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Jerry Toh

In Touch

A Monthly Curated Newsletter

We have come to a very unique juncture in time, where we are transitioning into the 4th industrial revolution. This is a time where technology as we know it will start to escalate in its rate of change. Our lives and jobs will surely be impacted. But how? It is time to consider this and take stock of where we might stand now and three to five years later.

Your Life is About to Change

This may be the most important economic exposé you ever read. In 2008, I gave a speech in which I explained the concept of a secular bull market. Secular markets are typically driven by large-scale national and worldwide events and forces that are in place for many years.

 
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The Fourth Industrial Revolution: what it means, how to respond

We stand on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another. In its scale, scope, and complexity, the transformation will be unlike anything humankind has experienced before.

 
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Atlas, The Next Generation

 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
Jerry Toh
 
 
 
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Testimonials and Referral Notes

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Royden Lim (Year 2 AIA FSC, Year 2 SUSS Undergraduate)

Maybe I should start by sharing how I met Jerry before I joined him as an FSC. Jerry has been with my family and our family business for as long as I can remember. He has literally seen me grow up through my various stages of life. But it took an unfortunate series of events that really led me to realise the importance of financial planning and insurance, and got me thinking about how to better manage my own. So who better to find than Jerry? And ever since then, things have gotten for the better. To have a mentor that actively makes time for his team is a difficult find - not to mention that Jerry himself is extremely busy. From weekly training sessions to suddenly having to meet someone the next day, Jerry has always put in his 110% effort in making sure that we are constantly learning. It doesn’t matter whether it’s 11 am or 11 pm, you can always contact him. Couldn’t ask for more!​

Sarinah Mohamed (senior MOE educator)

Jerry is not only my financial advisor, he is my trusted friend for many years. We were colleagues when Jerry was working at MOE. I have been with Jerry since he first started out in the insurance industry. That is more than 15 years ago. I can vouch that he will explain all the important details of the policies to his clients. You can ask anything and everything, he will answer. His patience is tremendous. Jerry advocates that protection and savings policies are of outmost importance in building up your insurance portfolio. If you are not sure or do not understand the clauses in the policies, please ask. In terms of making claims, he will help you through. Definitely a highly recommended and trusted financial advisor! I am happy with all the advice he has given me all these years with respect to insurance policies. You are in safe hands. After so many years, we’re family. Jerry bukan hanya perunding kewangan saya, beliau adalah rakan saya yang boleh dipercayai. Saya telah berkawan dengan Jerry lebih dari 15 tahun. Kami adalah rakan sekerja semasa Jerry bekerja sebagai seorang guru di MOE. Saya telah membeli polisi insuran dari Jerry sejak dia bermula di industry insuran lebih 15 tahun dahulu. Sebagai perunding kewangan, Jerry akan menerangkan semua klausa dalam polisi insuran yang anda ingin beli dengan terperinci. Anda boleh tanya macam macam soalan, Jerry akan menerangkannya. Kesabarannya tahap tinggi. Jerry selalu menasihati polisi insuran pelindungan and menyimpan wang adalah yang paling penting dalam membina portfolio insuran anda. Jika anda tidak pasti atau faham klausa-klausa di dalam polisi insuran anda, jangan malu untuk bertanya dengan Jerry. Jika anda perlu membuat tuntutan, Jerry akan menolong anda seterusnya. Jerry adalah seorang perunding kewangan yang boleh dipercayai. Saya banyak berterima kasih dengan Jerry kerana selama ini, beliau banyak memberi nasihat yang baik sebelum saya membeli polisi insuran. Anda berada di tangan yang selamat. Sekian lama, kami adalah sekeluarga.

Hon Van (Accountant, Penta-Chem Services)

We first knew Jerry and his team from 2018, they are not only our insurance advisor but also became our friends. When we have any questions or need any help from them, they will respond to us very quickly, answering all our queries. At the first meetup, my husband and I trust him because of his expertise, his patience and his friendly nature. When any friend ask me about any insurance agent, I am very confident to introduce them to Jerry and his team. Thank you Jerry and your team for everything. :)

Yin Peng (Lazada, Vice President)

I was introduced to Jerry by his wife 8 years ago. Back then, I was quite skeptical about financial advisor. However Jerry won me over with his professionalism, dedication and expertise. Today, Jerry is my go-to person for all sorts of issues. He is a very warm and caring person. He had helped me solve / advise me on issues where I could not make up my mind or I have doubts on. I am so glad that our path crossed and I am very grateful to have him as a friend! I would not hesitate to recommend him to my friends who are in need of financial advice!

Hong Yang (Year 6 AIA FSC)

Ever since I joined Jerry back then in Oct 2017, he has always been a role model that I looked up to in all aspect. Other than being a leader and a father of 3 girls, he is in the Product Committee & ALMA. On top of all these, he is also a producer in AIA. Despite having to handle so many things, he never once turned down his mentees and FSCs that approached him for help. Instead of spoon-feeding his consultants with direct answer, he would guide the consultants by giving them “homework” to do then learn from it. With all the stuffs that he is currently taking on, I am really in awe with his time management, self discipline and mental strength. To me, Jerry defines “Extraordinary”.​ “The difference between Ordinary & Extraordinary is that little extra.”​

Andy and Angel (Founders of Wheel Angel)

Jerry was introduced by our best friend who assured us that he's the bestest person in his industry. When we first knew Jerry we felt immediately at ease. We shared our concerns, financial backgrounds and our needs for insurance with him. He treats everyone like his closest friend and he shows compassion, knowledge and wisdom. Jerry is a typical example who goes beyond and above even though he is the boss himself and doesn't put on any airs with any clients, big or small. My wife and I place our complete trust and faith with him not just as an insurance agent but as a lifetime friend!