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Financial Planner
Profile Poi Koon was selected to be part of the ALPS (Accelerated Learning Path Scheme) Program with Great Eastern Life. Shortly, he attained the Associate Financial Planner (AFP) designation awarded by the Financial Planning Association of Singapore. He was also featured in the Computer Times in April 2003 for his efficient approach in servicing his clients. He has spearheaded the integration of a team of financial advisors from diverse background to organize the LIGHTHOU$E FINANCIAL SEMINAR SERIES. The team works with various organizations and conducts financial planning seminars under such collaboration. He has since helped numerous participants in his seminars review their financial plans in key life stages. Having established himself as an authority in workplace seminars, he is also training the other planners from Great Eastern in related fields. He was promoted to Executive Life Planner in August 2003 and achieved the Great Eastern Honours Club Award consecutively for two years since. To
bring further value to his corporate clients, Poi Koon is also
part of a team of professionals from the financial service and
legal profession. The team advises companies and partnerships
in the area of Business Continuity Planning, Key-Man Insurance
and Buy-Sell Agreement for business owners. Client's Feedback
“Poi Koon’s professional knowledge in his expert areas has impressed
me a lot. He is also sincere and honest in finding out real needs of
clients, instead of simply pushing sales. Well done! Look forward to
your excellent services in future.”
“Poi Koon is not just a reliable Insurance Agent who provides his
service with dedication, patience but also one with a genuine
interest to ensure that I am well protected and well planned for my
retirement. An agent with a heart.”
"Soh,
I just want you to know that the engineering group here in Dallas
appreciates all of your hard work and professionalism. Especially
dealing with some difficult customers and tricky technology. I'm
sure you will excel in your new career."
"Soh’s
position requires an ability to respond to customer and sales
requests. He does this promptly and thoroughly every time."
"Soh
is meticulous and thorough in his approach to customer evaluations.
His materials are polished and well presented."
"Hello Poi Koon, Thank you so much for your blessings, concerns,
suggestion and endless explanation and guidance. It is my blessing
to have you as my insurance agent, most importantly, as a friend.
Thank you."
"I
am glad that my husband has learned from you regarding insurance.
Thanks for your sound advice. It’s only when you find yourself aging
and have a kid to be responsible to and not left with much time to
accumulate wealth that you start panicking..."
"In the cut-throat world of insurance services, value added services
such as financial planning will be a key product differential that
will steer the way to a successful personal finance."
"Poi Koon is not just a reliable Insurance Agent who provides his
service with dedication, patience but also one with a genuine
interest to ensure that I am well protected and well planned for my
retirement. An Agent with a heart."
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