First step: Assess how you would like your legacy to be distributed
The rate with which daily cost of living is rising is very much likely to dent the value of your savings. So if you want to provide for a reasonable financial security then you may want to consider the FWD Legacy Plan to enhance your legacy .
Second step: Balance your objectives and principal considerations
When it comes to investing for legacy planning, you should clearly assess your financial capacity and weigh it with your willingness to take risk as well as type of risk(s). It’s important as investing in an Investment-Linked Takaful plan is a long term commitment.
Capacity: Time horizon, financial situation
Willingness: Investment objective, risk tolerance, attitude to risk