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My Story
Education
Work Experience
Insurance Experience
Manmohan is a Chartered Financial Consultant( ChFc), a Chartered Life Underwriter( CLU), a Shariah Registered Financial Planner( RFP Shariah) and also has a Chief Insurance Agency Manager( CIAM ) certification from LIMRA. He is also the recipient of the GAMA Leadership Gold Award.
Manmohan is the Managing Director of Life Specialist Financial Planer Sdn. Bdn. Malaysia. He is also a Senior District Director with AIA Bhd leading his premier agency with some of Malaysia’s top ranking financial advisors under his stewardship. Manmohan is an industry stalwart. He has won many awards such as Top Manager, President’s Round Table Qualifier, Top Recruiter, Top Rider Manager, Record Breaker, Master Builder, Hall of Honor and Hall of Fame. He also moderated in the Life Underwriter Training Council Fellow (LUTCF) courses in Malaysian Insurance Institute (MII).
As a life insurance professional, Mr Mohan provide a comprehensive approach to Financial Planning with the focus on delivering a client-centered approach. This approach requires him to fully understand what is important to his clients and use a variety of strategies that address those issues including investment and income protection, retirement income planning, trust administration, estate and charitable giving, employee benefit plans, and business succession planning solutions.