2021 Workshop - Legacy Planning for Financial Advisors
2021 Workshop - Legacy Planning for Financial Advisors
This workshop is specially designed for Financial Advisors who wishes to penetrate Singapore’s High Net-worth Individuals market. With this class, you will get to understand and appreciate all the different legacy planning tools such as -Wills / Trust / Power Of Attorney / Insurance and CPF nominations in details and also how to use these tools to enhance your client’s financial planning.
You will also get to access a checklist- This Legacy Planning Checklist will help you to understand how and what kind of legacy planning problems your clients are likely to get into. By identifying these situations earlier, you will be able to address the gaps with insurance solutions. The solutioning are usually insurance cases of substantial premium sizes as most clients prefer to leave behind a Big Inheritance for their love ones.
By you applying what you have learnt in the course, your clients can be ensured of leaving behind a stronger Financial Legacy than before. You are going to make a big difference to your client and your clients are guaranteed to assign you a very Trusted position in their lives.
