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Jacqueline Tan

In Touch

A Monthly Curated Newsletter

Albert Einstein said, "Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn't, pays it."

In every financial crisis, there are generally two groups of people. Those who ride above the wave, and those who suffer the pain. The first group seems to be more prepared, as if they knew long ago that something was going to happen.

What's their Secret?

This group of people understand a simple philosophy, "You don't plan to fail but you fail to plan." They started early and took advantage of the Eighth Wonder of the World. They are more ready for impact than others.

There's more

During times of great impact is also a time of great opportunities for investment. Yet only those who are prepared are able to take advantage of undervalued assets.

Here's a very good illustration to visualise the power of the Eighth Wonder of the World.

Eighth Wonder of the World

We've got the Story. What are my options?

"Understanding both the power of compound interest and the difficulty of getting it is the heart and soul of understanding a lot of things."
- Charlie Munger

Feel free to get in touch to learn more. I hope that you and your loved ones will continue to stay safe. Cheers!

 
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
 
 
 
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WhatsApp me at +65 91691911  
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Testimonials and Referral Notes

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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.

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

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!!!

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.

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!

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.