Asked on 30 Dec 2020
DIY investment should be out of the option... If I'm looking into OCBC roboinvest VS getting an investment plan from Prudential, what are some of the things I should look out for?
Do speak with both OCBC and your Prudential financial advisor on the respective products'/solutions' suitability.
Also, for any investment-linked policy, before signing up, make sure you read and understand the following statement which can be found in the proposal:
Buying a life insurance policy is a long-term commitment. An early termination of the policy usually involves high costs and the surrender value payable (if any) may be less than the total premiums paid.
Disclaimer: PolicyWoke is a 2nd-hand endowment policies broker