| As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well. | | 4 Things Mothers in Singapore Should Do to Plan for Their Finances A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances. | | Mums, pay attention to finances Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed. | | Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance | | Proudly Brought to You I seek to reach out to people who believe in creating a safe financial environment for 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 | | | | | | | | 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. | | | | Amanda Ong.Mural Artist I’ve been under Brian’s care since Jan 2023 & Brian has consistently shown exceptional attentiveness & quick responsiveness in addressing my claim needs & inquiries. His eagerness to help, coupled with his availability & knack for providing solutions reflects deeply his passion & extensive experience in caring for others. I feel extremely fortunate to have crossed paths with Brian & am genuinely grateful for the exceptional care he has provided my team & I so far! | | | | Uncle Chew, Aunty Lena & Family Brian is a good representation of professionalism. Furthermore, his services have consistently exceeded our expectations.
When selling policies, he had patiently strove to fully understand our circumstances and helped us nailed down our needs succinctly. When done, he offered options and advices that help us made the right choices.
When requested, he had no hesitation to take over AIA policies purchased earlier from other financial consultants plus diligently helped submit and followed through when claims were initiated.
What I am most grateful for was, when I met with an accident in a foreign country, his assistance with advices on what needs done and helped coordinated the hospitalization and surgery. Furthermore, we really appreciated his helping us in seeing through the end-to-end medical claim process seamlessly.
We are blessed to have Brian as our financial consultant not only for my wife and I but also for our two grown up children. | | | | Daphne Chin, Lance Lai and Baby Skylar We had the pleasure of working with Brian for over 10years for Lance and about 4 years for me and since birth for our little one and I cannot speak highly enough of Brian dedication and of his expertise and professionalism. He demonstrated a deep understanding of the insurance and financial industry guiding us to make informed decisions. Not only did he take the time to thoroughly assess our financial situation and goals but provide personalized recommendations that tailor to our ever changing phases of life. He went above and beyond to research and compare various schemes ensuring we are fully covered. What impressed us most was his dedication to not only our financial wellbeing but our personal life, being there to support us anytime. Thanks to his expertise and guidance, we feel confident for our financial future and also am glad that we became not just advisor and clients but friends. We highly recommend his service to anyone seeking a knowledgeable and trustworthy advisor who put clients best interests 1 | | | | Siew Yen & Family.Supply Chain & Logistics Manager We have policies with other agents prior to knowing Brian. There were agents who are only interested to close deals as well as agents who are really helpful. However I have never met one like Brian who is committed to his customer's interest as his 1st priority. It's not about how much the policy is, closing more deals and the qty of policies we are purchasing. It is about what we really need and what we can afford. He went the extra miles to help, understand and compile all our policies even if we did not purchase from him or AIA for a better overview of what we lack in our current coverage. The amazing thing is he does not stop here, he reviews and update these compilations whenever needed too. We can feel his sincerity and authenticity through his actions. Even my children can feel it and had decided to entrust Brian with their policies too. Thank you very much, Brian. | | | | Ann Lee.Logistics Executive 我认识Brian有十多年了,以前我们是在同一间公司上班 后来Brian去当保险代理,我们还是保持联系, 每次聚会他不谈卖保险的事。在很久以前我跟N公司的一位代理买了一份保单而只见过两次(一次解释,令一次收费)就没再联系而我也忘了买了什么保单。
在一次饭局我跟Brian谈起保单的事而他很详细解释保单的内容。
不久前我的侄女找我关于手术和住院费用怎样索赔(她的代理不是Brian)我把Brian的联络号码发给了她(在此我的侄女要跟你说非常感激和谢谢你的帮忙)。我也谢谢你给我建议和计划以后退休的生活。
Brian 是一个很有耐心,爱心和细心的好代理和老朋友,加油。 | | | | Willy, Julia and Della Brian is a nice, kind, care and helpful person.The first time i met him was on 2013 when i went for surgery.He helped me with the claim although he is not my insurance agent.
He also spent time reviewing my family insurance plans and made a summary for me.He gave his recommendation,but never persuades me to buy any insurance plan.
He has a lot of story to tell and he is always help me whenever i need. | | | | |