| Your Name |
: |
|
|
|
| Your Age |
: |
|
years old |
| Currently, how much is your monthly
expenses for your basic household needs, children's education, savings, etc.? |
: |
Rp.
e.g: 1000000
|
|
| How much is your monthly expenses for
others such as entertainment, medical treatment, etc.? |
: |
Rp.
e.g: 1000000
|
|
| Your monthly expenses |
: |
Rp.
|
|
| Your expenses in one year |
: |
Rp.
|
|
|
Enjoying your retirement means you do not have to think anymore about getting
the money to cover your expenses each month/ year. At least, you can still
enjoy your current standard of living when you retire. How can you do that?
|
| When do you plan to retire (age)? |
: |
|
years |
| How many years from now? |
: |
|
years |
| Please choose the inflation rate |
: |
|
% |
| With the chosen inflation rate, at the
time you retire, your yearly expenses which is currently: |
: |
Rp.
will become
Rp.
|
|
| In order for you to have a pension fund
that can be used to fulfill your needs, then you should have a pension program
with the sum insured* of |
: |
Rp.
|
|
| * Where the return on investment upon
that sum insured could be used to fulfill your needs for as long as: |
: |
since your retirement age |
years |
| Your Asset |
| Do you currently own an Pension Fund
policy or similar (that the maturity date is at the time of your retirement)? |
: |
Ya
Tidak
|
|
| If yes, how much is the sum insured? |
: |
Rp.
|
|
| Do you currently have any fixed assets
such as a house, land, etc.? |
: |
Ya
Tidak
|
|
| If yes, please give an estimation of the
value of that asset (current value) |
: |
Rp.
|
|
| Considering the inflation rate per year
of |
: |
5 |
% |
| Then, when you retire, that asset will be
worth |
: |
Rp. |
|
| After adding the sum insured of the
pension Fund that you currently own and the asset that you have mentioned, then
you still need a Pension Fund Program with a sum insured of |
: |
Rp. |
|
|
You need to consider having the adequate sum insured for your retirement in
order for you to be able to enjoy life as you are enjoying it now.
So, get a Pension Fund that fits you.
|
|
We recommend you to buy the insurance program of provided by Allianz
|
|
Thank you and we hope that our suggestion is useful in planning your happy
retirement! Salam Sukses.
|