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Wealth Planning Consultation

Preserving & Protecting the Wealth in your Golden Years

  • 30 min
  • IMM Carehub @ 163 Retail Park, 2F-08, Level 2

Service Description

To live well is not just about having good physical health but also having the right financial advice and product that is made available to us through our aging journey. As we age, there are multiple risks that we will face, such as inflation, high medical expenses, long-term care, and other unforeseen scenarios. Many thought that their policy will cover them with disability coverage until the age of 100, but in majority, it only covers a person until 60, 65, or 70 years old. Besides that, many people felt the pinch of the hike in medical premiums as they aged. Worry not, in addressing the coverage for old age, there is a Long-Term Care insurance policy that is available in Malaysia that comes with the pay-out for you to hire assisted living services. With that, you do not need to rely on your loved ones and your life savings. For the increment of the premiums, we also have the right solution in bringing down the cost. For more info, book a one-to-one session with us and let our consultant share with you the solutions that are helpful to you and your family. About the Consultant: Sam Ooi is a licensed insurance agent / Personal Wealth Specialist under Hong Leong Assurance since the year 2013, he holds more than 9 years' of experience in his field. Sam is also recognized as a 3x times-qualifying member of Million Dollar Round Table, (MDRT) and holds the title of priority agent in his company. Sam spoke at the Malaysia Congress of Geriatric Malaysia (MCGM) conference in the year 2018, among other doctors, and professors in the geriatric field. He services his clients by understanding their needs and background. One of his specialties is specializing in Long Term Care insurance.

Cancellation Policy

To cancel or re-schedule, please call our hotline at +6017 210 0218

Contact Details

  • 163 Retail Park, Jalan Kiara, Mont Kiara, Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia


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