Planning Ahead

Lee Yi Ni

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A Monthly Curated Newsletter

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Planning Ahead Is the Key to Living With More Spontaneity

Scheduling spontaneity doesn't lessen the joy of spontaneity; it enables it. You still have the freedom to do whatever strikes you in the moment - even more so because you know that's exactly what you intended to do.

10 Reasons To Start Christmas Planning Early

With a bit of forethought, there's no reason it needs to be quite as nerve-wracking or frustrating as often the days leading up to the holidays are. So, in case you're not entirely convinced of the benefits that early preparedness brings, let's take a look at the 10 reasons to start Christmas planning early.

What are the chances?

We can't predict the future, but we can plan for it. But why does this even matter? Meet some ordinary people thinking about these things.

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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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Cheng Hai

Yi Ni reviewed my insurance policies thoroughly, showing me where I'd focused too much on saving rather than protecting myself. Her advice made me realize the importance of having solid coverage before it's too late. Yi Ni's expertise and attention to detail were crucial in helping me secure the right protection.

Hazel

She helped me understand my insurance stuff in simple terms, so I didn't feel lost anymore. With her help, I feel like I know what's going on with my money and what to do next. She's super professional and really cares about helping people.

Maheshkumar, Software Engineer

I was feeling lost and confused about insurance in Singapore until I met Yi Ni. She took the time to listen to my concerns and provided me with tailored solutions that fit my budget and needs perfectly. Her friendly demeanour and expertise put me at ease right away.

Alfred

I feel that Yi Ni is a very responsible and knowledgeable agent as she made sure I knew and understood what kind of plan I was signing. She was also able to answer the different questions that I asked her. What I like about Yi Ni’s services is that she’s very concise yet detailed with the things she shares. She’s also very responsive; for instance, I thought of a question in the middle of the night, and she replied and cleared my doubt. Yi Ni is a responsible and trustworthy agent that I can trust my money and health with.

Thiru

I am extremely fortunate to have met Yi Ni during my company's insurance lunch talk. She took the extra effort in reviewing my current policies and did a thorough assessment and identified the potential gaps. Her recommendations and explainations in layman term's gave me the confidence to move forward with her. I would definitely recommend her to anyone in need of exceptional financial assistance! Thanks Yi Ni and greatly appreciate all your assistance!

Nicole

During a review of my policy, Yi Ni identified a gap in early critical illness coverage. She is now guiding me through my options with great care and professionalism.