GRIT Financial Consultancy

24/04/2024

The awareness of getting insured is still relatively low. Most of the time, people do not believe in insurance mainly due to lack of understanding on how it works and news on non claimable cases. Take some time to understand how it works, only then decide whether you need it or not.

KUALA LUMPUR: Less than 50% of Malaysians are insured, according to insurance industry players.

12/07/2023

A good friend asked, "In case I passed away, I wish to leave the house behind to my kids. But I am afraid that if I leave it to my kids, they might sell it and spend all the fund, considering they are still young. So I'm not sure how to deal with such situation."

There is a solution to this. By putting the property into TRUST. How does it work?

By putting the property into trust. He can choose to transfer the ownership to his children, but at the same time, set conditions to this ownership.

He can set the condition where the children can only sell off the property at certain age, for example until the youngest attain age 25 (at least until he/she graduates) and also to give the right of occupancy of the guardian, which may not be the owner of the property, for example grandparents.

Everyone has their way of thinking on how they want to distribute their assets. But thinking without putting it into action is equivalent to no thinking. Therefore, work out your estate planning today to avoid future mess or unwanted distribution.

20/06/2023

Guarantee Letter declined? It does not mean that your claim is declined. It simply means that you need to pay first and claim later.

WHY?

Because if the policy is below 2 years, it is subject to investigation if there is any prior history.
Therefore it is important to fully disclose our health conditions during policy application, and your claims will definitely be approved, just like these 2 cases.

Glad to be a helping hand for these 2 families

15/05/2022

02/05/2022

On the special occasion of Hari Raya, we take this opportunity to wish you and your loved ones a Happy Selamat and a blessed Hari Raya Aidilfitri.

03/04/2022

Checkout the NEW PROTECTION++ CAMPAIGN launching from Great Eastern !

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📱 If you have any enquiry or need more guidance, PM or whatapps us at: https://wa.me/+60164116680
🎯 We are authorized agency of Great Eastern Life & Takaful Malaysia
🎯 We have more than 10 years experience certified in insurance servicing industry
🎯 We are the member of MDRT (million-dollar round table) achievers

欢迎大家联络咨询, PM或whatapps我们：https://wa.me/+60164116680
🎯 我们是Great Eastern Life & Takaful Malaysia 的授权顾问团队
🎯 我们拥有超过10年的保险服务认证与顾问经验
🎯 我们是MDRT百万圆桌业绩认证会员

GRIT presents our traits as Growth, Resilient, Integrity, Thrive. We are energetic and progressive p

12/03/2022

Your wellbeing is the key to enjoying a good life. But illnesses, accidents and disability could at times affect your wellbeing and finances. Did you know, which are the highest claims payout by Great Eastern Life?

个人健康能让我们享受安逸的生活。可惜的是，疾病和意外残疾能轻易影响您的健康和财务状况。猜一猜大东方最高赔付额是在哪种保险呢？

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📱 If you have any enquiry or need more guidance, PM or whatapps us at: https://wa.me/+60164116680

🎯 We are authorized agency of Great Eastern Life & Takaful Malaysia
🎯 We have more than 10 years experience certified in insurance servicing industry
🎯 We are the member of MDRT (million-dollar round table) achievers

欢迎大家联络咨询, PM或whatapps我们：https://wa.me/+60164116680

🎯 我们是Great Eastern Life & Takaful Malaysia 的授权顾问团队
🎯 我们拥有超过10年的保险服务认证与顾问经验
🎯 我们是MDRT百万圆桌业绩认证会员

06/03/2022

2022 first GRIT team building. Genting viper challenge, king of the mountain. 💪

27/02/2022

Knowledge sharing: ESTATE PLANNING for clients with special needs children

Our clients with special needs child often face challenges in Estate Planning in the event the parents' are incapacitated, such as..

* Will the assets be readily accessible to my child?
* How to ensure my inheritance will be used for my child's needs?
* How to ensure that the Trustee do not misuse my child's entitlement?

Let's reveal some key areas to a comprehensive planning for our clients.

知识宝：为有特殊孩子的客户制定的遗产计划

含有特殊孩子的客户，都往往面临以下遗产规划的挑战：

* 如何确保我的孩子能随时获得资产？
* 如何确保我的遗产将专用于我特殊孩子的需要？
* 如何确保受托人不会滥用我孩子的权利？

让我们一起看图揭示对全面遗产规划的一些关键质询。

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📱 If you have any enquiry or need more guidance, PM or whatapps us at: https://wa.me/+60164116680

🎯 We are authorized agency of Rockwills Malaysia
🎯 We have more than 10 years experience certified in estate planning servicing industry
🎯 We are the member of MDRT (million-dollar round table) achievers

欢迎大家联络咨询, PM或whatapps我们：https://wa.me/+60164116680

🎯 我们是Rockwills Malaysia 的授权顾问团队
🎯 我们拥有超过10年的遗产规划服务认证与顾问经验
🎯 我们是MDRT百万圆桌业绩认证会员

12/02/2022

Some of our clients thought they can only use their medical card if they are admitted to the hospital.

Actually, emergency outpatient accidental treatment can also be claimed. 😀

理财小知识: 一些客户认为他们只有在住院的情况下才能使用医疗卡。事实上，紧急门诊的意外治疗也可获得赔偿， 一起看图学习吧。

===========================
📱 If you have any enquiry or need more guidance, PM or whatapps us at: https://wa.me/+60164116680

🎯 We are authorized agency of Great Eastern Life & Takaful Malaysia
🎯 We have more than 10 years experience certified in insurance servicing industry
🎯 We are the member of MDRT (million-dollar round table) achievers

欢迎大家联络咨询, PM或whatapps我们：https://wa.me/+60164116680

🎯 我们是Great Eastern Life & Takaful Malaysia 的授权顾问团队
🎯 我们拥有超过10年的保险服务认证与顾问经验
🎯 我们是MDRT百万圆桌业绩认证会员

01/02/2022

Wishing all of you prosperous and thriving in year of tiger. Huat ah !

31/01/2022

In the start of New Year 2022 and the end of the lunar year of 2021, the GRIT team has the tradition to get together as A team. We wrapped up the good year of 2021 with what had achieved. We also make plans and set goals for a better 2022.

Great things in business are never done by one person. They’re done by a team of people. - Steve Jobs