Peter The Planner

He Helps You Plan For Your Family’s Future

Entries Tagged ‘Financial adviser’

Bank or Tied Agent

Recently i have my clients and friends asking me whether should they buy insurance products from banks or from me (tied agent)?
Well personally i felt that the answer is the same as you asking yourself ‘Should you go directly to manufacturer to buy products or you should buy from a distributor’ Same things but different pricing. [...]

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Do you want to write your own paycheck?

Are you sick and tired of your boss?
Are you slogging hard for that little amount of salary?
Do you find yourself not being appreciated by your manager?
Come join me in this challenging and rewarding career and DETERMINE YOUR OWN PAYCHECK!
 

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Why you should avoid saving plan first?

Recently i have been doing a couple of prospecting session together with my agents and again i met alot of people having the same problem. What is the problem then?
Yes, the problem was that most of them are having a regular endowment saving plan from insurance company as their first policy! Some of them even [...]

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Importance Of My Job!

This morning, i received one phone call from my client’s sister saying that she was being admitted into hospital yesterday night. The next question that she asked: Did she buy any hospital plans from you? Will she be covered? Since it was still quite early, it took me 10s to recall what plans she has [...]

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