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Protection before or after investment?

Belinda Tan, head of sales for Zurich Life Insurance (Singapore), argues that protection is often overlooked in the financial planning process, but that for most clients it really should be the bedrock of their financial plans.


For advisers, it allows them to diversify their offering and ensure they meet the regulatory requirements under the new FAIR rules, not to mention the fact that protection is always needed despite any market volatility.

Furthermore,  Tan suggests protection sales offer a reliable stream of income for any adviser, ensuring they can build a long-term, sustainable practice.


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