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About the webinar – Find out how to mitigate your life risks through insurance planning
One of the largest risks in life is a loss of income due to death, disability, or a medical crisis. However, it could be mitigated through insurance planning.
Managing life risks with insurance should be your first step once your financial foundation is strong or when you’re entering a new phase in life (i.e., getting married, starting a family) as these risks could potentially derail your financial plan.
At MoneyOwl, we believe in this philosophy of insurance: buy as much as you need but pay as little as you can. That’s wisdom in insurance planning.
This webinar aims to give you an understanding of what insurance planning is all about before you think about buying that next insurance policy.
Some topics covered include:
- How do you know if you need insurance?
- Are you buying the right insurance?
- How to include CareShield Life in your insurance planning?
- Insurance planning using MoneyOwl’s philosophy
Date and Time
- Thursday, 4 March 2021
- 7pm – 9 pm / 2 hours
The zoom link will be sent to your email upon registration
(Note: This webinar will not be streamed live on our social media)
About the Speaker
Shawn Lee, CFP®
Lead, Client Advisory
Shawn Lee has years of experience in Financial Advisory and Financial Education. As Lead of MoneyOwl’s Client Advisory Department, Shawn leads the Comprehensive Financial Planning team at MoneyOwl and helps his clients to make wise money decisions to that they can lead fulfilling lives. Previously, Shawn was Senior Executive, Brand Management of Providend, developing and executing Branding and Marketing strategies for Singapore’s First Fee-only Wealth Advisory Firm and for DIYInsurance, Singapore’s First Life Insurance Comparison Web Portal. Prior to Providend, Shawn was Hub Manager of Citi-NIE Financial Literacy Hub for Teachers, a nationwide teacher development education programme aimed at equipping teachers in schools with financial literacy skills.
Shawn has a Bachelor of Science (Honours) Degree in Accounting and Finance from the University of London. He is a Certified Financial Planner (CFP®) and a member of the Financial Planning Association of Singapore.