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CLAUDIA ONG

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
 
CLAUDIA ONG
 
 
 
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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.

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Testimonials and Referral Notes

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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.

MuiLai

Celebrating my friendship with Ong Claudia! I got to know Claudia from a gym about 7 years ago. We hardly spoke initially as our workout schedules were different. She was the one who broke the ice with a very warm “hello”. Later, I got to know she is an insurance agent. Subsequently, we hung out often and more so when we were preparing for our Hyrox race. We are both moms (she has 4 kids btw!) and share the same passion for exercise, something that is crucially important especially for women at our age, to safeguard against bone density issues and broken bones in a fall. “We have to build muscles around our joints” has always been my motto. Always first a friend and then a completely dependable insurance agent. She is the most hardworking friend / agent I know and she serves with a full heart. Because I exercise frequently and often quite clumsily, a personal accident plan became a must-have. When I needed help, Claudia is always just a phone call away. She dealt with all my claims super efficiently. When it came to contentious ones, she never shied away and followed up so closely and answered all the difficult questions on my behalf that I hardly needed to do anything but just wait for the $ to come in. The assurance and confidence she gave me when managing my policies and claims is really priceless. I just want to say, thanks for the friendship and always making time and lending a listening ear, my awesome buddy! Cheers to more great time together building a healthier mind and body!

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

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.

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!"