Pages From 3PA Product Sales Workshop_4 Oct 2013
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Possible Priorities at different Life Stages… Possible Priorities at different Life Stages… Young and Young and Single Single Married Married Married with Married with young children young children Married with Married with Grown Up Grown Up Children Children Retired Retired 27 Saving for Wealth Creation Saving for children’s education Mortgage insurance Health insurance Retirement provision Health Care Retirement Planning Post-retirement Living Expenses Medical Expenses Home Purchase Health and Life protection Wealth creation for long term Age 20 - 30 30 - 35 35 - 50 50 - 65 65 onwards Picture Source: Google Images
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Transcript of Pages From 3PA Product Sales Workshop_4 Oct 2013
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Possible Priorities at different Life StagesPossible Priorities at different Life StagesYoung and Young and
SingleSingle MarriedMarriedMarried with Married with
young childrenyoung childrenMarried with Married with
Grown Up Grown Up ChildrenChildren
RetiredRetired
27
Saving for Wealth Creation
Saving for childrens education
Mortgage insurance
Health insurance
Retirement provision
Health Care Retirement Planning
Post-retirement Living Expenses Medical Expenses
Home Purchase
Health and Life protection
Wealth creation for long term
Age 20 - 30 30 - 35 35 - 50 50 - 65 65 onwards
Picture Source: Google Images