Client Profile

Sarah Tan

Preferred: Sarah · Marketing Manager

Net Worth

S$ 1,240,000

Income

S$ 96,000

Savings

S$ 120,000

Investments

S$ 320,000

Protection

S$ 3,100,000

Goals

2/3

Personal Information

Full Name

Sarah Tan

NRIC

S8812345A

Date of Birth

14/06/1988

Gender

Female

Marital Status

Married

Occupation

Marketing Manager

Contact

Mobile

9123 4567

[email protected]

Home Address

12 Tampines Ave 4, #08-21, S529876

Policies Summary

Total Policies

Inforce

Total Coverage

S$ 3,100,000

Annual Premium

S$ 14,187

Coverage & Funding Targets

Targeted vs shortfall

Total Target

S$ 5,500,000

Covered

S$ 4,900,000

Shortfall

S$ 600,000

DeathS$ 400,000 shortfall

Target S$ 2,000,000Covered S$ 1,600,000Shortfall S$ 400,000

TPDFully funded ✓

Target S$ 2,000,000Covered S$ 2,000,000Shortfall S$ 0

Critical IllnessS$ 200,000 shortfall

Target S$ 500,000Covered S$ 300,000Shortfall S$ 200,000

Savings / FundFully funded ✓

Target S$ 1,000,000Covered S$ 1,000,000Shortfall S$ 0

Policies

Pro Achiever 3.0

inforce

AIA · investmentS$ 8,400/yrSum assured: S$ 100,000Sarah Tan

Yearly Performance

+20.5% since inception

Current

S$ 16,024

Total Paid

S$ 13,300

Since

2022

Joining Date

—

Joining age

—

2022S$ 8,200

2023S$ 9,900

2024S$ 11,800

2025S$ 13,900

2026S$ 16,024

Pro Lifetime Protector

inforce

AIA · investmentS$ 2,931.24/yrSum assured: S$ 150,000Sarah Tan

Yearly Performance

-41.7% since inception

Current

S$ 6,830

Total Paid

S$ 11,724.96

Since

2023

Joining Date

—

Joining age

—

2024S$ 5,600

2025S$ 6,200

2026S$ 6,830

HSG MAX A (MEDISAVE)

inforce

AIA · InsuranceS$ 484/yrSum assured: —Sarah Tan

Yearly Performance

Current

—

Total Paid

S$ 484

Since

—

Joining Date

—

Joining age

—

No yearly values recorded.

VITAL HEALTH A (CR)

inforce

AIA · InsuranceS$ 491.64/yrSum assured: —Sarah Tan

Yearly Performance

Current

—

Total Paid

S$ 491.64

Since

—

Joining Date

—

Joining age

—

No yearly values recorded.

SOLITAIRE PERSONAL ACCIDENT ll

inforce

AIA · InsuranceS$ 574.68/yrSum assured: —Sarah Tan

Yearly Performance

Current

—

Total Paid

S$ 574.68

Since

—

Joining Date

—

Joining age

—

No yearly values recorded.

SECURE FLEXI TERM

inforce

AIA · InsuranceS$ 1,304.97/yrSum assured: —Sarah Tan

Yearly Performance

Current

—

Total Paid

S$ 1,304.97

Since

—

Joining Date

—

Joining age

—

No yearly values recorded.

Wealth Protection & Accumulation

Coverages & premiums by policy

Swipe to see all columns →

Insured	Plan name	Policy no.	Incepted	Prem. / yr	Prem. / mo	Payment	Death	TPD	Disability Inc.	Early / Int. CI	Major CI	Hospital	Hospital Inc.	Personal Acc.	Remarks
Sarah Tan	Pro Achiever 3.0 AIA	—	—	S$ 8,400	S$ 700	GIRO	S$ 100,000	—	—	—	—	—	—	—	—
Sarah Tan	Pro Lifetime Protector AIA	—	—	S$ 2,931.24	S$ 244.27	GIRO	S$ 150,000	—	—	—	—	—	—	—	—
Sarah Tan	HSG MAX A (MEDISAVE) AIA	—	—	S$ 484	—	CPF - MA	—	—	—	—	—	—	—	—	—
Sarah Tan	VITAL HEALTH A (CR) AIA	—	—	S$ 491.64	S$ 40.97	GIRO	—	—	—	—	—	—	—	—	—
Sarah Tan	SOLITAIRE PERSONAL ACCIDENT ll AIA	—	—	S$ 574.68	S$ 47.89	GIRO	—	—	—	—	—	—	—	S$ 300,000	—
Sarah Tan	SECURE FLEXI TERM AIA	—	—	S$ 1,304.97	S$ 108.75	GIRO	S$ 1,000,000	S$ 1,000,000	—	—	—	—	—	—	—

Total Premium / Month

S$ 1,141.88

Total Premium / Year

S$ 14,186.53

Nominations & Estate Planning

Policies NominationYES

CPF NominationYES

Wasiat / WillNO

Lasting Power of Attorney (LPA)YES

Advance Care Planning (ACP)NO

Advance Medical Directive (AMD)NO

Agency for Integrated Care (AIC)NO

Dependant Protection Scheme (DPS)YES

SME CompanyNO

Property

Property ValueS$ 620,000

Property Outstanding LoanS$ 180,000⚑ Loan

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