Sales toolkit for MyPF Products & Services
Premier Subscription
Target Markets:
- Working adults who want to improve in their finances and make sure enough funds for children’s education, retirement, etc.
- Investors who want to learn and improve on investing in shares, property, etc and how to build a strong investment portfolio.
- Students/fresh graduates/adults who want to learn on personal finances, saving, investing, etc.
- Retirees/near-retirees who are looking to make sure they have sufficient funds for retirement years.
Download PDF Presentation: MyPF Premier – 2018-06-06
Risk Management
Target Markets:
- Individuals looking to buy a life or medical insurance policy for themselves or their children/family members.
- Business owners who are looking to buy fire/business insurance for their business/properties/self/staff.
- Anyone who is looking for car, travel, personal accident, property, fire or other insurance protection.
Download PDF Presentation: MyPF Risk Management – 2018-04-18
Investment Planning
Target Markets:
- A beginner in investing and wanting to learn how to invest confidently and profitably over the medium-long term.
- Working adults who have money but no time to manage their investments but looking for 8% and better returns annually.
- Retirees or near-retirees who want to generate safe and steady income for all their retirement years.
Other Services
Estate Planning
- Cash trust
- Estate planning
- Will writing
- Trust deed
Other Services
- MM2H/Citizenship by Investment
- Property loan/refinancing
- Global brokerage account opening
- High yield savings account application
- Credit card application
- etc.
Download PDF Presentation: MyPF Investing & Other Services – 2018-04-18