Alan, 34
GenderMale
Monthly Income$10,000
Insurance Types Suggested
- Disability
- Term Life
Based on real submissions and proposals
Hi, my name is Keeara
Female
Gender
32
Age
No
Smoker?
$10000
Monthly Income
Interested In
Investment Linked Plan
Other Information
I am a 32-year-old female analyst who is married and aiming to have 2 children. I have a house overseas with my husband, and our BTO is coming in 2 years. I am also looking to invest in a property worth around $2 million as an investment. My main goal is to grow my money and prepare for retirement, so I am interested in investment-linked plans that are not long-term commitments (less than 15 years). I currently have some insurance policies, including a savings plan and a life plan, but I am looking to diversify my investments and explore other alternatives.
Current Insurance Plans
I currently have a savings plan that costs $213 per month for 25 years, and a life plan that costs $169 per month for 30 years, providing $100,000 in death and disability coverage, as well as critical illness coverage of $50,000.
Personalized proposals for Keeara
Prepared by: Michelle Ngiam
Total premium: $3,000
Prepared by: Wong Yao Feng
Total premium: $0
Prepared by: Andrea Lim
Total premium: $0
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