PRACTICAL INSURANCE PLANNING – MODULE 2 (PIP2) CLASSROOM TRAINING TGS-2023040564

PIP2 is the second of two modules on insurance planning for families

What will you learn?

Understand how the HNW market is segmented

Study the types of insurance that are popular with the HNW

Examine the reasons that HNW persons still purchase insurance

Course Description

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.

PRACTICAL INSURANCE PLANNING – MODULE 2 (PIP2) CLASSROOM TRAINING TGS-2023040564

Durations

8 Hours

Lessons

8

Price

$ 300

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