How Should I Preserve Insurance and EPF Monies Inherited from My Late Husband?
Jocelline Chee June 28, 2020
Question: Hi, my name is Jennifer. I have just become a widow six months ago as Mike, my husband passed on tragically due to a
Question: Hi, my name is Jennifer. I have just become a widow six months ago as Mike, my husband passed on tragically due to a
Question: Hi, I’m Mr. Ling, a 67 year old retiree living in Ipoh. Just recently, my wife passed on and I’d received RM 300,000 from
Question: Hi, I’m Kate. I had opened a Senior FD account with my mother where I parked a sum of RM 500,000 into it to
Question: Hi, I’m Mr. Ching, a retiree who is now residing in Subang Jaya. As I write, I have RM 2.5 million in assets, which
Question: Hi, I’m Mr. Neoh. I have three children namely, Ricky, Rocky, and Rainie aged 25, 18, and 10 respectively. As I write, I have
Question: Hi, my name is Mei Fang. I’m a divorcee and currently, I’m residing with Mei Yin, my sister and James, my 8-year old son
Question: Hi, my name is Wayne. I’m a 43-year old businessman and a real estate investor who has two residential properties. As I write, I
Question: Hi, my name is Ed. I’m happily married with Pei Pei, my wife and together, we’ve been blessed with two daughters namely, Cindy and
Question: Hi, my name is Pei Ni. I’m a 40-year old divorcee. As I write, I’m residing with my mother and two children, Li Bai
Question: My name is Johnny. I’m currently married to Celine and together, we are blessed with Jack, our 5-year old son. I wish to continue
Question: Hi, my name is Jennifer. I have just become a widow six months ago as Mike, my husband passed on tragically due to a
Question: Hi, I’m Mr. Ling, a 67 year old retiree living in Ipoh. Just recently, my wife passed on and I’d received RM 300,000 from
Question: Hi, I’m Kate. I had opened a Senior FD account with my mother where I parked a sum of RM 500,000 into it to
Question: Hi, I’m Mr. Ching, a retiree who is now residing in Subang Jaya. As I write, I have RM 2.5 million in assets, which
Question: Hi, I’m Mr. Neoh. I have three children namely, Ricky, Rocky, and Rainie aged 25, 18, and 10 respectively. As I write, I have
Question: Hi, my name is Mei Fang. I’m a divorcee and currently, I’m residing with Mei Yin, my sister and James, my 8-year old son
Question: Hi, my name is Wayne. I’m a 43-year old businessman and a real estate investor who has two residential properties. As I write, I
Question: Hi, my name is Ed. I’m happily married with Pei Pei, my wife and together, we’ve been blessed with two daughters namely, Cindy and
Question: Hi, my name is Pei Ni. I’m a 40-year old divorcee. As I write, I’m residing with my mother and two children, Li Bai
Question: My name is Johnny. I’m currently married to Celine and together, we are blessed with Jack, our 5-year old son. I wish to continue
Over the years, after serving thousands of clients, I found that each family has its unique situation and challenges. I have helped many families to customize their insurance arrangement, will writing and trust establishment. And there are rarely repeated documents that fit most people.
Your circumstance is unique and I would love to extend another bonus to you. You can book a 30-minutes consultation session with me directly, which is worth RM500. There is no obligation to sign up or pay for any of my expertise during the session.
But here is my promise: I will help you clear your mind and give you constructive suggestions to build a financial fortress that best meets your family protection needs. We will discuss and find out if a proper Will & Trust arrangement coupled with your existing insurance policies will be meeting your needs.