| There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers. | | The 3 Best Pieces of Financial Wisdom From Oprah Winfrey From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom. | | 19 Personal Finance Tips You Were Never Taught—but Need to Know We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest. | | Financial Advice From KIDS | | Proudly Brought to You 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 | | Jacqueline Tan | | | | | | | | 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. © Jacqueline Tan, All rights reserved. | | | | Belle Thai, Founder of PaperDoll LIVE (Client since 2007) Jacqueline have been my insurance agent for more than 15 years and still counting. I have to say, Jacq is always very responsive to my policy queries as I do not keep track of my own coverage. Her professionalism is without a doubt, and she’s always meticulous in her work. Definitely trustworthy and patient as she’ll always advice on what I need and what I don’t from my insurance coverage, investments and retirement planning. My insurance claims are also handled very swiftly.
Jacqueline is definitely your “To-Go-For-Person” when it comes to financial planning! 10 thumbs up 👍🏻 👍🏻
10 Feb 2023 | | | | Bernard Tan, Business Development Manager (Client since 2003) I opined that the insuring of ourselves, and in some cases our loved ones, are one of the many things that a responsible adult should always plan to do.
There are just too many dramatic real-life cases of detrimental occurrences, telling us of the financial and emotional meltdowns we could bring to our family, should we have not insured ourselves during times when misfortune knocks on our doors. Also, we thought it is important that we do not just insure ourselves thoroughly, but to also conduct the same with a reliable underwriter which possesses sound track records, and with a seamless claims process.
I have known Jacqueline for slightly over 30 Years, and had since 2 decades ago entrusted the whole insurance portfolio of my family with AIA, through this uniquely dedicated insurance agent & friend.
Jac had been through with me and my family, at our various life stages; from the time when I was just married with a kid, till the later season when my 2 kids are in their teens, and now when my wife and I are in the midst of concluding our retirement.
I remember vividly, that Jac would often be with me, or with my children to the hospital/clinics, so much so that she was, almost always, mistaken to be my wife, or my kids’ mother. Jacqueline was, and had always been with us when we got ourselves into such trouble. She is our go-to person when we need financial & security advise, the first person to come to mind whenever we encounter injuries, and incidents of any kind.
While I may not be the best testimony to a well-trusted and dependable financial planner (I do have many to compare with), I am thankful that we to have Jac with us all thru’ these many years.
We have heard of many stories that would bring bad reputation to the occupation; nonetheless, we are blessed that we are served by one who serves with a heart, who is considerate about our circumstances, mindful of our needs and always proposing solutions that best meet our needs, while not forgetting the depths of our pockets at the same time.
I am delighted that I have chosen AIA; if I am given a chance to choose again, I will most certainly do the same, through Jacqueline nevertheless, to have AIA as our trusted insurance partner and provider.
05 Feb 2023
| | | | Goh Lyndy, Private Flight Attendant (Client since 2015) Jacqueline is highly committed to her profession. She has an outstanding work ethic and has made the process of dealing with insurance easy and seamless. Whenever I am in doubt or have questions, she is always able to provide insurance counseling and advice.
Her patience towards the elderly definitely shows as she handles my mum’s policies as well. She is able to explain the policies in a different way, to my mum so that she understands better and feels very assured.
I would definitely recommend Jacqueline to anyone without hesitation or reservation.
Thank you for always having my best interest at heart and ensuring that I am well covered! | | | | Elaine Lau, Banker (Client since 2019) If I were to describe the impression that Jacqueline gives me, I would say - "I never knew what a good agent is like, until I know Jacq"
I am a non believer of insurance due to bad experiences in my early years. I steer clear when I hear the word insurance. However, Jacq changes everything.
She is not just my trustworthy agent, she is also a friend. Jacq is patience in listening to your needs and gives you timely and the best professional advices for you and your family.
Jacq is highly efficient and always there when you need her. She is extremely helpful, caring, attentive, always with a smile and very knowledgeable in her expertise of work.
Undoubtedly, Jacq is the BEST insurance agent one could ever have, and a true gem in this industry.
You never know how good your insurance and agent are until you need them, and both are outstanding in my case. | | | | Chloe Aw, Creative Director of Escapade Studios (Client since 2012) Jac has been both a trusted friend and an exceptional insurance agent. She assisted me in setting up my accident and hospital insurance plans with the utmost professionalism and attention to detail. Her ability to clearly explain the policies and ensure they were tailored to my needs was truly reassuring. It is a great comfort to know that my insurance matters are in the hands of someone I trust and respect. | | | | Eric Chua, Finance Manager (Client since 2003) I got my first policy from Jacqueline since 2003 after I got my first job since I completed my national service. She was introduced by a friend who had full of compliments of her service and professionalism. Since then, there was no turning back, I bought more policies from her and even for my kids. I did supported a few friends from other insurance companies but none of them is as responsible as Jacq and AIA remains the most efficient in terms of processing any claims.
Over the years, I will not hesitate to introduce Jacq to my peers or families whenever they need help with their insurance.
She is the best agent around and still going strong! Truly appreciate her assistance all these years.
08 Feb 2023 | | | | |