Practical Estate Planning for Sales Growth Success Stories An attendee increase her regular premium case by another $20,000+ per year using ideas taught on Day one. A junior agency manager closed 2 regular premium cases ($12,000+ and $18,000+) immediately after the course. A financial planner increased a case size from $2,000 annual premium to nearly $35,000+ regular premium. An idea learned in class gave a financial services planner a $60,000+ premium case. A high-value practical course with an estate planning kit which you can apply to your current practice immediately — to get ahead and stand out from the crowd! marketing partner training provider Profile of trainer A Starter Kit complete with a sales presentation cum sales scripts, worksheets plus other deliverables. E.g. Estate Analysis and Planning (EstAP) worksheet, Document Management Exercise (DoME), Personal Asset & Document Inventory (PADI). 3 fully days of lectures, role plays and case studies/discussions. Closed-book exams of 50 multiplechoice questions conducted separately. Entry criteria Course applicants should ideally have more than 1 year of practical experience in the financial services industry and have passed mandatory licensing exams set by the MAS. Possess the Associate Financial Consultant (AFC) certification, or completed the ChFC® Module 1 (Financial Planning: Process and Environment) conducted by Singapore College of Insurance; or its equivalent as pre-requisites. Bernard Lim CFP® CSFE® AFCouns® FSWW, is the founder and principal trainer of Wealth College (division of Wealth Hub Pte Ltd). With more than 20 years of experience as a financial service professional, he has been able to translate his skills and knowledge into transferrable ideas through his practical training. Bernard’s training ideas and concepts have inspired many MDRT producers (including Top-of-the-Table and Court-of-theTable). He has designed and delivered highly-rated courses ranging from broad-based financial education and counselling to specialized subjects like estate planning. His L.i.F.E.™ (Living in Financial Excellence) Program has received rave reviews from attendees around the world including the USA – the well-respected Personal Finance Employee Education Foundation (Washington DC). His financial counselling programs have been very well-received by the civil service while his training in estate and legacy planning has reached more than 2,000 financial service professionals through banks, insurers and IFAs around the region. He is in constant demand for training and speaking engagements to the affluent market, civil service organisations and professional bodies. Bernard is in constant demand as a speaker including the Million Dollar Round Table in 2007 (Denver-Colorado, USA) and the National Financial Congress 2013. He is an adjunct trainer and course developer for the Singapore Management University’s Financial Training Institute. He has also been interviewed on Asian Wall Street Journal, the Straits Times, Business Times and Radio 93.8 Live. He volunteers as a financial counsellor, was a member of the IFPAS Alliance STAR Team (on MAS FAIR issues) and the founder of the FinCARE® community services initiative by the financial services industry. This course is approved for listing on the Financial Training Scheme (FTS) Programme Directory, at a 50% funding level of programme fees subject to all eligibility criteria being met. Refer to www.ibf.org.sg for full details, or email: [email protected] DAY 1 & 2 – Science of Estate Planning Overview of Estate Planning – – – – Estate Planning and the Wealth Planning Model™ Estate Planning Funnel Presentation Concept of Domicile, Objectives in Estate Planning 3 D’s of Estate Planning Dollars (Financial) – – – – Identifying Short & Long Term estate needs Wealth Distribution as a function of Wealth Accumulation and Protection Life Insurance as a powerful estate planning instrument Case Studies using properly structured Life Insurance Planning Disposition (Law) – Application of Laws & Statutes in Estate Planning – Estate Planning & Introduction to Business Contingency & Succession Planning – Overview of the New Nomination of Beneficiaries Framework (Sect 49L & M) – Practical Applications of Trusts in Wealth Planning Duty (Tax) – – – – Understanding concept of Estate Duty and Inheritance Tax Death taxes in major countries around the world Exploring US as a major source of Estate Duty Case study on Estate Duty affecting non-citizens DAY 3– Art of Estate Planning Deliverables – – – – – – – Estate Analysis & Planning (EstAP) worksheet Document Management Exercise (DoME) Personal Asset & Document Inventory (PADI) Identifying the market and opportunities Prospecting language and script for Estate Planning approach Identifying needs and solutions Case Studies with deliverables Find out how IFPAS Education Roadmap can further enhance your professional development with various Certification! 6535 1221 [email protected] www.ifpas.org.sg © Wealth Hub Pte Ltd (Wealth College is a division of Wealth Hub). 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