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Jacqueline Tan

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
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Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
read more
 

Children and Retirement

 
view video
 
 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
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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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!!!

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.

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

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.

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

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.