About
Purpose-Driven Insurance Advisor
Hi, I'm Henry Lee and I prioritise the "Purpose-Driven" principle in my consulting. Rather than simply providing a quote to compare with other products, I prefer to have a deep conversation with my clients to understand their actual needs. With many years of experience in this industry, I firmly believe that it's not how much they pay that really benefits the client, but rather the solution constructed through proper fact-finding and research.
My Core Value
Treating our customers with fairness, honesty & respect.
Committed to providing personalised solutions tailored to each customer's unique needs and circumstances.
Dedicated to ongoing learning and development, staying up-to-date with the latest industry trends and best practices.
My Mission
To provide reliable & affordable insurance coverage to individual & corporate, ensuring them financial security and peace of mind. I strive to exceed my customers' expectations by delivering exceptional service and innovative products, while fostering a culture of integrity, respect and professionalism.
My Vision
To empower 100,000 individuals and SMEs to achieve financial success and sustainability through proper insurance planning, so that they can pursue their dreams with peace of mind.
My Journey
2018
After graduating from university, I decided to take a leap of faith and follow my parents into the Life Insurance Industry at Tokio Marine Life! It's definitely uncharted waters for me, but I'm excited to dive in and see where this journey takes me.
2020
After qualifying for my MDRT qualifications three times in a row, I decided to expand my skills by obtaining an additional license in General Insurance with Tokio Marine Insurans Malaysia. I am now capable of providing top-notch service to my clients in the insurance field.
2022
Obtaining an estate planning license with Finex and Co. Advisory to help people with their Wills and Legacy planning to ensure my clients are prepared for their future and that their affairs are in order so their loved ones are taken care of even after they are gone.
2023
Reaching out to companies of all shapes and sizes to offer them Employee Benefits Insurance. Talking to small teams of just three people all the way up to bigger crews with 50 members on board. And I'm not just sticking to one industry either; I'm covering everything from IT and Auto to Manufacturing and Engineering firms, and plenty more.
2024
After six consecutive years of MDRT qualification, I've volunteered as Company Chair at Tokio Marine Life Insurance Malaysia Berhad, serving on Malaysia's MDRT Membership Communications Committee (MCC). Our focus is on ensuring smooth communication between MDRT and its members, dedicated to fostering professional development and excellence in the financial services industry.
1-2-1 Support
Case Studies
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