Saturday, January 27, 2018

Risky to buy insurance through the bank counters


Dear Mr. Tan
In your talk on 3 Feb, will you touch on buying insurance products through banks. I was told that some of the products are quite bad and were wrongly sold to the bank customers.

REPLY
Yes. I will touch on this topic too. I will share some cases of bad products that have been sold to customers. In some cases, the relationship manager was recruited recently and was giving the marketing pitch taught by the trainers. They don't know that they were giving the wrong information to customers.

I will also talk about the dual currency investments. They are being sold quite actively. These are risky product, but the RMs were not aware about the risk. They think the risk is small, but it is not really the case.

There are still a few places remaining for the talk. Register now. Remember to pay for the talk by credit card or Paypal within one day. If not, the registration will be cancelled to give the place to other participants

http://www.fisca.sg/event_det.aspx?id=17

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