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CLAUDIA ONG

In Touch

A Monthly Curated Newsletter

The Bucket List - chances are that you may not have made one. It is an interesting journey that we can take together. It's also a lot easier taking a peep at some of the most inspiring bucket lists that we have put together to share with you. Let's start one and live it out!

7 life lessons from the movie The Bucket List

Imagine you were told you had 6–12 months left to live.

 
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Bucket list stories guaranteed to make you cry

When the people in these stories learned they or their loved ones didn't have much time left, they chose to spend their remaining time doing things that mattered to them. Some of them inspired millions of people in the process.

 
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The Two Questions - scene from The Bucket List movie

 
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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
 
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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.

© CLAUDIA ONG, All rights reserved.

Testimonials and Referral Notes

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Kenny & Valerie

Hi Everyone, We are glad to meet Claudia and Choon Yuan for helping us to create passive dividend income and make our money work harder for us. They shared with us tips on investments and wealth accumulation and gave us assurance that they will help us monitor our investments and provide timely updates. We will definitely recommend them to our family and friends. Thank you! Yours truly, Kenny and Valerie

Eddy

A standout moment was when I needed assistance with a claim. Remarkably, Claudia managed to get the claim approved within the day. This level of efficiency is truly impressive and exemplifies the dedication and promptness that she bring to her work. Claudia's expertise and personalized approach have significantly contributed to my financial well-being. She takes the time to understand my individual needs and provides tailored advice that has made a real difference. Whether it’s answering my questions or guiding me through complex financial decisions, Claudia is always there with the right advice at the right time. I wholeheartedly recommend Claudia to anyone in need of a knowledgeable and reliable financial planner. Her commitment to clients is unparalleled, and I am confident that she will provide the same exceptional service to others. For those in my network seeking financial guidance, look no further than Claudia. Feel free to share this recommendation on your social media – Claudia's outstanding service deserves to be recognized and celebrated."

Patrick Tan

I would like to extend my heartfelt commendation to Claudia for her exceptional guidance on medical insurance coverage and wealth matters. Her expertise and dedication have been invaluable, ensuring that I am well-informed and confident in my decisions. Claudia's personalized approach, attentiveness, and unwavering support have made navigating complex insurance and financial landscapes a seamless experience. Her professionalism and commitment to my health and insurance coverages are truly commendable. Thank you, Claudia, for your outstanding service and for consistently going above and beyond to provide exceptional guidance. You are a true asset to your field.

Lawrance Koh

1. What are your impressions of Claudia's service? Detailed and meticulous. 2. Why you would recommend Claudia to your network? Claudia will propose products and plans that are suitable for your situation and advise against if not. 3. How do you rate Claudia professionally, from 1 to 10 (highest) and why? 10. For the above reasons. 4. What have you learned about yourself in these years with Claudia? Improved financial literacy. 5. Is your financial future in gd hands? Why? Yes. Claudia's support. Q1. Two things I really appreciate about your service are your responsiveness and the personalized advice you provide. It's great knowing I can count on you. Q2. If there's one area where there could be improvement, it might be in providing more frequent updates on policy changes or new offerings. This would help keep me in the loop. Q3. I would actively refer someone to your service if they're looking for a reliable and trustworthy insurance agent. Specifically, if they value a personal touch and prompt assistance, you'd be the perfect recommendation. Also, for anyone who appreciates someone who genuinely cares about their clients, I'd happily recommend you.

Christina

Claudia has been Responsive, helpful, responsible & efficient! She’s Trustworty, reliable, understanding 😃 Professionally, I would rate her 10/10, based on above mentioned I would engage her to assist with planning for my family’s insurance coverage. She has always assist us to prepare for unforeseen circumstances I would recommend her to my friends as she provide personalised plan that suit my lifestyle and priorities in life. She has extensive knowledge and always ready to help If any of you friends who unclear of current coverage of insurance and priorities and Friends seeking for well extensive knowledge to make decision in financial, I would recommend you to speak to Claudia.

Sandy Tan

Claudia ia very professional, attentive and assuring. I trusted her a lot. i would recommend Claudia to your network as she is trustworthy, and very reasonable and shows great empathy. If i need to give her a rating, i would rate her as 10/10. I have learnt a lot from her in terms of her advise on investment, business outlook and she does great financial planning for me. I find that I am in good hands as she's up to date and has good insights and is totally relevant with the information on an effective coverage and investment and financial planning