30歲男 第一份保單 (富邦) - 保險
By Hamiltion
at 2015-05-11T23:36
at 2015-05-11T23:36
Table of Contents
一、性別:男
二、年齡:30
三、職業/工作內容:產品經理。一年約兩次一週短期出差。其餘上下班以車代步
四、保障需求:即將成家。只有一張終身癌險
五、保費預算:一年在3萬內
六、健康告知:
沒生大病過 感冒也很少
七、常用交通工具:汽車
八、預計規劃:
尚未有保單。只有十年前購買終身型癌險
九、現有保險:無
目前由朋友建議給我們的規劃書。對壽險比較不重視。希望住院或意外能有單人房的理賠
。因建議書上沒有落落長的名稱。因此直接上傳照片
http://i.imgur.com/1irtTNF.jpg
保險公司:
購買時間:
商品名稱 [英文代號] 保額/計畫 期間 保費
_____________________________________________________________________________
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:
商品名稱 [英文代號] 保額/計畫 期間 保費
_____________________________________________________________________________
本板叮嚀:
1. 若討論未依照預算進行規劃,請告知板主,依板規處理。
(例:預算一萬,規劃年繳十萬)
2. 理財型保險商品討論請移駕至CFP板。
生活娛樂館 生活, 娛樂, 心情
Life_Plan 人生 Σ人生規劃局 → 人生/理財/考試
CFP 理財 ◎ ★全方位理財規劃顧問討論板★
3. 凡不做功課(伸手牌),並於文章內或推文中直接索取建議書者,一律劣退並水桶
--
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