Financial Products should never be sold, but be professionally prescribed!
Nothing influences people more than a recommendation from a trusted friend.
Why not, if it makes sense and save money overall
“I met them (Perry & Amber) at a Roadshow. At first, I told them that I have already bought an endowment policy last year. However, they asked if I am open to do a review and comparison. Since I have 15 minutes to spare, I decided to hear them out. I showed them the benefit illustration of the endowment (savings plan) that I have bought previously, and to my surprise, they showed me their endowment’s benefit illustration, which provides similar maturity value but with an overall 35% lower total premium required.”
Efficiency Is Key
“Perry has consistently provided outstanding customer service. He answers texts promptly and is very patient in answering all our queries. He is very professional and competent, and has been of utmost help while being very friendly. It is not easy to find such a knowledgeable agent who’s so responsible and prompt in following up with claims. I am impressed by how he is ever so willing to go the extra mile, so full of sincerity and values all his clients. He is very experienced and was never pushy, always explaining every policy and claims clearly. Thank you for having our best interests in mind, for understanding our needs and for making everything so smooth and easy.
From Hui Yan
Diagnosed with Cancer
A critical illness not only affects your physical health but your financial health as well. With critical illness insurance, you will receive financial support so you can focus on getting better.
When we first met her for the first time back in Sept 2016 via our weekly door-knock session, she told us she did not have any life insurance. She was 49 years old back then. We asked her why she did not have any life insurance. She told us that the previous few agents that she met have told her to purchase either Whole Life Policy or Investment-Linked Policy. However, due to her age, the premium is at least S$300 per month, which she cannot afford it. We told her that there is an alternative (Term Insurance without cash value) which is more affordable, instead of zero life coverage. She listened and took up a S$100,000 Term Coverage with us. Slightly more than 3 years later, on the first day of Year 2020, she told us she is diagnosed with Stage 4 Lymphoma. Less than 2 weeks later, she received the claims cheque. Thankfully for the S$100,000, she was able to stop working and focus on her recovery.
Great Sunday Morning
Another Roadshow Prospects Turn Clients
You know you have done a great job when your clients invite you over to their house for a meal.
Thank You For The Sumptuous Sri Lankan Brunch!