Chee Yen Lim, B.Bus, RFC

Focus Sessions

Lim Chee Yen, B.Bus, RFC, is an eight-year MDRT member from Petaling Jaya, Malaysia, who has served on the Membership Communications Committee for multiple years. In addition to speaking for various insurance companies in Malaysia, he spoke in the ConneXion Zone at the 2018 Annual Meeting and the 2016 MDRT Experience and Global Conference.

Retirement and Wealth Planning for Baby Boomers

Language: Cantonese

More than 90% of Lim Chee Yen’s MDRT production comes from pre and post retirement planning for baby boomers. In this session, he shares how to build trust with baby boomers so you can approach them with retirement, wealth planning and estate planning advice. He discusses how to address common baby boomers’ questions about tax-free income in retirement and distributions to beneficiaries.