PRIVATE

Insurance & Policy Register

Personal Wealth Dashboard · As of 2026-05-29
Singapore · Malaysia · United States
This page separates investment/retirement policy assets from health-protection expenses and family reference-only policies.

Policy assets / premium-financed structures

ProviderPolicyIDTypeCurrent valueNet equityConfidence
NTUC IncomeLUXE SOLITAIRE1813167342Premium-financed policySGD 360,000.00SGD 96,716.21High
NTUC IncomeINVEST FLEX VANTAGE1814566849Investment-linked whole life policySGD 53,140.82SGD 53,140.82High
NTUC IncomeGRO RETIRE EASE1812754958Limited-pay retirement/endowment policySGD 82,753.16SGD 82,753.16High
NTUC IncomeLIVING0064488969Wholelife policySGD 89,213.70SGD 89,213.70High
NTUC IncomeGRO CAPITAL EASE1813523626Short-term non-participating endowment / SRS-fundedSGD 8,224.80SGD 8,224.80Needs current confirmation
Singlife / CIMBFlexi Life Income II82793277CIMB-administered premium-financed policySGD 625,487.00 provisionalSGD 150,118.00 provisionalHigh linkage / valuation pending

Singlife Flexi Life Income II — Evidence Linkage

FieldValue
Policy number82793277
Single premiumSGD 625,487.05
Sum assuredSGD 393,000.00
Policy effective date13 Mar 2023
Guaranteed cash benefitSGD 8,646.00 yearly from 13 Mar 2026
CIMB financing linkageApplication form states: Premium financing with CIMB loan 475370.
Visible CIMB facilitySGD 475,369.00, treated as Singlife-linked financing.
Dashboard caveatPolicy asset value is provisional until current surrender / portal value is supplied.

Health protection premium calendar

InsuredPolicyIDDueAnnual premiumStatus
Tan Teik KheongElderShield Comprehensive60011188812026-10-31SGD 417.64Family/health protection expense
Tan Teik KheongGreat SupremeHealth B Plus00874601552026-06-01SGD 1,586.62Base IP / CPF payable
Tan Teik KheongGreat TotalCare Basic B / Plus Essential00874634122026-05-06SGD 715.13Intentional review hold / optimization review
Metta Tan HouyikGreat SupremeHealth P Plus00874601892026-07-01SGD 686.31Family/health protection expense
Metta Tan HouyikGreat TotalCare P Optimum / Plus Essential00874634462026-06-25SGD 471.89Intentional review hold / optimization review
Athena Tan JiaxinGreat SupremeHealth P Plus00874601712026-07-01SGD 751.71Family/health protection expense
Athena Tan JiaxinGreat TotalCare P Optimum / Plus Essential00874634382026-06-25SGD 473.93Intentional review hold / optimization review

Metta self-managed / reference only

InsuredPolicyIDDueAnnual premiumStatus
Metta Tan HouyikEssential Protector Plus Plan B02411564532026-07-27SGD 325.15Metta self-managed / reference only
Metta Tan HouyikGreat Term02361695962026-04-28SGD 838.10Metta self-managed / reference only
Private dashboard. Values are extracted from screenshots and policy notes; always verify against official portals/statements before making financial decisions.