Brendan Lee

After new financial representatives complete an induction programme to ensure competency in services to customers, they are then required to undergo competency assessments every year. 👉 Jason Yeo Vice President & Head of Compliance at Income Insurance Limited 👉 Chuan How Tan Chief Agency Officer at Income Insurance Limited ✍️ Article written by: Sarah Si #Insurance #Lifeinsurance #Healthinsurance #Financialperformance

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What projects do KBTG people do? Well, let season two tell you more about it ✨ To mark the first episode of the season, we follow P’Mic, our Vice Chairman, on his business trip overseas. Where could it be? Come with us to find out. #KBTG #BeyondBanking #OneKBTG

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It's an uncomfortable truth but, much like taxes, death is an inevitable part of life. Group Life Insurance or 'Death In Service' is a way to offer financial security to your employees' families should the worst occur while they're employed at your company. Director Ryan Oates shares the FOUR CRUCIAL FACTORS to consider if you're thinking of offering this benefit.  #grouplifeinsurance #employeebenefits https://lnkd.in/e764_nB5

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Private annuity plans and schemes, such as HDB's lease buyback programme, can help increase one's monthly income in retirement. #Singapore #retirement #income

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In Singapore, the call for regulation of trainers for financial practitioners is gaining momentum. The Insurance and Financial Practitioners Association of Singapore (IFPAS) emphasizes that those training financial professionals should possess recognized qualifications and relevant experience. With an increase in unlicensed trainers charging fees for questionable sales techniques, the need for oversight has never been more critical. IFPAS urges the Monetary Authority of Singapore (MAS) to monitor training methodologies to align with ethical standards and ensure accountability. This comes in light of recent discussions about the need for licensing financial influencers, who are increasingly shaping public perceptions of financial advice. As we navigate the complex landscapes of finance, it's essential that those guiding practitioners are qualified to do so. Let's advocate for a system that upholds integrity and professionalism in financial training. 📈💡 https://lnkd.in/gtBEk_M8

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Everyone begins their financial journey in their own way, driven by unique motivations and experiences. Last Monday, we attended the SGX Ring the Bell for Financial Literacy event and had the chance to engage with fellow financial influencers and industry partners. Hearing what inspired them to take control of their financial futures was truly insightful. Thanks for the invite, SGX Group! Together, we can empower more individuals with the knowledge they need to secure a better financial future! #worldinvestorweek #DollarsAndSense #FinancialLiteracy #Singapore #Investing #PersonalFinance Monetary Authority of Singapore (MAS) The Association of Banks in Singapore Institute For Financial Literacy, Singapore

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Affordable and accessible insurance/Takaful is a cornerstone of financial well-being. It’s encouraging to see initiatives like Perlindungan Tenang that aim to simplify the process, making sure that peace of mind is not a luxury, but a reachable goal for the rakyat. In today's world, being prepared for the unexpected is more important than ever, and having protections in place is a powerful step toward building a resilient future for individuals and families. #FinancialResilience #InclusiveInsurance #InclusiveTakaful

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Having a credit card is not your "emergency fund" Employer-provided health and term insurance is not your "insurance planning" Investing only in retirement accounts like EPF/PPF/NPS is not your "retirement planning" Investing in child investment plans is not your "children's education planning Investing in gold is not your "Children's Marriage Planning" Purchasing a few traditional insurance policies is not your "Tax planning" Having a nominee for your insurance & investments is not your "estate planning" "A personal financial plan is more than just investing" Get expert guidance! Consult a qualified financial planner to craft your personalized comprehensive financial plan today. https://zurl.co/H4PW #financialplanning #retirmentplanning #emergencyfund #taxplanning

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One proud moment when Sharia Wealth Management of Maybank Syariah is mentioned in such prestigious event of #connect 2 : light upon light, in times of hardship. Why Sharia Wealth Management (SWM) even matter? SWM promote wealth management to focus not only here but also in hereafter, that achieved by transcend not only managing wealth to serve oneself but also impacting others, from circle of family, neighbours, communities even nations. at the end, wealth is just a tool, that we can't love to our dear heart, it needs to function according to its fitra, to gain Allah blessing, and we're here to accompany you, through MySWM. Insya Allah.

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Prudential embraces customer centricity: An interview with Priscilla Ng: Prudential plc’s shift to customer-centric insurance hinges on digital transformation, with data and artificial intelligence as key enablers and humans still playing a crucial role. http://dlvr.it/TBxTNC #AsiaPacific #FinancialServices #Insurance #China

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Etiqa Insurance Singapore's new study reveals younger Singaporeans aim to retire as early as 50, estimating monthly expenses to sustain themselves at below S$6,000. The growing confidence in retirement goals points to a shift in financial priorities, emphasising financial independence and lifestyle optimisation. Younger Singaporeans, including millennials and Gen Z, prefer low-risk options for retirement planning such as savings accounts, CPF contributions, and fixed deposits. Yet, the study's findings also reveal many underestimate the time horizon and funds needed to sustain their desired lifestyle, which could lead to a potential retirement gap. Read more: https://lnkd.in/gKeQiEjZ #EtiqaInsurance #EarlyRetirement #FinancialPlanning #Singapore #FIRE #WealthManagement #Insurance #PersonalFinance #MediaOutReachNewswire #PressRelease #News

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Premium financing complaints are on the rise, and it’s a reminder of the risks involved when taking out loans to buy life insurance. As our CEO, Eddy Cheong, shares in this Straits Times article, premium financing can lead to a financial burden if not managed properly – especially with rising interest rates. Before diving into a life insurance loan, make sure you have all the facts. Understand the foreign exchange risks, interest rate fluctuations, and whether you're ready for the long-term commitment. Get in touch with us today to explore your options and avoid potential pitfalls: https://lnkd.in/gqWPpcWu You can read the full article at the link below if you have a Straits Times subscription. Stay informed and make smarter choices with your insurance decisions!

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WRITING MY WILL -IS IT NECESSARY? There is no downside and only upside to state your intention on how you want to distribute your asset in event of your passing. So, question is -why not? Although Singapore government has put in place Intestate Succession Act for your asset distribution in absence of will, it is still highly advisable that you write your will for smoother asset distribution process. Find out why in my video! In life, death is inevitable. The last thing that we want is to leave a mess and create strife for our loved ones. So, yes WRITE YOUR WILL!

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Had the pleasure of sharing my thoughts on sustainability with Eric Lian and Eric Soh some time back. Sustainability is perhaps all too often a concept that struggles to resonate with businesses, especially if the environmental impacts that can be directly attributed to the business are not immediately apparent. Beyond going green however, sustainability is also about ensuring the long-term growth of a business. It is not simply about pivoting your operations to reduce your carbon footprint, it entails an entire suite of other considerations as well - driving long-term business growth, identifying new growth engines, corporate governance, corporate social responsibility and many more. The caveat as always, is that context is important and any perspective must be layered with the realities of the business. The balance between long term planning and addressing short term needs, while delicate and perhaps ever oscillating, is nevertheless a balance that must be maintained and not shunted aside. Don't we all wish for simply a yes/no sometimes! Shoutout also to Reginald Koh of The Financial Coconut for his skillful ability to draw out such a broad spectrum of perspectives from 3 individuals in very different industries. My appreciation also to UOB for the opportunity! If you'd like to, our latest sustainability report can be found at: https://lnkd.in/gwd5gzc7

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Around 97,000 EPF members to receive higher pension under EPS; How to track status of higher EPS pension application https://lnkd.in/g3MTBcHS

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