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<p><span style="color: #050099;" data-ke-size="size20"><b><span data-ke-size="size23">2</span></b><b><span data-ke-size="size23">024.10.4</span></b></span></p><p><span style="color: #050099;" data-ke-size="size20"><b><span style="color: #ffffff; background-color: #0900ff;" data-ke-size="size26">(목표 50세 - 주식2억, 보험2억, 현금5천)</span></b></span></p><p><b></b> </p><p> </p><p> </p><p><span style="color: #000000;" data-ke-size="size16"><span data-ke-size="size23"><b><span style="color: #ffffff; background-color: #ff0000;">주식</span></b></span> - 동부증권 </span><span style="color: #ff5e00;" data-ke-size="size16"><b>:</b><span data-ke-size="size18"><span style="color: #0055ff;"> </span></span></span><span style="color: #ff0000;"><span style="color: #0055ff; background-color: #ffffff;" data-ke-size="size23"> </span><span style="color: #ffffff; background-color: #030066;"><b><span style="color: #ffffff; background-color: #e545d0;" data-ke-size="size23"><span style="color: #ffffff; background-color: #000000;">(총매입금액  70,000,702</span><span style="color: #ffffff; background-color: #000000;">원 /</span> </span></b></span></span></p><p><span style="color: #ff0000;"><span style="color: #ffffff; background-color: #030066;"><b><span style="color: #ffffff; background-color: #e545d0;" data-ke-size="size23"> 총평가금 69,912,850원) /수익률 -1.40% / 총평가손익 -1,588,622원)</span></b></span></span></p><p><b></b> </p><p><span data-ke-size="size16"><span style="color: #000000; background-color: #ffffff;" data-ke-size="size18"><span style="color: #000000; background-color: #ffffff;" data-ke-size="size18"><span style="color: #000000;"><span style="color: #000000;"> </span></span></span></span></span></p><p> </p><p><span style="color: #ff5e00;" data-ke-size="size16"><span style="color: #333333;"><b><span style="background-color: #9aa5ea;" data-ke-size="size23"><span style="color: #ffffff; background-color: #000000;">보험  (101,000</span><span style="color: #ffffff; background-color: #000000;">,</span><span style="color: #ffffff; background-color: #000000;">0</span><span style="color: #ffffff; background-color: #000000;">00원</span><span style="color: #ffffff; background-color: #000000;">)</span></span></b></span></span></p><p><b><span style="color: #000000;" data-ke-size="size23"><span style="color: #ff5e00;" data-ke-size="size16"><b><span style="background-color: #9aa5ea;" data-ke-size="size18"><span style="color: #ff5e00;" data-ke-size="size16"><span style="color: #333333;"><b><span style="color: #000000; background-color: #ffffff;" data-ke-size="size23"><span style="color: #ff0000;"><span style="color: #000000;"><b><span style="color: #ffffff; background-color: #030066;"><span style="color: #000000; background-color: #ffffff;"> </span></span></b></span></span></span></b></span></span></span></b></span></span></b></p><p><b><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #333333;"><span style="background-color: #9aa5ea;">  </span></span>미래에셋생명/PCA 변액연금(파워리턴) - 키움에셋플래너</span><span style="color: #000000;"> (200,000 // 2016.5월초회, 102회, 9월납입<span style="color: #333333;" data-ke-size="size16">/</span>의무납입15년)</span></span></span></span></b></p><p><b><span style="color: #ffffff;">  </span><span style="color: #ffffff; background-color: #030066;" data-ke-size="size18"><span style="background-color: #003399;">50,400,000</span><span style="background-color: #003399;">원</span><span style="color: #000000; background-color: #ffffff;"><span style="background-color: #002266;"><span style="color: #ffffff;"><span style="background-color: #003399;">/ 20,40</span><b><span style="color: #ffffff; background-color: #030066;"><span style="color: #000000; background-color: #ffffff;"><span style="background-color: #002266;"><span style="color: #ffffff; background-color: #003399;">0,000원 납입 //추가납입 30,000,000원</span></span><span style="background-color: #003399;">)</span></span></span></b></span></span></span></span></b></p><p><b><span style="color: #ffffff; background-color: #030066;"><span style="color: #000000; background-color: #ffffff;">     </span></span> <b><br></b></b></p><p><b><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #333333;"><span style="background-color: #9aa5ea;"> <span style="color: #000000; background-color: #ffffff;"> 메트라이프생명 </span></span></span>동행(어금니) - 키움에셋플래너</span><span style="color: #000000;"> (200,000 // 2017.7월초회, 87회, 9월납입<span style="color: #333333;" data-ke-size="size16">/</span> 의무납입 12년)</span></span></span></span></b></p><p><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ff0000;"><span style="color: #000000;"><b>  </b><span style="color: #000000; background-color: #66e8ff;"><b><span style="color: #ffffff; background-color: #003399;" data-ke-size="size18">35,200,000</span></b><span data-ke-size="size18"><b><span style="color: #ffffff; background-color: #003399;">원)  </span></b></span></span></span></span></span></span><span style="color: #ffffff; background-color: #030066;"><b><span style="color: #ffffff; background-color: #ff0000;"><span style="color: #ffffff; background-color: #003399;">(</span>추가납입 17,800,000원 <span style="color: #000000; background-color: #66e8ff;"><span style="color: #ffffff; background-color: #000000;">// </span><span style="color: #ffffff; background-color: #000000;">17</span><span data-ke-size="size16"><span style="color: #ffffff; background-color: #030066;"><span style="color: #ffffff; background-color: #000000;"><span style="color: #ffffff; background-color: #000000;">,40</span></span><span style="color: #ffffff; background-color: #000000;">0</span><span style="color: #ffffff; background-color: #000000;">,000원</span></span></span></span></span></b></span></p><p><b><span data-ke-size="size16"><br><span style="color: #ffffff; background-color: #030066;"><span style="color: #ffffff; background-color: #ff0000;"><span style="color: #000000; background-color: #66e8ff;"><span data-ke-size="size16"><span style="color: #ffffff; background-color: #030066;"><span style="color: #ffffff; background-color: #000000;"><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ff0000;"><b><span style="color: #000000;"><span style="color: #333333;"><span style="background-color: #9aa5ea;"> <span style="color: #000000; background-color: #ffffff;"> DGB생명그랑에이지(어금니)<span style="color: #000000; background-color: #ffffff;"> </span></span></span></span><span style="color: #000000; background-color: #ffffff;">- 키움</span></span><span style="color: #000000;"><span style="color: #000000; background-color: #ffffff;">(3</span><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #000000; background-color: #ffffff;">00,000원 // 2020.07.16일초회, 52</span><span style="color: #ffffff; background-color: #ff0000;"><span style="color: #000000; background-color: #ffffff;">회, 10</span><span style="color: #000000; background-color: #ffffff;">월납입(</span></span><span style="color: #000000; background-color: #ffffff;">매월5일납입) </span></span></span></span></span></span></b></span></span></span></span></span></span></span></span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><b><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ff0000;"><span style="color: #ffffff;"> </span></span></span></span></span></span></span></span> <span style="color: #ffffff; background-color: #030066;"><span style="background-color: #003399;" data-ke-size="size18">15,600,000원 </span></span></b></span></span></b></p><p> </p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"> </span></span></span></b></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #ffffff; background-color: #ee2323;" data-ke-size="size16"> <<완납>> </span><span style="color: #ff5e00;" data-ke-size="size16"><span style="color: #333333;"><span style="background-color: #9aa5ea;"><span style="color: #000000; background-color: #ffffff;"><b>NH생명 (</b> 최동기 </span></span><b><span style="color: #000000; background-color: #ffffff;">182,000 </span></b><span style="color: #000000; background-color: #ffffff;">/ 2014. 4.21일 시작 매달 25일)</span></span></span></span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #ff5e00;" data-ke-size="size16"><span style="color: #333333;"><span style="color: #ff0000;"><b><span style="color: #ffffff; background-color: #030066;"><span style="background-color: #003399;" data-ke-size="size18">21,840</span><span style="background-color: #003399;" data-ke-size="size18">,</span><span style="color: #ffffff; background-color: #003399;" data-ke-size="size18">000원</span></span> </b></span><span style="color: #ffffff; background-color: #4673ff;"><span style="background-color: #003399;" data-ke-size="size18">(120회, 납입완료/ ) </span> </span></span></span></span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"> </span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"> </span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #333333;"><b></b><span style="background-color: #9aa5ea;"> <span style="color: #000000; background-color: #ffffff;"> <span style="color: #ffffff; background-color: #ff0000;" data-ke-size="size18"><span style="color: #ffffff; background-color: #ff0000;"><<완납>></span><span style="color: #ffffff; background-color: #ff0000;">4,988,000원</span> <span style="color: #ffffff; background-color: #ff0000;" data-ke-size="size18"> </span></span></span></span></span><b><span style="color: #ffffff; background-color: #ff0000;" data-ke-size="size18">새마을금고</span></b><span style="color: #ffffff; background-color: #ff0000;" data-ke-size="size18"><span style="color: #ffffff; background-color: #ff0000;">( 99</span>,900 김태완, 120회</span><span style="color: #333333;" data-ke-size="size16"><span style="color: #ffffff; background-color: #ff0000;" data-ke-size="size18">/ 2월 </span></span><span style="color: #ffffff; background-color: #ff0000;" data-ke-size="size18">)</span> </span></span></span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #ff0000;"><span style="color: #000000;"><b><span style="color: #000000; background-color: #8cfccb;">11,988,000</span><span style="color: #ffffff; background-color: #030066;"><span style="color: #000000; background-color: #8cfccb;">원</span><span style="color: #000000; background-color: #ffffff;"><span style="color: #000000; background-color: #8cfccb;"> (</span><span style="color: #ffffff; background-color: #ff0000;">726만원 중도인출/2021.10.28 망미주공구입용)</span></span></span></b></span></span><b></b></span></span></span></b></p><p> </p><p><b><span data-ke-size="size16"><span data-ke-size="size16"> </span></span></b></p><p> </p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #ff0000;"><b><span style="color: #000000;"><span style="color: #ffffff; background-color: #e545d0;" data-ke-size="size23">금 </span><span style="color: #000000; background-color: #ffffff;">-</span></span> <span style="color: #000000; background-color: #ffffff;">100만원돈 금</span><span style="color: #000000; background-color: #ffffff;"> + 1.5돈(보험회사 시상) + </span><span style="color: #000000; background-color: #ffffff;">목걸이</span><span style="color: #000000; background-color: #ffffff;"> (38만원) + </span><span style="color: #000000; background-color: #ffffff;">2돈</span><span style="color: #000000; background-color: #ffffff;">(24k/ 30만원(2016.2월,실매가 35만원/곽팀장</span><span style="color: #000000; background-color: #ffffff;">)</span><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><br></span></span></span></b></b></span></span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #ff0000;"><b><span style="color: #000000; background-color: #ffffff;">         </span><span style="color: #000000; background-color: #ffffff;"> 1.5돈</span><span style="color: #000000; background-color: #ffffff;">(보험회사 시상/2017-6-3일) + </span><span style="color: #000000; background-color: #ffffff;">3돈</span><span style="color: #000000; background-color: #ffffff;"> (2018년 7월 메리츠시상) + 1돈(2022.10월 NH손보시상)</span></b></span></span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><b></b><span style="color: #000000; background-color: #ffffff;"> </span></span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #000000; background-color: #ffffff;"> </span></span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #000000;"><b><span data-ke-size="size18"><span style="color: #ffffff; background-color: #000000;">** </span></span><span style="color: #ffffff; background-color: #000000;" data-ke-size="size18">주택청약</span> <span style="color: #ffffff; background-color: #000000;" data-ke-size="size18">- </span><span style="color: #ffffff; background-color: #000000;" data-ke-size="size18">3,100,000</span><span style="color: #ffffff; background-color: #000000;" data-ke-size="size18">원(2022.8.29 해지) </span></b></span></span></span></span></b></p><p><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><b><span style="color: #ffffff; background-color: #4673ff;" data-ke-size="size18">신규가입 2만원 (2022.08.29) </span></b></span></span></span></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #000000; background-color: #ffffff;"> </span><span style="color: #000000;"><span style="color: #000000; background-color: #ffffff;"> </span></span></span></span></span></b></p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #000000;"><b><span style="color: #ffffff; background-color: #ff0000;" data-ke-size="size18"><해지>  PCA 변액저축 일시납 - 2015-11 - 어머니 돈 4천만원)  = </span><span style="color: #ffffff; background-color: #ff0000;" data-ke-size="size18"> </span><span style="color: #ffffff; background-color: #ff0000;" data-ke-size="size18"> </span><span style="color: #ffffff; background-color: #ff0000;" data-ke-size="size18">1천만원</span></b></span></span></span></b><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><br></span></span></span></b></p><p> </p><p> </p><p> </p><p><b><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span data-ke-size="size16"><span style="color: #ffffff; background-color: #030066;"><span style="color: #ffffff; background-color: #030066;"><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ff0000;"><b><span style="color: #000000;"><span style="color: #333333;"><span style="background-color: #9aa5ea;"><span style="color: #ffffff; background-color: #ff0000;"><<해지>>  </span><span style="color: #000000; background-color: #ffffff;"><span style="color: #ffffff; background-color: #ff0000;">푸르덴셜 달러종신(울햄</span><span style="color: #ffffff; background-color: #ff0000;">)/2022년2월 납입중지</span></span></span></span><span style="color: #ffffff; background-color: #ff0000;"> -키움에</span></span><span style="color: #000000;"><span style="color: #ffffff; background-color: #ff0000;">(300$ ,351,000 //2019.12초회, 32회,8월납입</span><span style="color: #333333;" data-ke-size="size16"><span style="color: #ffffff; background-color: #ff0000;">/</span></span><span style="color: #000000; background-color: #ffffff;"><span style="color: #ffffff; background-color: #ff0000;">의무납입 10년) </span></span></span></b></span></span></span></span></span></span></span></span></span></b><b><span data-ke-size="size16"><span data-ke-size="size16"><b><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ff0000;"><span style="color: #000000;"><span style="color: #ffffff;" data-ke-size="size16"><span style="color: #ffffff; background-color: #ff0000;">11,23<span style="color: #ffffff; background-color: #ff0000;">2</span></span></span></span></span></span></span><span style="color: #ffffff;" data-ke-size="size16"><span data-ke-size="size16"><span style="color: #ffffff; background-color: #ff0000;">,000원 - 해지시 1437.85$ *6584.85$ = 해지환급금 9,468,062원 (176만원손해)</span><span style="color: #000000; background-color: #ffffff;"><span style="color: #ffffff; background-color: #ff0000;"> </span></span></span></span></b></span></span></b></p>
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