Blueprint to a Secure Future

Phillip Securities Pte Ltd

Whole Life Plan &amp; Critical Illness Coverage Made Simple!

Phillip Investor Centre - Raffles City Tower

T﻿opic: Blueprint to a Secure FutureD﻿ate: 18 April 2023, TuesdayT﻿ime: 12pm - 1pmS﻿peaker: Vince Koh, Relationship Manager, Phillip Investor Centre Wilson Lee, Relationship Manager, Phillip Investor CentreE﻿dneth Chan, Relationship Manager, Phillip Investor CentreS﻿ynopsisInsurance planning may seem complicated. However, it is an essential component required for wealth protection. Join us in this lunch session to answer some questions that you might have regarding Critical Illness (CI) Plans:• Should I have critical illness (CI) coverage? • How much CI Coverage is sufficient for me? • What plans for CI Coverage should I get?Content of Seminar:• Landscape of CI Insurance • Types of CI Plans Available • Recommended CI Coverage for clients • Life Case StudyL﻿unch and Free gift will be provided for the first 40 attendees!For enquiries, please email us at picct@phillip.com.sgS﻿peaker ProfileMr Vince Koh - He joined Phillip Securities in 2017 and is currently managing Insurance and Investment Portfolios for clients of Phillip Investor Centre (Raffles City Branch). He attained his Certified Financial Planner Certification (CFP) in 2017 and Chartered Financial Consultant (ChFC) in 2019. In 2020, he completed his Chartered Life Underwriter (CLU) with the Singapore College of Insurance. He holds a Bachelor of Business degree from Nanyang Business School. He has also attained the prestigious Million Dollar Round Table in 2022 and is a multiple qualifier of the Flying Start Incentive from 2018 to 2022.M﻿r Wilson Lee - He started as a student advisor back in his college days, serving not just his peers but also those who are way more senior than him. Over the years, he has been helping many families and individuals, especially young working adults and families since 2014 to achieve their financial success and security. Wilson understands that every individual requires a unique approach and thus, he adopts the empowerment way of advising his clients.M﻿r Edneth Chan - He has been in the Financial Industry for over 9 years since 2014 and joined Phillip in 2021. He is currently managing the portfolios of clients from Jurong West and Bukit Batok Investor Centres. A personality well known in his area of expertise, he has attained the prestigious MDRT award (2023). Looking for a consistently reliable person to manage your portfolio? Reach out to Edneth today!

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Blueprint to a Secure Future

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Blueprint to a Secure Future

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