How CPF Life Works and How to Enhance Retirement Income with Cash

What amount of retirement sum to set aside?

  • Is Basic Retirement Sum (BRS), Full Retirement Sum (FRS), or Enhance Retirement Sum (ERS) more advantageous for my retirement? 

Which CPF Life plan to choose?

  • Is Basic plan, Standard plan or Escalating plan better for me and my family if I don’t live long enough?

These questions may seem simple but to many Singaporeans, it is mind blogging. 

What if I choose wrongly? Then how?

Listen to this recording to understand

  • the pros and cons of each of the three retirement sums and
  • how to choose  the right CPF Life Plan that suits your retirement income and bequest needs and expectations.

Published By:

Hoan Poh Huat Francis

I strongly believe that your success as a financial consultant is guaranteed if you continue to utilize the traditional method of generating leads by referrals. Using that to reach out to the older generation allows for you to build another pipeline for generating new leads using modern digital marketing methods to reach out to the younger generation.

I will share my own financial advisory career experience of building a small higher value client base over time. Achieving this helps you  to give each of your clients sufficient care and attention while  making sure you still enjoy quality of life. 

I help all of my consultants in case opening for retirement and investment planning by conducting webinars on Investment 101 and CPF Life Talk. Moreover, I will show how you can use insurance portfolio optimization to open cases effectively by leveraging the products offered by 17 Life Insurance company we carry. My consultants can reach out to their corporate clients to offer such financial talks and services to generate leads. On top of that, I will reveal to you how you can help your clients accumulate and grow their wealth while creating another stream of recurring income for you. This, again, is unique to us having 70 mutual fund managers spread over 5 mutual fund platforms. 

For the record, I helped 5 consultants achieve MDRT. One was a migrated consultant from another FA firm. 7 years in that FA firm, he did not qualify MDRT. Upon moving over to work with me, he and his partner achieved MDRT in 6 months.

Book your slot now to have a Career Discovery Chat with me! Yes, there is no obligation to do so!

Click here to book a 30min career discovery zoom chat slot now!

 

 

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