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EVENT DESCRIPTIONAre you confident you're fully protected? Do you know the different types of insurance that safeguard your financial future? Many of us have insurance policies, but few understand if they truly meet our needs.
Join us for an insightful talk where we’ll cover essential insurance concepts to help you assess your current coverage and learn how to optimize it. Whether you're new to insurance or looking to refine your policies, this event will guide you through the key steps to ensure you're not over or under-insured.
TOPICS COVERED
1. Introduction to Key Insurance Concepts
2. Assessing Your Insurance Coverage: Are You Over or Under Insured?
3. Essential vs. Optional Protection
4. Whole Life vs. Term Insurance
5. Managing Your Existing Insurance Policies
WHO SHOULD ATTEND?
- Individuals optimizing their insurance coverage
- Young professionals and families exploring life and health options
- Anyone keen on understanding essential vs. optional protection
- Those reviewing and managing existing policies
This event is perfect for anyone who wants to ensure they have the right financial protection, without the pressure of signing up for new policies.
FEES: Free (Member) | $15 (Non-member)
Dinner provided | Expert Guidance | Life Planning
ABOUT SPEAKER
Desmond Lee
Desmond embarked on his financial planning two decades ago, skillfully utilizing CFP schemes, insurance and investment strategies to achieve his goal of retiring at 55. He firmly believes that risks base insurance protection is crucial for managing life’s uncertainties and maintaining the integrity of financial plans.
Currently, Desmond is a MAS-licensed financial adviser with one of Singapore's largest comprehensive financial planning firms. He is dedicated in educating his clients about the risks and guiding them in constructing robust protection strategies to safeguard their financial well-being. Additionally, Desmond actively volunteers at the Institute of Financial Literacy as an Associate Trainer, where he provides valuable insights into the critical role of insurance in developing effective financial plans for individuals in Singapore.
For enquiries, email us at [email protected] or contact us at 8020 0299.
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Event Venue & Nearby Stays
Chill@5, 11 Slim Barracks Rise (Off North Bouna Vista Road), #05-03 Singapore 138664, Singapore, Singapore 138664
Tickets
