🛡️ my insurance portfolio + thoughts about the confusing world of insurance and my place in it

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  • เผยแพร่เมื่อ 20 ธ.ค. 2024

ความคิดเห็น • 16

  • @chickennutpie
    @chickennutpie หลายเดือนก่อน +2

    “I can tolerate opaqueness in many things but not in personal finance” - so well said Lisa! Thank you for this video - so informative and educational!

  • @ctjh1996
    @ctjh1996 หลายเดือนก่อน +2

    Hey Lisa, thank you for sharing and the information is super informative for fresh grads new to the field. Graphics and presentation is really very good as well and applauds for this, timestamps also very meticulously arranged which is super useful. Haha and the reddit feature too - I feel like that's the super informative platform for almost every adulting thing under the sun these days.
    I am also a relatively fresh grad (not in the financial advisory/insurance industry no worries) and have roughly the same kinds of coverage as you - term life, DII etc, resonate with all your considerations here, and also those shared by other commenters regarding CI/ECI was helpful and on point too, these were precisely why I took on these insurances (just that quantum will differ based on needs, dependents and income). Just wanted to add for the multipay ECI/CI plans - I understand that budget may be a concern at this point in time but I did some calculations and research, but this is sort of like a plan where the premiums you pay are fixed at the ANB which you are bought into. The effect of this is that if you sign up earlier, while you start paying earlier, you will level off or exceed the amounts paid by starting earlier versus the amounts you pay when you start later.
    For example (numbers for illustration only and not indicative), i start paying $1k a year at age 24 when I sign up versus $2k a year at age 34 - the amount I pay will be the same when I am past 44. In fact by starting later, I will pay more in total premiums after age 40. So the point here is that it is much better to start earlier when premiums are fixed plus you get extended coverage and are excluded/not excluded only based on your conditions at the point of signing up (i.e. touch wood I have some conditions in between age 24 and 34, I will get excluded on some conditions). Then again, I understand that some may not have the budget for it at this point in time and that's perfectly fine too. But I was advised (and chose) to start paying earlier, even on a lower earning power, on a reasonable coverage amount and add on coverage if I so choose to, as needs and income might increase over the year.
    Thank you for sharing once again! great work on your videos and may your channel/career/life trend onwards and upwards!

  • @vs2d40
    @vs2d40 หลายเดือนก่อน +4

    (Sorry I commented before finishing the vid but just gonna leave it here for people who may find it helpful)
    Thanks for sharing, I literally bought my insurances two days before this vid. Everyone’s needs are diff so each your own, but I feel like your CI coverage may be a little on the lower side. Correct me if I’m wrong, this is one time payout for CI, with no coverage for Early CI, or recurrent CI. I got the MPCI (Multi Payout CI) rider with Singlife (with Term Elite 2 as well), 100k and it pays 100% for ECI, 300% for CI, 150% for recurrent CI. There’s some nuances for successive claims and others but the overall cap is 900% with premium waiver after 300% payout. When I was doing research it says ECI takes 2 years to recover, and CI takes 5, so the coverage I have is about what I could have earned in those years (I earn about same as u). It’s expensive but I feel like this will give me a better peace of mind. Maybe for you to consider as well. I’m not in anyway related to insurance companies so not trying to sell anything (Disclaimer hahaha)

    • @KyithNg
      @KyithNg หลายเดือนก่อน

      Hi there, this is Kyith from Havend. Typically, early critical illness are the events that tend to originate from early detection of cancers or illness due to coincidence of care or from medical screenings. The treatments tend to the type that you can recover pretty fast. Imagine the cases where it takes a day surgery to remove something and then in a few days the person is back to work. Your health insurance or your shield plan and riders typically take the heavy load to alleviate the cost of this kind of treatment and the early critical illness payout is a good to have. This is why I kind of disagree that it would take two years to recover.
      The recovery period for late or advanced stage is longer so you need a more significant amount so that you an take 3-5 years to recover peacefully. The amount to cover is so that your family unit can function normally and also some money so that you don't have to worry about out-of-pocket cost or alternate treatment.
      Multipay CI is good to give you a peace of mind in the cases of relapse.
      Typically ECI and Multipay is viewed more as a good to have, but the real basis of coverage would be those traditional advance or late stage CI.
      hope this helps.

  • @leowmadeline4981
    @leowmadeline4981 หลายเดือนก่อน +1

    Thanks!

  • @Nanami-ex8nr
    @Nanami-ex8nr หลายเดือนก่อน +2

    YAY UR BACK 😊

  • @1MW9
    @1MW9 หลายเดือนก่อน +1

    Problem with Disability income insurance is after 2 years, if you are still unable to continue working in your previous occupation, you can be asked to work in a lower occupation that you are able to (eg. sweeping the floor, data entry). And from there, the insurance payouts will cease

  • @bryanchan9443
    @bryanchan9443 หลายเดือนก่อน +1

    Hi Lisa, great video! Thanks for sharing
    Small piece of feedback: at 15:43 you seem to be contiuing to talk about your PruActive Life policy as in the preceeding slide but it reads "Dependents' Protection Scheme". Seems like it might have been a typo. Just so you know!

  • @sitijeffrey6463
    @sitijeffrey6463 หลายเดือนก่อน +1

    Thank you for your vulnerability and transparency! ❤

  • @ColouredPixels
    @ColouredPixels หลายเดือนก่อน +3

    hey lisa, am curious about your mom! has she considered maybe taking part time adhoc work, maybe just for coffee money to sustain her daily expenses~

  • @zhupeng875
    @zhupeng875 หลายเดือนก่อน +1

    Hi Lisa, i would love to see more videos on other insurance plans. I just started working and i haven't think about insurance yet as it was too complicated and im not sure if approaching friends to be my FA would be a good option. 😩

  • @5canwalk
    @5canwalk หลายเดือนก่อน +3

    Really appreciate the transparency....

    • @5canwalk
      @5canwalk หลายเดือนก่อน

      I find accident plan to be quite important, and I had been able to claim a few times so far... including getting a few days of allowance for days I couldn't work (was freelancer then)
      some accident plans cover Chinese physician claim

  • @JazelTAN-if4xp
    @JazelTAN-if4xp 7 วันที่ผ่านมา

    Hi Lisa, may I ask what major did you major in in university ?