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Brandan Chen
02 Aug 2018
Financial Planner at Manulife Singapore
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Gabriel Tham
21 May 2018
Tag Team Member at Kenichi Tag Team
Usually I would ask my FA to add in whatever I feel is missing. After all they are the FA and should do their best to help you understand your financial situation. Otherwise, the alternative is to find another independent FA to do a financial report for you and then you can do a comparison.
Perhaps you can share some details as to what you think is missing from your FA report. Because there are alot of financial stuff that can be included but not all are suited to everyone.
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If you are looking for a summary, it shouldn't be more than a page and should cover the following areas. Death, accidental Death, TPD, CI, Early CI.
In addition include the premiums you are paying for be it monthly or annually. Cash vs CPF
Would be good to have a remarks column to capture key information like the scope of coverage and till when the coverage ceases.
Drop me an email at [email protected] and I can share my version with you