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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

 
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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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Chelsea

Hi Karna & Jennifer! Thank you for helping me understand what my portfolio lacks and how to better it! As a young adult starting out my career and the rest of my life, I feel that it's very important for me to start planning early for the different phases of my life. Financial planning may be an intimidating thing but with you and Jennifer, it was a breeze! With layman explanations, I fully understood what I will be covered under any circumstances. I look forward to working with you and I'd highly recommend you guys to any of my friends who are looking to kick start their financial planning! 💪🏻 Thank you again for your time today, I really appreciate it! ❤️

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.

Joy

Karna 是一位非常专业的保险经纪,她总是非常有耐心的听取我的需求,然后根据我的个人情况来给出非常专业的建议。她从不介意我在咨询的过程中提出任何要求和问题。对于我的提问,她总是会事先准备好所需的资料,让我感到非常安心。对于她的服务,我深表感谢!

Jennifer, Consultant

Karna is a very responsible, kind and cheerful agent. She knows her product well and will recommend the most suitable one. She also puts in extra effort to rearrange all (including other companies) policies i have into a file so that I have a clear idea on how well and how much I am covered. Thank you for your effort babe <3 <3 <3

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

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.