How to politely reject product recommendation from a financial advisor who is also a friend?

So far my friend/agent has been respecting my plan helping me to get term plans, low cost hospitalisation plans etc.

Now he is recommending endowments, retirement income etc.

I feel CPF or SSB is better but he seems quite firm on recommending. How to nicely reject without spoiling the relations?

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Elsa Goh

07 Jun 2019

Say you don't have any more spare cash to plow into more plans. It sounds like you've already bought a number of plans so it is an acceptable reason.

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Daniel Ling

07 Jun 2019

You seem to have already rejected him due to your beliefs.

Have you given him a chance to explain why his still recommending?
If no, consider that. After which you can firmly reject without having to be polite.

If you are plain not interested, just be firm.

Friend is friend. Work is work.
He is advising you as a professional.
Rejections are part of being professional.

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Alan Kor

13 Dec 2018

just reject, its ur hard earned money after all.

never mix insurance with investment, period....

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