View this email in your browser

Yean Wong

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
read more
 

Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
read more
 

Children and Retirement

 
view video
 
 
Proudly Brought to You
 
I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Yean Wong
 
 
 
WhatsApp Me
-
unsubscribe
You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.

© Yean Wong, All rights reserved.

Testimonials and Referral Notes

View the full list

Yuting. Human Resource Personnel

Yean is a very reliable and patient person who never fail to give prompt advice whenever needed. She will go the extra mile in order to make sure I understand the policy and processes.

Serene. Bank Staff

Thanks Yean for everything you have done. You have given great advices and services and is always so friendly!

Francesca.Adminstrative Excecutive

Yean is a very professional and caring financial consultant. She will always get back to me promptly on my enquiries and update me regularly on policies. She is dependable person. Highly recommended!

Jia Min. Administrative Executive

Really appreciate Yean’s assistance on recommending the policies that suitable for me. Not only that, she also patiently explained and provided clear summary for me to have better understanding. She is very helpful and always keep me updated on the changes. Thank you Yean!

Angella. Accountant

I truly thank Yean for being very patient and professional in taking time to go through the mixture of very old to recent policies I've purchased over the years way before I met her. She helped provided time line and proposal on what I can do with those that are going to matured, such as passing on to my kids and informed on what she finds lacking in my coverage that I should consider purchasing. To be very honest I had not bought any from her yet due to my tight budget with two young members added to my family. Nonetheless she is always a whatsapp or phone call away to provide advise whenever I had concerns and uncertainties. She will help to address them and assure me of the situation. She being a mum of three beautiful kids have absolutely very sound financial knowledge on proper financial planning and recommend products that are deemed necessary but never pushy in just selling. I am thankful to have met her as I do have some bad experience with agents that do not follow up though I had bought policies from.

Ferlyn. Senior Supply Chain Specialist

Yean has impressed us with her dedication and patience in finding out and discussing what is the most suitable financial product for the needs of our young family. Yean has good product knowledge and gave valuable suggestions which helped us secure medical coverage for our aged parents. She kept us updated promptly during the processing of our policies and this really put our minds at ease. Thanks Yean