| In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser. | | The Richest Man in Babylon by George S. Clason Save at least 10 percent of everything you earn and do not confuse your necessary expenses with your desires. Work hard to improve your skills and ensure a future income because wealth is the result of a reliable income stream. You cannot arrive at the fullest measure of success until you crush the spirit of procrastination within you. | | 6 Ways You Can (Legally) Reduce Your Income Tax For YA 2021 Do them before the end of the year. | | Freedom from the money culture | Lynne Twist | TEDxBerkeley | | Proudly Brought to You 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 | | | | | | | | 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. | | | | Candy, Andy & Family (Client since 2014) Jiajia is my husband’s childhood friend. I’ve known her for close to 20 years and she has been our trustworthy insurance agent for about 10 years. Although she just started with AIA when I first got to know her, she has never tried selling anything to me. We only approached her when we were expecting our first child. Ever since, she has been promptly answering queries, efficiently handling our claims and diligently updating us with the changes in policy terms. Whenever we are faced with issues, she will always be there ready to help and giving us assurance. She will reiterate, “Anything, just call. No matter how late, just call.’ She also ensures that we are adequately covered within our means. Her experience and professionalism is indisputable. She always uphold herself with pride and integrity. We are so blessed and thankful to have her as a close friend and taking care of our policies. Jiajia is the BEST!! | | | | 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 | | | | 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! | | | | 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!!! | | | | 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 | | | | 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. | | | | |