A&H FHR DeclarationOption 1: Full Financial Review - exploration of al terjemahan - A&H FHR DeclarationOption 1: Full Financial Review - exploration of al Bahasa Indonesia Bagaimana mengatakan

A&H FHR DeclarationOption 1: Full F

A&H FHR Declaration
Option 1: Full Financial Review - exploration of all Accident and Health priorities
and objectives with the customer during the Fact-Find.
Option 3: Product advice only. You only advise/provide recommendations on
product suitability.
Option 4: No advice is provided.
2.3 Feeling Questions
The purpose of the feeling questions is to allow the customer to realise the
importance of planning for various needs as he progresses to the different life
stages.
Feeling Questions
Do you intend to change your job in the near future?
Trigger: This will make the customer consider the impact
of a change in employment and his income, and how his
family's standard of living or financial commitments may
be affected.
Do you foresee yourself working beyond your retirement?
Trigger: This will make the customer consider if he has
sufficient funds for full retirement, that is, he does not
have to work to supplement his retirement income.
Is your spouse dependent on you for his retirement?
Trigger: This will make the customer consider whether
he has included his spouse's retirement needs into his
planning.
Do you know how long your assets can last if you were
to suffer a prolonged disability or sickness?
Trigger: This question will make the customer consider
whether he has enough assets to sustain his lifestyle in
the event of prolonged disability or sickness.
Have there been any major changes in your income in
the last few years?
Trigger: This helps you to explore, with the customer,
how a change in his income can affect his standard of
living, level of savings, or financial objectives as he
progresses to the different life stages.
1688/5000
Dari: Inggris
Ke: Bahasa Indonesia
Hasil (Bahasa Indonesia) 1: [Salinan]
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A&H FHR DeclarationOption 1: Full Financial Review - exploration of all Accident and Health prioritiesand objectives with the customer during the Fact-Find.Option 3: Product advice only. You only advise/provide recommendations onproduct suitability.Option 4: No advice is provided.2.3 Feeling QuestionsThe purpose of the feeling questions is to allow the customer to realise theimportance of planning for various needs as he progresses to the different lifestages.Feeling QuestionsDo you intend to change your job in the near future?Trigger: This will make the customer consider the impactof a change in employment and his income, and how hisfamily's standard of living or financial commitments maybe affected.Do you foresee yourself working beyond your retirement?Trigger: This will make the customer consider if he hassufficient funds for full retirement, that is, he does nothave to work to supplement his retirement income.Is your spouse dependent on you for his retirement?Trigger: This will make the customer consider whetherhe has included his spouse's retirement needs into hisplanning.Do you know how long your assets can last if you wereto suffer a prolonged disability or sickness?Trigger: This question will make the customer considerwhether he has enough assets to sustain his lifestyle inthe event of prolonged disability or sickness.Have there been any major changes in your income inthe last few years?Trigger: This helps you to explore, with the customer,how a change in his income can affect his standard ofliving, level of savings, or financial objectives as heprogresses to the different life stages.
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Hasil (Bahasa Indonesia) 2:[Salinan]
Disalin!
A & H FHR Deklarasi
Opsi 1: Penuh Tinjauan Keuangan - eksplorasi semua prioritas Kecelakaan dan Kesehatan
dan tujuan dengan pelanggan selama Fakta-Cari.
Opsi 3: saran Produk saja. Anda hanya menyarankan / memberikan rekomendasi tentang
produk kesesuaian.
Option 4: Tidak ada saran yang diberikan.
2.3 Feeling Pertanyaan
Tujuan dari pertanyaan perasaan adalah untuk memungkinkan pelanggan untuk menyadari
pentingnya perencanaan untuk berbagai kebutuhan seperti yang berkembang ke kehidupan yang berbeda
tahap.
perasaan Pertanyaan
Apakah Anda berniat untuk mengubah pekerjaan Anda dalam waktu dekat?
Pemicu: ini akan membuat pelanggan mempertimbangkan dampak
dari perubahan dalam pekerjaan dan pendapatan, dan bagaimana nya
standar keluarga hidup atau komitmen keuangan mungkin
akan terpengaruh.
Apakah Anda memperkirakan diri Anda bekerja di luar masa pensiun Anda?
Pemicu: ini akan membuat pelanggan mempertimbangkan apakah ia memiliki
dana yang cukup untuk pensiun penuh, yaitu, ia tidak
harus bekerja untuk menambah penghasilan pensiun.
Apakah pasangan Anda tergantung pada Anda untuk pensiun?
Pemicu: ini akan membuat pelanggan mempertimbangkan apakah
ia sudah termasuk pensiun pasangan nya kebutuhan dalam nya
perencanaan.
Apakah Anda tahu berapa lama aset Anda dapat bertahan jika Anda
menderita cacat berkepanjangan atau sakit?
Pemicu: pertanyaan ini akan membuat pelanggan mempertimbangkan
apakah ia memiliki cukup aset untuk mempertahankan gaya hidupnya di
acara cacat atau sakit berkepanjangan.
Apakah ada perubahan besar dalam pendapatan Anda dalam
beberapa tahun terakhir?
Pemicu: ini akan membantu Anda untuk mengeksplorasi, dengan pelanggan,
bagaimana perubahan dalam penghasilannya dapat mempengaruhi standar tentang
hidup, tingkat tabungan, atau tujuan keuangan saat ia
berkembang ke tahap kehidupan yang berbeda.
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