Hire someone you can trust

It was never easy to find someone independent and unbiased to review your insurance needs. Now you can.

I do not represent any insurance company and this leaves me free to be entirely objective with my review and comment.

I will only have your best interest in mind. Oh, I’m also a Licensed Financial Planner.

Save time

Stop wasting time scheduling to meet different agents to get the best deal. I have access to all the major insurance companies.

If needed, I can give you a comparison table between different plans from different companies.

Avoid awkward sales pitch

My time and effort of reviewing your insurance portfolio is compensated with an upfront fee.

I do not give free advice in the hope that I will sell you something that you do not need.

Detailed insurance analysis

Let facts and figures do the talking. Get a detailed report on your insurance portfolio. I also built in a simulator to paint a more accurate picture.

100% TRANSPARENT

Marshall's Approach to Insurance

Insurance is nothing more than providing protection.

I pride myself of providing unbiased insurance planning advice. Selling savings/endowment plan to (most of) you is a highly profitable business model, but I’ll never do that.

Here’s how I can service you:

[Basic]

Step 1

Understand your needs.

Step 2

Review your existing coverage.

Step 3

Provide you an explanation of your current insurance portfolio, if needed, provide ideas how to improve your coverage or reduce your premium.

[Premium Only]

Step 4

Scan across 600 plans and riders to filter the policy that suit your needs.

Step 5

Filter across which company that provides the best value for money.

Step 6

To give you the comparisons of the top 2-3 plans you can get, feel free to ask me to include a plan of your preference in the comparison table.

Step 7

Step 7(a): You choose your agent on your own to purchase the recommended policy, or

Step 7(b): You choose the planNERD to service your insurance policy. (Insurance company will pay me a commission)

Step 8

Update your new insurance portfolio.

UNDERSTAND YOUR INSURANCE PORTFOLIO NOW!

INSURANCE AND PROTECTION

Policy Review

RM 250 per session
  • INSURANCE GAP ANALYSIS
  • FUTURE INCOME PROJECTION
  • RISK SIMULATION PLANNING
  • ONLINE VIDEO CONFERENCE

ADDITIONAL SERVICES

  • N/A
    .
    .
  • 30 MINUTES

INSURANCE AND PROTECTION

Policy Review + Comparison

RM 350 per session
  • INSURANCE GAP ANALYSIS
  • FUTURE INCOME PROJECTION
  • RISK SIMULATION PLANNING
  • ONLINE VIDEO CONFERENCE

ADDITIONAL SERVICES

  • PRODUCT COMPARISON
    To save your time, I have access to 600 different insurance products and select the top 3 plans that fit your needs.
  • 60 MINUTES