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  • OUR FINANCIAL CONSULTANTS

OUR FINANCIAL CONSULTANTS

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Louis Tan

Prudential Senior Financial Consultant

Louis’ journey first began as a means to provide for his family and to pay off his debts. However, he found the job purposeful when it gave him the perspective to different walks of life.

Lighthearted yet principled, Louis’ diverse client base enables him to weave various life experiences into his financial planning method. His honesty and authenticity is what allows him to build confidence with his clients. Having more than 13 years of experience, Louis desires to empower every individual under his care to achieve their financial dreams for retirement and beyond.

He is currently moving into management, building up a team filled diverse, motivated and vibrant individuals. His vision is to have a team where close relationship and mentorship are the core values of the team.

Fun-Fact:
He is a avid golfer, teeing off at least 1 round every week. He loves to arrange games at his home golf club Orchid Country Club, as well as exploring other clubs and even in different countries. Do hit him up to arrange for a round, he is always game for that.

He is also a coffee lover, Louis consumes at least two cups of coffee daily and cannot live a day without it. He always enjoys a good dose of sugar-free iced latte to energise him for the day.

 

Accolades:

  • Fastrack Elite (2013)
  • Quality Club Elite (2014, 2016 - 2024)
  • Star Club (2017, 2019, 2021)
  • Premier Financial Consultant Award Bronze (2021)
  • Million Dollar Round Table (2020-2024)
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Pillar of Trust

Here's what other clients are saying.

"I first met Louis through my ex-husband, as they were bowling friends. After my ex-husband suffered a severe stroke, Louis reached out to offer his support. This gesture rekindled our acquaintance, and we began discussing future planning for my family.

One memorable experience with Louis was during one of our early conversations after the stroke. He was incredibly warm and empathetic, sharing his own experiences and making sure I didn't feel alone in my struggles. Louis never pushed any agenda but instead focused on understanding my situation and providing thoughtful advice. He gave me the time and space to process everything, which meant a lot during such a difficult period.

I've chosen to work with Louis because of his genuine care and reliability. He's not there to sell products but truly wants to support and advise in the best way possible. His approach is always about helping, which builds a strong sense of trust. His authenticity and dedication to doing good make him stand out.

Looking ahead, I see a continued partnership with Louis. His unwavering support and genuine concern for my family well-being ensure that we'll navigate the future together with confidence and trust. Thank you for all the support and understanding!"

— Lilian Teo (Industry Training Officer)

"You know what tailor does? He takes your measurement and create the most comfy clothing customized for you.

Louis is that tailor, provide the information he needs , he will tailored what is required for you and get you a policy that best suits you, he will explain in detail what your policy is about, he don't sell you additional policies that you don't need.

Glad that he's the one tailoring my policy for me and my family."

— Ng Zhen Quan (Order Fulfilment Specialist)

"Sincere and affable are the two words I'll use to describe Louis. He makes the effort to understand my family needs instead of just recommending policies blindly.

He will spend the extra time to make us understand better what we currently have and what aspects we're lacking. Glad to know him and have him as our advisor!

For people who's in need for a good advisor, think no more! You've found a great one here!"

— Chloe Tan (Operations Planning)

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"I first met Louis through my wife, who had heard about his exceptional service. From our first meeting, Louis impressed me with his professionalism and genuine interest in helping me find the right insurance solutions.

One memorable experience I had with Louis was when he patiently walked me through the intricacies of life insurance, ensuring I understood every detail before making a decision. This level of dedication and personalized service is what sets Louis apart.

I chose to work with Louis over the years because of his unwavering commitment to my needs. He takes the time to understand my unique situation and always provides me with the best options tailored to me.

I would highly recommend Louis to others looking for an insurance agent. His professionalism, knowledge, and genuine care for his clients make him a standout choice in the industry.

Looking ahead, I am confident that my future with Louis will continue to be one of trust, reliability, and peace of mind."

— Ben Chua (IT Manager)

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"Our paths crossed when my previous insurance agent exited the industry, and Louis has seamlessly took over the responsibility of managing my profile. His smooth transition and proactive communication made the change effortless. One notable experience that stands out was during the transition period. His attention to detail and thorough understanding of my insurance needs reassured me that my coverage was in capable hands, showcasing his professionalism.

I chose to continue working with Louis due to his commitment to providing consistent and reliable service aligned seamlessly with my expectations, fostering a sense of continuity in our professional relationship.I would certainly recommend others to work with Louis. His adaptability, expertise, and dedication to client satisfaction make you a reliable choice for anyone navigating changes in their insurance representation.

Anticipating the future, I have full confidence that Louis will continue to ensure excellent coverage for my insurance needs. His proactive approach and dedication to providing comprehensive protection give me assurance in the ongoing management of my insurance portfolio. I look forward to a continued positive and secure relationship with him as my trusted insurance agent."

— Debbie Khoo (Loving Mother of 2)

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"I met Louis many years back. Back then was the lowest point in my life and I was afraid to meet any other financial consultant. I was afraid they might judge my financial situation. Also, I will feel uncomfortable if the financial consultant were to hard sell me products. But I knew I was looking for at least the basic insurance coverage for myself and my family.

I felt thankful that I met Louis! He helped me and my family out with the insurance plans. He is someone that will not hard sell so as to achieve his own benefit. In this way you will not feel pressurized if you are the client, like me. Louis always carries a smile, and a can-do spirit. So I will always look for him whenever I needed help with my insurance needs. And he will definitely be ready to assist me.

Looking to the future, I believe he will be able to bring me to greater heights in terms of my financial prospects. I have faith in him!"

— Angela Koh (Client Advisor Assistant)

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"We met through a familiar friend who had moved on from the financial industry.

One memorable experience I had with Louis was seeing him demonstrate his knowledge and expertise in luxury timepieces and their connection to business.

I chose to work with Louis over the months because of honesty and beyond the financial product conversation to build rapport with customers.

I recommend others work with Louis because he display high financial literacy regarding local insurance recommendations and understand the international market (e.g., the USA) and how it impacts SG and local consumers.

The future for us holds continued to collaborate and navigate this challenging financial landscape and build on the common interest we do have."

— DY (Medical Science Liaison)

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"I first met Louis in our polytechnic bowling CCA, where his dedication and leadership qualities quickly became apparent. As a senior, he was always willing to share his knowledge and support his teammates, ensuring everyone felt included and motivated. Over time, our bond grew from being teammates to becoming close friends.

When Louis transitioned into his career as a financial advisor, I knew he would bring the same level of commitment and integrity to his new role. Louis is not just a financial advisor; he’s someone who genuinely cares about his clients’ futures. His insightful advice, coupled with his in-depth knowledge of financial markets, has been invaluable in helping me plan and achieve my financial goals.

What truly sets Louis apart is his personal approach. He takes the time to understand his clients’ unique situations and aspirations, crafting tailored strategies that align with their needs. His professionalism and dedication instill a sense of confidence and trust, making the often complex world of finance much more accessible and manageable.

I wholeheartedly recommend Louis to anyone seeking a trustworthy and proficient financial advisor. His passion for helping others succeed, coupled with his unwavering support and friendship, make him an exceptional advisor and a remarkable person."

— Devnath (Policy & Compliance Specialist) & Prudence Poh (Marketing & Communications)

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