Have you bought your investment insurance policy right? Top 10 common tips for experts to purchase investment insurance policies

 9:53am, 3 August 2025

Top 10 mistakes for insured purchase investment insurance

1. Errors in the investment insurance as a short-line investment machine.

Reason 2. No fixed cash flow is required, but the "monthly matching" investment insurance policy is still purchased.

Reproach 3. I think that "the whole group" is a fund-market.

Reason 4. The most suitable person to buy "variable amounts of money" is never irresponsible ……

Reason 5. Leave it alone and pay it without caring about it

Reason 6. Only look at the annualized interest rate.

Misconception 7. I just want to take the deposit and never intend to enter the annuity payment period.

Misconception 8. Ningke specializes in fund exchange and does not want to invest in cheaper investment insurance policies.

Reason 9. Holding a foreign currency difference or wanting to make a spread, buying a foreign currency price guarantee.

Misconception 10. If you think there is no money and you don’t go abroad, there will be no risk of exchange rates.

作者:李雪雯
出版社:時報出版 
出版日期:2022/06/21