We always told the clients to first take care of the protection part of their planning, which is insurance for life, health, critical illness, accident/disability, and home. Only after a client does the protection part do we move on to the next level, which is investment/retirement planning.
We believe and we motivate clients to buy insurance, or protection, products. With the present scenario, there is a lot of concerns with clients. As a result, they have started accepting the need to have the right or a little higher protection cover.
In the last three months, we have managed to touch lives by 100% as far as protection is concerned. We are focusing on where the need.
In our planning, we are advising clients to conserve capital now. Many businesses are facing challenges. Furthermore, a lot of people have lost their jobs, and some have had their salary cut. The first requirement, then, is to survive until things settle down.
We’re advising our clients to focus more on wealth protections ( life, health, critical illness, accident/disability) and pause on wealth accumulations, save capital, accumulate money, keep cash in hand and only take care of the commitments of renewal premium. We’re telling them not to do any new investments until they have a sufficient contingency to survive for one year. The majority of our clients appreciate that.
Once things settle down, and their income settles down and their salary is stable, we will start investing with them.
From MURASU
Senior Financial Consultant.
Internation Business Financail Consultant – IBFC Team
+65 83710371
https://wa.me/6583710371
We always told the clients to first take care of the protection part of their planning, which is insurance for life, health, critical illness, accident/disability, and home. Only after a client does the protection part do we move on to the next level, which is investment/retirement planning.
We believe and we motivate clients to buy insurance, or protection, products. With the present scenario, there is a lot of concerns with clients. As a result, they have started accepting the need to have the right or a little higher protection cover.
In the last three months, we have managed to touch lives by 100% as far as protection is concerned. We are focusing on where the need.
In our planning, we are advising clients to conserve capital now. Many businesses are facing challenges. Furthermore, a lot of people have lost their jobs, and some have had their salary cut. The first requirement, then, is to survive until things settle down.
We’re advising our clients to focus more on wealth protections ( life, health, critical illness, accident/disability) and pause on wealth accumulations, save capital, accumulate money, keep cash in hand and only take care of the commitments of renewal premium. We’re telling them not to do any new investments until they have a sufficient contingency to survive for one year. The majority of our clients appreciate that.
Once things settle down, and their income settles down and their salary is stable, we will start investing with them.
From MURASU
Senior Financial Consultant.
Internation Business Financail Consultant – IBFC Team
+65 83710371
https://wa.me/6583710371