Exploring a Rewarding Career Path
Articles on becoming a Financial Advisor in Singapore
Welcome to the world of financial advising in Singapore, where opportunities abound for those seeking a dynamic and fulfilling career. In this article, we’ll delve into the exciting journey of becoming a financial advisor in one of Asia’s financial hubs. From the necessary qualifications to the skills you’ll need and the potential rewards that await, let’s embark on a comprehensive exploration of this promising career path.


All about surrendering and selling your insurance policy for cash
Besides buying insurance policies, you are able to sell or surrender your insurance policies as well. There are certain situations that you might encounter ...
Dividing CPF-Related Assets in a Divorce: Understanding the Key Proceedings and Information
In a divorce, the court has the power to divide matrimonial assets between the divorcing parties in proportions that it thinks are just and ...
The challenges facing financial advisors today
Technology is becoming a big part of the financial advisory business. Financial planners are adopting technology to improve the ways they serve their clients. ...
Retirement jobs in Singapore
The Retirement Dilemma So you have finally retired, this is something you have been waiting for literally your whole life. But, you are quickly ...
Employee Benefit Insurance in Singapore
Employee benefits insurance is an essential part of the compensation package provided by employers in Singapore. It is a type of insurance that offers ...
Approaches to Asset Allocation for Retirement Planning
As individuals approach retirement, one of the critical aspects to consider is how to effectively allocate their assets. The process of asset allocation involves ...
Should you be a financial advisor or wealth manager?
In Singapore, the terms “financial advisor” and “wealth manager” are often used interchangeably, but they can also refer to different types of professionals. A ...
Traded life policies and traded endowment policies for Sale
Traded life policies (TLPs) and traded endowment policies (TEPs) are investment products that involve purchasing life insurance policies or endowment policies from the original ...
What is dollar-cost averaging?
Dollar-cost averaging is an investment strategy where an investor regularly invests a fixed amount of money into a particular security or portfolio, regardless of ...
The Importance of Savings
Saving money is a fundamental aspect of personal finance that holds immense importance in one’s financial journey. Whether it’s for short-term goals, long-term aspirations, ...
On Inflation and the Financial Markets
Inflation is a term we hear frequently in the news and media, but what does it mean for our finances and investments? Essentially, inflation ...
Financial Advisor Compensation in Singapore
Financial advisors play a crucial role in helping individuals and businesses make informed financial decisions. In Singapore, a dynamic and rapidly growing financial hub, ...
Retirement planning in Singapore (2023)
How the Singapore Budget 2023 will affect your retirement planning The Singapore Budget 2023 has introduced enhanced measures to help middle and lower-income Singaporeans ...
Choosing a career in insurance sales
There are a lot of things to consider when choosing a career, and a career in insurance sales is a great option for many ...
The importance of digital marketing for insurance agents
In this day and age, buying almost anything starts with an online search. With over 50% of the global population being 30 or younger ...
Filing Income Tax as Financial Advisors in Singapore
Six insurance agents in Singapore have been found guilty of tax evasion. The court determined that they had submitted false business expenses to collectively ...
What it means when you need to buy insurance
Insurance is an essential part of our lives. We buy insurance to protect us against any potential financial loss due to an unfortunate incident. ...
On a career change into financial planning
If you’re considering a career change into financial planning, there are several pros and cons to keep in mind. Here are some key factors ...
Being an Independent Financial Advisor in Singapore
The financial landscape in Singapore is marked by diversity, complexity, and rapid changes, making it essential for individuals and businesses to make well-informed financial ...
The importance of Investing
Self-sufficiency is an important goal for many individuals, as it allows them to be free from relying on others or working into their old ...
About the FIRE Movement in Singapore
The FIRE (Financial Independence, Retire Early) movement is not just a lifestyle choice or a financial strategy – it’s a game-changer that can transform ...
A Guide to Financial Planning for Singaporeans from Graduation to Retirement
Hey there! Are you a young Singaporean who’s just graduated and starting to think about your financial future? It’s never too early to start ...
Serving High Networth Individuals as a Financial Planner
As of 2022, the landscape of Singapore boasted an estimated count of 298,650 High Net Worth Individuals (HNWIs), collectively amassing a substantial net worth ...
UOBAM Invest Robo-Advisor Review
UOBAM Invest is a hidden gem that not many people know about, and it is managed by the wholly owned subsidiary of UOB called ...
Financial Planning after a Divorce
DIVORCE is more than just an emotional upheaval – it can be a financial disaster if not handled properly. As a seasoned financial planner, ...
Christian jobs in Singapore
Singapore is a vibrant and diverse city-state that is home to many different religions, including Christianity. There are a variety of jobs in Christian ...
Working as a part-time insurance agent in Singapore
One of the questions we’re often asked is whether a person can be a part-time insurance agent in Singapore. One of the best things ...
Achieving your Financial Goals
Nobody can fully predict the future, as anything can happen. However, let’s not allow that to discourage us from making wise decisions today. These ...
10 Financial Decisions That You Might Regret in Future
The future remains elusive, with its twists and turns impossible to predict. Yet, this should never deter us from making prudent choices today that ...
Causes, Consequences, and Solutions to Credit Card Debts in Singapore
Credit card usage has become increasingly prevalent in Singapore, offering convenience and financial flexibility to individuals. However, with the ease of credit card spending ...
Traits and Qualities of a good Financial Advisor
The financial planning industry has grown in leaps and bounds and is one of the most lucrative careers in the world today. A financial ...
A look at ARK Invest and ARK ETF
ARK Invest is an investment management firm founded by Cathie Wood in 2014. It has gained significant attention and popularity for its focus on ...
About the Wealth Management Accelerator Programme (WMAP)
The Wealth Management Accelerator Programme (WMAP) is an innovative initiative designed to create a strong pipeline of talented professionals in the Wealth Management sector. ...
Prospecting as a Financial Advisor in Singapore
The career of a financial advisor is not as easy as it looks, it is actually quite a competitive environment. In Singapore alone, the ...
Being an Islamic Financial Advisor in Singapore
In recent years, there has been a noticeable increase in the demand for professionals specializing in Islamic finance. This trend is exemplified by the ...
Oh I hate my job
As I sit here in my cubicle, I can’t help but think about how much I hate my job. It’s not just the work ...
The importance of legacy planning
Retirement planning is a popular concept in Singapore when we talk about financial planning and focuses on ensuring that you have enough financial resources ...
The benefits of choosing a career in financial advisory for new mothers
Working mothers are taking on more responsibilities than ever before, all while facing unique challenges. They’re juggling work, home, and children while also trying ...
On getting a Career Coach
In today’s competitive job market, it can be challenging to navigate the many career options available, especially in Singapore, where industries are rapidly changing ...
Why do you need a career coach and mentor as a financial planner?
A career coach or mentor can help you leverage your strengths, understand your weaknesses and learn to stand out from the crowd. This blog ...
Being a property agent vs insurance agent in Singapore
Deciding between a career as a real estate agent or an insurance agent is a significant choice that requires a thorough understanding of the ...
Choosing a Career as an Insurance Agent: Empowering Entrepreneurship, Financial Management and Sales Skills
Graduation marks a significant milestone in one’s life, often accompanied by a sense of excitement and the anticipation of embarking on a fulfilling career. ...
Are Singaporeans Saving and Investing Enough?
Singapore is known for its high savings rate. In 2022, the personal savings rate in Singapore was 37.5%, which is one of the highest ...
The difference between Index Funds, ETFs and Mutual Funds
Investing in the stock market can be intimidating for many people. However, there are various ways to invest your money in the market, and ...
The Fear & Greed Index: Understanding Investor Sentiment in Financial Markets
Financial markets are driven not only by economic fundamentals but also by human emotions and behavior. The CNN Business Fear & Greed Index is ...
The Importance of Business Insurance in Singapore
Business insurance is not just a regulatory requirement, but also a way of protecting your employees, suppliers, and customers from potential threats. Properly insuring ...
Insurance jobs in Singapore
Singapore’s insurance and financial sector is a significant contributor to the country’s economy, employing a large number of professionals and providing various financial services ...
The Potential of Sales as a Lucrative Career
While it’s important to note that not everyone in sales achieves high-income levels, if you’re aiming to quickly build your wealth and lack strong ...
Workmen Compensation Insurance in Singapore
Work Injury Compensation (WIC) insurance is a crucial requirement for employers in Singapore to protect their employees in the event of work-related injuries. The ...
The realities of being an Insurance Agent in Singapore
Insurance agents have long had a bad reputation for a multitude of reasons that range from excessively aggressive sales tactics to distasteful wealth flexing. ...
Evaluating the Pros and Cons of Investment-Linked Policies (ILPs)
Investment-linked policies (ILPs), also known as unit-linked policies, have a history that traces back several decades. The concept originated as a response to the ...
Legacy planning for your business
As a successful business person, you have likely put in a great deal of effort to build a profitable business. You may be planning ...
What are the qualities needed to be a good Insurance Agent?
The financial planning industry has boomed in recent years, making it one of the most profitable careers in the world. Insurance is a fascinating ...
Building Wealth with Charlie Munger’s First $100K Strategy
In the realm of wealth creation, the voice of Charlie Munger reverberates with unparalleled resonance. As an esteemed investor and the trusted partner of ...
How much salary and commission does an insurance agent earn
There are many myths and assumptions about being an insurance agent – unstable and risky income, no basic salary, stressful job environment, and a ...
Optimising your CPF as the Cornerstone of Your Retirement Plan
When it comes to CPF (Central Provident Fund) in Singapore, two things remain constant: its enduring presence as a critical component of the retirement ...
Insurance Careers in Singapore
The insurance industry in Singapore is a dynamic and rapidly evolving sector that plays a critical role in the country’s economy. It provides a ...
MoneyOwl Robo-Advisor Review
MoneyOwl is an NTUC social enterprise that is licensed by the Monetary Authority of Singapore as a fund management company that offers a robo-advisory ...
Tips for Inexperienced Insurance Salespeople to Achieve Astounding Success
Welcome to the world of insurance sales! If you’re new to the industry but possess an extraordinary drive for success, you’ve come to the ...
Essence of Value Investing – Seeking Undervalued Opportunities
Value investing is an investment strategy that has been practiced and preached by some of the most successful investors of our time. It is ...
Staying motivated in the Insurance Industry
Many insurance agents and agencies share a common challenge, struggling to find ways to keep motivated. An insurance agent that is motivated will willingly ...
Transitioning from Traditional Agencies to Financial Advisories
In the current landscape of stricter regulations aiming to empower investors with vital information for making informed decisions, the role of licensed Financial Advisors ...
Exploring Salaries in Singapore: What You Need to Know
Alright, buckle up as we venture into the fascinating world of money and salaries in Singapore. No time for lengthy introductions – let’s get ...
An Overview of CPF in Singapore
CPF (Central Provident Fund) is a compulsory savings and pension scheme designed for employed Singaporeans and permanent residents. If you are unfamiliar with the ...
There’s so much finance content online! Do I really need a financial advisor?
It’s safe to say that most people from the younger generation feel intimated by any financial talk that comes up. With tons of cryptic-sounding ...
On selling your endowment plan
Endowment plans are a type of insurance policy designed to help people save money over the long term. They are commonly referred to as ...
A day in a life of an insurance agent
Ah, the glamorous life of a financial advisor! Are you ready to hear all about it? Here’s a glimpse into a day in my ...
Duties of a Financial Advisor in an Insurance Company
The role and responsibilities of a financial advisor within an insurance company in Singapore may exhibit some degree of variation, contingent upon the specific ...
Before you take on a personal loan in Singapore
People may consider taking a personal loan for a variety of reasons, such as paying off high-interest credit card debt, covering unexpected expenses, or ...
Why I Quit being a Financial Advisor in Singapore
As of 2022, there were 26,388 insurance agents registered with the Monetary Authority of Singapore (MAS). This number has been declining in recent years, ...
Safeguarding Deposits: Singapore’s Deposit Insurance Scheme (FDIC Insurance)
Singapore is known for its robust banking system, ensuring the stability and soundness of financial institutions within its jurisdiction. The Monetary Authority of Singapore ...
Investing in Robo-Advisors vs. ETFs: What Are the Main Differences?
In recent years, investing has become more accessible and efficient with the rise of technology-driven solutions. Robo-advisors and exchange-traded funds (ETFs) are two popular ...
Are you too young to be a financial advisor?
There has never been a better time to be a financial advisor. If you’re just starting your career, you have a clean slate with ...
Is it possible for an Introvert to pursue a Career as a Financial Advisor?
In a study conducted by the esteemed Financial Industry Regulatory Authority (FINRA), they uncovered the top five personality traits commonly observed in exceptional financial ...
Navigating Investment Options for Young Graduates
Feeling overwhelmed by the multitude of investment options? Don’t fret as you step into adulthood. We’ve got you covered with practical alternatives that are ...
How to become an insurance agent in Singapore
The number of insurance agents in Singapore has been increasing steadily over the years. According to the Monetary Authority of Singapore (MAS), there were ...
All about CPF Life
The Central Provident Fund (CPF) is a comprehensive social security savings plan that has been a cornerstone of Singapore’s social policy since its introduction ...
About the CPF Basic Retirement Sum, Full Retirement Sum and Enhanced Retirement Sum
The Central Provident Fund (CPF) is a mandatory social security savings scheme in Singapore. It is a defined contribution plan, where both employees and ...
Embracing the Role of an Expat Financial Advisor in Singapore
The expat population in Singapore has been steadily increasing over the years, making the country a vibrant and diverse cosmopolitan hub. Singapore has attracted ...
Simple Math for Retirement Planning
Retirement, my friend, is no cakewalk. It’s that phase where finding a job becomes more arduous, and you worry about your hard-earned savings taking ...
Navigating Your Investment Portfolio Through Your 20s, 30s, and 40s
So, as we get older, our skin, body, and health aren’t the only things that change – our money situation evolves too. With the ...
What I Wish I Knew before Starting in Insurance as an insurance agent
We’re all familiar with the story of the young guy who decided to go into insurance after working in the corporate world. He wanted ...
On Leadership
I understand that people represent an organization’s most appreciable asset. No resource is more valuable than people. Wise leaders practice the Law of Addition. ...
Buying term insurance VS life insurance
Term insurance and life insurance are both types of life insurance, but they differ in a few key ways. Term insurance is a type ...
On choosing a digital marketing agency for your insurance agency
Firstly, branding is an essential aspect of any business, including insurance agencies. A strong brand can help differentiate your agency from competitors, build trust ...
Licenses needed to be a Financial Advisor in Singapore
To become a financial advisor in Singapore, individuals are required to obtain certain licenses and pass relevant exams. The licensing and regulatory framework is ...
Islamic Financial Planning in Singapore: Aligning Faith and Finance
The financial situation of Malays in Singapore has been a topic of extensive research and discussion. Studies have revealed that compared to other ethnic ...
Planning for retirement in Singapore
Planning for retirement is a critical aspect of financial planning, and it requires careful consideration and a well-thought-out strategy. Retirement planning can be daunting, ...
A Guide to Investing in the Fundsmith Equity Fund in Singapore
Fundsmith Equity Fund is a renowned investment fund that has gained significant attention in the financial industry. Managed by Fundsmith LLP, an asset management ...
Exploring Profitable Side Incomes to Earn $1000 in Singapore
One of the major perks of being a financial advisor is the level of control you have over your time. Unlike many traditional careers, ...
The Concept of Compounding Interest in Financial Planning
The concept of compounding interest is a fundamental principle in finance that has the power to turn small investments into significant sums of money ...
Why Investments Won’t Make You Rich (Probably)
In a society inundated with promises of extraordinary investment returns and enticing get-rich-quick schemes, it is crucial to pause and critically evaluate the true ...
Know the difference between being an Insurance Agent, an Independent Financial Adviser, or a Personal Banker?
What is the difference between being an Insurance Agent, an Independent Financial Adviser, or a Personal Banker? The financial advisory industry in Singapore is ...
Guide to Freelancer Insurance in Singapore
The gig economy has transformed the workforce, and it’s crucial for freelancers and gig workers to prioritize their protection. This comprehensive guide provides essential ...
Recognising the Right Time to Change Careers
Choosing a career is one of the most impactful decisions we make in our lives. It dictates our daily routines, influences our personal growth, ...
Will I lose all my Money in the Stock Market?
Investing in the stock market involves inherent risks, and there is always the potential for financial losses. However, it is crucial to recognize that ...
Basic Financial Planning Guide in Singapore
One of the cornerstone principles in your financial journey is to establish a robust safety net, and this begins with the creation of an ...
How to Begin Budgeting for Investing
Getting started with budgeting for investing can feel daunting, particularly if you’re new to the investment landscape. Simultaneously managing budgets for essential expenses and ...
What to consider before taking on a policy loan on your policy
Whenu are in need of quick cash, taking a loan on your life insurance policy can be a good option. It can give you ...
Time to secure high bond yields
Singapore’s central bank, the Monetary Authority of Singapore (MAS), has announced that it will pause its monetary tightening measures. This has caused two-year Singapore ...
8 Questions to Consider Before Embarking on Career as an Insurance Agent
Every day, I have the pleasure of engaging with individuals who are considering a company or career change. For those contemplating a venture into ...
Exploring MLM Companies in Singapore
Let’s have an open and honest conversation about the MLM industry in Singapore. MLM, or Multi-Level Marketing, has been a buzzword for some time ...
A look at the World Today
A momentous event has recently unfolded in Russia, marked by a mutiny orchestrated by the head of the Wagoner Group. Their troops have marched ...
Social media marketing for your insurance agency
Social media has become an integral part of our daily lives, and businesses are increasingly utilizing it as a marketing tool. The insurance industry ...
What is an Independent Financial Advisor (IFA)
In Singapore, there are approximately 20,000 financial advisors, from traditional tied agency, hybrid agencies and independent financial advisory with some focusing on promoting investment-linked ...
Understanding T-Bill in Singapore
In Singapore, T-bills refer to Treasury bills, which are short-term debt securities issued by the Singapore government. They are sold at a discount to ...
On selling insurance from home part-time
Selling insurance from home part-time can be an excellent way to earn extra income and gain valuable experience in the insurance industry. Whether you’re ...
Do you need Standalone Critical illness insurance?
Critical illness insurance is a form of coverage available in Singapore that can be obtained as whole life insurance, standalone term insurance, or as ...
Why I love my job as a Insurance Agent
Hello. I’m an insurance agent. The job of an insurance agent is much more than just selling insurance. It’s a great way to learn ...
Building a Solid Emergency Fund: How Much is Enough?
Life is full of uncertainties, and unexpected financial challenges can arise at any moment. To safeguard ourselves against such uncertainties, it is crucial to ...
Persistency in Insurance: The Key to Long-Term Stability and Success
In the insurance industry, persistency is a crucial factor that plays a significant role in the long-term stability and success of insurance companies. It ...
Perhaps the top part-time work-from-home job opportunity in Singapore
People often look for part-time work-from-home jobs because they value the flexibility and convenience that comes with being able to work remotely. For some, ...
Comprehensive Maternity and Baby Insurance in Singapore from Prudential
Maternity insurance is a crucial financial safeguard for expecting mothers and their newborns, providing comprehensive coverage that ensures their well-being throughout pregnancy and beyond. ...
How important is Retirement Planning
Planning for your retirement is essential, no matter where you live, and Singapore is no exception. With the rising cost of living, it is ...
Getting clients for financial advisors
I’ve seen a lot of different approaches that financial advisors have been using to get new clients on social media, from boosting Facebook posts ...
Stock Prices Take Another Dip: What’s the Significance?
So, you’ve probably noticed that stock prices are on the decline again. The S&P 500 is down by about 3.5% from its recent high, ...
Celebrate Singapore’s 58th National Day with Moomoo
Join InsuranceJobs and Moomoo in commemorating Singapore’s 58th National Day with exciting offers that you won’t want to miss. Take advantage of these limited-time ...
Dressing for Success as a Financial Advisor
In the dynamic world of finance, the saying “dress for success” holds a deeper significance for financial advisors. Beyond being just a superficial guideline, ...
All about Power of Attorney & Mental Incapacity Act in Singapore
In Singapore, the Power of Attorney (POA) and the Mental Capacity Act (MCA) play crucial roles in the legal system, providing essential protection and ...
Role of the life insurance agent in Singapore
A life insurance agent plays a crucial role in Singapore’s insurance industry. They act as intermediaries between insurance companies and individuals or organizations that ...
Building up your Emergency Fund
If you faced an emergency and needed to cover an unexpected bill, would you be prepared? Shockingly, nearly half of Singaporeans find themselves unprepared, ...
Difference between Will and Trust
When planning for the future, many people consider creating a will or trust to ensure their assets are distributed according to their wishes. Although ...
Changes to the Integrated Shield Plan from April 2023
Starting from April 1st, 2023, the Cancer Drug List will be implemented for Integrated Shield Plans (IP) in Singapore. This will affect private insurers’ ...
How does an insurance policy loan work
An insurance policy loan is a loan that is borrowed against the cash value of a permanent life insurance policy. This type of loan ...
Myers-Briggs personality traits most suitable to join the insurance industry
The Myers-Briggs Type Indicator (MBTI) is a popular personality assessment that categorizes individuals into 16 different personality types based on four dimensions: extraversion/introversion, sensing/intuition, ...
Needs Based Financial Advisor – Navigating Personal Finance with Precision
Financial advisors come in various forms and specialties, each serving a unique purpose in helping individuals manage their wealth. Among them, needs-based financial advisors ...
The Importance of Persistency and Production for Insurance Agents
Persistency and production are two crucial aspects for insurance agents as they significantly impact their success and long-term career prospects. Let’s explore why these ...
How to check if the decreased have life insurance in Singapore
I understand that dealing with the aftermath of a loved one’s passing can be overwhelming, and managing their life insurance policy may be the ...
A Career as a Retirement Planner in Singapore
One of the most important components of personal financial planning is planning for retirement. Due to an aging population, it is predicted that there ...
What work experiences are most appropriate for transitioning into a financial advisor role?
Becoming a financial advisor is a challenging and rewarding career that requires a diverse skill set and work experience. To be successful in this ...
A Mid-Career Switch Into The Financial Advisory Industry
It happens all the time, you’ve been working in the same industry for over a decade and now you want out. Perhaps when you ...
All about investing in Gold
Investing in gold can be an attractive option for individuals looking to diversify their investment portfolios and protect their wealth. Gold has a long-standing ...
Financial Advisors Act in Singapore and Regulations for Financial advisors
Singapore has a well-developed financial sector, and with the increasing complexity of the financial market, there is a growing need for financial advisors. However, ...
How much do we need to retire in Singapore
In this article, we are going to discuss how much money is needed for retirement. Many people are concerned about their retirement savings and ...
If you are looking for a licensed moneylender in Singapore, first familiarise yourself with the Moneylenders Act
Before turning to moneylenders for financing, it is important to explore all possible options to avoid high-interest loans. One such option is to consider ...
Navigating the Sales Cycle Effectively: The Roadmap for Insurance Agents
In the dynamic world of insurance sales, understanding the customer journey is paramount for insurance agents to navigate the sales cycle effectively. By viewing ...
About the 14-Day Free Look Period in Insurance Policies
In the world of insurance, the concept of a free look period holds immense significance for policyholders. This provision, typically found in life insurance ...
The 4% Rule
Let’s discuss two different methods for planning retirement income: the four percent rule and the dynamic spending rule. The four percent rule states that ...
Career path of a Financial Advisor in Singapore
In the financial advisory industry, there are some who are content with just staying at a producer level – to constantly hunt for new ...
Understanding the Six Income Stream Buckets
In today’s world, there are various ways to earn money. The concept of the 6 buckets of income stream is an interesting one that ...
The Rise of Family Offices in Singapore
A family office serves as a discreet and exclusive institution dedicated to the meticulous management of both the financial and personal affairs of affluent ...
Top 10 reasons to be a Financial Planner in Singapore
A financial planner isn’t just for investment bankers and those with millions to invest. We all need a financial planner to make sure we ...
Choosing between being a Property Agent and Insurance Agent in Singapore
The median monthly salary for a property agent in Singapore stands at approximately $5,333.33, as reported by PropertyGuru. However, this figure can fluctuate significantly ...
Guide To A Career Change To The Financial Planning Industry
The Covid-19 pandemic has led many workers to question their quality of life in their current employment, wondering if there are any options out ...
The importance of critical illness insurance in Singapore
Critical illness insurance is a type of insurance policy that provides financial assistance in the event of a serious illness. In Singapore, where the ...
Wealth building plan for young adults
Are you interested in learning about wealth building? Well, let me tell you, it’s definitely worth your time to become knowledgeable in this area. ...
How much can a food delivery rider realistically earn in Singapore?
One of the most significant perks of being a food delivery rider is the flexibility in working hours. Most food delivery companies allow riders ...
Becoming a Trusted Financial Advisor: Building Client Trust and Professionalism
Being a trusted financial advisor is not only about providing sound financial advice but also about building strong relationships based on trust and professionalism. ...
How to maintain a full-time job while still taking care of your family responsibilities
You have a great job, a nice house, and two beautiful kids. But it feels like you could do better. You’re tired of always ...
5 Key Considerations Before Purchasing an Endowment Plan
Life is inherently unpredictable, and at any given moment, unforeseen circumstances can drastically alter our lives. Ensuring the financial security of oneself and loved ...
The Role of Student Financial Advisors: Challenging Stereotypes and Embracing Growth
During the Association of Financial Advisers (Singapore) Annual Conference 2023, Minister for Education Chan Chun Sing expressed a warm welcome to financial advisers who ...
Estate Planning in Singapore
Estate planning in Singapore is regulated by the Wills Act (Chapter 323) and the Mental Capacity Act (Chapter 57). These laws set out the ...
The Most Common Insurance Policies Purchased in Singapore
On average, Singaporean households allocate approximately 5.5% of their monthly expenditures to healthcare. With the continually increasing healthcare expenses in Singapore, obtaining insurance coverage ...
Why financial advisors will never be replaced by AI
Advancements in technology and IoT have revolutionized our society, making systems simpler and more efficient. Although this is a welcome development in most industries, ...
Building a passive income portfolio for your retirement
Many people in Singapore are realizing that retiring can be very expensive. This is because the cost of living goes up over time, and ...
What it means to achieve MDRT as a Financial Advisor
MDRT (Million Dollar Round Table) is a global organization for top-performing life insurance agents and financial advisors. In Singapore, MDRT certification is highly coveted ...
Investing as a young adult
Today, let’s delve into the topic of investing as a young adult and explore three key aspects that you should consider. By understanding these ...
Mastering Your Finances with Kakeibo: A Simple Approach to Budgeting
Have you ever felt like your money just slips through your fingers without you even realizing it? Well, that’s where Kakeibo comes in – ...
Making your first $100k in Singapore
Building wealth requires dedication and consistent effort. However, there are tips that can help expedite your journey. Before delving into the “how,” it’s essential ...
How to motivate your insurance agents
If you’re looking to boost your agency’s performance and motivate your agents, you’ve come to the right place. Here are 9 ways to get ...
Handling objections in selling life insurance
No one likes to be told no, but when it comes to life insurance sales, handling objections are parred for the course. In order ...
Choosing the Right Financial Advisory to Join
Entering the financial industry for the first time can be an overwhelming or even scary experience. There are many conditions to take into account ...
Understanding Universal Life Insurance in Singapore
Universal life insurance policies in Singapore offer a unique combination of insurance protection and investment returns. These bundled products provide policyholders with the opportunity ...
Exploring Different Approaches to Investing: Active, Passive, and Beyond
Mobile stock trading apps like moomoo and Webull have experienced significant popularity in Singapore, especially among young and tech-savvy investors. The combination of user-friendly ...