About Jeffrey Lim

jeffrey@aia.com.sg

Jeffrey joined the insurance industry in early 1995 as an insurance agent. Through the years, he has achieved many prestigious awards like Million Dollar Club (MDC), Million Dollar Round Table (MDRT), placing him within the Top 6% in the world insurance industry. He has conquered some challenging years (including 1997 Asian Currency Crisis, 2000 Tech Bubble, 2003 SARS etc) and was still able to be one of the top producers in his agency. The decision that was made in 1995 had indeed created an impactful & life-changing stage to the 21-year-old former police officer.

In 2003, excited with the industry’s direction towards wealth management and financial planning, he chose the management path and was promoted to Sales Manager. He is currently representing AIA Singapore as an Financial Planning Associate Director leading a team of dynamic Financial Services Consultants to provide professional financial advice.

Mission Statement

TO help individuals develop creative and realistic financial plans so as to achieve ultimate financial independence according to each individual’s goals and objectives.

TO support owners of SME to derive cost effective and sound solutions in the area of business continuity & succession planning through unique expertise.

TO lead a team of dynamic and professional financial planners towards success and recognition, bringing dreams to life!

Personal Achievements

· 1997 – Star Achiever’s Club

· 1997 – Convention to Australia

· 1999 – Excellence Club

· 2000 – International Quality Award

· 2001 – Quality Business Award

· 2001 – Achiever’s Club

· 2001 – International Quality Award

· 2001 – Million Dollar Club

· 2002 – Convention to Las Vegas

· 2002 – Club 88 Award

· 2002 – Excellence Club

· 2002 – MDRT (Top 6% worldwide)

· 2002 – MDRT Convention to Nasville

· 2003 – Quality Business Award

· 2003 – Club 88 Award

· 2003 – Excellence Club

· 2003 – Million Dollar Club

· 2004 – Convention to Australia

· 2004 – International Quality Award

· 2005 – Convention to Japan

· 2005 – Qualifying Division Award

· 2006 – Convention to Hawaii

· 2006 – Qualifying Division Award

· 2006 – Leadership Awards – Gold

· 2007 – Leadership Awards – Gold

· 2008 – Excel Club – Manager

· 2008 – Top 5 Managers of the Month (MAR)

· 2009 – Convention to Rome

· 2012 – Million Dollar Club

· 2013 – Million Dollar Club

• 2013 - Top Manager of the Month (DEC) (GO)

• 2015 - Million Dollar Club

• 2018 - Top No of Case (APR)