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Jacqueline Tan

In Touch

A Monthly Curated Newsletter

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

Tips for Aging Well: 10 Habits for Physical and Mental Fitness

BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections.

 
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4 Different Ways to Think of Retirement | Psychology Today

Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality.

 
read more
 

The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey

 
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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!

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。

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.

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.

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

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