Are you prepared?
Published on Nov 18, 2015
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MORE DECKS TO EXPLORE
PRESENTATION OUTLINE
FOR EventS OUT OF YOUR CONTROL?
- Becoming disabled
- Suffering a critical illness
- Unexpected death of a breadwinner
Photo by Catholic Church (England and Wales)
FOR EVENTS you can CONTROL?
- Fund for emergencies
- Fund for emergencies
- Saving up for child's education
- Saving up for child's education
- Securing a comfortable retirement?
- Securing a comfortable retirement?
- Saving up for future goals & acquisitions?
- Saving up for future goals & acquisitions?
Photo by 401(K) 2013
Disability Or DEATH?
ARE YOUR PREPARED to manage your assets in the event of
Risks
The events that are out of your control are your
Issue: Risks
- Becoming disabled
- Suffering a critical illness
- Unexpected death of a breadwinner
PROTECTION & RISK MANAGEMENT by having
- Life Insurance
- Disability & Critical Illness Coverage
- HMO
WEALTH MANAGEMENT
THE THING/S YOU CAN CONTROL
Issue: WEALTH MANAGEMENT
- Funding for emergencies
- Savings for Child's Education
- Savings for a comfortable retirement
- Savings for your future goals
WEALTH ACCUMULATION & ENHANCEMENT
WEALTH MANAGEMENT can be achieved via
PROTECTION & RISK MANAGEMENT
RISKS CAN BE MITIGATED THROUGH
WEALTH ACCUMULATION BY SETTING UP AN:
- Emergency Fund
- Education Fund
- Retirement Fund
- Future Goals Funding
Photo by włodi
Preserving your Estate
ASSET MANAGEMENT IN THE EVENT OF DISABILITY OR DEATH IS SIMPLY
Wealth Distribution
PRESERVING YOUR ESTATE is all about
Estate Plan
WEALTH DISTRIBUTION BY HAVING AN
Estate Plan
- Creating a will
- Reducing Estate Taxes
- Creating / Updating Life Insurance Beneficiaries
Question
w/c among the 3 is the one you would like to address?
QUESTION?
- Protection / Risk Management
- Wealth Accumulation & Enhancement
- Preserving your Estate
WHY did you choose this?
WHY did you choose this?
- Why is this important to you?
- Why is this your 1st choice?
WHEN would you like to achieve this goal?
WHEN would you like to achieve this goal?
- How long will it take ?
- When do you plan to start?
How will you reach this goal?
How will you reach this goal?
- Do you have an idea how to do this?
- How do you plan to do this?
WHAT Have you done TO REACH THIS GOAL?
WHAT Have you done TO REACH THIS GOAL?
- Are you doing something for your goal?
- What steps have you taken?
Financial Plan
What I can do for you is to create a
Financial Plan
- To help you achieve your financial goals.
- A plan that is tailor-fit to suit your needs.
Investment/s
WEALTH ENHANCEMENT THROUGH
