PERSONAL PLANNING FOR YOU AND YOUR LOVED ONE |
Sr. No |
Have You Adequately Provided For |
Yes / No |
Amount Required |
For Year 200_ |
1. |
Current & Future Medical Expenses |
|
|
|
2. |
Higher Education of Elder Son / Daughter |
|
|
|
3. |
Higher Education of Younger Son / Daughter |
|
|
|
4. |
Hospitalization Reimbursement |
|
|
|
5. |
Household Insurance |
|
|
|
6. |
Marriage of Elder Son / Daughter |
|
|
|
7. |
Marriage of Younger Son / Daughter |
|
|
|
8. |
Mortgage / Loan / Liabilities |
|
|
|
9. |
Personal Accident Benefit |
|
|
|
10. |
Purchase of New House |
|
|
|
11. |
Vehicle Insurance |
|
|
|
12. |
Yearly Retirement Provision you & your Spouse |
|
|
|
13. |
Yearly Retirement Provision for your Spouse only |
|
|
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