In the process of recommending a financial plan, the more informed clients will asked about the participation funds of the … More
Category: About Kim Heng
Retirement Planning Spreadsheet
Retirement is a concern for many Singaporeans today due to many reasons espcially high cost of living and longevity. This … More
Sharing session on social media prospecting
I had a sharing session on social media prospecting for fellow financial practitioners yesterday. Never easy to conduct a session … More
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
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