Welcome To HaveYouPlanned.com – A Financial Education Blog On Financial Planning and Insurance Products Related
So Have You Planned For Your Protection, Medical Coverage, Savings/Investments And Retirement?
If not, read the blog posts shared here (check out the archives as the posts are arranged according to topics) to help you start or make your planning better…
Or if the Topics you are keen in are not shared here, please kindly post your suggestions by clicking on the Suggestions Tab on the right or Add Your Questions through this link and I will be glad to answer them to the best of my knowledge!
Who Is Dexter Damien Chan?
Currently working as an Independent Financial Consultant with one of the Top 5 FAR firm.
What Do I Do?
As a Financial Planner which I have 4 years of Experience – 2 years with a British Insurer and with a Local Bank (advising Mortgage Insurance for their Mortgage Loan Clients), and moving on to a Local Insurer, my main objective and duty would definitely be advising on Individuals on each stages of their Financial Planning with our Financial Analysis Program and sharing the importance of having Insurance.
My Area Of Expertise
Financial Analysis & Insurance Plans:
- Financial Analysis Program – A Five Step Process to help you focus on your Short-Term, Medium-Term and Long-Term Financial Goals and Objectives.
- Protection – Term Insurance and Whole Life Participating Plans
- Mortgage Loan Protection – Mortgage Reducing Term Assurance
- Medical Insurance – Private Medical Insurance Plan, Hospital/Hospital & Surgical Benefits
- Savings – Endowment, Single-Premium Endowment Plan
- Investments – Investment-Linked Plans, Unit Trusts
- General Insurance – Personal Accident, Travel Insurance, Work-Medic
- Advises on best methods to help ace your required Medical Insurance Checks
- Personal Negotiation with the Underwriters for better Terms
Engaging My Financial Planning Advices/Services
If you have any Short-Term, Mid-Term and Long Term Financial Goals and Objectives, I have a Financial Analysis Program specially imported from USA that can help you. No obligations needed if you feel that there’s going to be no value added.
We can always arrange for a no-obligation discussion through Email, Face-to-Face, MSN, or drop me at the Question Box right beside this page! Always at your convenience!
Let’s Be Friends!
I am always on the internet, and we can become friends by finding me on: