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Financial Wellness In Singapore : Grow & Protect Your Wealth (Zoom 1-On-1)

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Nov 28

Financial Wellness In Singapore : Grow & Protect Your Wealth (Zoom 1-On-1)

A free 1-hour session to answer your questions on endowments, investment-linked policies and insurance in Singapore !

By Financial Wellness In Singapore

When and where

Date and time

Mon, 28 November 2022, 12:00 – 22:00 Singapore Standard Time Singapore Time

Location

Online

About this event

Book A Free Zoom Meeting 1-On-1 Here

WhatsApp Consultant Here

ONLY FOR CONTACT PERSONS PHYSICALLY IN SINGAPORE

For Individuals

Life Insurance

  • Savings
  • Wealth Accumulation
  • Medical
  • Wealth Protection

General Insurance

  • Home (Residential Building Fire , Residential Householder All Risks)
  • Motor (Motor Cycle , Motor Private Car)
  • Travel (Single Trip , Annual Plan)
  • Personal Accident (Individual Personal Accident)
  • Marine Hull (Pleasure Craft)

Examples Of Q&A

  • Am I paying premiums too long to get cover?
  • Are my savings adequate or well-timed to meet what I need?
  • Are advertisements promoting insurance these days really true?
  • Can I have a second opinion on what I'm having?
  • I could spend too much money, what's a balanced budget like?
  • Is my plan an endowment or an investment-linked policy?
  • Service has not been good. Can you help me?
  • My agent has left. Can you help me?
  • What happens when my agent did not ask me to disclose my medical condition, as well as my family members'?
  • What goals should I normally plan for myself (and my family)?
  • What is MediShield Life, ElderShield, CareShield Life, DPS, etc.?
  • Why are my investment-linked policies not doing well?
  • Why do people say it's better to have insurance?

For Human Resources / Companies

Life Insurance

  • Business Buy-Sell Shares Agreement
  • Business Loan Protection
  • Business Keyman Protection
  • Employee Benefits
  • Employee Medical
  • Employee Term Life Insurance
  • Value-Added Activities (Health Screening, Webinars, Employee Activities)

General Insurance

  • Commercial / Industrial Property
  • Commercial Motor
  • Construction
  • Cyber
  • Engineering
  • General Accident
  • General Liability / Product Liability
  • Group Corporate Travel
  • Group Personal Accident
  • Marine Cargo
  • Marine Hull
  • Marine Liability
  • Professional Liability
  • Work Injury Compensation

Examples Of Q&A

  • Can I have a second opinion on how good our current package is?
  • Can you give me a quote on group insurance that is cheaper?
  • Can you help me indemnify my directors, officers, key men and professionals from defence legal costs and legal liabilities for third parties?
  • Can you help me quote for work injury compensation insurance?
  • Can you protect my company for property, money, business interruption and third party liabilities?
  • Claims experience is not good. Can you help me?
  • How can I reward staff and retain them longer?
  • How can I value-add to the company or boost staff retention?
  • Service could be better. Can you help me?
  • What if my co-investor becomes severely ill and I have not enough to buy over his/her shares?
  • What if my key manager becomes severely ill and my company suffers losses without him/her for an uncertain time?
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About The Financial Consultant , Ms Huang Xuwen

I take pride in being a trusted confidant, and love adding value to every individual and company big and small. Building a more satisfying, stable and secure future for them is a meaningful deed to me. During consultations, I prioritise good communication and seek to understand the client's unique financial situation, multifaceted needs and preferred solutions. Currently, I represent 3 principals, which are renowned for their strong financial strength ratings and global presence : Prudential Assurance Company Singapore (Pte) Ltd, Great American Insurance Company and Berkshire Hathaway Specialty Insurance.

For more information, please visit my website .

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Book A Free Zoom Meeting 1-On-1 Here

WhatsApp Consultant Here

ONLY FOR CONTACT PERSONS PHYSICALLY IN SINGAPORE

Prudential Approval Code

416/21Jun22 (To Be Updated)

Tags

  • Online Events
  • Online Networking
  • Online Business Networking
Event ended

Financial Wellness In Singapore : Grow & Protect Your Wealth (Zoom 1-On-1)


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