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Jacqueline Tan

In Touch

A Monthly Curated Newsletter

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

Chinese New Year 2024 - 10 Best Reunion Dinner & Delicious Takeaways!

Elevate your Chinese New Year celebrations in 2024 with the 10 best reunion dinner options in Singapore

 
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Eight Money Resolutions to Consider for a Financially Secure 2024

The article outlines eight financial resolutions for 2024, focusing on evaluating personal finances, practicing the ‘3Ms’ (Measure, Monitor, Manage), starting an emergency fund, budgeting, investing in oneself, paying off high-interest debts, diversifying investments, and establishing a regular savings plan.

 
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The World Ahead 2024: five stories to watch out for

 
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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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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

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.

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.

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。

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