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Jacqueline Tan

In Touch

A Monthly Curated Newsletter

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Inflation woes? We crowdsourced 9 grocery-shopping tips from aunties

Feeling the pinch? Here's a list of simple hacks when you're out shopping for essentials.

 
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How To Create a Personal Budget in 6 Steps

Budgeting allows you to effectively track and manage your income so you can control how much you spend and save. Use the following steps to create and manage a successful budget

 
read more
 

JAPANESE MONEY SAVINGS TIPS - Kakeh - Shsei

 
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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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Goh Lyndy, Private Flight Attendant (Client since 2015)

Jacqueline is highly committed to her profession. She has an outstanding work ethic and has made the process of dealing with insurance easy and seamless. Whenever I am in doubt or have questions, she is always able to provide insurance counseling and advice. Her patience towards the elderly definitely shows as she handles my mum’s policies as well. She is able to explain the policies in a different way, to my mum so that she understands better and feels very assured. I would definitely recommend Jacqueline to anyone without hesitation or reservation. Thank you for always having my best interest at heart and ensuring that I am well covered!

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.

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

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.

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。

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!