Retirement dream vs reality

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!

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.

Children and Retirement

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Proudly Brought to You 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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Pauline Gan

Dear Karna, Ever since I swapped Insurance company, I have had no regrets. Your service and follow-up has been excellent. You always keep me updated of any changes to policies. Also, your personal touch of sending cards/gifts on special occassions truly show your dedication and sweet gesture. I highly recommend you to anyone considering taking up any policies.

Karna

Thank you for walking through a meaningful 2021 with me and I am blessed to continually be able to serve and be the guardian of families & dreams. Let's continue to work hand in hand for a meaningful & purposeful 2022 and be one step closer to our goals!

Vivian, Executive

Karna is very committed to work and treat her clients like friend. She explains my new policy with her and even go to an extra mile to compile all my policies. She has many pipelines on financial services and share update on any new products. I am very grateful to know this sweet lady.

Faizah & Vicky

After meeting more than 10 insurance agents, we settled with her because of her top niche service. Over the years, we have built the trust and she has also gained my parents' confidence. She always keeps in contact with us, rarely missed our calls, always have answers, gifts us once in a while and settle our claims super fast. Without her, I don't know what will happen to my family. Thank you Karna! <3 May God Protect & Bless you and family. #bestinsuranceagentever #agentturnedfamilyfriend

Gabriel, Director

Today is our 1st review session, for me to give you all the inputs because I trust you both (leaving it to the experts to advise and manage my portfolio). Looking forward to your analysis and advice moving ahead

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!