Incredible Moms

Lee Yi Ni

In Touch

A Monthly Curated Newsletter

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

Financial Lessons From Mom That Built A Lasting Legacy

Some of the most valuable financial lessons are taught at home from a young age and can be instrumental in building a legacy of financial stability and security. Elliot Kallen's mother is a survivor of the Great Depression and the Auschwitz concentration camp. Having applied his mother's advice to real-life situations to sustain financial well-being and professional success, Kallen, President of Prosperity Financial Group, has won accolades throughout his career and attributes those successes to his mother's words of (financial) wisdom.

Mother's Love for a Boy

A Mother's love and upbringing can help change the destiny of a child. A story of Thomas Edison that you may not know about.

Don't Underestimate Working Mothers | Dana Sumpter | TEDxCSULB

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Proudly Brought to You I seek to reach out to people who believe in safeguarding the interests of 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.
Lee Yi Ni

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Testimonials and Referral Notes

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Jian Teck

Had an insightful conversation with Yi Ni during our first meeting! She genuinely listened to me and made me feel heard. Her attentiveness and understanding left a great impression, and I look forward to working with her in the future!

Lee & Agnes

Yi Ni is very responsible and professional on her job as a financial consultant. She tries to understand what you need and propose/suggest what’s suitable for you and your budget. She also provides details and summary in an easy to understand illustration after meeting session. She also answers promptly on any queries and provides you with concise answers. Thank you for being our financial consultant.

Patricia

I’m glad that I decided to meet up with Yi Ni to discuss my insurance coverage, if not I would not have known that I was underinsured! She was able to devise a plan that suits my needs (critical illness, hospitalisation and accident) and is within my financial capabilities, not to mention that she went an extra mile to prepare a PPT to help me visualise things better. I definitely feel more confident about my coverage now and would totally recommend her services 👍🏽

Claire

Yi Ni has been professional and helpful in my financial planning journey, going beyond the mile to provide assistance and advice. Thank you for your insights and happy to have spoken with you 😁

Preetha, HR

Yi Ni has been extremely helpful in my insurance journey. Having very little prior knowledge about insurance and the coverages, she has made the whole experience so much smoother and easier. She is also very approachable and knowledgeable and that made it easier for me to clarify all my doubts. So grateful to have chosen her as my agent. Highly recommend!

Rain Mo

Yi Ni has been amazing to work with! She takes the time to understand what I need from my insurance and explain everything in simple terms. What I love most is her dedication to finding the best options for me. I feel like she truly care about my well-being. I'd absolutely recommend Yi Ni to anyone looking for an insurance agent who's reliable but also friendly and caring.