With
over 20 years of experience in the insurance industry,
the last eight of which he was group sales manager
in charge of more than 20 insurance agents, Ong Khoon
Guan was at the epitome of his career in the late
90s. He had a distinguished reputation and a deep
product and industry knowledge that was among the
very best. He had a comfortable income stream and
lifestyle. He had qualified regularly for the Million
Dollar Round Table.
However, there was something nagging at him all
the time. As a tied agent which could only sell products
from one company, Great Eastern Life, he felt dissatisfied
that he was not always able to offer his customers
the best possible products and deals that were available
in the market. He felt he was not representing his
customers to their best interests with the exclusivity
limitation. In 1999, he decided to join Jordan Huebner
to bring greater value to his customers as an independent
financial advisor that can offer the best-of-breed
products. In 2002, he obtained the prestigious Certified
Financial Planner certification.
Today, Khoon Guan is the Principal Officer at Jordan
Huebner. With close to 30 years of experience in
the financial advisory industry, Khoon Guan continues
to seek new ways to help his customers gain a better
control of their finances and their lives. He handles
all types of financial planning but specializes in
risk management and estate planning.
As Principal Officer of Jordan Huebner, he charts
the direction, strategy and values for the firm.
If
you have any comments regarding the service
provided by KHOON GUAN,
please email them to info@jordanhuebner.com.sg
Click
here to read about our client's comments on
the service provided by Khoon Guan.
KHOON
GUAN has been my personal
insurance and financial advisor for almost
20 years.
We started out as church
friends but he never pushed products on me.
As our
friendship
developed, we somehow started
talking about
insurance
and financial planning. He
was my first and only insurance agent for
many years. Over
the last two decades, he
has become my family’s
personal advisor. That’s because I have
found Khoon Guan to be honest, responsible
and professional in his work. I’m sure
there are other agents who will promise better
deals, but for me trust in my advisor and having
a peace of mind in knowing that he will always
have my personal interests at heart is priceless.
He even recommended me to take up a policy
from an insurer that he did not represent,
because it was a better product than any competitive
offering that he had! It’s
hard to find someone you
can trust in this
area,
but I have
found that in Khoon Guan!
I
have known KHOON GUAN from a long way back.
Actually he has been
like an uncle to
me as he was my father’s
friend and insurance
agent and now my financial
advisor. Khoon Guan always
goes out of
his way to get the best
information and market
information, then recommends
the
most suitable solutions
for my family’s
needs. In my case, my
boys have special medical
issues and it was difficult
to
find an insurer willing
to provide coverage at
a reasonable loading
rate. Somehow
Khoon Guan managed to
get coverage for both
my boys without me having
to burn
a huge hole in my pocket.
I started with Khoon
Guan back in the 80s
when I was
still a teen and he would
always encourage me to
start planning even while
young.
It’s a good thing
I heeded his advice then,
because I realise that
I
really do need it now.
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