PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) E-LEARNING TGS-2022016782
Introduction
Highlights
Course outline
Instructors
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
Course Description
- 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
Trainers
PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) E-LEARNING TGS-2022016782
We are a training provider offering IBF-accredited estate planning courses, sales-enhancing language classes, and financial literacy courses for the young.
UEN: 201622089N
Our Address
#06-16
1 North Bridge Road
High Street Centre
Singapore 179094