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Tan Teck Loon, Brian

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
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Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
read more
 

Children and Retirement

 
view video
 
 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Tan Teck Loon, Brian
 
 
 
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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

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Dorrise Sin.Strategic Quote Specialist

Brian Tan has been handling my policies for 4yrs very professionally and efficiently. There's no doubt that he is reliable advisor and very patient in explaining things to me until I understood. I’m very happy with his service.

Mama & Lynn

Knowing what to do when your loved ones have to go through surgery is something everyone wish that they don't have to encounter as we always pray for the best of health to be with our family. Brian was a god sent when I was lost on what to do. He gathered all necessary information quickly and his meticulous and easy to understand way of explaining to me how the details work was something that impressed me as Insurance has always been a blur to me. What sets Brian above and beyond is that he constantly checks in on how the caregiver is feeling and reminds me that all of us need a break. That's where you know you have found yourself a trusted and genuine advisor and friend. Brian provided us with all rounded information from Insurance, LPAs, CPF nomination and I believe if I were to ask for more, he will have them readily available. Thank you Brian! Mama and me will always be thankful for what you have shared with us.

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!

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.

Sarah Naw Paw Wah.Financial Services Consultant

Brian Tan ကို လွန်ခဲ့သော ၅ နှစ် ကျွန်မအရင်လုပ်ခဲ့သောအလုပ်မှာ Logistic ကိုယ်ပိုင်လုပ်ငန်းရှင် အဖြစ် သိခဲ့ပါတယ်။ သူသည် ကိုယ်ပိုင်လုပ်ငန်းလုပ်သလို ငွေ‌ကြေး၀န်ဆောင်မှုလုပ်ငန်း Manager (Financial Services Manager) တစ်ဦးလည်းဖြစ်ပါတယ်။ သူ့ရဲ့ clients များကို စေတနာအပြည့်ဖြင့် ကိုယ်ချင်းစာစိတ်ထားပြီး clients လိုအပ်သည့်အတိုင်း လုပ်ဆောင်ပေးသူ ဖြစ်ပါတယ်။ ကျွန်မသူ့ team မှာ မနှစ်ကစပြီး အလုပ်စတင် လုပ်ခဲ့ပါတယ်။ သူသည် အဖွဲ့သားများကို အလုပ်မည်သို့ တိုးတက်အောင်မြင်ဖို့၊ စိတ်ဓတ်ခွန်အား မြှင့်လာ‌ဖို့အမြဲ သင်ကြားပေးပါတယ်။ Financial Services Advisor လုပ်လိုသူများကို Career Coach အနေဖြင့် ၄င်း၊ Insurance နှင့် Financial Planning လုပ်လိုသူများကို Financial Planner အနေဖြင့် ၄င်းကူညီပေးပါတယ်။ သူဟာ ယုံကြည်စိတ်ချရပြီး စေတနာအပြည့်လုပ်ဆောင်သူ ခေါင်းဆောင်ကောင်း တစ်ယောက် ဖြစ်ပါတယ်။

Leon and Vivienne

We’ve had bad experiences with previous insurance agents — many came across as pushy and only focused on closing the deal as quickly as possible. So when we first met Brian, we were naturally skeptical. But very quickly, he proved to be different. Brian is the kind of agent who genuinely listens. He didn’t rush us or try to hard-sell anything. In fact, he came to meet us three separate times, each visit thoughtfully planned to understand our needs better and refine the policies accordingly. Even though he could have easily closed the deal on the first meeting, he insisted on taking the time to make sure everything was right for us. To our surprise, he even proposed options that were more affordable with better benefits — something we’ve never seen other agents do. That level of sincerity and integrity is rare. Because of the trust he built, our entire family ended up buying insurance from him. Brian is someone we can truly rely on. There are so many more things we would love to rave about him — but let’s keep some of that a surprise for you to discover yourself. We wouldn’t want his hard work and unique approach to be copied by other agents.