Li Tan Email
Legacy Planner @ Koha Digital
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Li Tan Location
- Kuala Lumpur, MY
Li Tan Work
- Legacy Planner @ (May 2024 - Present)
- Associate Trainer @ (January 2005 - Present)
- Senior Group Manager GM @ (April 1993 - Present)
- Research and Development Manager in Training and Research Development @ SG Marketing & Management Sdn bhd (January 1995 - Present)
- Senior Group Manager @ Tan Li Lian Agency (April 1993 - Present)
- Reviewer and Translator (Committee)– PITA Program 2025 @ MFPC: Malaysian Financial Planning Council (January 2024 - July 2024)
- Life Insurance Examination Study Text Reviewer @ Asian Institute of Insurance （formerly known as MII） (November 2023 - July 2024)
Li Tan Education
- Life Insurance Management Research Association LIMRA
Chartered insurance Agency Manager (International education achievement for managers in life & financial services industry)
2008-2013 - Malaysia Financial Planning Council MFPC
RFP & Shariah RFP (SRFP) (Developed financial planning strategies adapted for the Malaysian market)
2003-2008 - Kasturi College
Certified Financial Planner (Principles of Finance and Financial Planning)
2002-2003 - The American College of Financial Services
Charter Financial Consultant ChFC & Chartered Life Underwriter (CLU)
2001-2003 - University of Malaya
Bachelor of Arts (B.A.) (Single Major in Economic, minor in social science & Chinese study)
1989-1992
Li Tan Skills
- Agency Management
- Coaching
- Customer Service
- Editing
- Estate Planning
- Insurance Training
- Leadership Development
- Life Insurance
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Public Speaking
- Risk Management
- Team Building
Li Tan Summary
- Li Tan, based in Kuala Lumpur, MY, is currently a Legacy Planner at Koha Digital - Conventional and Islamic Estate Planning. Li Tan brings experience from previous roles at Great Eastern, SG Marketing & Management Sdn bhd and Tan Li Lian Agency. Li Tan holds a 2008 - 2013 Chartered insurance Agency Manager in International education achievement for managers in life & financial services industry @ Life Insurance Management Research Association LIMRA. With a robust skill set that includes Agency Management, Coaching, Customer Service, Editing, Estate Planning and more. Li Tan has 1 emails on RocketReach.
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