View this email in your browser

Tan Teck Loon, Brian

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

At 29 and married for just a month, she found out she had Stage 3.5 lymphoma and fought for her life

One month after her wedding, Kristen Juliet Soh discovered she had advanced lymphoma, a type of blood cancer that affects the body's lymphatic system. She opened up to CNA Women about how she fought for her life, overcame extraordinary trials with her husband, and went on to have two children.

 
read more
 

Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

 
read more
 

Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

 
view video
 
 
Proudly Brought to You
 
I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Tan Teck Loon, Brian
 
 
 
WhatsApp Me
-
unsubscribe
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.

DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Tan Teck Loon, Brian, All rights reserved.

Testimonials and Referral Notes

View the full list

Nineki Lee.Manager, Product Design

It is my pleasure to consult with Brian since he embarked on his new career with AIA in 2013. Armed with years of good networking and inter-personal skills from his previous logistics career, there was never a doubt that he would forge out a new path for himself and never look back. Over the years, I have witnessed his growth from a knowledge-hungry novice advisor, who is learning the ropes from his mentor, to an independent, full-fledged financial consultant and leader who is honest, confident & trustworthy. Brian does his homework well before his meetings to explain the fine details of policies patiently, providing his own detailed analysis on the pros and cons of various products (not limited to AIA) in the market. He is well prepared for every meeting to answer my numerous questions so that I am crystal clear on what I am signing up for, before proposing cost-effective plans to cater to changing needs of my finances. Through sheer hard work, perseverance and an expanding customer base, Brian clinched the Million Dollar Round Table (MDRT) Award in 2018. His positive character traits stood out as you can feel his genuine concern for your well-being from his active listening and thoughtful questioning; his way of establishing lasting relationships and taking a holistic view of your finances. Brian is an open and honest professional, providing above and beyond service for his clients and truly cares for you like a friend.

Yvonne Teo

All the letters in Brian’s name reflect how he is - Brilliant, Reliable, Industrious, Affable, Noble-minded. For nearly a decade, Brian has been my only go-to advisor on financial planning for me, my family, and friends to whom I have introduced him to. Time and time again, he has proven himself to be a well-rounded professional who listens and serves wholeheartedly. As a comrade during my short stint with AIA in the past, I witnessed Brian’s hard work and dedication to his work. He truly cares for all his clients and prioritises their interests and needs ahead of his benefit. Tapping on his wealth of experience and knowledge, he unselfishly takes time and effort to educate his clients and provide essential solutions tailored to meet their needs and goals. Brian regularly reviews their portfolios and closely monitors the market trends to safeguard the money and monies clients have invested. He would also often go the extra mile, such as ensuring that his clients have duly completed their nomination for all policies (many agents do not bother to do that!) or even driving and accompanying them to their medical appointments. With a warm and genuine personality, Brian is also a trusted advisor and friend whom you can approach anytime to comfortably discuss your financial matters over a meal or drink! Thank you so much, Brian, for your professionalism, kindness, generosity, and friendship. Respect!

Monica, Bobby and Orville

Brian was introduced to me by my sister. I'm impressed that he is a genuine person who uses his heart, I would definitely recommend him to anyone who need a efficient yet with patience financial advisor. Thumb up Brian!

Vivian Soh

Brian has been my insurance agent for close to 2 years and the only Regret I have is not knowing him earlier. "Responsive" Brian never failed to reply my messages promptly or answer my questions even in the wee hours. There was once I had forgotten to get my travel insurance and I texted him at 5am in the morning, he settled everything for me in the next 15mins. Kudos to him!! "Responsible" Brian is a responsible agent who truly cares for his client, he feels like a friend rather than an agent to me. He gives the most genuine advice that benefit me the most than for his own interest. "Reliable" I can always count on him to help me with my claims and I know that I am in good hands. I really appreciate what Brian has done for me and my family and would highly recommend him to my family & friends.

Anita Tan

I have engaged Brian Tan twice for travel insurance and was very impressed both times. His responses are always prompt, attentive, and efficient. Even through WhatsApp alone, it is clear he genuinely cares about his clients. He goes the extra mile with thoughtful after-sales support, like reminding travellers to register with MFA. I would gladly recommend Brian to anyone seeking a reliable and dedicated insurance agent.

Meifong

Brian has been my financial advisor for over seven years, and I have to say, he is probably one of the more patient advisers I have met. I am consistently impressed by his analysis of my situation. I always feel like he puts my needs first. If he cannot give an answer right away, he always gets back with the right information. I would not hesitate to recommend him.