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Sarah Lee

About me

 

Since joining the industry back in 1996, I made it my mission to help clients achieve their desired retirement lifestyles without worrying about money. I ensure that they are taken care of for the long-term by helping them navigate the complexities of financial planning to feel confident about their financial futures.

 

I specialise in helping professionals and business owners build passive income streams through a combination of guaranteed and variable strategies. My clients enjoy a hybrid retirement lifestyle, and I help them provide for retirement expenses into their golden years.

 

Additionally, I have extensive experience in legacy planning. I work closely with clients to ensure an equitable distribution of their estate with sufficient liquidity to minimise potential family conflicts. For business owners, I assist with exit strategies, succession planning, and setting up an opportunity fund for their future growth.

 

Sarah Lee

Representing Manulife (Singapore) Pte. Ltd.

Wealth Management | Legacy Planning

2009-2014: Million Dollar Round Table (MDRT)

2015: Court of the Table (COT)

2016-2018: Million Dollar Round Table (MDRT)

2018: AVP/VP of the Year - Personal Production in Revenue Credits (1st)

2019: AVP/VP of the Year - Personal Production in Revenue Credits (2nd)

2019-2022: Court of the Table (COT)

2023: Top of the Table (TOT)

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