As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well. | 4 Things Mothers in Singapore Should Do to Plan for Their Finances A 2015 survey showed that 75% of Singaporean mothers surveyed had not even thought about retirement, let alone started planning for it. If you’re spending all your energy running after the kids or making sure they pay attention during tuition, here four things you should not forget to do for your finances. | Mums, pay attention to finances Financial experts advise that it makes sense for mothers (and just about anyone) to pay attention to their financial affairs. According to the US-based National Centre for Women and Retirement Research, nine out of 10 women will eventually have to manage their finances on their own at some point, due to circumstances ranging from leaving the workforce to care for a family member, to becoming divorced or finding themselves widowed. | Adult Conversation | How She Saved $100,000 Before Turning 30 | Personal Finance | Proudly Brought to You I seek to reach out to people who believe in creating a safe financial environment for 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 | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above. 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. | | | 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! | | | 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!! | | | 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.
| | | 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 | | | 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. | | | Lida & Family, Owner of 169 May Fish Soup (Client since 2016) My best friend recommended Jacqueline to me. As I have existing medical condition she still help me to appeal and got my hospital insurance. She listens to me, plan insurance for me and my family within my budget. Whenever my family need advice on medical issues she is always available, when come to claim she keep everything simple for us. She is a excellent agent and a very good friend for us. | | | | |