转换保险公司时的风险提示
转换保险公司时的风险提示 通常情况下，保险顾问在向客户提供保险建议时只会建议购买所需要的且尚未买入的保险产品，不会考虑已经拥有的保险产品。如果用新的保险公司的保单替换现有保险公司的保单，那么新的保单有可能会出现现有保单中所没有的额外条件或排除事项。
人寿保险年度审查 (Review) 的重要性
人寿保险年度审查 (Review) 的重要性 1. 每年审查保单 随着时间的推移，保险需求会随着个人情况变化而变化，比如，收入变化、家庭结构变化、家庭成员依附关系变化， 以及健康和财产变化都会影响保险的需求。 审查保单的目的是确保保单全面和实用
购买人寿保险时的提示与要点
购买人寿保险时的提示与要点 1. 完整、诚实地回答问题 在申请购买保险时, 保险公司会询问有关申请人的健康状况、休闲爱好、生活方式、职业、以及家族历史。这样保险公司能够做出正确的风险评估。
How To Promote One’s Healthspan?
Basically speaking, one’s healthspan is as important as one’s lifespan. Many people know the term of lifespan, which means how long they may live. But very few people think about their healthspan.
Now's a good time to review your KiwiSaver
Every year around this time, Kiwisaver members would receive an annual statement from their fund managers. This provides a summary of what’s happened in your KiwiSaver account for the year to 31 March. Taking some time to review and understand your annual statement is a great way to see if you’re on track for the kind of retirement you want, or if you need to make changes now to secure a better financial future. The aim is to help you get a better understanding of how much money you could have in your KiwiSaver account when you turn 65, and the weekly income in retirement this amount would provide.