I joined the financial advisory industry 12 years ago.
Some time ago, when I made my own insurance claim, I personally experienced a huge financial relief for myself, and felt grateful that I could rely on my insurance to alleviate my burdens while I focus on recovering.
This made me realise just how important financial planning really is, and I want to make an impact by helping others around me.
Share your stories to as many people as you can.
I have been in this industry for more than 10 years. Throughout my career, I helped with many claims, saw many of my clients’ children through their university, and met many retirees living on pension or annuities. I also learned how each client constantly plans ahead to improve their quality of life, and how they wish to distribute their wealth to the next generation.
I will share these stories to my other clients, to let them learn more, and to help them expand their horizons for their own planning.
Always ensure sufficient coverage first.
To everyone whom I cross paths with, including their family and their friends, I want to ensure that all of them have sufficient coverage and proper knowledge in financial planning. You never know when you might need insurance, until the day you actually need it.
The impact you can make is immeasurable.
This is a career that helps people, and the kind of impact you can make on someone’s life is immeasurable. When clients benefit from insurance, you will feel a great sense of fulfilment as well. You are an angel.