What if Your Firm Was Your Unfair Advantage
in Your Insurance Advisory Business
Date: 11 September 2025 (Thursday)
Time: 2:00 PM – 5:00 PM
(Refreshment Provided)
Venue: Financial Alliance, Level 12, Gateway West
Event Programme
Time | Activity |
|---|---|
2.00 pm | Registration |
2.30 pm | Welcome Address |
2.35 pm | Fireside Chat: Uncovering the Unfair Advantage in FAPL |
4.00 pm | Networking Sessions (Refreshment provided) |
5.00 pm | Event Concludes |
unfair
advantage
You are a successful Insurance Adviser. You've built a book of clients based on trust and expertise.
But is your current firm a true partner in your growth?
Or is it a platform that simply provides a license and a product list?
Imagine what you could achieve if your firm’s entire support structure was designed with a single goal:
To grow your life insurance business to the maximum potential with client’s interest at heart
At A Glance
Since 2004
Our dedicated Insurance Business Support Team has been providing consistent, expert guidance to help our consultants grow their life insurance business for over the last 2 decades.
Partner with 17 Life Insurers
Access products provided from 17 insurers to ensure your client have the best plan for their needs.
Proprietary Tool: LIME (Life Insurance Made Easy)
Turn hours of product research into minutes. Our exclusive LIME platform helps you compare and shortlist the best insurance solutions
Michelle Ee
Director, Wealth Management
(Insurance and Financial Planning)
Michelle has a career in the financial advisory industry spanning since 1989.
She spent her first 15 years at the front line as an adviser, giving her a first-hand understanding of the challenges in the field.
Since 2004, for over 20 years, she led a team and dedicated herself to a pivotal support role, architecting the systems and processes that help advisers excel.
This unique blend of experience gives her a rare empathy for the advisers she supports, allowing her to lead a team that delivers practical and genuinely effective solutions.
A Closed-Door Strategic Fireside Chat
With Michelle Ee: Unveiling the Intel Behind Our Top Performers
This is a confidential, closed-door sharing on the operational advantages our top consultants use to win.
For the first time, we’re revealing the intel behind our success. You will walk away with actionable insights on:
The Offshore Playbook: How to tap into new, lucrative client markets.
The Underwriting Edge: A proven process to secure better terms for your clients.
The Productivity Engine: A look at LIME, our proprietary tech that automates research and admin.
This session is led by our director, Michelle Ee, in a rare public appearance.
Date: 11 September 2025 (Thursday)
Time: 2:00 PM – 5:00 PM (Refreshment Provided)
unfair advantage I
UNLOCK UNLIMITED OPPORTUNITIES
Unrivalled Product Access & Strategic Partnerships
Our strong relationships with 17 life insurers give you more than just product access, they provide better support and a true partnership.
This allows you to choose from the widest range of solutions, including various offshore solutions, to craft the perfect plan for your client’s unique needs.
Our platform also enables you to strategically submit underwriting requests to multiple insurers at once, securing the most favourable terms.
unfair advantage II
EXPERT GUIDANCE ON DEMAND
Your Dedicated Research & Support Team
Led by our director, Michelle Ee, our passionate Life Insurance Business Support team acts as your in-house research engine.
They meticulously filter through products from all 17 life insurers, performing due diligence and deeply understanding every policy’s pros and cons so you don’t have to.
The team also provides hands-on business support, easing you from tedious manual paperwork and allowing you to focus entirely on your clients.
unfair advantage III
(Click to enlarge)
TECHNOLOGY THAT EMPOWERS
LIME: Your 24/7 Knowledge Hub
LIME, our proprietary in-house tool, is your direct link to the powerful output of our Business Support team.
It gives you 24/7 access to all the data, comparisons, and insights they produce, right at your fingertips.
Whether you’re in a client meeting or on the go, you can instantly filter products and retrieve critical information, enabling you to advise with speed, accuracy, and confidence.
unfair advantage I
UNLOCK NEW MARKETS
The Offshore Opportunity
Step beyond the local market. We will show you how we equip and support our consultants to serve the growing offshore client segment. This provides a significant and often untapped revenue stream to expand your business and meet the sophisticated needs of a global clientele.
unfair advantage II
EARN THE TRUST
Secure Favourable Underwriting Outcomes for Your Clients
Learn how our platform enables you to strategically submit underwriting requests to multiple insurers simultaneously. This creates a competitive environment that results in better terms and more favourable outcomes for your clients, directly enhancing your value proposition as their trusted adviser.
unfair advantage III
WORK SMARTER, NOT HARDER
Life Insurance Made Easy (LIME)
Turn hours of product research into minutes. Our proprietary in-house tool, LIME, filters and compares dozens of complex insurance products, allowing you to generate clear, client-centric recommendations. This empowers you to demonstrate unparalleled value, build deeper trust with your clients, and focus more on advising instead of administration.
The complexity of the life insurance business can be daunting, but Michelle and her team provide outstanding support. Their LIME system has been an enormous help, clarifying the nuances of different plans and making them much easier to grasp. I especially value Michelle’s expertise; she consistently offers deeper insights and equips us with valuable knowledge. The entire team, including the eFC Team, is always responsive, supportive, and ready with a solution when we need it most. We are truly fortunate to have the dedication and expertise of Michelle and her team!
Catherine Tang
Senior Financial Advisory Manager
I’m always impressed by Michelle and her team. They consistently bring us innovative ideas that make our work more efficient. It is clear they put in a lot of time and effort into research and comparisons, yet they present everything in a way that’s clear and easy to understand. At the same time, they’re always quick to respond to our questions. Their passion and dedication truly stand out!
Eileen Lim
Senior Financial Advisory Manager
Michelle’s leadership and her team’s rigorous product analysis have truly been a game-changer for me, freeing up my time to focus fully on my clients. I’ve experienced firsthand her leadership and unwavering commitment to putting clients’ interests first, a real testament to Financial Alliance’s culture of trust, support, and integrity.
Lily Fung
Financial Advisory Manager
I’m very thankful to Michelle and her team for consistently supporting my insurance business. Lime’s comparison tables across insurers help me quickly identify the best plans, saving me time and boosting efficiency. I truly appreciate their proactive analysis, industry updates, and most importantly, Michelle’s integrity and honest feedback — which I trust 100%.
Winnie Chan
Wealth Advisory Director
Still Curious?
Access to this level of in-house support is extremely limited in the industry. This is your opportunity to see it firsthand. Seats are limited to ensure a valuable, interactive session.
Date: 11 September 2025 (Thursday)
Time: 2:00 PM – 5:00 PM (Refreshment Provided)