JAKE YU
SP-JAKEYU

About JAKE YU

Jake Yu, our newly appointed Master District Director, also a 3-time AIA President Club qualifier, is the first person in Singapore, and possibly in Asia, who has started the “AIA Gift of Love” Project (an AIA baby insurance protection plan made complimentary and available only for new-born babies). This initiative has not only allowed him to secure tie-ups and partnerships with seven private hospitals and medical companies since 2002 but also created a sales lead generation system to support his team of financial consultants in prospecting new clients.

Through his multiple lead generation projects and successful business strategies which mainly focus on Accident and Health productions, Jake is able to groom 16 of his consultants to achieve the Million Dollar Round Table status, and one of whom has attained the Court of the Table honour in 2020.

Ranked one of the Top 10 districts in AIA, the 18-time Pinnacle leader takes pride that more than 21 of his consultants had earned an annual income between $100,000 to $500,000 last year. Jake is grateful for his team’s selfless contributions, friendship, and constant encouragements among colleagues to work hard, play hard and achieve success together.

Accreditation

  • 5th Runner Up Financial Services Director 2020
  • 3rd Runner Up Group Financial Services Director 2019
  • 4th Runner Up Financial Services Director 2019
  • New Master District Director
  • AIA Group MDRT Leader 2021 (Gold Award)
  • MDRT District 2021 (Emerald Award) & 2020
  • Pinnacle Platinum District 2021
  • Prestige Club Member 2021
  • Prestige Club High Net Worth District 2021
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter®/Singapore (CLU®/S)
  • Registered Financial Consultant (RFC)
  • Diploma in Life Insurance (DLI)
  • Diploma in Personal Financial Planning (DPFP)

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