09.04.2001 MONDAY ASK – MR ALFRED SAK

13 fact finding questions:

1. What are your objective or main concern?
2. What are your future plan?
3. Do you have a succession plan?
4. Do you have something for your retirement?
5. Do you have a loan cancellation plan?
6. Do you have a loan protection plan?
7. Do you have an investment plan to save for your children future education?
8. How do you want to take care of your family medical bills when it arise?
9. How do you want your assets or business to be distributed? Do you have a will or trust?
10. When do you think will be the best time to insure yourself?
11. May I know your health?
12. Do you believe in planning or let it be?
13. What could be your biggest worry when you are sick and not able to work for one year?

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ANDREW LIM HONG SEE PHOTO

ANDREW LIM HONG SEE, 24, JLN PERKASA, TAMAN SALAK SOUTH, 57100 KUALA LUMPUR.

TEL: 03-9876671/2 (O), 03-90570073 (H), 019-331361, FAX: 03-9876673

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