REDEFINING LIFE INSURANCE PLANNING重新定義人壽保險規劃
Know exactly what your insurance does for your family.
Most people own policies they can't explain. I help you see, in plain words, what you pay, what you're covered for, what you get back and who receives it, then close the gaps that matter.
Existing client? Log in to Client Portal
- Advisor 顧問
- Danny Sim Yong SengSales Manager, Great Eastern Life Assurance (Malaysia) Berhad
- Focus 專注領域
- Life, critical illness, medical & estate planning人壽、嚴重疾病、醫藥及遺產規劃
- Languages 語言
- English, 中文
- Open for 歡迎
- New clients & second-opinion policy reviews新客戶及保單檢視
Four questions every policy must answer保險的四個重要元素
If you can't answer these for each of your policies, it's time for a review.
Premium
How much, how often, for how long, and how it's paid.
Coverage
What you can claim when you fall sick, have an accident or pass away, and how much.
Maturity
What savings, bonuses or cash value you can get back, and when.
Nomination
Who receives the money. A missing nominee can delay a payout to your family.
What I can help with我能為您做什麼
Protection planned around your family, your income and your goals.
Life & disability人壽與殘疾保障
Income protection for your family if you pass away or can no longer work.
Critical illness嚴重疾病保障
A lump sum to support you through recovery from a serious illness, including early stages.
Medical & hospital醫藥與住院
Help with hospital bills and treatment costs, so your savings stay intact.
Personal accident個人意外
Cover for accidental injury, disability and related medical costs.
Savings & retirement儲蓄與退休
Planning for education, retirement and long-term goals.
Estate planning遺產規劃
Nominations, wills and trusts, so the right people receive what you leave behind.
Not sure what you're actually covered for? Let's find out.不確定自己有哪些保障？我們一起來看看。
Get in touchHow we work together合作流程
Simple, unhurried, and always your decision.
- Policy review保單檢視Bring every policy you have, from any company. I'll go through them with you.
- Clear summary清晰總結A simple report of what you're covered for, what you pay and where the gaps are.
- Plan the gaps規劃保障缺口Practical options that fit your budget. No pressure, your decision.
- Ongoing care長期服務Clients get a private Client Portal to see all their policies at a glance, any time.
Client Portal客戶專屬平台
Existing clients can view their policies, coverage, premium calendar and nominee status in one private place, in English or 中文.
Log in to Client Portal- All your policies in one place, including those with other companies
- What you can claim if you fall sick, have an accident or pass away
- Premium calendar for the next 12 months
- Private: only you and your advisor can see it
Request a quote索取報價
Tell me a little about yourself. When you tap Send, WhatsApp opens with your details written out, so you can check them before sending.
Common questions常見問題
Can you review policies I bought from other agents or companies?您能檢視我向其他代理或公司購買的保單嗎？
Yes. Bring them along and I'll explain what each one covers, so you can see your full picture in one place. Clients can also add them to their Client Portal.
Do I have to buy anything after a review?檢視之後一定要購買嗎？
No. The review is to help you understand your coverage. Any recommendation is entirely your decision.
Is my information kept private?我的資料會保密嗎？
Yes. Your details are seen only by you and me. The Client Portal never shows your full IC number or address, and there are no ads or trackers.
What is the Client Portal?什麼是客戶專屬平台？
A private online portal for my clients, showing their policies, what they can claim, upcoming premiums and nominee status, in English or 中文.
How do we start?如何開始？
Send me a WhatsApp message. We'll arrange a time to go through your policies together, in person or online.
Let's talk about your family's plan.聯繫我
A no-obligation chat about your current policies or your family's protection.