It's something more than my work

Sunday, September 09, 2007

Latest happenings to What's going on

Hi there, time really passes so fast that we sometime hope we can have more time to accomplished what we wish to do. Sorry that I have not been able to add new post to my blog. Well, I have been kind of busy with meeting, calling for appointment, presentation etc etc.

I am now with SKP Agency beginning August'07. This new partnership would be able to give me more time and suppose better synergy to achieve greater height. We have our meeting every Thursday evening. Our objective is working within our means and be happy.

I am actually having more activities on my plate 1) Life Insurance - it's still a tough business, but it is very satisfying if can get appointment to talk about the area of concern before we identify type of program most suitable to his/her needs. 2) General Insurance - business has improved due to the support from my principle. New business - Hypnosis professional indemnity, medical malpractice professional indemnity are the new product which I have set to target. Lawyer's professional Indemnity would be during November & December because they expire end of year. The rates are very competitive so they say. 3) I am also with AmBank(M) Bhd. Continue to attend meeting with AscendurFinancial Services to listen about market outlook and able to provide services for other fund house investments too. Monitor fund allocation, being transparent about funds participated and recovery of losses by tactical shifting strategy.

Recently, the focus have been on Great Saving Program for very young, getting the parent to create a legacy and gift of love for their child. These concept will not allow your younger generation to be poor. They would be more confident knowing their parent have save for them. Creating retirement program for young executives, long term care even when their paycheck stop should they need old age medical treatment.

Want to make sure your wealth is distributed as you desire when you are gone? Ever think about creating a trust? What do you know about setting up a trust deed? How a trustee managed your wealth maintaining consistent income for your foundation? All these can be organize without hassle, even for Muslim.

Well, the above have kept me really busy, but I managed a holiday to Puket last month and Tioman on 30th - 2nd Sept. with my son. It has been fruitful trip with my son now before they probably got no time for you in future.

"Happiness is within you - Remember happiness doesn't depend upon who you are or what you have; it depends solely on what you Think." Dale Carnegie (1888-1965)

Your friendly financial advisor and agent always...