Andrew LEK - Certified Financial Planner

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Did you know that for SME owners, there are generally 5 main types of exit structures you can apply to ensure business continuity, which also leads to an unlimited array of exit structures for the client after considering how to address their unique situations? Yet all these will be futile without the one key critical element - the funding vehicle.

And there are many choices when it comes to which funding vehicles to use, and that for most exit issues, an insurance policy is the most ideal. Often, many business owners also regret not knowing about it earlier until they start to discuss it and realize that they are no longer insurable. As an adviser, it is not enough to know your products. It is even more important to know HOW to apply your products. The most competitive plan is useless if you don't know how to use it to solve the problem.

At the end of the day, it's never about the product, but its about you. Unlike retail consumers, most HNWI/SME owners look at the differentiation you create & whether they can trust you before deciding whether to buy from you, instead of judging solely on premium. Prospects & opportunities are everywhere. Start taking ownership & start investing in YOURSELF.

To your success!
Ronald

CFPs are known as a different breed of financial professionals. At FP, we also give our CFP Alumnus a new meaning to being a CFP Professional.

Who is a CFP?
1) We are Committed to our Mission to help our clients create wealth, preserve dignity and change lives, and their financial dreams into reality,
2) We are Focused on the Outcome, not just to give our clients a bespoke strategy and plan, but also to educate, empower and encourage them take action toward their financial dreams.
3) We are Professional in our Approach, always putting our clients' interest first before our own, abiding by a set of Code of Ethics and Professional Conduct.

At FP, we make you CFP Professionals - not only Certified Financial Planner Professionals, but outstanding CFP Professionals with CFP your gotta CHECK out.

Start your journey, take the leap!

To your success
Ronald

One extraordinary year. So many forms of Great. Thank you for making our year such an awesome one. Let’s #ReachforGreat again in the New Year - together! 💪 #GreatEasternSG

https://www.straitstimes.com/business/invest/man-with-serious-ailment-lost-his-insurance-as-he-forgot-to-pay

Singaporean with serious ailment lost his medical insurance as he forgot to pay The insurer clarified that reminding customers to pay premiums is not part of the insurance agent's obligations. Read more at straitstimes.com.