疾病,而接受醫師治療、診療或用藥?否
(胃部疾病/肝臟疾病/呼吸器官疾病/眼疾/婦女病)
(7) 目前身體機能是否有失明、聾啞及言語、咀嚼、四肢機能障害?否
(8)(成人)BMI 是否不在下列範圍:BMI=16.5~28
(兒童)生長曲線百分位 是否不在下列範圍:3%以上
否
七、常用交通工具:大眾運輸
八、預計規劃:
醫療險>意外險>癌症
九、現有保險:
僅有富邦產險十全大補 年繳約兩千的意外險
十、預增保險:
1. 南山
https://i.imgur.com/AYQMe4R.jpg
2. 富邦 - 年繳22,283
https://i.imgur.com/v9DqixB.jpg
第一份保單規劃
有聽說七月保費要做調漲,目前向兩間保險公司做了詢問
南山重大傷病保險附約1C1C第一年因為滿便宜的建議書單位先放了20,估計後面就算簽了也
會下調單位量
想請各位高手幫忙看看能怎麼做選擇和調整
感謝大家!
--
All Comments

By Regina
at 2021-07-01T13:42
at 2021-07-01T13:42

By Adele
at 2021-07-05T00:44
at 2021-07-05T00:44

By Anthony
at 2021-07-08T19:04
at 2021-07-08T19:04

By Edith
at 2021-07-09T06:41
at 2021-07-09T06:41

By Genevieve
at 2021-07-13T22:19
at 2021-07-13T22:19

By George
at 2021-07-18T17:53
at 2021-07-18T17:53

By Edward Lewis
at 2021-07-22T09:08
at 2021-07-22T09:08

By Audriana
at 2021-07-23T16:44
at 2021-07-23T16:44

By Quanna
at 2021-07-25T23:26
at 2021-07-25T23:26

By Joseph
at 2021-07-27T15:00
at 2021-07-27T15:00

By Anonymous
at 2021-07-30T16:18
at 2021-07-30T16:18

By Joseph
at 2021-08-03T13:49
at 2021-08-03T13:49

By Jacob
at 2021-08-06T19:58
at 2021-08-06T19:58

By Necoo
at 2021-08-11T19:42
at 2021-08-11T19:42

By Puput
at 2021-08-12T08:33
at 2021-08-12T08:33

By Eden
at 2021-08-14T16:39
at 2021-08-14T16:39
Related Posts
28歲女既有保單審視和新保單規劃(代PO)

By Mary
at 2021-06-28T17:35
at 2021-06-28T17:35
3保險業不當佣酬挨罰890萬 金管會:須咎

By Michael
at 2021-06-28T15:32
at 2021-06-28T15:32
丙式汽車保險續保

By Bennie
at 2021-06-28T15:03
at 2021-06-28T15:03
富邦防疫險理賠聯盟鏈及鄰櫃補件

By Candice
at 2021-06-28T14:43
at 2021-06-28T14:43
3歲男 保單規劃

By Lauren
at 2021-06-28T13:14
at 2021-06-28T13:14