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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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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.

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

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!!

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

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.