Feed on
Posts
Comments

My vision is to create a cohesive group for my family of financial planners to better serve our clients. You may wish to read more in our page “Why our Blog”

Coming from a person who is suffering from a mild genetic disorder, I have experienced the importance of how insurance has dramatically shaped my life. My mission is to share with you readers the importance of Retirement Planning, Risk management and Wealth Management before we ever live to regret our lack of planning.

No one wants to outlive their money. No one plans to fail. Let us not fail to plan. Should you have any query, please do not hesitate to drop me an email - asoongch@gmail.com, Mobile - 96667946. As a family of agents, we are committed to providing you the best value - Alvin Soong

Zurich Vista launched new promotions between 15 February to 31 March 2010

February 4th, 2010 by ALVIN SOONG

Take out a VISTA policy and receive your second month’s premium FREE (please see attachment for Terms & Conditions).

* For clients taking out a new VISTA policy between 15 February to 31 March 2010, we will cover the cost of equal to one month’s premium
* The free premium will be allocated against the second month’s premium

What do you need to qualify?

* Take out a new VISTA with a minimum policy term of minimum 10 years
* Submit your applications to our office between 15 February to 31 March 2010

This special offer (from 15th Feb to 31 March 2010) runs together and concurrent with our current special offers (see attached for your reference):
1) Double bonus (up to 200% bonus allocation)
2) International Term Assurance (ITA) Free premiums (up to 2 months)
3) International Wealth Account (IWA) 1% extra bonus allocation on Initial contribution and 1.5% extra bonus allocation on top-ups
4) Free 2 months Credit card payment

2 Responses to “Zurich Vista launched new promotions between 15 February to 31 March 2010”

  1. on 21 Feb 2010 at 10:58 pm   jennifer

    Hi Alvin,

    Last November you mentioned in this blog that Zurich is not recommended (at least that is how I interpret your statment). Now because of the 1 month premium, you are promoting it again…?

    Jennifer

  2. on 21 Feb 2010 at 11:42 pm   ALVIN SOONG

    Hi Jennifer

    The blog I believe you refer to is “Is ILP a time bomb?”. In the article, i mentioned, it is not advisable to add a term insurance (unless it is a level term) together with an investment linked policy, as such packaged plan entails high mortality charges. This is due to the fact that ILP usually would have a rising premium entails from the term insurance packaged with it.

    In Zurich, it is purely investment linked plan (without any insurance included). We must however calculate the charges and your time horizon to see if it works out.

    In my blog, I have never encouraged nor discouraged any products but to look at everything objectively. For the current zurich plan, with its existing bonus and one month waiver premium,it may only be advantageous (look at the bonus structure) for on one to invest based on 15 years and above. This is my personal take, not from a professional adviser point of view as I have not looked into your financial plan to advise further.

    Look at every plan objectively, with your considerations and factors in place, then calculate the sums first. Hope it helps.

    Warm Regards
    Alvin Soong

Trackback URI | Comments RSS

Leave a Reply