Individual consultation service | Club Tourism 's life plan seminar
We are now living in an age where we can live to 100 years old. Why not consider a life plan that will enrich and wisely live your life from now on? Club Tourism offers a wide range of life planning seminars. Lecturers are money experts and financial planners, and they will provide useful and beneficial information on a variety of topics, including reviewing insurance, pensions, money for retirement, and inheritance planning. After the seminar, those who wish can receive the benefit of an individual consultation. Reduce your worries in life and enjoy your travels more!
*Payment for the Life Plan Seminar cannot be made with coupons (travel vouchers) issued by Club Tourism Co., Ltd. or Kinki Nippon Tourist Co., Ltd.
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Club Tourism Life Care Service
We accept requests for consultation regarding each customer's life plan.
Club Tourism Life Care Service offers an individual consultation service to answer any questions you may have about financial matters.
We provide advice on pensions, nursing care, retirement funds, asset management, insurance diagnosis, money planning, etc. according to your lifestyle and life stage.
Our experienced financial planners (staff members of affiliated companies under contract with our company) will be happy to answer any questions or provide advice based on your circumstances.
To make it easier for busy people to use our services, a staff member will visit you at the date, time and location you specify.
Financial planner introduction fee: 1,000 yen (tax included)
We will carefully select financial planners to suit your needs.
Telephone enquiries
03-6739-2813
Club Tourism Life Care Service
Business hours: Monday to Friday 9:30 to 17:00 (closed on Saturdays, Sundays and public holidays)
Choice of interview venues
A financial planner from an affiliated company with whom we have a contract will be present.
[Teacher's office]
We will introduce you to a financial planner's office near where you live.
[Online consultation]
You can consult with us via online video call from the comfort of your own home.
[Your home or a nearby store]
A financial planner will visit you. (This is suitable for consultations that require a lot of reference documents, such as inheritance.)
Consultation application/inquiry
Phone Number |
03-6739-2813 |
---|---|
Club Tourism |
Planning and implementation: Club Tourism Life Care Service Co., Ltd. |
Business hours |
Mon-Fri 9:30-17:00 (Closed on Saturdays, Sundays and public holidays) |
What can I discuss with you through the individual consultation service?
Retirement funds and pensions
If you retire after the age of 60, it is said that even with a regular pension, you will be short about 50,000 to 100,000 yen per month when considering the balance of income and expenditure. We will provide you with advice on how to prepare for vague anxieties about the future, efficient savings and frugality, and social insurance systems, etc., for your second life.
Inheritance Planning
Interest in this issue is growing due to the recent revision of inheritance tax. Our financial planners will provide you with easy-to-understand explanations of the necessary advance measures.
About asset management
You can consult us about asset management plans, such as how to manage your assets to realize your future life plans, just as you would when planning a trip.
Insurance Diagnosis
Because the timing of your subscription has changed and your living environment or situation has changed, the insurance you received may no longer be optimal for your current situation, or we may actually be able to recommend a higher premium. Our experts will diagnose your situation in line with your requests, helping you save money and giving you peace of mind.
How to use the individual consultation service
STEP 1
Please feel free to call us first.
- phone
03-6739-2813
- Business hours
Mon-Fri 9:30-17:00 (Closed on Saturdays, Sundays and public holidays)
STEP 2
We accept reservations for our services according to your convenience.
You can choose the location of your consultation, such as the financial planner's office, your home, a family restaurant, or a cafe.
STEP 3
A financial planner from an affiliated company that has a contract with Club Tourism Life Care Service Co., Ltd. will visit you.
STEP 4
Please feel free to ask your financial planner any questions or concerns you may have.
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Retirement funds
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Inheritance Planning
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Asset Management
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Insurance Diagnosis
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Housing Finance
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Money Plan
About the individual consultation service
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Please let us know the date and time of your application at least one week in advance.
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We may not be able to accommodate your requested consultation date, time and location.
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After receiving your application, we will contact you by phone to arrange a date, time and location for your consultation.
(We will respond within 3 business days, excluding weekends and holidays.) -
If you need a consultation urgently, please contact us by phone.
Personal Information such as your address and contact details provided for individual consultation services will be handled securely by Club Tourism Life Care Service Co., Ltd., and will be provided to affiliated companies under contract with us for the purpose of contacting you about individual consultations. This information will not be used for any other purposes than individual consultations.
We ask that you submit your application after giving your consent.
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