Business
uberrima fides
By Patrick Lim  •  November 16, 2011
today is my usual scheduled monthly life insurance training open to all of my company's advisors. and for today, i have chosen to focus on the only 2 products that provides guaranteed protection* even while the child is in the mother's womb. yes, i'm referring to: a. prudential prufirst gift and b. axa mum's advantage/mum's advantage plus. notes: in june 2010, prudential was the very first insurer to launch singapore's first and only plan, prufirst gift to offer guaranteed protection* even before the child is born. and in november 2011, axa life followed up with their launch of an almost similar proposition, axa mum's advantage/mum's advantage plus. *terms and conditons apply my monthly life insurance training has the dual objectives of equipping our company's advisors with the insights of the latest happenings in the insurance industry and comprehensive product knowledge as well. my comments: during the course of my training, ......
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By Patrick Lim
Patrick is an Associate Director with Promiseland. He has more than 20 years of personal investment experience both in stock and shares and unit trusts. In his early years as an investor, he got burnt really bad in the infamous 1987 crash and again during the clob incident. With 2 decades of so-called battle scars behind him, the last few years (since 2003) have been good to him especially with his single country funds doing exceptionally well. On his investing style, he is both a technical analyst and fundamentalist. Patrick view wealth accumulation as part and parcel of the wealth management process but only if one has already executed his/her wealth protection planning on an on-going basis.
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