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GoalsMapper – May Updates

gm_admin 6 May, 2018

[vc_row type=”full-width-section”][vc_column][vc_row_inner font_color=”#454545″][vc_column_inner][vc_custom_heading text=”Thanks for your continuous support in GoalsMapper! Our top priority is to ensure that you have the best user experience with your clients. Here are the May Product Updates.” font_container=”tag:h2|text_align:left|color:%232c3e50″ use_theme_fonts=”yes”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/6″][/vc_column_inner][vc_column_inner width=”2/3″][vc_custom_heading text=”Exciting New Features” use_theme_fonts=”yes”]

Facebook Testimonial

Allow your clients to write a testimonial about you on Facebook or copy a link for them to post it on any social media they want. Any interested clients from the post can reach out directly to you using our GoalsMapper client’s landing page.

Policy Summary

Allow you to generate a simple policy summary that can give your clients a snapshot of all the policies that they have.

KYC Summary

Allow you to generate the data you entered, so that you can use the data for your KYC submission with the company.

[vc_custom_heading text=”CPF Improvements
” use_theme_fonts=”yes”]

CPF Downpayment for Property Goal

You can use both Cash and CPF OA for the purpose of downpayment when you set a Property Goal.

Liquidation of Property into CPF

You can now repay your CPF OA when you liquidate your existing property.

Automatic Mortgage Repayment using Cash if CPF OA runs out

You can now use cash to pay for the mortgage repayment in the event your CPF OA runs out.

Escalating CPF Medisave Ceiling

The Medisave Ceiling is set to increase at 4% a year.

[vc_custom_heading text=”Existing Plans / Recommendations Improvements
” use_theme_fonts=”yes”]

Conversion of recommendations to existing plan

You can now convert a recommendation to become an existing plan, when your client decided to proceed with your recommendation.

Duplication of recommendations and existing plans

You can now duplicate a similar plan, to allow for quick comparison.

Regular cash payout as Passive Income

The regular cash payout for Insurance Plans are now indicated as Passive Income instead of going into Cash Savings.

[/vc_column_inner][vc_column_inner width=”1/6″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row]

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CT Hub, 2 Kallang Avenue #08-05
Singapore (339407)
Email: hello@goalsmapper.com

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D-05-07, Menara Mitraland, Jalan PJU 5/1, Kota Damansara, 47810 Petaling Jaya, Selangor
Email: hello.my@goalsmapper.com

Thailand

668/92 Meung Khon Kaen. 40000, Thailand.

Email: hello.th@goalsmapper.com

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