What are the essential questions all prospective high net worth clients should be asking their life insurance brokers? PCS by Mercer Director, Jasmine Lai, CPA TEP, offers some expert suggestions. https://lnkd.in/gDkMwpYR #PCS #wealthplanning #wealthmanagement #HNW
Private Client Services by Mercer
Insurance
A market leader in risk management propositions, with a focus on integrated life insurance solutions for HNW clients.
About us
The businesses and entities of Private Client Services by Mercer (formerly known as Jardine Lloyd Thompson PCS) are part of the global business network of Mercer, a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC). Private Client Services by Mercer is committed to operational and service excellence in insurance broking, and delivering bespoke wealth planning solutions to HNW individuals for lasting legacy planning.
- Website
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https://www.mercerpcs.com
External link for Private Client Services by Mercer
- Industry
- Insurance
- Company size
- 201-500 employees
- Headquarters
- Singapore
- Type
- Privately Held
- Founded
- 2006
- Specialties
- Insurance Broking, Life Insurance, Wealth Planning, Estate Planning, Liquidity, Legacy Planning, Singapore, Geneva, Zurich, Switzerland, Family Protection, Business Protection, Assets Protection, China Mainland, and Hong Kong SAR
Locations
Employees at Private Client Services by Mercer
Updates
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What if the unthinkable happens and your beneficiary passes before you? PCS by Mercer Singapore Managing Director, Vincent Lee, TEP Lee explores this challenging topic. https://lnkd.in/gmPedjJt #PCS #wealthplanning #wealthmanagement #HNW
When the unthinkable happens: What if your beneficiary passes before you?
mercer.com
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Immerse yourself in a world of opulence and luxury, and embark on an extraordinary journey. Our exclusive past client #event merged #wealth and luxury seamlessly. It featured the grand unveiling of the #Lamborghini masterpiece, the #Revuelto. A select few had the rare chance to witness automotive greatness and enjoy exclusive Lamborghini test drives, immersing themselves in power and precision firsthand. The evening continued with an intimate private dinner, where exquisite flavors and impeccable service delighted attendees. Our consultants shared valuable #insights on strategic wealth planning, guiding towards financial prosperity . This unforgettable blend of luxury , automotive excellence, and wealth planning created an evening of unmatched opulence, leaving cherished memories of elegance and excitement. Look forward to more #events in the #future, connecting with like-minded individuals and discovering tailor-made #financial #solutions to drive your #success. #PCS #HK #wealthplanning #HNW
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China's Ministry of Civil Affairs recently released the revised draft of regulation on #marriage #registration for public comment. For #HNW families, how parents can effectively plan their children's #assets before marriage is an unavoidable issue. So, how should parents #plan their children's pre-marital assets? Today, Patrick Wang from PCS by Mercer will explain this to us! #PCS #insights #wealthplanning #wealthmanagement #HNW
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On August 2, 2024, the National Financial Regulatory Administration (NFRA) issued the "Notice on Improving the Pricing Mechanism for Life Insurance Products." (literal translation of "關於健全人身保險產品定價機制的通知"). The notice specifically requires a reduction in the upper limit of the predetermined interest rates for newly filed non-participating life insurance products and newly filed participating life insurance products. So, when is the best time to buy insurance? Today, Patrick from Mercer PCS brings us the latest hot insights! #PCS #insights #wealthplanning #wealthmanagement #HNW
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Wishing you a radiant and #joyous Mid-Autumn Festival! Enjoy the festivities and cherish the company of loved ones. Happy Mid-Autumn Festival! #PCS #Festive #MidAutumn #Greeting
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Stepping out of the office and into our #creative side! 🎨👟 Our team had a blast at our recent sneakers painting event - a fun team bonding activity where we stepped away from our desks and collaborated in a new way. From vibrant designs to #personalized touches, each pair of kicks was a unique expression of our team's creativity. It was the perfect opportunity to come together and strengthen our connections outside the day-to-day. Special thanks to the organizing committee for a fun-filled day! #PCSSG #TeamBuilding #TeamBonding
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How do you build a stable core to your family wealth, one that is insulated from volatile market forces across three #generations? We help this family protect their #assets and facilitate future #wealth #transfer. https://lnkd.in/dF-nd-UB #PCS #wealthplanning #wealthmanagement #HNW
Stable generational wealth transfer
mercer.com
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Is your business heavily dependent on one or even a few key people? How would you maintain business continuity if they were suddenly absent? We help this business build their #safeguards. https://lnkd.in/ddPaZsJD #PCS #wealthplanning #wealthmanagement #HNW #keyman #keyperson #insurance
Safeguarding your keyperson to safeguard your business
mercer.com