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Jacqueline Tan

In Touch

A Monthly Curated Newsletter

As human beings, we are a culmination of our environment, decisions, behaviours and habits. It is worth giving thought to how we live our lives; taking a step back to reflect on some of our own less-than-ideal tendencies and ponder about how we can mitigate or improve upon them. Here are some resources that I hope can help us foster habits and patterns that can create an upward cycle for ourselves over time.

7 tips to get healthy habits to stick without getting stressed

Change for the better is a process. Like training for a marathon or learning a new language, improving your wellbeing has to be approached realistically and progressively to work. So sure, you won’t get results overnight, but over time small gains add up. The trick is sticking with it long enough that the new habits you want to incorporate into your day-to-day become automatic..

 
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9 Good Money Habits You Can Form

While you may have ambitious money goals, the key to reaching them is building a collection of smaller everyday habits. By taking baby steps that become second nature over time, you’ll hopefully be able to improve your financial situation. Here are some small habits you can develop today that may help your money grow.

 
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How to Be Happy – 7 Habits of Happy People

 
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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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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.

Michael Wong, Retiree (Client since 2005)

时间过得好快,一转眼快20年过去,Jacq Tan 她是保险销售员,我觉得他好专业在最初期间我我和他买了一份普通的保险买了一年之后他每年都与我跟进和我沟通如有什么需要我要看医生他亦会介绍医生给我亦会带我一齐去医务处直到今天他每年亦会与我联络跟进一切保单资料所以我后来也和他买多两份保单他是保险界的奇才。

Cavis Tan, Producer (Client since 2011)

My husband is Jacqueline's friend for more than 30 years and I was introduce to her after and has been a client for more than 12 years and counting. Thank you for all your patient assistance during the state of confusion and helping us bundle everything together. Insurance is a very time consuming task and you helped put us at ease to the best plans. Most agents wouldn’t answer a phone call on a beautiful Saturday morning or wee hours of night when my kids are in the A&E department and i will be calling Jacqueline on these “special hours” for her advise. We appreciate your experience and expertise to help the family save money on the policies towards our needs. You are more than measured up to the “5 Star” rating. I will highly recommend you and your company to others for their insurance needs.

Sharon Eng, Administrator (To 20 years before (I think!), and 30 years more.

I cannot remember when I started with Jacqueline but I will focus on the recent years. She has been nothing but heartfelt during my cancer stint. Her concern for her customers always stem from her heart. Her tenacity to make sure we are well taken care of in times of personal needs goes beyond selling insurance. When my father passed in 2022, Jacqueline was again there for me, helping me sort out insurance issues with the hospital so I can focus on the living and giving me time to grieve. Once again in later 2022, I had to go through a minor surgery and she took it upon herself to find me a suitable surgeon and followed through with claims and her personal touch of “after care”. I have more memories of how she touched my heart but I will save them for future testimonials. Agents are a dime plenty, but it is AIA’s honour to have someone like Jacqueline on their team. Thank you Jacqueline.

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.

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!!