EPS - AIA Vitality (29 March 2022) by Colin Liew https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y EPS - AIA Vitality en-us 2022-03-29 00:55:45 UTC 2022-03-29 02:54:40 UTC hello@padlet.com Client persona: Ambitious upstarter https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118418234 What might matter most to Jessy?
- getting her finances in check 
- accumulating wealth to hit her next financial milestone

What are her fears?
- Not climbing up the ladder fast 
- Losing her job
- Not having enough funds 
- If something happens to her where she can’t continue working 

What brings her joy?
- Money
- Career progression 
- Building her wealth 
- New opportunities 
-Making profits from investing

What are her aspirations:
- Achieving financial freedom by age 45
- Climbing up the corporate ladder ]]> 2022-03-29 02:31:50 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118418234 Client Persona: Work-Life Harmoniser https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118421752 What might matter most to Jessy?
- Having a balanced between her work and her relationship

What are her fears?
- Risk the loss of either her job or her relationship

What brings her joy?
- Having a healthy relationship with her partner
- Achieving her goals in her workplace
- Work progression

What are her aspirations?
- To be successful both in and outside of work
- Be able to financially support and start her own family]]> 2022-03-29 02:34:08 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118421752 Sales pitch https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118427250 Sales pitch:
As a AIA financial consultant, i understand your goals and aspirations and i believe in providing you with solutions encompasses your financial and overall well-being. These solutions will help you achieve your goal of accumulation wealth and lead a healthier, better longer life.


Proposed solutions: 
1. AIA Pro Achiever
2. AIA Secure Flexi Term + Vitality
3. AIA Guaranteed Protect Plus III + Vitality 
4. AIA Absolute critical cover + vitality]]> 2022-03-29 02:37:28 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118427250 Spousal Partnership Matter most - Don’t want to be the burden for family- Coverage of medical costs- Care services cost after discharge - Not be financial burden for family in the of death, TPD or CIJoy- Living happily and healthily without any financial burdenAspirations- Being healthy and grow old together with my spouse with financial stabilitySales pitchI’m pleased to inform you that AIA has a holistic solution that could help to achieve aspirations. It can help you to address your needs and concerns relating to medical expenses and emergencySolution:1) HSG Max + GPP (III) + Vitality https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118430773



]]> 2022-03-29 02:39:48 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118430773 Established Lifestyler https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118434334 - retired with 3 children
- enjoys exercising as hobby 
- wants to be healthy to fully enjoy the quality of life they want. Focusing on family time and travelling for leisure. 

]]> 2022-03-29 02:42:18 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118434334 Savvy Planner https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118435434 2022-03-29 02:43:00 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118435434 https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118435516 What brings her joy ?
- retiree life 
- spending time on her personal interest and have a clear plan on achieving her goals ]]> 2022-03-29 02:43:03 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118435516 Savvy Planner https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118435840 2022-03-29 02:43:16 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118435840 Key concerns https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118436392 Legacy planning options that safeguard their family future. 

Growing wealth for future - APA 2.0 / platinum wealth elite
Securing Loved one’s future - GPP
Coverage for Critical Illness - ASCC
Coverage for medical expenses - HSG MAX]]> 2022-03-29 02:43:36 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118436392 Client Persona: Work life harmoniser https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118436529 What might matter most?
- work life balance 
- Her relationship 
- Job opportunities 

What are her fears?
- if she’s always working 
- losing her relationship and freedom 

What brings her joy?
- Travelling 
- Spending time with loved ones 

What are her aspirations?
- work life balance 
Protecting her health]]> 2022-03-29 02:43:42 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118436529 https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118439128 What are her fears ?
Not setting aside enough for retirement. 
Securing her loved one’s future. To retire early like their mum
Concerns over critical illness due to her age 
Rising healthcare cost]]> 2022-03-29 02:45:25 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118439128 Family Nester Matter most - Don’t want to be the burden for family- Coverage of medical costs- Care services cost after discharge - Not be financial burden for family in the of death, TPD or CI - My family will not be financially affected Joy- Living happily and healthily without any financial burden Aspirations- Being healthy and grow old together with my spouse with financial stability Sales pitch: I’m pleased to inform you that AIA has a holistic solution that could help to achieve aspirations. It can help you to address your needs and concerns relating to medical expenses, your kids’ education fees and emergencySolution:1) HSG Max + GPP (III) + Pro-achiever 2.0 + Vitality https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118439623 2022-03-29 02:45:44 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118439623 Contented Voyager https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118441405 Solutions:

1) Pro Lifetime Protector (II)
2) Pro Achiever 2.0
3) AIA HealthShield Gold Max
4) Smart Wealth Builder (II)
5) Retirement Saver (IV)]]> 2022-03-29 02:47:00 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118441405 Enduring breadwinner https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118443519 Family is top priority. Work hard to ensure their families are provided for.

Fears:
Worry that their savings is not enough and that they might outlive what they’ve initially set aside. 
Worry that their hard earned savings may be instantly wiped out if any unexpected scenarios were to happen. 



]]> 2022-03-29 02:48:31 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118443519 https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118452574 Growing wealth for future - APA 2.0
Securing Loved one’s future - GPP
Coverage for Critical Illness - ASCC
Coverage for medical expenses - HSG MAX]]> 2022-03-29 02:54:40 UTC https://padlet.com/colinkyliew/m2pc4k8f0j2nf81y/wish/2118452574