About

Hello, I'm Kate, a Wealth Management Manager at FWD. With ten years of experience in the insurance and service industry, I am honored to have achieved the "Million Dollar Round Table membership" since 2021, which recognizes my professional performance in the insurance industry. I have more than a hundred clients under my name, a testament to the trust and service I provide. I have always adhered to the principle of "customer-centricity" and strive to offer the highest quality insurance solutions to my clients. Additionally, I am employed by the most widely chosen voluntary medical insurance provider in Hong Kong, allowing me to provide comprehensive coverage and expert advice to more people. I look forward to working with you and providing excellent service for your insurance needs.

Qualifications

- MDRT Member - International Dragon Award - LIMRA International Quality Award - IIQE 1-4

Product Expertise

Medical Insurance

Savings Insurance

Critical Illness Insurance

Life Insurance

Retirement

MPF

Representing Companies

Advisor's Q&A

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