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Iris Zhuo

In Touch

A Monthly Curated Newsletter

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

The 3 Best Pieces of Financial Wisdom From Oprah Winfrey

From movies to books to TV shows, it seems that everything Oprah touches turns into gold. There's a lot that we can learn from Oprah, so here are her three best pieces of financial wisdom.

 
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19 Personal Finance Tips You Were Never Taught—but Need to Know

We asked half a dozen personal finance experts the best tips they could share that most people are never taught. Here are the money-saving and wealth-creating tips they revealed exclusively for Reader’s Digest.

 
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Financial Advice From KIDS

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Iris Zhuo
 
 
 
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DISCLAIMER

This is not an official AIA newsletter. The views and opinions expressed in this publication are those of the author and do not reflect the official policy or position of AIA Singapore Private Limited (Company Registration No. 201106386R) (AIA), any other agency, organisation, employer or company. Assumptions made in the analysis are not reflective of the position of AIA other than the author.

© Iris Zhuo, All rights reserved.

Testimonials and Referral Notes

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Nahar, Bank officer

I have been a client of Iris's for over 20 years. She is incredibly professional and responsive. She always takes the time to explain things clearly and is always available to answer my questions. She simplified everything, making the process easy to understand and stress-free. Let her help you create a plan that works for you!

Carol Siew, Assistant Director

Have known Iris since she has been an agent. Her relentless effort and “always there” service has really made and earned her what she is today. Although we have been ex-colleague and friends for decades (our kids had grown up to man & woman 😊), her unwavering commitment to her insurance work has really gain my respect for her. Always tip-top service, doesn’t matter what your request is, as long as it is within her means, she will always be there to assist. Not only that, she will go that extra miles. Will not hesitate to recommend her service to anyone. Her passion and commitment to her work has not one day lessen since she started decades ago. Thumbs up to her!!!!!

Raymond & Irene , Business Owner

You are one in a million. A truly great advisor like yourself is hard to part. Thank you for being there with us thru the ups and down.

Steph

I knew Iris for almost 30years since our days in Shatec in early 90. She is the best ! I am glad to journey with her since the day she joined AIA in 1998 She had taken care of my financial portfolios from hospitalization coverage to wealth accumulation for retirement planning. Think of insurance, Think of Iris 😀

Jormay, Scientist , Taiwan University

I was actually transferred to Iris because the original agent had resigned from AIA. Iris still maintains good service even though I have not actually given her any business. My case is sometimes inconvenient for Iris because I relocated many times to different countries, i.e. Malaysia, United States, and Taiwan. Recently, I wanted to set up the online APPs to access my account. However, I only passed by Singapore and we need to settle everything during my stay in Singapore, Iris worked patiently with me for a few hours, including driving me to the customer service center and help me asking questions and dealing with all the forms. Thank you Iris for being an angel.

Sabrina. Administrator of Zheng Fa Trading Pte Ltd

Iris has been very helpful in helping me understand what plans are most suitable for me. She was also clear and concise in explaining the details of each policy whenever I had questions. She is passionate and takes a lot of pride in her work. I would definitely highly recommend Iris to my friends