I had a sharing session on social media prospecting for fellow financial practitioners yesterday. Never easy to conduct a session … More
Author: Kim Heng
I am currently expanding my team of financial advisers who may or may not have any financial background. Looking for opportunity to work with corporations or any institutions to provide financial literacy to your staff.
Insurance or Property Agent, To be or not to be.
or Both an insurance agent and property agent have very similar job nature such as Commission-based income Cold prospecting Flexibility … More
Retrenchment Insurance
Retrenchment is a dread word. … More
Suggestion to improve the processing for insurance premium deferment.
(Source:Deferment of premium payments during Covid-19: Insurance firms must buck up By EE TECK SIEW) In response to this article from … More
Free spreadsheet to understand your financial health
Free spreadsheet to manage your cash flow and understand if it is healthy. You will re-directed to another website to … More
My IFA@Sg 