As Lunar New Year celebrations unfold and we gather with friends and family, let us remember that prosperity is not just about wealth and abundance but also about the wisdom shared and traditions passed down through generations. Amid the laughter, meals, and festivities—and the inherent hope and symbolism they carry—be kind and mindful to yourself and others, ensuring that the deeper meaning of heritage, connection, and togetherness endures beyond the moment. | The Art of Red Packets: A Parent’s Guide to Financial Wisdom During Lunar New Year This article highlights how parents can use the tradition of red packets to teach children financial literacy, focusing on saving, spending, and sharing wisely. | 5 Ways To Deal With Chinese New Year Leftovers This article offers creative ways to repurpose Chinese New Year leftovers into new dishes. It suggests making bak kwa sandwiches, creating cookie crumbles for desserts, turning mandarin oranges into marmalade, converting pineapple tart fillings into jam, and using leftover meats and bones to make flavorful stocks. | 8 Ways to Spring Clean Your Finances This Year | Proudly Brought to You 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 | | | | 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. | | | 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. | | | 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
| | | 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.
| | | 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. | | | 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!! | | | | |