AIA Financial Health Check

AIA SIMPLE FINANCIAL HEALTH CHECK:- (please answers reply to me back total how many "NO" responses)


1. I have drafted a WILL to distribute y estate to my loved ones. (YES/NO)

2. I have started building my retirement fund of at least 10 times my gross annual income. (YES/NO)

3. I have started to plan for my children's university education. (YES/NO)
4. I have emergency funds (i.e cash/cash equivalents) to provide for expenses for at least 6 months. (YES/NO)

5. I have critical Illness insurance coverage of at least twice my gross annual income. (YES/NO)

6. I have hospitalization and surgical insurance coverage that can provide for my hospital bills. (YES/NO)

7. My house will be fully paid-up in the event of my death or disability. (YES/NO)

8. I have Life Insurance and disability insurance coverage of at least 10 times my gross annual income. (YES/NO)

Total number of "NO" responses

* NONE
FANTASTIC!
Good Job! YOU are managing your life's financial concerns well. You might want to think about building up some other savings and investments. Need to review what you already have and plan ahead for your other needs.

* 1-3
MONITOR
Most of your financial concerns seem to be under control at the moment. Whatever your circumstances, it is good to review your unfulfilled concerns immediately. I Will review your situation and advise you accordingly.

* 4 or More
ALERT!
You should be on "RED ALERT!" What if the worst were to happen - will your loved ones be able to manage financially? You would ask - what should I do next? Make an appointment me today. Don't worry if this exercise has given you a lots to think about. I can help you with your financial concerns.