Financial Health Check
AIA’s Financial Health Check helps customers plan their financial needs more comprehensively through purchasing an insurance plan best suited to their goals. The process involves identifying a customer’s financial objectives, establishing priorities and assessing options to help customers achieve those objectives. Based on four core needs; Family Income Protection, Education Savings, Retirement Savings, and Accident & Health coverage. The Financial Health Check provides a solid foundation for customers to start building a secure financial future for themselves and their family.
Examples of needs:
|Stage of Life||Financial Objectives|