| Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years. | | Tips for Aging Well: 10 Habits for Physical and Mental Fitness BetterUp recommends ten habits for well-being in ageing, emphasizing exercise, health checks, sleep, positivity, and social connections. | | 4 Different Ways to Think of Retirement | Psychology Today Explore retirement as a goal, lifestyle, long-term process, and mindset influencing decision-making and life quality. | | The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey  | | 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 Wil-Son (李閎熙) | | | | | | | | unsubscribe | You are receiving this email because you're my client, a friend or you've given permission to receive this email. If you'd rather not receive our emails, you can unsubscribe from our mailing list by clicking 'Unsubscribe' above.
© Lee Wil-Son (李閎熙), All rights reserved. | |  | | Juay Puay Yong
Non-Executive Director Wil-son is very sincere and patient. Rather than pressuring me to take on new plans, he give his neutral opinion and advise accordingly based on what he understands about our family needs and priorities.
Every time I reach out to him on queries that I have, he will definitely check on it and get the answers to me.
Though I do not know him for long, he is definitely someone whom I will look for and trust should I need any advice on financial planning! | |  | | Sera
Client since 2020 I have known him as my colleague in my previous workplace several years ago whereas afterwards, I got to know that he went on to pursue his career in Manulife.
Buying the right insurance is important. However, the hardest part other than buying the right insurance is finding a suitable agent who can be transparent with you.
Which I am glad I got to know Wil-son, he takes the effort and time to explain and chart up a comparison between products which is helpful.
It is a privilege to have him as my insurance agent. I will recommend people who are keen in insurance to look for him. | |  | | Wai Fong
Retiree
Client since 2020 2020 has been a trying year for everyone with the ongoing pandemic, and more so for me. In August 2020, I was unexpectedly hospitalized for the first time in my life (besides pregnancy and childbirth, that is) for appendicitis. I was distressed over my health and hit by the realization that I did not have a hospital plan that could cover my hospital bills.
Given my age, I was also unsure on whether insurance companies would be willing to provide me with the adequate coverage. I was then introduced to Wil-son by my daughter, who went the extra mile to search and analyze insurance policies, before patiently explaining and recommending the most appropriate coverage for me.
I am much appreciative for the patience and support rendered by Wil-son during this difficult period and his sincerity and genuine concern towards his clients.
To me, he is not an agent, but a trusted family friend. | |  | | Mango Tan
Supportive client and wife Wil-son is my husband and also our family's financial strategist.
To be honest, I do not like "insurance agents" although I was one myself some years back. I remember how agents always go into telling me how it would be great to start a savings regime and I agree. However, what they didn't tell me is I should probably get a medical plan first so in any event I'm hospitalized, I do not have to burden my family with any medical costs.
My husband believes in starting right with insurance and he helps people manage their money so that having insurance does not becomes a liability.
He feels that people could leverage on insurance to spread their economic risks with the right planning and save them from any unnecessary stress and worries, allowing them to focus on the people they love when they need them.
I would say his value comes from planning with me and not for me. | |  | | Jeviene Sim
Sales Operation Specialist
F5 Networks Singapore Pte Ltd I am truly glad to met Wil-son during my financial planning journey.
Wil-son always put in the extra miles, to manage my expectations, and needs by comparing the policies across the various companies.
Over the years, we became friends, and I could bring up difficult conversations to discuss with him. Thank you for the friendship and for all the advises along the way. | |  | | Joan Tong
Associate Manager, Heartzmail It's a true blessing to have a user and client like Wil-son and I'm glad to be able to meet him face-to-face after having him onboard with us for the past two years.
From the first interactions over the phone and via WhatsApp, Wil-son proved to be one of the most polite and proactive users that I have come across - always asking me good questions on how best he can utilise and maximise the services on our platform. Not to mention he has a very friendly demeanour too, which I appreciate very much.
Seeing how proficient he's become with the system and how creatively he uses it to deliver value to his own clients, I cannot be more proud and heartened. His positivity and forward-lookingness (if there's even such a word) makes him an asset -- not just to us, but also to his co-workers and his own clients.
Keep shining and wishing you all the very best, Wil-son! | | | | |
