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Title 1
When Ellen and I had our first meeting 7 years ago (2013), she assured me that she was planning to be in the business for a long time. Today, she’s still going strong, always looking for ways to provide increasingly better service. I value her advice because I feel that she genuinely has my best interest at heart. I’m very grateful to have crossed paths with Ellen and I hope she continues to help others build a more financially secure future for themselves.
As a consumer, Ellen’s efforts shine most brightly when I realized that she places my needs above her own as a consultant. She has a friendly, down to earth, no-nonsense personality that shows that she takes pride in her work. When Ellen updates me with the latest Government/policy changes, I feel that my financial health is safe in the hands of someone knowledgeable. I want my policies and investments managed by someone who is on the ball and not someone who is just looking to make a quick buck off me. With Ellen, I don’t need to worry. During our last review, Ellen gave me a macro presentation of my financial and insurance standings in under four minutes. I was very impressed because it was clear, short, and easy to understand. It explained where I was, where I needed to be, based on my requirements. If a presentation takes 4 minutes, it probably took her more than 40 minutes to seriously think and prepare for it. Money is important, many people don’t know how to use it effectively. But that’s ok because now Ellen will help you with her process that has helped many other people from all walks of life. Many agents will tell you they are “here for long”, and provide “stellar service” but why look elsewhere when Ellen is here right now and is convicted to stay with her years of experience.
I really like the fact that all along I am being given information & knowledge and it’s my own decisions to buy or not. Whenever I met with any insurance questions or issues, Ellen is very responsive & always help to solve them. I like the sincerity that she has in managing my portfolio & not just driven to earn more money from me. Ellen has shared a deeper analysis of my portfolio. Not just about what kind of health insurance or coverage that I have but an even deeper knowledge of CPF’s way of working & profile and segregation of policies that I should hold or release at the different junction of my life. I would say more education base than information sharing now.
As my past agent left the industry and no one willing to follow up on my cases, I get to know Ellen. She is my eldest daughter’s financial planner and now has become our family friend! Ellen is not pushy and provides excellent post-sale service. She responses very fast every time when we contact her with our inquiry. She also follows up with us every year and does an annual review. Her sharing, explanation, and the report card she did for us, give us more clarity on the policies that my whole family is holding currently. She is very knowledgeable in financial planning.
Ellen provides a very insightful explanation of financial plans and advice. Very considerate of clients and our needs. Provides constant reviews and updates based on the situation that fits my family and me the most. Ellen is not pushy and thinks for the best for us and will advise us differently according to our needs.