I graduated as a Life Planning Advisor in year 2014, and I have been in this industry more than 10 years. I have been professional trained with high ethical standard by Great Eastern Life Assurance.
I advise clients in transferring risks to insurance company to protect their livelihoods and to prevent any lifestyle changes when mishap happens.
Financial Needs Analysis is important. It is improtant to know my clients' financial needs, and to implement a recommended solution if needed.