理财频道 - William Loh

22/08/2026

🦟 Dengue can happen unexpectedly — and the medical bill can add up quickly.

This time, another Dengue claim of RM6,843.50 was successfully approved. ✅

Many people feel that paying RM300 per month for insurance is too expensive, so they choose to give up their coverage.

But when unexpected illnesses happen, the real question is:

Can you afford the medical bill on your own?

You may not need insurance every day, but when you need it, you'll understand why you have it.

Plan early. Protect yourself before you need it.

22/08/2026

✨ RM300 a month may feel expensive… until you need it.

Today, another RM5,360.35 claim was successfully approved. ✅

Many people give up on insurance because they feel that paying RM300 every month is too much.

But the real question is: Can you afford the medical bill when something unexpected happens?

We hope nothing happens, but we can never predict when we may need medical treatment.

A medical bill tomorrow could be thousands — or even much more.

Plan early. Protect yourself before you need it.

17/08/2026

16/08/2026

旅行前，旅游保险真的有必要吗？

很多人觉得：
“只是去几天，应该不会那么巧吧？”

旅行可以说走就走，
但保障最好提前准备。

#旅游保险 #旅行保障 #保险知识 #出国旅游

15/08/2026

重疾险的重要性
重疾险到底赔什么？
生病后，这笔钱可以用在哪里？
#重疾险 #重大疾病保险 #保险规划 #医疗保险 #风险管理

14/08/2026

招募合作伙伴

你目前已经有保险公司了，也可以了解我们的合作模式。🤝

我们欢迎来自不同保险公司的保险代理加入合作。

不一定要马上改变你目前的安排，
在符合相关条款、公司规定及监管要求的情况下，
可以了解更多合作可能性。

不同平台、不同资源，
也许可以为你的事业带来更多选择。

📩 想了解合作模式，欢迎私下联系我。

#保险代理 #招募伙伴 #保险事业 #合作伙伴

13/08/2026

旅行前48小时，突然不能出发，旅游保险能赔吗？✈️

#旅游保险 #保险知识 #出国旅行 #旅行规划

12/08/2026

「哪一家保险公司最好？」

其实，没有绝对的“最好”。
只有最适合你的保障需求、预算、健康状况和人生阶段。

选保险，不只是看公司名气，
更重要的是——这份保障适不适合你。

#保险规划 #保险公司 #医疗保险 #人寿保险 #财务规划

13/04/2025

🚀 Apply Now for the Capstone Programme Scholarship! 🚀

Ready to advance your career in financial planning? Apply for the RFP or Shariah RFP certification through our scholarship!

✨ Eligibility:
- 3+ years of experience in finance.
- Relevant degree or certifications like CFP, RFP, Shariah RFP, etc.

📅 How to Apply:
- Meet entry requirements.
- Pass the Capstone Programme (Exams + Project Paper).
- Get CMSRL License.

Kindly contact us more info and apply today!
Email to [email protected]

📢📢📢
⚠️Limited Seat Available⚠️

T&C Applied.