Join my Academy and discover how to effectively apply estate planning to

  • close bigger cases
  • connect with high-net-worth clients,
  • and increase your commissions.
Days
Hours
Minutes
Seconds
Join the Academy
Join my FREE WEBINAR
and discover how to effectively apply estate planning to close bigger cases, connect with HNW clients & increase commissions
Days
Hours
Minutes
Seconds

22 Jan 2025

2.30pm - 4.30pm

For Financial Advisors Struggling With Estate Planning

Discover How Estate Planning Can Be Applied Simply and Confidently
To Build Sustainable Commissions and Advance Toward COT or TOT

Using the Proven 5S2P Framework

Without Aggressive Prospecting

Join the Academy

See Preview:

I'M READY TO RESERVE MY SEAT FOR THE MASTERCLASS

Having Trouble Applying Estate Planning to Close Bigger Cases?

I can help.

It’s not your knowledge—it’s how you apply it.

With my tried-and-tested 5S2P framework, you will learn how to take everything you have learned from estate planning courses and turn it into actionable strategies to get bigger deals.

Hear What Clients
Have to Say

Join the Academy
Darren's masterclass was insightful and straightforward enough for estate planning conversations for advisor of any stage. Engaging and looking forward to other sessions.
Lee Si Mian
Learning from Darren, a seasoned field practitioner and Director , has been incredibly valuable. He didn’t just teach theory — he shared real, on-the-ground cases on how to open and structure cases using LPA. This course gave me much clearer direction on what to uncover and how to structure meaningful conversations with clients confidently and professionally. It is by far one of the best courses I’ve attended, and it has significantly improved my understanding and practical application in real client situations. Highly recommended for anyone who wants clarity, structure, and real-world relevance.
Andrea Deng Hao
It allows me to have more conversations with clients. Conversation that matters. I feel more empowered
Lee Jia Zheng
Always super engaging and the content is just right to digest Thank you Darren for bringing my practice forward, short-cutting my learning journey by so much and carving the USP of my practice.
Tong Kai Wen Elvan
Today session was very good, duration and content wise. Very good to have real life stories to make the learning relatable and easy to share for our clients
Ho Shi Lei
Darren is very intentional in his teachings and take ownership of his lessons and students.
Loh Xin Le Vanessa
Darren has a very extensive knowledge in this field and grateful that he has shared his experience and case studies with us which takes many years for us to gather this experience, so now increases our ability and confidence to speak to our clients and especially more affluent clients. Thank you Darren!
Ching Wee Yang Bryan
Very insightful, a lot of knowledge imparted, exact scripts and ways to open script
Shawn Wong Chong Min
More applicable case studies were shared during class and more in depth instead of superficial knowledge
Angelina Joie Ang Kai Lee

What Our Customers Say

Lee Si Mian
Lee Si Mian
Darren's masterclass was insightful and straightforward enough for estate planning conversations for advisor of any stage. Engaging and looking forward to other sessions.
Andrea Deng Hao
Andrea Deng Hao
Learning from Darren, a seasoned field practitioner and Director , has been incredibly valuable. He didn’t just teach theory — he shared real, on-the-ground cases on how to open and structure cases using LPA. This course gave me much clearer direction on what to uncover and how to structure meaningful conversations with clients confidently and professionally. It is by far one of the best courses I’ve attended, and it has significantly improved my understanding and practical application in real client situations. Highly recommended for anyone who wants clarity, structure, and real-world relevance.
Lee Jia Zheng
Lee Jia Zheng
It allows me to have more conversations with clients. Conversation that matters. I feel more empowered
Tong Kai Wen Elvan
Tong Kai Wen Elvan
Always super engaging and the content is just right to digest Thank you Darren for bringing my practice forward, short-cutting my learning journey by so much and carving the USP of my practice.
Ho Shi Lei
Ho Shi Lei
Today session was very good, duration and content wise. Very good to have real life stories to make the learning relatable and easy to share for our clients
Loh Xin Le Vanessa
Loh Xin Le Vanessa
Darren is very intentional in his teachings and take ownership of his lessons and students.
Ching Wee Yang Bryan
Ching Wee Yang Bryan
Darren has a very extensive knowledge in this field and grateful that he has shared his experience and case studies with us which takes many years for us to gather this experience, so now increases our ability and confidence to speak to our clients and especially more affluent clients. Thank you Darren!
Shawn Wong Chong Min
Shawn Wong Chong Min
Very insightful, a lot of knowledge imparted, exact scripts and ways to open script
Angelina Joie Ang Kai Lee
Angelina Joie Ang Kai Lee
More applicable case studies were shared during class and more in depth instead of superficial knowledge

In This Academy,
You’ll Learn How to…

  • Apply Estate Planning to Close High-Value Cases
    Uncover strategies to turn knowledge into actionable steps for securing bigger deals.
  • Attract and Engage High-Net-Worth Clients Who Value Expertise
    Learn proven methods to build trust with affluent clients and secure more significant deals.
  • Avoid Common Mistakes Keeping You From Earning More
    Identify the pitfalls that stop financial advisors from maximizing commissions.
Join the Academy

This Academy Is Perfect for You If…

You’re ready to turn your estate planning knowledge into actionable, profitable strategies

You want expert guidance on applying estate planning

You’re looking to consistently secure bigger deals and grow your commissions

Join the Academy

Hi, I’m Darren
Tan Zi Hong, TEP

Legacy Planning Specialist and Master Coach to
the Financial Advisors Community

I am an Estate Planning specialist, part of Singapore’s first cohort of STEP® graduates in Financial Services (Trust and Estate Planning). With over 23 years of industry experience, I have helped 53 advisors achieve MDRT status by guiding them to close bigger cases through practical estate planning strategies.

Join the MasterClass

Enroll now and reserve your seat in our next cohort:

  • Coaching Class: Legacy Advisory MasterClass Series
  • Class: Group Coaching
  • Class Size: Minimum 15 Pax to start, maximum 30 Pax
  • Program Duration: 3 Days, each 6 hours
  • Total Investment: $2,888
Find Out More

See Darren In Action

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Learn How You Can

Boost Your Commissions

By Applying Estate Planning Practically

Discover how structured legacy planning elevates your advisory conversations and opens larger, more meaningful cases using my 5S2P Framework — positioning estate planning strategically to generate new cases, deepen client engagement, and strengthen referrals.

Days
Hours
Minutes
Seconds

Day 1 – Session 1 (LPA Form 1)
📅 Tue 7 Apr
⏰ 10.00 AM – 1.00 PM

This preview session is complimentary. You may observe how we structure legacy conversations before making a decision.

Due to the nature of the guidance I will provide during the course, I can only take up to to 20 observers for 2026. Only 20 10 spots left! Sign up now while seats are still available.

Learn How You Can

Boost Your

Commissions

By Applying Estate Planning Practically

Watch how you will skyrocket your income within 6 months with my 5S2P Framework guidance in the joint field work with me.

Days
Hours
Minutes
Seconds

Due to the nature of the guidance I will provide during the course, I can only take up to to 30 students For 2026. Only 30 15 spots left! Sign up now while seats are still available.

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DISCLAIMER: The sales figures stated above are our internal sales figures. The average FA who buys any “how to” information gets little to no results. We are using these references for example purposes only. Your results will vary and depend on many factors, including but not limited to: your background, experience, and work ethic. All business entails risk as well as massive and consistent effort and action. If you're not willing to accept that, please DO NOT GET OUR INFORMATION. This site or product is not part of or endorsed by Facebook, Google, or any social media platform in any way. FACEBOOK is a trademark of META PLATFORMS, Inc. YOUTUBE and GOOGLE are trademarks of ALPHABET, Inc. Absolutely nothing on this web page should be considered as any type of earnings claim for what you will earn simply by joining. Any programs offered such as: ONLINE TRAINING COURSES, SOFTWARE, and/or TOOLS are intended to help you achieve the desired results depicted in the promotional media. It is NOT a “business opportunity” or “get rich quick” opportunity. The testimonials, figures, and screenshots on this page are real but they are displaying exceptional results from our best students. These results are not typical. They are not intended to guarantee, promise or represent that you will get the same result just by signing up. This will require work and you will be the ultimate person responsible for taking action and making sure you get the results that you want.