Industry Proven Coach & Insurance Advisor

. Certified Master Trainer
. 6x MDRT Qualifying Member
. Million Dollar Agency
. 15+ years of experience in the insurance industry
. Legal Qualification

Authorised Representative of

About me

Hi, I'm Casey Wai

What I do:

Insurance Sales Coaching:

I excel in coaching insurance and financial professionals to surpass their goals and targets, drawing on my own success in achieving MDRT qualification. As an Agency Unit Manager, I am proud to lead a team of accomplished advisors, including MDRT Qualifying Members. My unwavering confidence and proven strategies inspire my team to reach new heights, and I’m dedicated to sharing my expertise with others to achieve their own success. With my guidance, I’m confident that anyone can level up their skills and reach their full potential in the insurance and financial industry.

As an Insurance Advisor:

Throughout my career of 15+ years, I have had the pleasure of working alongside many wonderful business professionals and assisting them in optimising their family insurance and financial portfolios with valuable legacy planning, specialising in insurance trusts. It brings me great joy to work through client referrals, and I am one of the few legal professionals in Malaysia’s insurance and financial industry.

Qualifications & industry awards

Professional Qualifications:

Casey is a distinguished Monash University, Australia graduate with two degrees – in Business Systems and Laws. He fortified his legal expertise by acquiring certification as a qualified lawyer from the New South Wales Court of Appeal in Sydney, Australia in 2014. With over 15 years of invaluable experience in the insurance and financial services sector, Casey has been recognized with accolades such as the Million Dollar Round Table Award, securing this honour for 6 years, along with numerous other prestigious awards like Top Insurance Advisor and President’s Club. Currently, Casey focuses on empowering High Net Worth Clients, offering expertise in optimizing family insurance, financial portfolios, and insurance trusts.

Industry Contribution:

In 2018, Casey earned the esteemed title of Master Trainer with AIA Malaysia, a testament to his profound experience, exceptional achievements, and expertise in the insurance domain. This distinguished appointment, a rarity within AIA, highlights his commitment to sharing knowledge and fostering talent. He actively imparts his skills, expertise, and practical insights to AIA through workshops, training sessions, and mentoring elites in the AIA ELITE Leadership Program. Casey’s impact extends globally, having presented at prestigious events such as the MDRT Experience Conference in Guangzhou, China, engaging over 2000 industry aspirants.

When Casey isn’t involved in his work, he spends most of his time with his family. He contributes to his local church by teaching children, mentoring young adults, and leading a young family connect group.

Company Positions:

Partner, Wai Associates Consultancy

Director of Marketing, Wai Associates Group

Founder, WAI Advisory

MDRT Qualifying Member
2015, 2017, 2018, 2019, 2021, 2023

Master Trainer
2018-current

President Club
2016

Nationwide Top 5 Advisor
2016

Star/Summit/Elite Convention Qualifier
2007-current

What some of my clients say...

Casey has always been there for my family to provide us with essential information to make informed decisions, along with provide support and guidance, especially during times of distress. We are truly grateful to have him as our trusted advisor. Casey has always gone above and beyond with providing his immense knowledge and expertise. His personable nature, positivity and passion is always refreshing.

Casey has met all my expectations as my insurance advisor. My insurance claim was processed promptly and he made sure any problem encountered was resolved quickly. There was a minor problem with my medical claim and knowing that I was unwell at the time, he told me not to worry about it and assured me that he would resolve the issue as soon as possible.

I definitely recommend Casey! He’s been awesome at finding the best coverage for me. Even after getting in an accident, he helped to find me with coverage that is affordable. Glad I listened to the recommendation that was given to me! Highly recommended as an expert in his field of insurance and trusts.

Casey is professional and trustworthy. I could always get the best advice from Casey with his professional service provided. Please continue with your great services and definitely a differentiator compared to other insurance agents.

I met Casey through a recommendation. Casey’s in-depth knowledge and experience help me get specific coverage for each of my family members. He’s the best at what he does! Highly recommended.

I could always get the best advice from Casey with his professional service provided. Please continue with your great services and definitely a differentiator with others!

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