Is there anyone who can share a comprehensive excel spreadsheet for compiling / summarizing the insurance policy plans? Somehow feel that there is still some lacking in the format that my FA is using, thanks!?

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

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.

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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.