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SUCCESS STORIES

Trace Wong

Coming from a secretarial background did not do anything to allay my fears of meeting people to pitch a sale.


However, having the discipline and habits of a 9-to-5 work culture was helpful in preparing me when I pivoted to insurance sales. I made the bold transformation 30 years ago through a blind advertisement for insurance services recruitment and never looked back since. I am now happy and satisfied with my professional status and value the ability to enjoy personal down time with my family.


Working very hard to learn business knowledge, and bracing myself to confront many aspects of the life insurance business was probably one of the most challenging moment in my career switch path. While my social network was quite small then, I was determined to overcome the shortcomings by getting involved in business network and improving her prospecting methods.


My lifetime MDRT award in the financial planning career is a clear testament that discipline, attitude and best efforts always work together for good, and the starting points do not really matter. I aim to continue to upgrade myself in order to remain competent when standing beside the younger new consultants who are joining the industry.

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Other Success Stories

Cathy Zhang

A Switch from Hotel Front Desk

Be determined when considering mid-career change—be intuitive, decisive, and importantly, believe in yourself.

Jeffrey Lim

Home Team Officer joined Financial Services

With a positive mentality, I not only overcame barriers, but also enabled myself to pursue greater learning opportunities.

Max Lee

A Former CPA

I am seasoned and able to identify the segments for growth opportunity in portable medical products, corporate solutions and general insurance.
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