30歲男現有保單檢視 - 保險
By Linda
at 2015-12-15T22:44
at 2015-12-15T22:44
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:30
三、職業/工作內容:物流業
四、保障需求:(請以IE開啟http://goo.gl/Atpsj進行試算)
五、保費預算:4000
六、健康告知:5年內未有重大手術,無家族遺傳病史
七、常用交通工具:汽機車
八、預計規劃:國泰保單是自己保的,已繳費60期。
因對保險沒太深研究,繳20年換終身感覺還算合理所以買終身險
現在因為已是家中主要經濟來源,覺得該把這塊先補起來
目前尚未跟各家業者接觸,想先請益往哪方面加強再比較各家保險商品
九、現有保險:
保險公司:國泰人壽
購買時間:100年11月
商品名稱 [英文代號] 保額/計畫 期間 保費
_____________________________________________________________________________
新安心保住院醫療終身保險 1000 20年 830元
新安順手術醫療終身保險 1000 20年 1790元
全方位傷害死殘(附約) 100萬
全方位傷害醫療擇優型(附約) 1000
全方位傷害醫療日額 1000
康愛防癌終身健康保險 1單位
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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