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Insurance

Insurance
Trust
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5 Factors to Consider to Craft a Comprehensive Estate Plan

How close is my current estate plan from being truly comprehensive?  In this write-up, I’ll share 5 main factors to consider to assess if your estate plan is truly comprehensive. They
by Jocelline Chee
Insurance
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Who Shall Benefit from My Insurance Policy if No Nomination is Made?

Here is a case study:  Let’s say, we have Bill, a 45-year old sales manager based in Penang. At present, Bill is married to Kate and they have Linda, their 10-year
by Jocelline Chee
Insurance
Trust
Will
4Comments

Is it Sufficient to Use Life Insurance Policies as Your Only Estate Planning Tool?

The following are common questions that I received on estate planning:  1. I am servicing a few life insurance policies. Do I need to write a will?  2. I have already written
by Jocelline Chee
Insurance
0Comments

5 Limitations You Need to Know about Insurance Nomination in Malaysia

Question:  Hi, I’m Alan, a 37-year old engineer based in Kuala Lumpur. I’m married to Abby, my wife and together, we have two children aged 3 and 5 presently. Here, in
by Jocelline Chee
Insurance
Podcast
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Should I Nominate my Kid as Beneficiary of Life Insurance Policy?

It is a good idea to buy a life insurance policy for your children to protect their financial future. But it may not be a good idea to nominate your
by Jocelline Chee
Insurance
Trust
Will
0Comments

How to Create RM 800,000 in Additional Unfrozen Estates With the Power of Life Insurance and Living Trust?

Question:  Hi, my name is Wong. I’m 55 years old and I have just retired.  As I write, I have amassed RM 1 million in EPF and RM 500,000 in cash savings.  I
by Jocelline Chee
Insurance
Trust
0Comments

Can Your Wealth Last Three Generations?

There is a popular Chinese saying, which is: ‘富不过三代’.  It literally means ‘Wealth does not last three generations and beyond’. The logic behind this stigma is illustrated with the first generation
by Jocelline Chee
Insurance
Trust
0Comments

Nomination of Life Insurance Policy to Girlfriend

Question:  I had a relative. His name was Fred. He passed on lately due to an accident.  During his funeral, Jackson, our friend who serves as Fred’s insurance agent was present and
by Jocelline Chee
Insurance
Quick Guide
Trust
Will
0Comments

2 Blind Spots that Married Couples Overlooked When Leaving Behind Possessions to Their Loved Ones

I’m married with kids.  Who will provide for my loved ones if I pass on prematurely?  The above question is valid and honestly speaking, I began to have this thought only after
by Jocelline Chee
Insurance
Trust
0Comments

Should I Nominate My Wife and Co-Investors as Beneficiaries to Our Investment Properties in My Will?

Question:  Hi, I’m Cyrus, a 40-year old property investor based in Cheras. Together with Lee Ling, my wife, we have eleven properties valued at RM 5 million in our portfolio. Here
by Jocelline Chee
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