安聯CD+DR+DDR - 保險
By Enid
at 2015-03-16T16:31
at 2015-03-16T16:31
Table of Contents
請詳述以下資訊:
一、性別:女
二、年齡:32
三、職業/工作內容:教師
四、保障需求:防癌+重疾+意外
五、保費預算:
六、健康告知:健康寶寶
七、常用交通工具:汽車+機車
八、預計規劃:
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:安聯
商品名稱 [英文代號] 保額/計畫 期間 保費
_____________________________________________________________________________
萬世福終身壽險 WLIN 30萬 15年 10680
定期壽險附約 TLR 270萬 15年 3996
殘廢給付附約 DR 300萬 一年 720
一年期癌症健康保險附約 CR 200萬 一年 2826
重大傷病附約 DDR 150萬 一年 4515
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保費總和 23991
以上~請問這張保單還有需要調整的嗎?
這是我的第二張保單,第一張之前已PO過健檢,感謝大家來信指教,
目前就針對安聯的部分請大家給我建議.謝謝囉~~~
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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All Comments
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