INSURANCE PLANNING
Optimizing your insurance portfolio
1.
Identify gaps and quantifying needs
Discover how much coverage you need to replace your income to sustain your family's lifestyle in the event of unforeseen death/disability/illness
2.
Identifying cost savings opportunities
Compare what you have today against what you could get in the market.
Discover products that provides better benefit at the same cost or the same benefits at a lower cost
3.
Implementing the recommendations
Buy/Sell/Replace the recommended insurances to achieve the ideal portfolio that provides you with the necessary benefits at the lowest cost.
Hear what others have to say
Engineer Specialist @ SMRT
Andrew Ong
Without Daniel’s help, I would have ended up paying for another 32 years for my Life insurance a year without knowing.
I appreciate his knowledge, patience and willingness to go out of his way to restructure my insurance portfolio while coming up with a strategy to provide for my family needs and freeing up my cash flow.
Daniel has helped me compare the insurances in the market and selected the best life-insurance to provide for my coverage needs. I will be paying a good $380 more a year for 25 years if I were to just purchase the whole life policy without his comparison.
I am very satisfied with his services and would recommend you to seek his help to compare the market for you before buying any insurance.
En Shing
Supply Planner @
3M Technologies (SG)