CLIENT EVIDENCE CASE
Mr. Wong's Critical Illness Claim
Approved Amount
RM 150,000.00
Agent's Note:
Mr. Wong was diagnosed with stage 2 cancer. I managed the entire process from the first hospital admission to the final payout.
Unit Manager (UM)
Male
2018
English, Mandarin, Malay
Bachelor of Finance
MDRT, Top Unit Manager
Reading, Golf & Travelling
As a Unit Manager, my focus is not only on delivering top-tier financial planning to my clients but also on guiding and mentoring the next generation of advisors at SHAN.
Real stories of how I stood by my clients during their toughest times.