Purpose-Driven Insurance Advisor
Purpose-Driven Insurance Advisor
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Hi, I'm Frank Lee and I prioritise the "Purpose-Driven" principle in my consulting. Rather than simply providing a quote to compare with other products, I prefer to have a deep conversation with my clients to understand their actual needs. With many years of experience in this industry, I firmly believe that it's not how much they pay that really benefits the client, but rather the solution constructed through proper fact-finding and research.
My Core Value
My Core Value
Treating our customers with fairness, honesty & respect.
Committed to providing personalised solutions tailored to each customer's unique needs and circumstances.
Dedicated to ongoing learning and development, staying up-to-date with the latest industry trends and best practices.
My Mission
My Mission
To provide reliable & affordable insurance coverage to individual & corporate, ensuring them financial security and peace of mind. I strive to exceed my customers' expectations by delivering exceptional service and innovative products, while fostering a culture of integrity, respect and professionalism.
My Vision
My Vision
To empower 100,000 individuals and SMEs to achieve financial success and sustainability through proper insurance planning, so that they can pursue their dreams with peace of mind.
THE JOURNEY
THE JOURNEY
2006
After quitting my job as a computer programmer, I decided to take a leap of faith and try something completely new - the life insurance industry at Allianz Life! It's definitely uncharted waters for me, but I'm excited to dive in and see where this journey takes me.
2015
Obtaining an estate planning license from RHB Trustees Bhd to help people with their Wills and Leagcy planning is primarily to ensure that my clients are prepared for the future and that their affairs are in order and that their loved ones are taken care of even after they are gone.
2016
Reaching out to companies of all shapes and sizes to offer them Employee Benefits Insurance. Talking small teams of just 3 people all the way up to bigger crews with 50 members on board. And I'm not just sticking to one industry either, I'm covering everything from IT and Art to Manufacturing and Engineering firms, and plenty more.
2018
To help clients grow their wealth more effectively, I went ahead and obtained a license to become a Unit Trust Consultant from RHB Assets Management. However, after three years, I've decided to shift my focus back to insurance.
2023
After more than 10 years as a sub-agent in general insurance, I decided to expand my skills by obtaining an additional license in general insurance with Allianz. I am now more than capable of providing top-notch service to my clients in the insurance field.
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