Hey friends,
We are husband and wife team in the financial planning industry, specializing in family insurance planning, company insurance and retirement planning since 2005.
Our Approach
As parents, we understand the worries of young families and suggest solutions we would choose for ourselves. We enjoy seeing families and individuals engage in good financial planning to protect their lifestyle during unexpected events. We guide them in reaching their retirement goals.
We also assist companies to provide their employees with medical insurance, dental insurance, work injury compensation.
We value long-term relationships with our clients and appreciate that many have become friends..
Work
AIA Singapore
AIG Singapore
Credentials
MDRT
Centurion Club
Employee Benefits Specialist
Certified Estate Planner
WALL OF TRUST
Testimonial & Referral Notes
Patient, Caring & Professional.
I know Connie for 9 years, when my 3rd baby was born. She is very patient, caring and professional. She will always give us a call, text us to check how are we getting on and etc.. She explained to us clearly to make us feel secure. Not only is she our trusted agent , we have become friends. She is always there when we need her, sometimes even on weekends. I remember, when I was going to do a minor surgery, I was so afraid that I have to paid a huge amount as the bill was large. She kept calming me not to worry as I am covered. She cares so much and even went extra miles to help me. From the bottom of my heart, I thank her for her service.
Yanting
Sincerity and Competency
Over the years, we were so convinced with Sean’s sincerity and competency that we switched most of our insurance policies to just one guy to manage. He had never once faltered in after-sales service. A personable person who listened intently to our real needs and really took pains to alleviate our concerns. He was able to walk through all the nuances of our home, medical & relatable policies. It was intriguing how he explained all of the line items and my options, without ever keeping a watch on the time! There is definite value ion having a knowledgeable person guiding us, coupled with his professionalism and humility. Sean specifically, is one the best in this industry. He is a rare gem amongst so many others we had encountered.
Dave Tay & family
Great Product Knowledge
When I was carrying my first child in 2008, I got to know Connie Yang through some baby project. Connie has great product knowledge relevant to me as I was a new mother then, she was also very patient in highlighting the needs and explaining the solutions to me. Every now and then, Connie will update me on any changes to the product, and sometimes recommend any current products that are relevant to me and suit my family’s needs. Connie’s professionalism and dedication makes my claims a breeze too! Now as a mother of 3, Connie and her company are my Number 1 choice, no doubt on that. I will definitely recommend her
Esther & Family
Agent to Weekly Exercise Kaki
I know Sean in 2007 when I have my 2nd child.
He had been my family agent since then.
He is professional and knowledgeable adviser
who is able to provide the necessary advice to help me make a more informed decision.
Not only he is my family insurance agent,
he is also now my weekly exercise kaki.
Ken Tok
Looking Forward to More Good Years
I have been supported by Connie for 15 years. She has my confidence, earned through 15 consistent years of dedication, competency and professionalism with that right touch of genuine care in every engagement we had. Thank you, Connie. Looking forward to more good years with you.
Main Han
Personal & Commercial Insurance
I have known Connie and Sean for 15 years since the birth of my elder son.
At that time, Connie was kind of a "rookie" agent to me as I have had some friends in the insurance industry for a number of years. Naturally, I would have purchased any insurance from them. However, after a short session with Connie on her presentation, both my wife and myself were won over by her warm and sincere nature. She is gentle, unpretentious and genuine on her approach and never push us to purchase any insurance/saving policies. As we get to know her better, we become friends and naturally, we trusted her to advise us on the necessary policies for healthcare planning, wealth planning and future protection when we become old in future. Sean is more professional on commercial types of policies, that's where I purchase my company insurance from him. Sean is also a patient, responsible and competent person who you can depend on to get the correct coverage.
Both are competent in their work and empathy to hear our needs and requirement.
I highly recommend husband and wife team - Connie and Sean to anyone who is looking for a dedicated agent to help them for either their financial planning needs and/or commercial insurance needs.
Let our friendship continue to grow for many more years to come. Thank you, Connie and Sean. Thumbs UP!!
Rayson Lim & Family
Approachable & Efficient
Sean Ang is very approachable , very efficient and is always finding ways to find me a better rate with more coverage. I really appreciate all of your diligent work every year to get us properly insured. Thank you 🙏
Anil & Perina Family
15 years and counting
Hi Sean, thank you for taking care of my family over the years. Ever since my 1st daughter was delivered... you had taken care of us all with all our insurance needs over these 15 years and counting. Thank you for being a phone call and a whatsapp away with any queries we may have. There was never once we felt neglected. We really do feel safe in your genuine care. Thank you dearly.
Delpheny
Responsible and Reliable Consultant
I know Sean for about 2 years when he took over my family portfolio. He is patient in explaining the procedure when we have a claim recently. We have many questions and have many fundamental checking and comparisons request to him. He answered and provided me with all the information I needed and put us at ease. Good recommendations are advice to us so that we can save money and choose the suitable coverage.
Appreciate to have a responsible and reliable consultant for my family.
Mr Chua
Seamless Claim Process
Thank you for being an amazing financial advisor to me and my family. You are always prompt in your service whenever we needed help! I remember during the time when my son had a bad fall you help me with the claim and it was just a seamless process. Thank you for providing great service since day one. We really appreciate it!
Roselena
Professional & Trustworthy
I have known Sean for 10 years. He is professional, trustworthy and patient. He is always prompt to help whenever help is needed. More importantly, he is never pushy whenever he updates and recommends new policies that are relevant to my needs. Thank you!
Eunice Leong
Keeps Our Best Interest at Heart
We have known Sean for close to 12 years, just before our first child was born. And we got our first insurance policy then. Over the years we have deepened the relationship with more insurance and investment policies as per our evolving needs. Sean is very proactive and knowledgeable and always keeps our best interests at heart. We have never felt like he is selling us anything - it always feels like a good friend giving us advise and suggestions. And it is this personal approach that makes Sean different. We would definitely recommend Sean to our friends and family.
Ram, Divya & Family
Helpful, Caring & Reliable
Connie is the most helpful, honest, caring & reliable insurance agent we have ever dealt with. She always actively look out for our best interests. She will always advise for the best coverage that suit our budget. Been with her for over 10 years now and truthfully we have no regrets.
Recently one of our daughters was diagnosed with Leukemia and thankfully with the coverage recommended by Connie, our daughter was well covered for her treatments & hospitalization bills.
Connie even reminded us that our daughter could claim for a lump sum Child Critical Illness benefit and she helped us with the claim.
We highly recommend anyone to get their family’s insurance with Connie whom we think is very friendly & professional as well.
Zohri, Liz & family
Informative & Helpful
Sean had been my family agent since 2014.
He is informative and helpful.
His face-to-face visit to me & my family make communication much easier instead of Zoom.
Thank you for your help and services.
Zack Lim & Family
Insurance & Investment Planning
We came to know Sean and his wife Connie for 14 years since our eldest daughter born. He has been our “family” insurance agent every since, providing plans for coverage for the whole family, investment and educational funds. Admittedly, I don't know much about insurance and investments but Sean has always taken time to educate me and inform me about my various options. Looking forward to a long relationship with Sean!
Eric & Family
Achieving the Best for her Clients
We are truly blessed to have Connie as our financial consultant for the past 10 years. Connie is sincere, patient, knowledgeable, efficient and she has a genuine heart in achieving the best for her clients.
Thank you for always answering our queries and settling our claims efficiently. We will definitely recommend our friends to her as she provides excellent services.
Chee Kian, Lyn & family
Company Insurance
I know Sean in 2014, I have my 3rd child. He had been my family agent since then. Sean will always update me on the latest changes. He also assists to handle some of the company insurance. Thank you for the help and service.
May Lim
Reliable, Honest and Always there
We know Sean & Connie when my girl Gretal was born in 2006.
They help to me and my wife sort out, evaluate and propose better plans for our insurance needs. Not only did his action did not incur more cost, he actually helped us to save more money by eliminating the overlapping and unnecessary policies.
I remember there was time where it was very late at night and I had to send my kid into A&E. I texted Sean without expectation of any reply due to the late of the night but I was shocked, touched and grateful that Sean actually called back and answer whatever doubts I had. From then I knew that my family is in the best hands of an insurance agent anyone could ever ask for.
Thank you so much Sean and Connie
Jacky & Belinda
Sincere and Responsible
I know Connie for 10 years. She is very patient, caring and professional agent. Her product knowledge always meets our requirements. She will recommend the products based on our needs and budget.
She is also very sincere and responsible person who we can trust with. Thank you for her excellent service and look forward to a long relationship with Connie!
Pauline & family
Sincere and Professional Agent
Sean has been seeing to our family's insurance needs since the birth of our girl 12 years ago. He has been most patient in going through policy benefits and explaining the technicalities to us, to help us understand what's best for us. The "test" for any insurance agent is when it comes to claiming. Sean passed the "test" with flying colours. He was with us every step of the way, advising us and helping us when we had a claim to make. So glad we met such a sincere and professional agent, thank you Sean!
Kenneth & Joey
Interest Before Profit
I have known Connie for many years, she never fails to put interest first before profits. She takes time to understand my needs and avails herself to help me. She is also mindful of little things that matters. I strongly recommend her service for anyone who is looking for a reliable and non-pushy advisor.
Carean
Someone who Standby Me
I have known Connie for 16 yrs due to my first birth. For the past 16 yrs she is not just a agent to me n we became friends. All these yrs she has been a responsible agent n always there for me whenever I need help from her. She is patient n efficiently settle my problems. She is a person who I not only talk about insurance, I can share my personal life w her. I am most willing n happy to share n recommend to my friends n relatives whenever they need a responsible agent. I hereby thanks her for the past yrs she served n standby me always❤️.
Agnes
Get in Touch!
Let’s meet for a coffee and see how we can assist you.