| Discussed Items |
Yes/No |
Ass./Cov. |
Provider |
Exp. Date |
Remark |
| WEALTH PROTECTION |
| LIFE INSURANCE |
IT'S A MUST IN YOUR FINANCIAL PLANNING |
| Income Protection Needs |
|
|
|
|
|
| Financial Needs Analysis |
|
|
|
|
|
| Disability Income |
|
|
|
|
|
| Medical Insurance |
|
|
|
|
|
| Hospitalization Plan |
|
|
|
|
|
| Debt Protection Plan |
|
|
|
|
|
| BUSINESS INSURANCE |
SINKING FUND/BUYING OVER COMPANY SHARE |
| Keyman Insurance |
|
|
|
|
|
| Retirement Scheme |
|
|
|
|
|
| Business Protection Plan |
|
|
|
|
|
| CORPORATE SALES |
VOLUNTARY PLAN / PAYROLL DEDUCTION |
| Retirement Planning |
|
|
|
|
|
| Education Planning |
|
|
|
|
|
| Life Insurance Planning |
|
|
|
|
|
| Cash Guaranteed Plan |
|
|
|
|
|
| Critical Illness Shield |
|
|
|
|
|
| Hospitalization & Surgical Plan |
|
|
|
|
|
| GENERAL INSURANCE |
INSURED YOUR VALUABLE ASSET |
| Motor Insurance |
|
|
|
|
|
| Personal Accident |
|
|
|
|
|
| Home Loan |
|
|
|
|
|
| MRTA |
|
|
|
|
|
| Group Insurance |
|
|
|
|
|
| Commercial Business Unit |
|
|
|
|
|
| HomePlus - Houseowner & House Holder |
|
|
|
|
|
| Public Liability |
|
|
|
|
|
| All Risks |
|
|
|
|
|
| Workman Compensation |
|
|
|
|
|
| Marine |
|
|
|
|
|
| Professional Imdemnity |
|
|
|
|
|
| Golfer |
|
|
|
|
|
| Plate Glass |
|
|
|
|
|
| Product & Personal Liability |
|
|
|
|
|
| Fire / Buglary |
|
|
|
|
|
| WEALTH ACCUMULATION |
| INVESTMENT |
INVESTMENT LINKED PRODUCT |
| Retirement Planning |
|
|
|
|
|
| Education Planning |
|
|
|
|
|
| Single & Regular Investment |
|
|
|
|
|
| Capital Builder |
|
|
|
|
|
| Guaranteed Income Endowment |
|
|
|
|
|
| Wealth Accumulation - $ makes $ |
|
|
|
|
|
| WEALTH DISTRIBUTION |
| |
INTERNATIONAL TAKAFUL OPERATION |
| Regular Investment |
|
|
|
|
|
| Single Unit |
|
|
|
|
|
| |
WRITE A WILL BEFORE ITS TOO LATE |
| Will Advisor |
|
|
|
|
|
| Will Writing |
|
|
|
|
|
| Admin of Will |
|
|
|
|
|
| Joint Asset ( Hubby & Wife ) |
|
|
|
|
|
| Gift |
|
|
|
|
|
| WEALTH PRE-SEARCH |
| Have you or your company fully used the 19% tax relief allowance ? |
|
|
| FNA |
FINANCIAL NEED ANALYSIS PLANNING |
| Financial Health Check-up |
|
|
|
|
|
| Income Protection Needs |
|
|
|
|
|
| Education Need |
|
|
|
|
|
| Retirement Need |
|
|
|
|
|
| Investment Need |
|
|
|
|
|
| REFERRAL LEADS |
SORELY WORK ON BY REFERRALS |
| |
|
|
|
|
|
| |
|
|
|
|
|
| |
|
|
|
|
|
| |
|
|
|
|
|
| |
|
|
|
|
|
| RECRUITMENT |
DON'T U DESERVE MORE FOR LIFE |
| ASSOCIATES |
|
|
|
|
|
| PARTNERSHIP ( FRANCHISE ) |
|
|
|
|
|
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