Comprehensive Financial Health Assessment Checklist
A 20-point self-assessment to help you gauge your financial preparedness — covering life and health insurance, emergency funds, retirement planning, investment diversification, tax planning, debt, and estate planning (Will/nominations). Answer Yes/No to each question, tally your score, and see where you stand: from "Excellent" to "Immediate financial planning recommended."
Comprehensive Healthcare Assessment Checklist
A 20-point self-assessment to check how well-protected you and your family are on the health front — covering insurance coverage, sum insured adequacy, critical illness cover, lifestyle factors, family medical history, and key policy features like maternity, daycare treatments, and wellness programs. Answer Yes/No to each question, tally your score, and see where you stand: from "Excellent" to "Immediate attention recommended."
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