Jenny Chia
Expert in wealth and estate planning
18+ years of experience; TOT achiever with a 2-3 day work week
Speaking Topics
Secure the Legacy: Estate Planning for Medical Professionals
Sales, Marketing and Customer ExperienceSynopsis
Doctors dedicate their lives to saving others but often overlook the systems needed to safeguard their own legacy. This session demystifies estate planning, using real-world cases from medical professionals to illustrate the risks of waiting too long. Attendees will see how wills, trusts, and LPAs combine to provide certainty, control, and protection—especially when complex asset mixes and family needs are involved. With clear, step-by-step guidance, participants will learn to avoid common pitfalls like tax traps, frozen accounts, and unintended consequences, and gain the tools to ensure their life’s work continues to benefit their loved ones for generations.
Target Audience
Medical professionals
Key Benefits
Understand how wills and trusts work together to ensure asset transfer matches your intentions. Learn the importance of Lasting Power of Attorney and how to appoint the right decision-maker. Gain four actionable strategies to avoid tax traps, frozen assets, and costly delays in estate settlement.
Outline
Estate Planning Sales Accelerator
Sales, Marketing and Customer ExperienceSynopsis
The coming $84 trillion intergenerational wealth transfer presents the biggest sales opportunity in decades. This highly practical accelerator teaches agents to position estate planning as a meaningful entry point for affluent clients, turning complex conversations into high-premium cases. Through a dynamic blend of live role-play, objection handling, and real-time outreach challenges, attendees will gain the skills and confidence to secure larger appointments on the spot. This is not just a training—it’s an action lab, designed to create immediate results, boost client engagement, and establish you as the go-to advisor for high-net-worth planning and legacy solutions.
Target Audience
Sales leaders and agency managers
Key Benefits
Understand the $84 trillion wealth transfer and its significance in opening high-premium insurance conversations. Master a 3-step formula for closing large cases, including objection handling and sales positioning. Take immediate action through live client outreach and appointment booking with an estate planning approach.
Outline
The Silent Killer of Workplace Mental Health: Why Financial Stress is Your Biggest Unseen Risk
Health and Well-beingSynopsis
Financial stress is the invisible force quietly undermining productivity, engagement, and retention across every industry. Most workplace wellness programs focus on mental resilience yet overlook the number one anxiety source for employees—money worries. In this game-changing keynote, Jenny Chia draws on two decades of financial coaching to expose how money issues drive presenteeism and attrition. Attendees will learn why knowledge alone does not lead to confidence, and how to move from basic literacy workshops to programs that build real financial resilience. Jenny’s 3-tier framework delivers tailored solutions for every level, making wellness initiatives more effective and organizations more resilient.
Target Audience
Corporate managers, people leaders, and business
Key Benefits
Reveal the hidden impact of financial stress on employee performance, presenteeism, and turnover. Learn why traditional financial literacy programs fall short and how to shift from knowledge to resilience. Implement a practical 3-tier framework to support employees at different career stages, building a culture of long-term financial well-being.
Outline
About
Jenny Chia is a leading estate planning strategist and financial consultant with over 18 years of industry experience. Renowned for bridging the gap between legal estate issues and wealth-building strategies, she empowers affluent individuals and families to create robust, lasting portfolios. As a consistent TOT and COT qualifier and a member of the MDRT Honour Roll, Jenny demonstrates how exceptional results can be achieved within a balanced, sustainable schedule. Her ELITE Performance Framework guides fellow advisors to higher productivity and professional satisfaction with less burnout. As Associate Director and Practice Mentor, she has coached peers to build scalable, resilient businesses, earning recognition for her structured approach and industry leadership. Jenny’s expertise, certifications, and mentorship have helped countless clients and advisors achieve peace of mind and sustainable success.
Unique Selling Point
Estate Planning Strategist
With 18 years in financial consulting, Jenny bridges the gap between socio-legal estate matters and financial strategies, guiding affluent clients to build resilient intergenerational wealth portfolios.
Sustainable Productivity Mentor
Jenny reached MDRT, COT, and TOT status while maintaining a 2-3 day workweek. Her ELITE Performance Framework helps advisors achieve more with less, proving that balance and high achievement can coexist.
Practice Growth Coach
As Associate Director and Practice Mentor, Jenny empowers financial advisors to grow thriving, balanced practices through systems, structure, and personalized mentorship.
Presentations
Video Presentation
YouTube Video
Photo Gallery
Client Testimonials
I followed her business practice structure, and she guided me in the overhaul of my advisory process and also implemented her taught systems.
I was lost due to lack of mentorship and proper training. Year after year, I was running for MDRT in an unsustainable manner. Besides that, I also have problem with getting my clients to refer. For years, my clients did not give me any referrals. In 2023, I went through Jenny’s 1-1 mentoring. I followed her business practice structure, and she guided me in the overhaul of my advisory process and also implemented her taught systems. Subsequently, I proceed to reach out to my clients with my new system and process, and achieved breakthrough – I achieved MDRT within 3 months in 2023 instead of the usual 1 year period in past years. I am also very glad that my clients became very supportive and started to give positive feedback and refer me.
- RYAN FOO
After going through Jenny’s coaching, things changed for the better and it got clearer and easier to speak to high valued clients and do advance level planning with them.
Joined in Year 2011 and have been having trouble maintaining or achieving MDRT. I was doing portfolio-based planning but with no clear direction on how to strategize my sales process. Was focusing only on meeting more people. After going through Jenny’s coaching, things changed for the better and it got clearer and easier to speak to high valued clients and do advance level planning with them. Helping me break through.
- IAN FOO
...I would say Jenny is one of the important characters who has helped me breakthrough my personal limit.
Since I was a rookie adviser back in 2012, I wanted to be a respectable adviser instead of a good salesperson. But many sales trainings out there promise quick sales success, but not a sustainable financial planning practice. Then, I started to learn from Jenny Chia, who is in the same team, when I moved my practice over to finexis advisory in 2018. Jenny impresses me (even until today) with her financial planning knowledge and attention to detail. She focuses on giving high quality advice with high ethics. It is no wonder she has been highly sought after financial consultant since 2005. The one thing that I most admire about Jenny is how much she achieves just by working 3 days a week. When you have such a good example in your team, you cannot help but be positively influenced and persistently inspired. In 2022, I achieved my first Court of The Table®, and I would say Jenny is one of the important characters who has helped me breakthrough my personal limit.
- TAY KAHLOK
Speaker Information
Experience
Contact for details
Languages
English, Mandarin