Episode 3: The Basic Principle of Insurance Planning

Christopher Tan

Insurance should be used strictly for life protection. In most instances, it is a temporary need, the only exception is probably medical expense insurance.

In this episode, I will share the differences between medical expense insurance for local, regional and worldwide coverage as well as their underwriting requirement.

View the full list of podcast episodes published here.

The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.

Learn more about the book at https://providend.com/publications/#money-wisdom.

Music courtesy of ItsWatR.

For more related resources, check out:
1. Our Wealth Solution – Risk Mitigation
2. Understanding Integrated Shield Changes
3. Conversation with Our Client, Richard Hong (Part 3)

Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.

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