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Jess Liew

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
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Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
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Children and Retirement

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Jess Liew
 
 
 
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Testimonials and Referral Notes

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Rachel Tan

Jess is very heartwarming and takes time to understand what her client needs before sharing. She’s not pushy which is very pleasant to speak with.

Felice

Hello Jess! Thanks for arranging the meet up today 😊 And also thank you for sharing very useful tips and helping us to review our current insurance and financial plans. It was such a fruitful and wonderful session  for us. You are such a lovely and friendly planner that I have ever met! Knowledgeable, experience and kind 👍 Will definitely recommend to our friends and family too ☺

Ashvika and Pravin, HR Specialist/ Enginner

I have known Jess for almost 2 years now , and our professional relationship started with me enquiring about maternity insurance plans. I still remember being very much straightforward to Jess in what I wanted and also explicitly told her that I don’t not wish move forward if her only plan was to hard sell the insurance plans that me or my family might not actually require. Honestly it was mainly because I was pretty much done with all those hard selling financial consultants. To the best of my knowledge and all the years of meeting/speaking to insurance consultants, Jess definitely won my trust in the first meet up as she truly listened to what I needed and advise me on the best and affordable plans available in the market that suited my needs. I will always have my deepest gratitude for the exceptional service you have provided me and my family as our financial consultant. Your professionalism, knowledge, and dedication have truly made a difference in our experience. I am incredibly grateful for your prompt responses to my inquiries (regardless of whatever time it was) and your willingness to go above and beyond to ensure that all our insurance needs were met. Your expertise and attention to detail have given me a peace of mind, knowing that we are well protected and we can have relaxed retirement in the future. I also want to acknowledge your exceptional customer service skills. Your friendly and approachable demeanor have made every interaction a true pleasure. Your ability to explain complex insurance terms in a way that is easy to understand has been invaluable. I truly appreciate the time and effort you have invested in helping me and my family navigate the complexities of insurance. Your commitment to providing personalized solutions and finding the best coverage options for us has not gone unnoticed. Once again, thank you for your outstanding service. I am grateful to have you as our insurance consultant and moreover a good friend, and I look forward to continuing our professional relationship for years to come.

Su Ann, Marketing Manager

I didn't know what to expect out of my session with Jess but it was surprisingly helpful for me to review my coverage for my existing policies. There wasn't any hardsell and the conversation was mainly consultative and I appreciate that.

Serene Loo, Marketing Manager

I’ve had the pleasure of engaging Jess Liew to obtain insurance policies for myself and my babies. When I first engaged Jess in 2021 – I truly appreciated her bubbly demeanor, easy conversations, professionalism, fuss-free service and quick follow ups. When I had a baby number two in 2023, I decided to engage her services again to ensure baby and myself could receive the best possible coverage. Despite facing several challenges and hurdles, including complicated paperwork and stringent underwriting requirements, Jess remained unfailingly positive and determined, guiding me every step of the way to ensure we secured the right policies. She even went through the trouble of creating a template that I could easily pass on to the doctor’s clinic to ensure we got all the information that was required. Thanks to her perseverance, our application was approved! Grateful for the exceptional service and would highly recommend Jess to anyone seeking an agent who would go above and beyond for their clients. Jess is a professional and a credit to the industry!

Jess.

My boy been falling sick since March 2022, until July 2022, the sickness seems like become more and more serious with a series of vomit, fever, diarrhea, cough flu, block nose all sort of toddler common sick all happen to my boys on weekly basis. I went to A&E, pediatric or even normal clinic, but doesn't help at all. And finally, I called Jess, ask her for help. She Recommended a very trustworthy doctor and arrange an appointment for my boy. My boy warded to hospital, and diagnose with lung infection, doing blood test, X-ray, swab test to find out the root cause of keep falling sick. And Thank God, he is heal and under good care of doctor and nurses. When I am lost, Jess is beside me, to help, give advice, come hospital to visit my boy, help me submit claim and chase for the hospital bill reimbursement. She is helpful, responsible and work with her full heart to help people around her. I very thankful that she is with me and our friendship since the first day we met. ❤‍🔥