Economic Indicators and Efforts for Sustainability
Providing consultation
Delving into needs
Life Stages
Business Strategies _ Personal Related II
Asset Building Stage (20s - 40s)
Start a job Get married Have children
Sharing dreams with customers
将来どんなことがし
たいですか?
0
Home purchase
Visualizing changes in balance
and assets
LIFE PALETTE
暮らしの
イメージ
予定しているもの、実現したいものを
すべて選択してください
$
Asset Using Stage (50s - 60s)
Children leave home
Retire
Receive pension
Sharing needs
Asset Bequeathing Stage (70s -)
Prepare for Bequeathing
TÅ
Saving and Increasing: for future
Preserving and Bequeathing: for
precious family
✓ Preparing: for unexpected events
Closely support customers' lives to delving into their needs
In the era of 100-year lifespans, as the lifestyles of our customers diversify, it
is necessary to build assets in a planned manner according to life plans.
LIFE PALETTE enables the sharing of dreams that customers want to achieve
and the visualization of changes in balance and assets to create life plans for
each customer.
子どもの学習
車にこだわる
Providing consulting services for each customer
Saving and Increasing
Supporting stable, long-term asset formation based on
diversification in terms of time, currency, and assets
Providing sophisticated asset management consulting services
through cooperation between bank and securities
<Change in Group Assets in Custody Balance>
*Including individual deposits in foreign currencies
Preserving and Bequeathing
Responding to diversified and enhanced needs for bequeathing by
combined efforts of bank branches and headquarters
Offering a range of services, including a wealth of life insurance
products, will writing support, civil trust, and handling of the
bequeathing process
<Number of Customers of Trust-Related Contracts>
* Cumulated contract number - number decreased due to death, etc.
Preparing
Providing sophisticated consulting services in cooperation with
HOKEN NO MADOGUCHI GROUP to prepare for future risks and
deliver safety to customers
Developing system for online consultation as well as face-to-face
consultations
<Number of Customers and Number of Policies Held in Level
(Hundreds of
Millions of Yen)
7,000
(Number)
800
(Number)
lyo Bank
Shikoku Alliance Securities
70,000
6,000
700
60,000
Premium Insurance>
68,500
Number of Customers
61,740
Number of Policies Held
57,227
53,826
SHIKOKU
5,000
2,452
2,460
2,542
2,670
2,850
600
48,323
50,000
ALLIANCE
500
4,000
40,000
400
730
3,000
30,000
300
552
512
2,000
3,601
3,711
3,667
3,770
3,920
20,000
200
405
IYO BANK
28,772
31,328
32,458
36,000
39,500
268
1,000
100
10,000
0
0
0
Fiscal 2020 Fiscal 2021
First half of Fiscal 2022 Fiscal 2023
Fiscal 2022 Plan
Plan
Fiscal 2020
Fiscal 2021
First half of
Fiscal 2022
Fiscal 2022
Plan
Fiscal 2023
Fiscal 2020
Fiscal 2021
Plan
First half of
Fiscal 2022
Fiscal 2022
Plan
Fiscal 2023
Plan
Copyright 2022 lyogin Holdings, Inc. All Rights Reserved.
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