Affluent & High-Net-Worth Series

Participants will learn how to

• Engage clients and their families to attain long-term objectives of wealth preservation, inter-generational wealth transfer and succession planning
• Identify clients’ latent wealth planning needs and develop solutions through in-depth coverage of topics, such as inter-vivos gifts, wills, companies, trusts and foundation
• Differentiate from the competition by adopting a holistic approach to their client’s needs

Real-life case studies focusing on Asian families are extensively used to reinforce the application of wealth planning concepts and solutions.

Total Training Duration / CPD Hours: 7

Classroom Hours: 7

Our faculty will demonstrate how insurance is a critical component of clients’ overall wealth management needs.

The programme adopts a practice-led approach so participants may apply what was shared by their trainer and peers on the following:

• What to prepare ahead of meetings with HNW and UHNW clients
• When and how to work with an introducer or specialist
• Build rapport, uncover needs, suggest solutions and secure clients’ agreement
• How insurance solutions, such as ULI and ILP, can address clients’ needs

Total Training Duration / CPD Hours: 14

Classroom Hours: 14