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Jacqueline Tan

In Touch

A Monthly Curated Newsletter

Statistically, most people live till an average age of 80 years. Although this number varies across cultures and nations, we cannot deny that life is still all too fleetingly short. 80 years a lifetime translates to 80 summers and 80 winters - to love, laugh, live, and make the most of our time on this earth. Far too often, when faced with our mortality, we look back at our lives and think of all the things that could have been different. Regret may sometimes be inevitable, but it is still possible to live an unlimited life with the limited time that we have. In this issue, we look at some of the ways we can do so.

Living Life To The Fullest Is Something Everyone Should Start Doing

No matter who a person is, what they are currently doing, how much money they have in the bank, and so on, everyone can start living life to the fullest. You just never know what may happen in the future, so taking advantage of the time you have now is very important. There are many ways to live your life to the fullest while also being a responsible person. The many ways below will hopefully allow you to love life and teach you how to live life to the fullest.

 
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Why it’s crucial to understand the purpose of money in your life

Once you know your financial purpose, write it down. Stick it on your fridge. Carry it with you. Memorise it. Use it whenever you need to make sure you’re using your money as a tool to support the life you want to live. We get one shot. Spend time deciding what you want out of life and choose how to use your money to support it. Live the life you’ll be proud to look back on without regret or remorse.

 
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This Is How Short Your Life Is

 
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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.
 
Jacqueline Tan
 
 
 
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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.

© Jacqueline Tan, All rights reserved.

Testimonials and Referral Notes

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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

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.

Angie Phua, Founder of Aglamoras Beauty Sg (Client since 2019)

Thank you Jacq! Known Jacqueline since 2018. As I'm always skeptical over life insurance and I only had certain coverages over my medical. She explained to me what is needed and she would base on my comfortable budget and needs to recommend what is the best for me. Thus, over the years. Relationship eventually grew between us and we are just like good friends and does not even felt like she was my agent. I would not hesitate to recommend my friends to her. I just wanna say thank u Jacqueline for everything and keep up to ur good work and you are the best!!!

Christine Yue, Founder of Lor Bak Mama & Business Consultancy (Client since 2012)

Jacqueline has been a close personal friend for over 20 plus years. When I knew she was going into financial planning, I did not hesitate to go with her as my agent and have never looked back since. Jacq is caring, responsive and goes out of her way for clients. I have recommended many friends to her over the years. Now she helps me with my child's policy and I am very thankful I have someone trusted with me all these years. She is my no. 1 agent and a great personal friend that you can trust wholeheartedly.

Irene, Kenny & Family, Business Owner (Client since 2006)

Jacqueline or rather Jia, I prefer to call her. We been friends for 30 over years and she has been my agent for more than 20 years. She helped me with my financial investments and the investments done, have helped me to claim my 1st title deed from HDB. When we started our family, we entrusted her with our all our insurances for our family. Not saying this because she is friend but she has done many things beyond what a friend or agent can or have done. Once our whole family were out for overseas trip, our gate decided to malfunction and open on its own! We only know it at 12midnight that our house is wide open, unattended, I called her to help and immediately she dashed out of her house (after a long day of work and already in her PJ preparing for bedtime) to rush to mine to help us to lock the gate! She had also attend to my crazy midnight or dawn break last minute insurance requestsssss.. helped to design and build insurance plans that are within our comfortable budget. Most importantly she grow with our family. Thank you for being so dependable and reliable! I promise more last min requests and crazy stuff for you and counting!

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!