PRACTICAL INSURANCE PLANNING – MODULE 2 (PIP2) E-LEARNING TGS-2022016778

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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Generally Accepted Definition of HNW

Singapore HNW Statistics

Bank’s Client Segmentation

Insurer’s Client Segmentation

HIGH NET WORTH OPPORTUNITIES

Shift to “Smarter Growth Model” to Achieve Your Aspirations

How Do We Engage HNW Clients (I) 2 Topics

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The Golden Question – How Do Advisers Engage HNW Clients?

How to be an Advisor for Life

Why HNW Still Purchase Insurance 8 Topics

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Man on street versus HNW concerns

Wealth Cycle of Affluent & HNW

Sales Propositions

HNW Sales Concepts

Estate Equalisation

Retirement Enhancement

Will Your Wealth Last Through the Generations?

Wealth Preservation

Commonly Used HNW Insurance Instruments 9 Topics

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Commonly used HNW insurance instruments

Single Premium Whole life

Universal Life

Universal Life Plan – How it works?

Universal Life – Age At Lapse

Underwriting Classes

Indexed Universal Life

Single Premium Income Plan

Everyone Can Be a Millionaire!

Pay in Full or Premium Financing? 2 Topics

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Pay in full or Premium Financing – 2 sides of a coin

Financing & Disclosure to Clients

Case Studies 2 Topics

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Putting It Altogether – Each Concept with Case Study

Case Study – Create Estate liquidity

How Do We Engage HNW Clients (II) 2 Topics

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The Golden Question – How Do Advisers engage HNW clients?

Understand the needs and challenges of HNW -Part 2

PART B

Clients with More Investment Assets 11 Topics

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Financial planning pryamid

Landscape of life insurance products

Commonly used HNW insurance products

Common clients’ concerns…

What’s the solution?

Whole of life / universal life

Example of typical life insurance

Case study: premium financing

Variable universal life

Investment scenario

Partial surrender limit

Common Reporting Standards (CRS) 3 Topics

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Tax information reporting & FATCA

What is CRS?

What policy holders have to do

PRACTICAL INSURANCE PLANNING – MODULE 2 (PIP2) E-LEARNING TGS-2022016778

Take this Course

Durations

8 Hours

Lessons

9

Price

$ 1000

Trusted by Employee from Notable Organisations

We are a training provider offering IBF-accredited estate planning courses, sales-enhancing language classes, and financial literacy courses for the young.

PRACTICAL INSURANCE PLANNING – MODULE 2 (PIP2) E-LEARNING TGS-2022016778

What will you learn?

ENGAGING THE HNW

HNW PRIORITIES & ADVANCED INSURANCE PRODUCTS

PREMIUM FINANCING

Course Content

Trainers

PRACTICAL INSURANCE PLANNING – MODULE 2 (PIP2) E-LEARNING TGS-2022016778

Durations

8 Hours

Lessons

9

Price

$ 1000

Trusted by Employee from Notable Organisations

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Contact

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