Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years. | Tips for Aging Well: 10 Habits for Physical and Mental Fitness BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections. | 4 Different Ways to Think of Retirement | Psychology Today Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality. | The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey | Proudly Brought to You I seek to reach out to people who believe in safeguarding the interests of their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers. | CLAUDIA ONG | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above. 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. | | | 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. | | | 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. | | | Tony & Family Impression of Claudia service
Started with just another agent to sell you things . But as my life started to get difficult and started business after losing my job , she was still there ! And supporting us through the years even we bought very few insurance policies . She was ever so friendly and supportive and non intrusive. And over the years saw us and nudge us to take better care of ourselves by way of telling us what to do along the way . Almost a godsend! | | | 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." | | | Catherine Claudia is approachable, friendly, efficient n professional, attends to the needs of her clients and helps to expedite the process of the claims for her clients where possible.
She is receptive to constructive criticism/feedback n make the effort to improve on her services rendered where necessary, showing dedication to her work.
She is also personable n care for her clients, showing empathy n understanding when the situation arises.
Overall I know Claudia can be entrusted, therefore I will recommend her to anyone who is seeking a more personable approach n yet showing professionalism in delivering her services, whether it's pertaining to the insurance or financial needs of her clients. A big thumbs up to her!" | | | Janice Chua I would like to express my deepest appreciation for Claudia, our insurance partner, whose exceptional guidance has been a beacon of support for me and my parents. Claudia's comprehensive knowledge and insightful advice on medical insurance have made a significant difference in our lives. Her dedication to understanding our individual needs and her proactive approach have given us peace of mind regarding our health coverage. Claudia's unwavering commitment and genuine concern for our well-being are truly remarkable. Thank you, Claudia, for your outstanding service and for always going the extra mile to ensure our family's health and security. | | | | |