About

I'm Joey, a professional insurance advisor dedicated to providing personalized insurance and financial planning solutions. With five years of experience, I've helped numerous clients with comprehensive services tailored to their unique needs. By prioritizing the client and crafting suitable plans, I address healthcare needs through Hospitalization Plans, Critical Illness Coverage, and Medical Reserves. For financial planning, I optimize resources to meet goals like Education Funds, Asset Appreciation, Retirement Plans, Annuities, and Inheritance Planning. Through effective communication and cooperation, I provide professional services to resolve insurance and financial issues. Let's work together to safeguard your future.

Qualifications

Individual Insurance Agent MPF Consultant Associate Chartered Financial Planner (AChFP) Medical Insurance Specialist 2023 The Best Financial Planner Award (BFPA) Qualifier

Interests

Art and Craft, Cooking, Movies and Drama, Reading

Product Expertise

Medical Insurance

Savings Insurance

Critical Illness Insurance

ILAS

Life Insurance

Retirement

MPF

General Insurance

Premium Financing

Representing Companies

Advisor's Q&A