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Jolena He

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Jolena He
 
 
 
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Testimonials and Referral Notes

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Esther, Accounts executive

Jolena has been helpful in giving me a clear understanding of all the insurance policies my family and I have, making it so much easier to see the big picture. She emphasized the importance of nominations and even went the extra mile to help us complete them, including policies from other agencies. Her proactive and supportive approach has been a huge help—thank you!

Daryl, Executive

Thank you Jolena for ensuring I have adequate coverage and also a better return on my insurance premiums. She was meticulous in her planning and I feel confident making my decision.

Kit Ying, Manager

I recently had the pleasure of meeting Jolena, and I couldn't be more impressed with the exceptional service and expert advice I received. Jolena took the time to understand my unique needs and provided personalised recommendations that perfectly aligned with my goals. Her in-depth knowledge of financial plan options and the ability to explain complex concepts in a clear and concise manner made the entire process seamless and stress-free. I was particularly impressed by Jolena's attention to detail and commitment to finding the best solutions for me. Thanks to Jolena, I now have peace of mind knowing that I have the right coverage in place. I highly recommend Jolena to anyone seeking trusted and professional financial guidance. Her expertise and dedication to clients are truly unparalleled.

Yvonne, HR Executive

Jolena has been very helpful and is a knowledgeable advisor who genuinely cares about her clients' well-being. Her quick responses and clear explanations have made it so much easier to make decisions. Jolena's friendly and supportive approach makes talking about these matters feel easy and comfortable, and I have confidence and trust in her. Thank you!

Wee Boon, Operations

I have many policies from different insurers but have forgotten what I've bought. Jolena summarized all my existing policies and did a review of my current portfolio and provided some advice to help me realign my needs based on my current life stage. She is clear in her explanations, making it easy for me to understand what she is sharing. Documents she brought were also neatly placed in a folder, which made it very convenient for me to review and reference. Really appreciate her patience and friendliness when answering all the queries i had. Thank you Jolena!

Tina, Executive

Jolena is a very approchable and attentive agent. Appreciated for her patience to go through a summary of all my insurance plans to date in order to have a better overview of what I am lacking. She is very easy to talk to and build trust with. She answers your questions and concerns with both pros and cons so that you can make a better decision on what works for you. Thank you once again for being my agent!