28歲女 既有保單檢視/元大 - 保險
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By Hamiltion
at 2019-05-24T20:47
at 2019-05-24T20:47
Table of Contents
一、性別:女
二、年齡:28
三、職業/工作內容:行政人員
四、保障需求: 癌症、重大傷病、一次金、壽險
五、保費預算:30000內
六、健康告知:
(4) 是否已確知懷孕?是,28週
七、常用交通工具:汽車
八、預計規劃:8月份即將臨盆,想重新檢視保單。
爬文發現自己沒有癌症險和重大傷病險,又元大NR似乎沒有特別出色,是否拿掉改成台壽HNRB較優?還是直接換成JR?
雖然想規劃雙實支但是好像會爆預算,請板上大神幫我檢視看看有哪些不必要的可以拿掉,非常感謝。
(EX.壽險/癌症險優先,意外險/醫療險其次)
九、現有保險:(請確實填寫,勿將尚未購買之險種填於此區域)
保險公司:元大
購買時間:106年
https://i.imgur.com/Ik6Sem6.jpg
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)
保險公司:臺灣人壽
https://i.imgur.com/xUKXpHd.jpg
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All Comments
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By Harry
at 2019-05-25T14:34
at 2019-05-25T14:34
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at 2019-05-26T21:31
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By Belly
at 2019-05-29T09:03
at 2019-05-29T09:03
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By Freda
at 2019-06-02T20:47
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By Thomas
at 2019-06-04T23:47
at 2019-06-04T23:47
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