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Karna Wee

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
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Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
read more
 

Children and Retirement

 
view video
 
 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Karna Wee
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Karna Wee, All rights reserved.

Testimonials and Referral Notes

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Senthu, Director

I love the way you explain using the pyramid, which allow me to take note of the things to build & focus on. The explanation of things were very good, and helps to increase my awareness given my unique current life-stage (own level of comfort). Both Chris & Karna are able to help assist in the management of this overview & breaking it down to bite size, thank you!

Amy

I would sincerely like express my gratitude to Karna and Amin for their thoughtfulness and professionalism to explain the various type of proposal in order to suits what’s best for my needs throughout the discussion. You are indeed a very meticulous, attentive & helpful person which I’m very impressed with your service. You all went extra miles… Thanks so much .. really appreciate 😄

Mr Koung, Business Owner

Karna and Kamen 是两位都很敬业的年轻保险经纪。他们都很有耐性解释不通有意的保险配套,也常常提出对我们都很有利的财务建议。认识了他们那么多年,我对他们的服务都一直很满意。有了他们的协助,我能更好地管理名下的保单等等。希望他们再接再厉,继续带给为更多人最佳的服务。

Jingyi

Thanks Karna for being so patient with my questions and needs! Appreciate your help and sincerity that you put in for your clients & your working attitude is motivational. Thank you for being part of my insurance journey and I know I can rely on you 😉

Hai Juan

谢谢你,在我不懂该如何投保保护自己的时候,给予了有效的建议。在有疑问的时候,你都第一时间回复信息解答问题,给予帮助。你的态度就是客户的定心丸,谢谢你Karna,感恩有你!

Hasitha

Thank you very much for detail explanation about investment and protection plan. This is the first time I got very detail information and benefits about this kind of programme. I never expected to spend 2 hours discussion with you guys but I’m fully satisfied about very long discussion. Hope to work with you guys together. Cheers thanks again