Having six insurance policies doesn’t mean that we have sufficient insurance coverage. The key is what is the purpose we purchase the policy in the first place and it is important to do regular policy reviews.
In this video, our Financial Consultant, Stanley Gan, shared one of his most memorable case stories where he successfully assisted his client to review all the insurance policies and identify the blind spot.
That’s the #BuildBetterWe spirit that we practise at EVOL as practitioner Financial Consultants.
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Build better we,