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CLAUDIA ONG

In Touch

A Monthly Curated Newsletter

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Planning Ahead Is the Key to Living With More Spontaneity

Scheduling spontaneity doesn't lessen the joy of spontaneity; it enables it. You still have the freedom to do whatever strikes you in the moment - even more so because you know that's exactly what you intended to do.

 
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10 Reasons To Start Christmas Planning Early

With a bit of forethought, there's no reason it needs to be quite as nerve-wracking or frustrating as often the days leading up to the holidays are. So, in case you're not entirely convinced of the benefits that early preparedness brings, let's take a look at the 10 reasons to start Christmas planning early.

 
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What are the chances?

We can't predict the future, but we can plan for it. But why does this even matter? Meet some ordinary people thinking about these things.

 
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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.
 
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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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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.

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.

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.

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.

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