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Caslyn

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
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I seek to reach out to people who believe in creating a safe financial environment for their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Caslyn
 
 
 
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WhatsApp me at +65 96788198   
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Testimonials and Referral Notes

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Kerri & Kai Leong HO. Bank Director & Senior Staff Engineer

We have known Caslyn for over 30 years and she is our family insurance agent. Caslyn is not just an average run of the mill insurance agent to us - over the years, she has also become a good family friend who really makes a genuine effort to keep in touch with us and understand our family needs through the different seasons of our lives. She is friendly, down to earth, authentic and most importantly, due to her many years in the industry, is an expert in the field of personal insurance. During policy review sessions, Caslyn always goes out of the way to ensure that meeting times and venues are conducive and she is very patient in explaining all of the constant ins and outs of the policies. For anyone who is looking for help in personal insurance and someone who will genuinely take care of you through life’s many seasons, we would not hesitate to recommend Caslyn.

Alex Cano. Business Owner. Route One Consulting Pte Ltd

I write this recommendation for Caslyn Yap from AIA Financial Services with great enthusiasm for the exceptional quality of her work as my family insurance agent for more than 10 years. She has been taking care of our insurance needs for many years. She is vigorous and meticulous in answering our questions, and very quick in getting back to us even when we need assistance in filing a claim. Thus, she makes me feel comfortable and easy even when we talk about some possible unpleasant surprises that all of us might encounter in our life. I have full confidence that my family is well protected with policies recommended by Caslyn and I have a feeling that she puts security of my family above any financial benefits as she always helps us to get me best coverage for the reasonable premium.

Leng Khoon & Seow Yin. Educator

The purpose of this is to commend Mdm Caslyn Yap for the excellent service she provided to myself and my wife throughout her more than 20 years as our insurance agent. In my humble opinion, the level of service Caslyn extended to myself (in the earlier years) and my family (after I got married) was beyond our expectations. Although my wife and I have never written a commendation letter like this on an entirely unsolicited basis, I was so impressed by the support and service provided by Caslyn that I felt compelled to do so Caslyn answers all our texts and calls promptly. Although our first contact with her was more than 20 years ago, we can honestly say that she has been the most pleasant and knowledgeable agent to work with. Her sincerity is second to none. If she didn't have an answer for our questions at the time she made sure she called me back or texted the information that we needed. The process of obtaining insurance, especially travel insurances, and asking further questions has been a breeze. In closing, the enthusiasm, professionalism and sheer hard work displayed by Caslyn far exceeded our expectations of an insurance agent, which is why we will unreservedly provide further clarifications should the need arise.

曾绣娴

有Caslyn为我们的保险经纪人,给我和我一家有个很安稳保障的感觉,因为她总是处处为我们着想,服务周到,而且不求己利。 她也从不耽误时间,即使有时我们有很及时最后一刻的要求,她总是有求必应的帮助我们。Caslyn 所提供的服务是优质的,她是一位非常殷勤的保险经纪人,我们很感激她的热诚和专业的服务。

Jenn & Family. Head of Human Resources & General Affairs

Caslyn is naturally helpful nature is an asset as she is able to connect well with people. She is someone who is detailed, listens intently, and conscientious. Caslyn ensures that all my doubts, and that of my friends, and son, are clarified at as quickly as possible. Buying insurance from Caslyn, is not just about getting returns, is about knowing that she has your interest at heart when making any recommendations. I trust her! It’s always a pleasure working with her, after knowing her for more than 30 years! I appreciate Caslyn’s time and work very much. Thanks for everything.

Ben & Suet Fong. Educators

Having been a customer of AIA since we started work in the early 1980’s, we were delighted when Caslyn kindly offered to do an analysis of all our insurance policies and investment plans from all the insurers we bought policies and investment products from. She did an impressive job of summarising these and highlighting we need to plan for our retirement. We truly appreciate her timely advice to us to invest our funds wisely to plan for our retirement. Since 2010, Caslyn has been regularly updating both of us on AIA’s new product offerings. As our Financial Advisor, she is very responsive and proactive in addressing our questions promptly and professionally. Very often our discussions would take up a lot of time. We appreciate her patience, attention to detail and the time she spends in recommending the most appropriate AIA products that best meet our needs. Caslyn deserves the recognition that AIA has given her in her career as she renders excellent service to her clients like us.