Financial freedom, whats it all about..

Most of us know about Life Insurance, their benefits and some even wish they could continue to buy more for their next of kin, to give their children a better or maybe richer future in the challenging world of tomorrow. But before this, we must be able to plan how to have financial freedom in our life.

Do you think you know: –
“How can you accumulate, protect and distribute your wealth when you are no longer around?” “Do you plan - short, medium and long term cash flow for your life?”
“Do you understand about having ready cash (liquid) for emergency, participating in growing your money and having a regular stream of income when you retire?”
“Or what will happen when you are no longer insurable for health plan and where do you get you money should yu need treatment during your critical years, when you live more than 70yrs?” “Do you have a business succession or dept reduction plan”, and many more issues..

Just last week, there was a presentation at Armada Hotel concerning Tax Document Systems organized free for the SMI, the information is to help them to be more efficient in filing their assessment to IRA to avoid being fine.
Other area of concern is also the GST claims in future. You may need guidance or consultation in this regards, especially when we are borderless. Service can be arrange.

These are some of my associates that I work with. We network and cross sell our services. We make sure that all information or fact finding answers is handle with strict confidentiality and abide by the discipline on code of ethics and display professionalism in our business.

Your Preferred Wealth Management Adviser

Life's tough in the insurance industry, but luckily I have managed to sell to some on the product of critical illness and health/medical plan. But actually, we insurance agent do not sell these plans but instead introduces them to our clients and allow them to decide which suites them best. The question is also affortability to pay during their tenor of having covered.
Last week has been very interesting, I have found a new group of new friends in these industry in within. They have shown me the light to excel my interest into a new demension in areas of providing financial services to the public, these is really a total financial solution. These group is call the GREAT VISION ADVISORY GROUP.
They were established in 1993 and are an integrated financial services practice in Malaysia, and are one of the pioneers that have been licensed under the Securities Industry Act, 1983 to provide financial planning services via their subsidary company. The inhouse pool of experts have diversified experiences ranging from financial planning, tax advisory, commercial law, muslim estate planning, family wealth and business succession planning. With an in-depth understanding of our client's unique business and personal circumstances needs and concerns, we are able to provide total solutions that meet our clients' life goals. They focus in creating awareness through education and training, to advisory and planning, to implementation with the products and solutions best suite.
I am very happy to be part of the team. I have wanted to be able to offer total solution to any problems, issues or unclear mind in relation to financial worries. As a marketeer, I have always taken customers first than regards to profits, I believe it will come automatically when they are happy.

Its treasure in knowledge

It has been a very busy last three weeks and it has been very interesting to be able to continue learning. I attended a Financial Security Adviser Program that allows me to become a so call adviser in regards to financial issues. There were a couple of role plays to be familiar with the Purpose, Process and Payoffs format. Fortunately, these program rights was bought by ING so it was very affortable to attend. It is copyright by Wilson Learning Corporation where if attended at normal seminars it would cost more than 1K. These training has certaintly taught us to become more professional in providing our policy holders a better service.
I have improved my name card. I added my initials of DipM, FASP to my name for customers confidence. My diploma in Marketing has taught me about customer first and FASP has taught me how to do it professionally. Well I guest it matches alright.

Last weekend I attended a two day seminar about Power Of Numbers at Crystal Crown Hotel in Petaling Jaya. It about Energy 'n' You. It is a new branch of metaphysics science. It requires the date of birth to calculate and be able to tell the faith of one person. The best part is, it tell us to be careful of our health, critical illness or accidents that may happen and requires surgery, our character, compatibility with our partners and many more. I could only be vary of the out come and I enjoys reading for my friends and policy holders. Should you want me to read for you, please give your Date of Birth with your email address to reply. No charge, its free because I believes in keeping people inform.

Last but not least, there was a new investment product launch on the 28th March 2006 by ING. Its call the ING ASIA CAPITAL GUARANTEED. Product Summary are as follows - 100% capital protected, 100% market exposure, basket of stock indices i.e. Japan, South-Korea, Taiwan, China and Australia. Maximum loss - 0%, maturity period 3 yrs, unlimited upside potential. Past records of yield per annum 11.6%. There would be a investors night held at Cititel Hotel KL next week for the bankers and potential investors, should you are keen to learn about it, please contact (o12-2218690) me for a place. Its the 1st Globle Capital Guaranteed Fund. I strongly believes it would very fruitful and profitable than keeing our monies in EPF or Saving/Fixed account. Cheers, until next time....