Eric is a principal trainer / speaker of Roadshow Associate

 

A practitioner with more than 25 years of experience, Eric specialises in Financial and Estate Planning for PMET, mass affluent individuals and business owners. He is a MDRT producer and is also an MDRT Ambassador and Mentor for his company.

He is a corporate trainer for financial institutions. He is an associate trainer for ”Top Agent Program” and “Professional Patterns of Excellence” - Kinder Brothers International. He is a moderator for AMTC, Pacesetter and Agency Enhancement Series for Financial Services Manager Association.

 

He is a also a trainer for Certificate in Financial Needs Analysis and Plan Construction (CFPC) for Singapore College of Insurance. He is a Winner of Financial Planning Awards 2019 – Insurance Open Category, Finalist of 4th Asia Trusted Life Agents and Advisers awards 2019 – Inspirational Agent / Agency Leader of the year.
 

As a practitioner, Eric is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
As an agency Leader, Eric is a Chartered Insurance Agency Manager (CIAM) and Certified Manager of Financial Advisors (CMFA) awarded by Life Insurance and Market Research Association (LIMRA).