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.
Then, for over 20 years, she has 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.
An Exclusive Fireside Chat with Michelle Ee
Supporting Consultants with Empathy and Service Mindset from the Heart
In this special session, move beyond the standard recruitment presentation. You’ll join a candid conversation with Michelle Ee, our Director, Wealth Management (Insurance and Financial Planning), and hear the philosophy that drives her team’s ‘heart-ware’ and dedication in supporting the consultants in their life insurance business.
Michelle will share her core belief: Supporting Consultants with Empathy and Service Mindset from the Heart. You’ll learn how this mindset is embedded in our culture and translates into a tangible support system designed to help you excel.
Plus, you’ll hear brief sharings from our top consultants on how this partnership has impacted their business.
Date: 11 September 2025 (Thursday)
Time: 2:00 PM – 5:00 PM (Refreshment Provided)
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
GAIN INSTANT TRUST
Strategic Underwriting for Your Clients
Stop accepting the first offer. 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
EXPAND YOUR CAPABILITY
A True Partnership
Experience the difference when your firm functions as an extension of your business. From complex case structuring with our Wealth Management experts to navigating compliance with our dedicated teams, our success is directly tied to yours. This is our core philosophy, and our entire support structure is built around it.
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)