Insurance Planning
A one-on-one session to find the coverage you actually need, with no over-insurance and no over-paying. We pull your existing policies on screen, compare them side-by-side, work out the right coverage amounts for your stage of life, and tighten everything into one clean roadmap.
Financial planning checklist
We pull up the 28-point planning checklist and tick through your current coverage live (Life, Disability, CI, Integrated Shield, Personal Accident, CareShield). You see exactly which boxes are green, which are open gaps, and which are simply over-priced for your stage of life.
- All coverage types laid out: protection, accumulation, estate
- Priorities re-ranked to your situation, not a generic template
- Take the snapshot home as a link, with no email capture and no upsell
Key features
Here's what you get with our Insurance Planning service.
- Review every policy you currently hold, in one place
- Term life vs whole life: the real numbers, without the sales pitch
- Health insurance, Integrated Shield, and MediSave optimisation
- Right-sized coverage amounts for life, CI, and disability
- Spot gaps and overlaps before they cost you
- Personalised insurance dashboard you walk away with
The MoneyBees Planner
On top of the calculator above, we also bring up our full planner: your whole money life on one chart, age 30 to 99. Stack goals, stress-test life scenarios, and watch your trajectory change as we adjust the numbers together.
Is this service right for you?
Young professionals unsure what coverage they need
Couples planning to start a family
Anyone confused by term life, whole life, and health insurance
Common questions
Answers to frequently asked questions about this service.
How long does the consultation process take?
An initial consultation typically takes 45-60 minutes. We use this time to understand your financial situation, goals, and concerns. After the first session, we prepare a personalised recommendation within 5 business days.
Do I need to prepare anything before our meeting?
It helps to have a general idea of your income, existing policies or investments, and any specific financial goals in mind. Don't worry if you're unsure. We'll guide you through everything during the session.
Is the initial consultation really free?
Yes, completely. Your first session is a no-strings conversation where we get to know your situation and you get to see if we're the right fit. No commitment required.
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Ready to get started with Insurance Planning?
Book a free consultation and let us help you take the next step toward your financial goals.
Junxiong-WFG Organisation is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).