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Isaac Fang
Isaac Fang - CFA, ChFC, CFP Singapore

Isaac Fang

CFA, ChFC, CFP (FCN200135730)

  • Financial Advisor Singapore
  • About
    • All-In-One Steward
    • Financial Planning – Does it make a difference?
    • Financial Planning. Ethics, Science & Craft.
    • FDM White Paper
    • Fifty Shades of Ethics
    • Portfolio Management Process According to CFA Institute
    • 7 Considerations for Investment Products
    • 6 Steps of Financial Planning (FPAS)
    • 7 Personal Financial Ratios for Analysis
  • Isaac’s Thoughts
  • Investment
    • TradeInvest
    • Portfolio Management
    • Trading
  • Insurance
    • What is Life Insurance?
    • 5 Independent Areas of Coverage
    • Insurance at work (A Claim Story)
  • BudgetConstrained
  • Workshops & Speaking Engagements
  • Start A Relationship
    • Financial Advisory & the Emotional Bank Account (EBA)
    • How unique are you to me?
    • Financial Planning Process – Actionable
    • Make An Appointment
    • Account Opening using MyInfo
  • Time Stamped Lessons
    • COVID19 & Prophylaxis Thinking
    • COVID19 & Beware the Attribution Bias
    • COVID19 & Investment Advisory
    • COVID19 and ‘Regular Savings Plans’
    • Reading to the Right Side of Charts
    • Curious Case of Wheelock

Tag: Claims

Posted on December 26, 2019December 26, 2019

Insurance at work (A Claim Story)

Life insurance is the only financial instrument in the world that creates instant estate liquidity upon death.

About Isaac

Isaac Fang CFA

Isaac Fang CFA

Isaac is passionate about boosting the financial literacy of Singaporeans. He holds the CFP, ChFC and CFA certifications. He has been in the financial services industry since 2001, has trained practitioners and also gave talks at SGX events. He conducts financial literacy workshops at Community Clubs islandwide too. Isaac uses a multi-disciplinary approach towards financial planning with the FDM process and an emphasis on being design driven.

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About isaacfang.com

Style of writing is to use links to deliver a holistic and consistent approach, with the aim to allow readers to click whichever is relevant at the point of reading, to explore details elaborated in another posting. After all, it is all interconnected.

Isaac & Bespoke Financial Services

Click image for services by Principal represented.

For the Full list of Insurers having Partnership Distribution Arrangements with the Principal that Isaac represents, click here.

Isaac & Investment Planning

Click on image that directs you to a blog post peppered with relevant links to various aspects. Process loops extracted from CFA institute.

Securities Advisory Service

1.25%pa Advisory Fee. Other T&Cs apply.

Securities Advisory Service gives you:
(1) Bespoke investment advice from your investment specialist. (2) Control – your specialist places trade for you only upon your confirmation. (3) Lower brokerage charges compared to standard broker-assisted rates. (4) Access to local and foreign stock markets.

Isaac & The FDM Process

Click on image for Elaboration.

Isaac’s strengths according to Clifton’s Strengths Finder are:

  1. Analytics
  2. Intellection
  3. Learning
  4. Focus
  5. Individualisation (What the hell is this Strength?)

Receive Regular Passive Income!

0.5% Wrap fee. Enjoy a regular flow of passive income from your investment portfolio with a suite of professionally customised unit trust portfolios. Dividends credited directly to your bank account. There are funds which have monthly distributions!

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50 Shades of Ethics

Contact Isaac Fang CFA

+65 9730 6977


Isaac’s Principal’s Partners

Life and General Insurance Partnership distribution arrangements.

Filters

  • Analytics (23)
  • BudgetConstrained (9)
  • Insurance (13)
  • Investment (35)
  • Musings (23)
  • Planning (29)
  • Retirement (1)
  • Time Stamps (7)
  • TradeInvest (20)

Top Posts & Pages

  • Financial Advisor & Consultant Singapore
    Financial Advisor & Consultant Singapore
  • Isaac's Thoughts
    Isaac's Thoughts
  • Investment Access in Singapore
    Investment Access in Singapore

Connect

Connect

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Disclaimer

The information contained in www.isaacfang.com is provided to you for general information/circulation only and is not intended to nor will it create/induce the creation of any binding legal relations. The information or opinions provided do not constitute investment advice, a recommendation, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on this information. Investments are subject to investment risks including possible loss of the principal amount invested. The value of the product and the income from them may fall as well as rise.
You should seek advice from a financial adviser regarding the suitability of the investment products mentioned, taking into account your specific investment objectives, financial situation or particular needs, before making a commitment to purchase the investment product. In the event that you choose not to obtain advice from a financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest.
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