The Objective of This Chapter:

  1. Helping agent to understand why need to save in insurance saving plan 
  2. Explain the importance of saving plan during wealth accumulation stage
  3. Explain the importance of saving plan during wealth preservation stage

 

*function of saving plan
during wealth accumulation stage*

*function of saving plan
during wealth PRESERVATION stage*

IF CLIENT WOULD LIKE TO SAVE IN 1 LUMP SUM

FACT FINDER FOR LONG TERM SAVING

GFW VS FD TABLE

GFW MATERIAL (FOLDER)