Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
IFA 独立理财团队副总监
美国百万圆桌顶尖会员TOT
7年金融行业服务经验
AIA友邦4年高净值客户保险投资服务经验
经过多年的职业沉淀,深刻认知理财的真正需求和痛点。
信息壁垒 – 如何提供全面专业的资产配置建议?
操作复杂-如何避免单一需求规划的财务风险?
时间格局-如何维护客户的长期利益?
核心价值
财富保障 – 家庭收入保障,健康保险
财富累积 – 教育金和退休金规划,构建多渠道被动收入,制定多元资产配置组合,发挥资产增长潜力
财富分配 – 遗嘱信托,高效低成本按心愿分配遗产
IFA 独立理财团队副总监
美国百万圆桌顶尖会员TOT
7年金融行业服务经验
AIA友邦4年高净值客户保险投资服务经验
经过多年的职业沉淀,深刻认知理财的真正需求和痛点。
信息壁垒 – 如何提供全面专业的资产配置建议?
操作复杂-如何避免单一需求规划的财务风险?
时间格局-如何维护客户的长期利益?
核心价值
财富保障 – 家庭收入保障,健康保险
财富累积 – 教育金和退休金规划,构建多渠道被动收入,制定多元资产配置组合,发挥资产增长潜力
财富分配 – 遗嘱信托,高效低成本按心愿分配遗产
Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
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For those comfortable managing their own insurance needs, these are some options to purchase life insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.