Results: 7
Lee Wan Qi
Lee Wan Qi shares how MDRT members can encourage younger Malaysians to take critical illness coverage seriously early in their careers, delving into common misconceptions, and real-life examples that highlight the long-term value of early protection.
Lee Wan Qi; Audrey Adeline Yap Mui Ling; Tee Ming Hui
MDRT members highlight four common client pitfalls such as misunderstanding policy terms, over-relying on advisors, premature policy cancellations, and underestimating future needs. To counter these issues, they share strategies to help clients make informed decisions and secure their financial future.
Peline Toon Siow Ling; Jerrick Eng See Hai; Lee Wan Qi
In Malaysia’s digital landscape, social media is a powerful medium for establishing and enhancing your personal brand. MDRT members share some insights on what not to do on social media to maximize your personal branding.
Peline Toon Siow Ling; Lee Wan Qi; Jasmine Lily Ho
As Malaysia’s population ages, advisors must address retirees’ evolving financial needs, from sustainable income planning to healthcare and wealth transfer, ensuring long-term security.