INSURANCE PORTFOLIO REVIEW SERVICE

Today, in the information age, many of us are being paid to handle stress—stress in the form of deadlines, working long and odd hours or even having continuous information flickering on the screens of our smartphones that require our immediate attention and decisions.

In fact, the highest paying jobs may not be the most physically demanding but rather, they are usually the most mentally and/or emotionally stressful.

The good thing is that in the right jobs, you can be paid very well. In my work with clients, it is not uncommon to have clients being confident of being able to retire in their 40s or early 50s if they can keep doing what they are doing.

However, accompanying the confidence is the lingering fear of not being able to continue at this high level for the long term and it’s not because of their ability but because their bodies (and health) may not be able to take it.

DO YOU HAVE AN UPDATED INSURANCE PORTFOLIO?

Having a comprehensive insurance portfolio that protects against the health risks of today’s lifestyle is an essential part of everyone’s financial plan. Advancements in medical technology have enabled early detection of illnesses and a high probability of making good recovery. While the options are there, they often come at a price.

This is where having an updated insurance portfolio is so important to give you the confidence to continue to give your all while knowing that should you fall, you will not be using your hard-earned money to pay for any medical bills and your loss of income is completely covered.

Hence, during every review with my clients, I always narrow my focus towards a few questions:

  • Are you confident that you are adequately prepared if you ever lose your health?

  • Do your current protection plans provide you with the funds to pay off your house mortgage in such an event?

  • Are your costs, bills and monthly expenses fully provided for if you survive a critical illness like cancer or stroke?

  • If you discover a critical illness in the early stages, do you need an insurance payout?

INSURANCE PORTFOLIO REVIEW SERVICE

If you feel it’s time to review your insurance portfolio, sign up for my Insurance Portfolio Review Service.

The review will take around 45 minutes, during which I will lead you through a calculation analysis to answer the questions listed above. You can choose to meet up in person or over Zoom for your convenience.

BONUS

The review also includes a one-time compilation of all your insurance policies in an wellnex app. Your insurance information can be uploaded in an app for convenient access. In addition, the app comes with medical and lifestyle benefits to help you save money through preferred partners rates.

The Insurance Portfolio Review Service cost is a one-time fee of $100 nett.

If you are interested, do fill up the form below and we will get back to you soon,

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