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Jacqueline Tan

In Touch

A Monthly Curated Newsletter

Making decisions on property is not trivial, as they often have effects on our quality of life in ways that are not just material but also financial and emotional. Regardless of our experience levels in making decisions on our properties and homes, it helps to have an appreciation of what resources are involved, and how we can be resourceful about them. I hope you find the materials in this issue useful.

New HDB policy: Standard, Plus and Prime – how does it affect you?

Housing and Development Board (HDB) will change how it classifies Build-to-Order (BTO) projects, starting in the second half of 2024. The policy changes intend to ensure that HDB policies continue to remain relevant in Singapore's current social and economic construct.

 
read more
 

Understand the costs of buying a home

This article provides a comprehensive guide to the costs of buying a home in Singapore, including down payment, stamp duty, legal fees, and renovation costs.

 
read more
 

DECORATE YOUR HOME FOR FREE | 10 DECOR IDEAS ON A BUDGET

 
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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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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!!

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.

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

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!

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.

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.