2歲男 既有保單及新保單規劃 - 保險
By Oscar
at 2022-07-13T17:35
at 2022-07-13T17:35
Table of Contents
請詳述以下資訊:
一、性別:男
二、年齡:2歲
三、職業/工作內容:吃喝拉撒玩睡
四、保障需求:癌症 重大傷病
五、保費預算:含新保單2.5w
六、健康告知:皆正常
七、常用交通工具:汽車汽座
八、預計規劃:癌症 重大傷病
九、現有保險:
https://i.imgur.com/2gZqhse.jpg
當初兒子出生時還沒認識保險版,不曉得有罐頭保單,所以就請認識的國泰業務規劃,最近想再新增癌症一次金及重大傷病, 業務新規劃如下,請益該如何調整修改,謝謝
https://i.imgur.com/gJfB3kO.jpg
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All Comments
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