PRACTICAL INSURANCE PLANNING – MODULE 2 (PIP2) CLASSROOM TRAINING TGS-2022601794
Introduction
Highlights
Course outline
Instructors
Learn about advanced insurance planning techniques that are used by HNW, business and international families.
What will you learn?
ENGAGING THE HNW
HNW PRIORITIES & ADVANCED INSURANCE PRODUCTS
PREMIUM FINANCING
- How advisers can engage HNW clients, why the HNW still purchase insurance and the most common insurance products they purchase.
- How it works, its pros and cons and how advisers can and must deal with premium financing even if they do not offer it.
- The HNW have illiquid and large assets, complex ownership structures & liabilities. We examine their priorities when it comes to insurance planning.
Course Content
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PART A
HNW DEMOGRAPHICS
6 Topics
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Case Studies
2 Topics
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PART B
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Trainers
Founder & Executive Director
Riverside Trustees Limited
Branch Director
Finexis Advisory Pte Ltd
Director of Sales and Business Development
Aris PrimePartners Asset Management Pte Ltd
