PRACTICAL INSURANCE PLANNING – MODULE 2 (PIP2) CLASSROOM TRAINING TGS-2023040564
Introduction
Highlights
Course outline
Instructors
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.
- 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
