facebookHow do we purchase new policies from insurers if cannot meet up with financial Advisors? - Seedly

Advertisement

Anonymous

29 Apr 2020

Insurance

How do we purchase new policies from insurers if cannot meet up with financial Advisors?

Physical interaction is important when it comes to trust, how can we purchase policies like this?

Discussion (9)

What are your thoughts?

Learn how to style your text

Josh Tan Jian Liang

28 Apr 2020

Co-founder https://theastuteparent.com at Promiseland Independent Pte Ltd

Hi Anon,

I've been doing online discussions on a daily basis and any applications can be done remotely.

https://www.theastuteparent.com/2020/04/online-...

Benefits of engaging an adviser you are comfortable with

Engaging an adviser is NOT NECESSARILY MORE EXPENSIVE. This is not just speaking up for me individually but as to all advisers who help their own clients well.

If you've further queries drop me an email at [email protected] or follow the article

PS: Sub to our telegram for the latest financial planning ideas cya there too! https://t.me/theastuteparent

View 1 replies

Tan Li Xing

28 Apr 2020

Financial Consultant at Prudential Assurance Company (Singapore)

Hi Anon,

Actually most of us are still working digitally, you can reach out and I believe each consultant is able to make the arrangements with you digitally.

I think the current climate has opened new means for us to meet people as long as you are open.

Most, if not all sales channels have gone digital. It can now be performed remotely across most insurers.

Lee Gek Lan

28 Apr 2020

Financial Consultant at Income

Hi, yes we are still available online.

Elijah Lee

27 Apr 2020

Senior Financial Services Manager at Phillip Securities (Jurong East)

Hi anon,

Most FAs will be conducting their business online by now, myself included. It's a matter o...

Write your thoughts

Advertisement