Financial plan

Name

Stone Tsui (Father)

Lisa Lin (Mother)

Birthday

5/20/1954

12/15/1963

Address

19274 Peppermint Rd, Arcadia, CA

Children

Felix Tsui, Age 21

(independent)

Tracy Tsui, Age 29 (Independent)

Citizenship

Taiwan

Taiwan

Occupation

International Trading

Logistic Service

List of Insurance Need

Life Insurance

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List of Insurance Policies

Life Insurance Policy

Health Insurance Policy

Insured Party:

Insurance Company:

Insured Address:

Primary Insured:

Age:

Secondary Insured:

Age:

Secondary Insured:

Age:

Secondary Insured:

Age:

Policy No.:

Group No.:

Dual Coverage?

2nd Insurance Company:

Policy No.:

Group No.:

Inception Date:

Term Length:

Expiration Date:

Premium:

Deductible:

Cap:

Car Insurance Policy

Insured Party:

Insurance Company:

Insured Address:

Driver 1:

Age:

Premium:

Driver 2:

Age:

Premium:

Driver 3:

Age:

Premium:

Driver 4:

Age:

Premium:

Policy No.:

Group No.:

Inception Date:

Term Length:

Expiration Date:

Bodily Injury Coverage:

Limit:

Damage Coverage:

Limit:

Total Premium:

Deductible:

Homeowners Insurance Policy

Insured Party:

Insurance Company:

Insured Address:

Residence Type:

Other Residences:

Name 1:

Gender:

Marital Status:

Name 2:

Gender:

Marital Status:

Policy No.:

Group No.:

Inception Date:

Term Length:

Expiration Date:

Bodily Injury Coverage:

Limit:

Damage Coverage:

Limit:

Natural Disaster Coverage:

Limit:

Fire Coverage:

Limit:

Personal Property Coverage:

Limit:

Premium:

Deductible: