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 Simply click on the boxes to the following questions:
 

Yes

No

1. I have drafted a will to distribute my estate to my loved ones. 

2. I have started building my retirement fund at least 10 times my gross annual income.

3. I have started to plan for my children’s university education.

4. I have emergency funds (i.e. cash/cash equivalents) to provide for expenses for at least 6 months.

5. I have critical illness insurance coverage of at least twice my gross annual income.

6. I have hospitalization and surgical insurance coverage that can provide for my hospital bills without any out-of-pocket expenses.

7. My house will be full paid-up in the event of my death and disability.

8. I have life insurance and disability insurance coverage of at least 10 times my gross annual income.

9. I am an existing AIA customer.

 
   Yes! I am interested to boost my financial health. Please contact me to do
a complimentary full AIA Financial Health Check
Name:
Gender:   M F Marital Status:   Single   Married
Address:
Contact No.: (O) (H) (HP)
E-mail:  NRIC No.
Age: Occupation: