Mapping Your Journey to Financial Clarity
🎯 You don’t need more products. You need clarity.
You want to protect your family, your business, your legacy. But navigating insurance on your own is time-consuming, confusing, and often misleading.
I'm Henry Lee, a purpose-driven insurance advisor and 7x qualifying MDRT member. I help individuals and businesses cut through the noise with structured advice. No hard selling. Just clarity.
DrivenByPurpose, #ChooseMDRT
My Services
My job today is to help you Save, Protect, Grow, and Enjoy your money.
Building wealth starts with saving. In today’s world, it’s easy to spend on wants and forget about needs. Let me show you simple steps to build your savings for future goals.
Having many insurance policies doesn’t mean you’re fully covered. What matters is having the right coverage. Let me help you check if you’re properly protected.
Keeping all your money in the bank might feel safe, but inflation slowly eats it away. Let me show you how to grow your wealth wisely through smart investments.
Enjoy
You worked hard to build your wealth – now it’s time to enjoy it confidently. Let me help you plan how to spend it in retirement and share it with the people you love.
đź”° 2018 – Life Insurance
Joined Tokio Marine Life, inspired by my parents — both award-winning advisors. What began as a leap became my true calling.
đź”° 2020 – General Insurance
Expanded into fire, home, motor, and liability coverage. A broader license to protect clients more completely.
đź”° 2022 – Estate Planning
Partnered with Finex & Co. to help clients structure legacies, not just buy policies.
đź”° 2023 – Corporate Solutions
Designed employee benefit plans for SMEs — from 3-person teams to 50-staff companies across diverse industries.
đź”° 2024 – MDRT MCC Leadership
Appointed Company Chair for Tokio Marine and served on Malaysia’s MDRT MCC. Dedicated to raising industry standards and empowering peers.
đź”° 2025 – Agency & Talent Building
Developing future-ready advisors and growing my team. Now, it’s about mentoring the next generation and building something bigger than myself.
Financial Planning Ebook
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