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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.

 
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Children and Retirement

 
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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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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 😄

Suria

Karna is a friendly person who I have known since secondary school days and am glad that I chose her as my AIA agent ☺ She is someome who is full of knowledge in her line of work as well as an approachable agent as she have answered all of my queries in terms of the different types of plans that AIA could offer. I am really thankful that I have Karna to assist my family and I with our insurance savings plan. Thanks Karna!

Geraldine

I feel truly lucky to have Karna as my financial advisor, especially after going through several changes. I genuinely feel connected and know I have someone I can count on for sound advice, helpful tips, or even just a refresher when needed. She always comes prepared with the details whenever we meet, and her patience, trustworthiness, and reliability really stand out.

Kelvin

Karna is an Agent dedicated to helping folks around her. She regard her Clients as friends and not just a business deal. Glad to know her and entrusting my policies with her.

Camille, Executive

I've known Karna since 2016 and she has been someone whom I could trust since then. She is someone who will always be there for you and will always respond to your questions without fail. She is definitely someone you can depend on to protect /insure yourself and your family. Thank you for all the support and looking forward to many more years!

Denise, Business Owner

Karna is one of the best agents I have met. She can very well understand your requirements and identify plans that best suit me at different stages of my life planning. Well-equipped with knowledge, she is able to greatly assist not only for personal requirements but also for my business. She takes effort to simplify things so that it is so easy and clear to understand, especially helpful if you’re not someone who likes or are familiar with financial terms and concepts. A very responsible and professional agent who you can always trust and rely on at any time. Also a sincere and genuine person who felt like a really long time friend! Thankful for her help in getting my life well-planned and protected. Highly recommend her service! Two thumbs up 👍👍