34歲男,32歲女,既有保單檢視 - 保險
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By Isabella
at 2022-11-15T20:41
at 2022-11-15T20:41
Table of Contents
請詳述以下資訊:
一、性別:34歲男及32歲女
二、年齡:
三、職業/工作內容:男維修工程師,女家管
四、保障需求:既有保單希望調整
五、保費預算:男3.5萬內,女3萬內
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?
(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?
(3) 過去5年內是否曾因受傷或生病住院治療7日以上?
(4) 是否已確知懷孕?如是,已經幾週?(女性回答)
(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?
(心血管疾病/腦血管疾病/肺部疾病/肝臟疾病/腎臟疾病/甲狀腺疾病/精神疾病)
(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?
(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?
(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
男女以上皆無
七、常用交通工具:機車/汽車
八、預計規劃:
目前剛買房買車生子…男為經濟支柱,女在家為家管,希望在保險有完善基本保
障的前提下,縮減保險的預算(我記得好像之前保三實支,但我們都是各單身的時候用的
…現在負擔實在很硬...但房車又必須要買...可能女生部分就要縮減成雙實支之類的…唉)
再麻煩版上各位前輩大大,建議如何調整了…(哭)
九、現有保險:
34歲男
https://i.imgur.com/cKPnqS4.jpg
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32歲女
https://i.imgur.com/KdQD25x.jpg
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By Skylar Davis
at 2022-11-17T06:28
at 2022-11-17T06:28
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at 2022-11-17T22:06
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