PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2022602282

Learn the trust planning needs of the modern individual who today is wealthier, living longer, well-travelled and likely to own a business.

What will you learn?

COMMONLY USED TRUST STRUCTURES

REAL-LIFE INSURANCE-BASED CASE STUDIES

FACT-FINDING PROCESS

Learn the 3 structures used by the majority of Singapore families – the Testamentary Trust, Insurance Trust and Standby Living Trust.
Use a simple Fact-Finding process to quickly and effectively understand client needs.
Trainer uses Case Studies from his experiences and actual client situations where life insurance forms the foundation of each estate plan.

Course Content

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THE BASIC

Practical Trust basic pt 1 2 Topics

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Lesson Content

0% Complete 0/2 Steps

Step 1

Step 2

Final Revision & Exam 1 Topic

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Lesson Content

0% Complete 0/1 Steps

Final Revision

PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2022602282

Take this Course

Durations

8 Hours

Lessons

2

Price

$ 1200

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 TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2022602282

What will you learn?

COMMONLY USED TRUST STRUCTURES

REAL-LIFE INSURANCE-BASED CASE STUDIES

FACT-FINDING PROCESS

Course Content

Trainers

PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2022602282

Durations

8 Hours

Lessons

2

Price

$ 1200

Trusted by Employee from Notable Organisations

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