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Dec 08 2023

What are the ABCs of becoming a family agent?

Intentional referral is integral when it comes to becoming a family agent. Find out how Shalyn Lee, BSc, CIAM establishes herself as a family agent with three important steps.

By Shalyn Lee, BSc, CIAM

Topics covered

Financial planning Prospecting

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AUTHOR

Featured in this video

Shalyn Lee, BSc, CIAM

Shalyn Xiaoqi Lee, BSc, CIAM, is a six-year MDRT member from Singapore. She is a financial services director who has led multiple million-dollar agencies. She is an advocate of balancing a successful business with leading an enjoyable home life. 

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