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Karen Tan

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
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I seek to reach out to people who believe in creating a safe financial environment for their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Karen Tan
 
 
 
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WhatsApp me at +65 98185598   
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Testimonials and Referral Notes

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Seah Eileen. Executive

I got to know Karen through cold call. Karen is a great listener and is always attentive to my needs. She will make the effort to listen to my concerns and understand my situation before recommending products to meet my needs. Beside giving great financial planning advice, Karen also stayed in touch with me regularly. She is also prompt in her service and I am grateful to her for helping me with my hospitalization claims. Thanks Karen 😀

Vivi Ong. Engineer

I got to know Karen about 3 years ago through my colleage when I was looking for an agent. My first impression of Karen was she is attentive, reliable and knowledgeable. When Karen took over my policies, she was quick and clear in explaining to me what my policies can do for me and identify gaps that needed attention. When offering solutions Karen always put my interest first. She will make sure the products recommended is suitable for me. Karen is a person I can really trust and rely on. My experience with her has been a very presence one. If you want an attentive, reliable and knowledgeable life insurance agent, talk with Karen.

Cheau Hwei. Business Analyst

I bought my first life insurance policy from Karen 30 years ago. She was waiting for me outside the graduation hall. Since then, she is my only financial advisor. She has been conscientiously helping me to build my financial profile over the years. She is responsible, thorough and understanding. I am really appreciative of what she has helped me with and assisted me to tide through the difficult times

Bee Ng. Administrator in Public Service

If you are looking for a trusted and reliable financial advisor, you should talk to Karen Tan. I am now close to retirement and over the years, I have bought various insurance policies with various Insurance companies. I have several agents in the past and most give bad after sales service or some not stay at all. It made me sceptical and had bad impression of financial/ insurance agents. It’s my regrets that I have not met Karen earlier as I would then be better well served and advised in my financial/ insurance planning. It is with gladness that I have known Karen at the time when my daughters are grown up and looking to buy insurance policies. She has helped my daughters and I put in place financial/insurance plans that cover multiple risks. Being young mother herself, Karen understands the need of the younger generation and able to communicate with them. My daughters had encountered several insurance agents but are comfortable with Karen as she “walks her talk”. She ensures clients understand their needs to plan for future. She would not recommend any plans that she would not have believe in and purchase for her own family too. Karen is very professional. She doesn’t stress us with pressure to buy insurance but response to any concern we had relating to insurance. She has the patience in explaining and finding the right kind of product to meet my daughters’ insurance needs. Every now and then, she also keeps me updated on the new financial products that may interest me. I am blessed to have met her and finally found an honest trustworthy insurance agent who genuinely cares for you and would stay with you through the journey of your policies timeframe. If you are looking for an insurance agent and from experience, I would say that reliable, caring and good after sales service is important criteria as well as the knowledge of financial/insurance planning of the agent. Karen has both criteria and is genuine in her care and after sales service and always prompt in response. I would highly recommend Karen Tan as the preferred insurance agent for you, your family and friends. Thanks Karen

Sam. Photographer

I got to know Karen from my wife. She is my family one and only financial consultant whom we can trust and rely on. I remembered a few years ago when my mum was hospitalized, she put down all her work and attend to her immediately. She is always full of passion and energy when come to her work and she never say never when she’s needed. She has been servicing my family for more than 10 years and is always consistent in her follow up and making sure our financial plan is updated and relevant. Early this year I had a cataract surgery and Karen was there to assure me that the bills will be taken care of. I was able to focus on my surgery and recovery because of her. Thank you, Karen, for being there for us when we needed it most. We’re blessed to have you as our financial consultant. Keep up with the good job Karen.

Pauline. Ticketing Manager. TTm Trave Agency Pte Ltd

I have been her customer for the past 30 years. My experience with her was great. Her professionalism service was always patient & understanding. She show great customer service by having a great amount of product knowledge. She not only take care for me, even my family insurance was also being taken care by her. Thank you Karen for being my reliable & trustworthy agent for all this years.