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HEALTH SCORE
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Protection
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CPF Readiness
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Legacy
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Retirement
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Financial Planning Pillars
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Needs Analysis
DIME method Β· Life cover gap
NEEDS REVIEW
Life Cover Gap β€”
CI Gap β€”
Income Replacement β€”
β–Ό View DIME Breakdown
ComponentFactorAmount (SGD)
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Insurance Gaps
Life Β· CI Β· DI Β· IP Β· Legacy
GAPS FOUND
Life / TPD β€”
Critical Illness β€”
Disability Income β€”
β–Ό View Full Gap Report
Hospitalisation Plan β€”
Priority Action β€”
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Policy Compilation
Current coverage register
3 POLICIES
TypeSum AssuredStatus
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β–Ό View Coverage Details
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Total Life SA β€”
Total CI SA β€”
Annual Premiums (est.) β€”
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CPF Advisory
OA Β· SA Β· MA Β· CPF Life projection
ON TRACK
OA
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SA
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MA
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β–Ό View CPF Life Projection
FRS Target (2026) SGD 220,400
SA vs FRS β€”
CPF Life (at 65, Standard) β€”
SA Top-Up Recommendation β€”
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Retirement Income
CPF Life Β· Savings drawdown Β· Income gap
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Monthly Need β€”
Monthly Gap β€”
β–Ό View Breakdown
CPF Life (est.) β€”
Savings + Investments β€”
Total Monthly Income β€”
Target (70% Γ— inflation) β€”
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Annual Review
Action items Β· Next review date
DUE SOON
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Next review: β€”
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Legacy Plan
Estate Β· Nomination Β· Trust
GAPS
Estimated Estate Value β€”
Life SA (death benefit) β€”
Estate Liquidity Ratio β€”
β–Ό View Legacy Checklist

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