SERVICES

Insurance Portfolio Review

Customize and Holistic Portfolio Process

A Portfolio Plan Suite to your Needs

Through an exploratory discussion and review of your policies, we will be able to highlight the coverage gaps. It might be a missing hospitalisation plan or a missing personal accident plan, or you might even have multiple policies covering the same gap and paying unnecessarily for excess coverage.

We will let you know if there are gaps or overlapping coverage and see if we are able to help you optimize your existing cover to suit your unique personal circumstances. Through this, we hope to provide clarity to you and cover your gaps.

PromiseLand Independent - Portfolio Insurance Review

Insurance Protection areas we look at

Here are some of the insurance protection areas we help our clients look at:

  1. Death, Total & Permanent Disability
  2. Critical Illness, Early Critical Illness
  3. Hospitalisation Plan (Medishield Enhancements)
  4. Long-Term Care Plan (Careshield Enhancements)
  5. Personal Accident Plans

If you would like clarity over your portfolio and find out any potential gaps, chat with us and set up an appointment with our Financial Advisers to walk through your portfolio together!

Book An Appointment

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