Happy 2022!!! It's the year of....
- Edward Shee
- Jan 13, 2022
- 2 min read
Been such a long time since i updated this website with my posting and one of my aim this year is to extend the reach of financial literacy education through online platforms...
And one crucial areas we can help is through helping friends and clients setup their insurance nomination with their existing protection plans they already have for years!! I'll explain why this is important...
Especially at uncertain times like this pandemic going on for two years, We learnt that even with seemingly good times ahead, downturn can just appear and preparation in terms of our family finances and having the right plans in place are important to counter another pandemic that may or may not come in the near future. But i'm believing for a great 2022 starting with planning right in our financial portfolio, then we can focus on creating wealth and spending time with our love ones!
So in the weeks to come i'll launch our Nomination Campaign for everyone, and we are targetting to help 500 friends and clients setup their nomination in a few simple steps:
1) Find out your existing protection plans that are eligible for Free NOB (Nomination of Beneficiaries) - Your term plan or whole life plans.
2) Download all the NOB forms from various insurers you're customer with
3) Prepare all the details needed for the beneficiaries, 2 witnesses(which i will be one of them)
- Fullname
- Date of Birth
- NRIC Number
- Address
- Email Address
- Mobile Number
4) Fix a date and process the NOB Under the 2 witnesses. Done! ✅
I'll post over social media, emails and all other ways i can to reach out to my friends and clients. If you would like to participate in this project to setup your NOB, feel free to reach out to me!! 💪🏼💪🏼💪🏼
If you have yet to connect with me over my social media accounts, here are some of the ways you can reach out to me:
Instagram:
LinkedIn:
Email: edwardshee@synergy.com.sg
Stay tuned on my next post as i share my learnings over the course of this year 👍🏻
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