Brochure: EPIC 1

Brochure: EPIC 2

Brochure: EPIC 3  

Brochure: EPIC 4

Brochure: EPIC 4

This module reviews and reinforces the key concepts of insurable interest and ownership, and the various distribution options available for the proceeds of insurance policies. Trainees are then shown the many diverse family situations they are likely to encounter among their clients from blended families and families with special needs members to LGBT couples and families concerned about divorce, among others.

The purpose of PIP2 is to equip trainees with the knowledge of how to plan for HNW families whose assets are more complex and diverse than those of non-HNW families. The second purpose is to give trainees the confidence to have meaningful conversations with HNW families by understanding the priorities they have through case studies developed by the experienced trainers. The trainers are seasoned financial services professionals who bring real-life experiences into the classroom. They will share how they approach the HNW, insurance strategies that the HNW are keen on adopting for their families and how premium financing can sweeten the insurance purchase for a HNW person.