Saturday, December 22, 2012

"Size of the group is irrelevant when joining a group or looking for a mentor "

Recently, I received several inquiries from potential Will-Writers asking me if I have a big number of downlines in my group. My reply to them was 'No. My group, the 'CMY Group' is not among the top 3 in the company. I started recruitment about only 3+ years ago but 'CMY Group' is one of the most effective and efficient one in Rockwills.'

Should the number of downlines in a group be a factor to consider before you join the leader in Rockwills? My answer is 'NO'. The most important factor to consider is who is your mentor? Mentor plays a very important role in your career in estate planning. Estate planning is very advisory in nature and thus, to be successful in the business, you must have enough knowledge before you can advise your client efficiently, effectively and confidently. You are require to address your client's concern, know the the legal constrain and problems that his beneficiaries or estate might face in the future etc. You have to come out with a comprehensive plan that function. A plan that is able to protect his estate, his minor or 'problematic' child or beneficiary, a plan that ensure his wishes can come true without any hindrance in the future etc. Appropriate estate planning tools must be introduced to him to ensure complete estate planning is put in place before he/she goes. This is your job as a Professional Estate Planner.

Thus, if you do not have a experience mentor who can guide you, how can you perform the duty of a Professional Estate Planner effectively? Your mentor not only must be experience and a capable one, he/she must be the type who is willing to share and part knowledge to you, he/she is not selfish, he/she does not worry you can do better than him/her, he/she share 100% he/she knows and keep nothing to himself/herself. He/she ensures you learn the 'easy way' not the 'hard way'.

He/she is not there just to recruit you and teach you swim in shallow water only. He/she is there with you in the blue ocean all your life to continuously teaching you, improving your quality and quantity of sale, sharing the better ways to do business, etc. He/she tries to ensure you are successful in the business, you are never a treat to him/her in the industry. He/she is not there just to teach how to start your will-writing services, help you to do a few simple Wills and throw you in the blue ocean and you have to swim yourself. He/she has to enhance your knowledge beyond that so that you can do comprehensive estate planning, thus end up with comprehensive Will and Trust done for your clients. Thus, you earn good income and your client has a complete estate planning plan put in place!

For potential Will-Writer who are interested in estate planning, please do drop me a line and we can discuss in detail the business, the training, the most important of all who is your mentor. Please visit www.rockwillsonline.com.my or call 012-303 9383.

Saturday, November 10, 2012

Will Talk at Soka Gakkai Malaysian Rawang Service Centre



I gave  a talk on Will-Writing at Soka Gakkai Malaysian Rawang Services Centre, Selangor on 9/11/2102, Friday at 8.30pm.  It was attended by about 30+ devotees. The talk supposed to start at 7.30pm was delayed to 8.30pm due to the heavy rain in the evening. 

It was an interesting sharing as I shared quiet a number of stories on why Will is important. Everyone attended benefited from the Will Talk.

If your organisation wish to organize such a talk, please contact 012-303 9383 or call Mr. Chong Mok Yong at 03-7782 1993.

Friday, October 19, 2012

An unwelcomed joint owner

Mrs Wong called me today. Her husband passed away suddenly without leaving behind a Will. Now, three of her houses which are under joint names with her late husband has a new joint owner - her mother-in-law.

She asked her mother-in-law if she could sell her 1/4 share in her late husband's 50% share to her. The mother-in-law said 'No, I want to will my share to my three other sons when I pass away in the future'. 

Mrs Wong was very angry but she can not do anything to stop her.

All these anger and frustration can be avoided if her late husband has written a Will.

For more information on writing a Will, please call Mr. Chong at 012-303 9383.

A man with 2 Wills

Mr. Wong has 2 families. He went to a legal firm to write a Will to will away his assets that are held under joint names with his wife, Ms Susan to her and went to another legal firm to write another Will that will away assets that are held under joint names with Anne, the mistress to her. 

He did this is because he wanted to keep secret of his assets distribution. 

Mr. Wong called me 2 days ago to ask my opinion if what he did was correct. I told him that his second Will actually revoked his earlier Will and Susan will get nothing. Quickly he rewrite a new Will and and put down all his asset in one new Will and appoint Rockwills Trustee Berhad as his executor. This appointment will prevent contentions among the two families.

For information on Will and Trust, please contact Mr. Chong at 012-303 9383

Thursday, October 11, 2012

Tuesday, October 9, 2012

Congratulation to PEPs under 'CMY Group' who achieved the CEO Award 2012

I wish to congratulate the following PEPs from 'CMY GROUP' who qualified the recent CEO Award.

1. Jessie Ooi
2. Alwin Leow
3. Lai Choy Ha
4. Evelyn Bek
5. Helen Tham

"Well Done!! Keep the momentum and achieve the Golden Club Award by end of the year"

Most of them went for the Bali incentive trip last week and have an enjoyable time there. They stayed in the famous Hard Rock Hotel, Bali.

Saturday, June 23, 2012

Rockwills Telephone Contacts Numbers



Want to write a Will or find out more about the establishment of a trust but can not find an experience and fulltime Professional Estate Planner? The above are some of Rockwills' contact telephone numbers. These Professional Estate Planners are experience and fulltime in the business, they are Professional Estate Planners under the CMY Group, the premier group in Rockwills. The CMY Group is under the leadership of Mr Chong Mok Yong; an experience Professional Estate Planner with more than 12 years of fulltime experience with Rockwills. Mr. Chong is also a well known speaker on Will and Trust. You can invite him to share on the topic of Will and Trust in your office or home, FOC. Just drop him a line at info@rockwillsonline.com.my.   

Are you looking for experience Will-Writer and are you staying in Melaka or Negeri Sembilan?

Rocwkills provides home services and free consultation on Will and Trust. If you are staying in or work in the state of  Melaka or Negeri Sembilan and want to find out more about Will-Writing, you can call Rockwills Melaka at 012-573 9383 or Rockwills Negeri Sembilan at 012-573 9383 or 012-303 9383(Chong Mok Yong)

We have experience Will Writer who can assist you to draft a Will that function to your current situation. For a Will to be functional, it does not just take care of the distribution aspect of your assets, the Will must have express instructions or powers that enable your appointed Trustee to act the way you wanted him/her to so that your assets are protected and your beneficiaries enjoy the full benefit.

Please visit us at www.rockwillsonline.com.my for more information on Will.

Friday, June 1, 2012

New Rockwills office in Ipoh.

We are please to announce the opening of our Rockwills office at No. 51A, Lengkok Desa Rashah 1, Desa Rishah, 30100 Ipoh on 3/6/2012.

With this new office, The CMY Group in Rocwkills will be able to reach out to more customers in Ipoh. At the sametime, PEPs under CMY Group will have a place to meet up for training, conducting Will Talk, conduct recruitment Talk etc.

If you are in Ipoh or any part of Perak and wish to explore the Will-Writing business or to write a Will under the brand name of Rockwills, please call 012-303 9383 for more information.

Sunday, May 6, 2012

Estate Planning is a big vast untapped market in Malaysia


Will Talk at Kwong Tung Association, Ipoh, Perak

I gave a Will Talk at Kwong Tung Associaton, Ipoh, Perak on the 22/4/2012 at 11.30am and another one at Fui Chew Association at Bidor, Perak at 3.30pmon the same day.

On the night before, I was giving another Will Talk at Baptist Church, Ipoh at 8pm..


40 Billion of Unclaimed Assets reported on head lines of Nanyang Siang Pau on 23/4/2012


Friday, April 13, 2012

Will Talk at Transmacro Concepts Sdn Bhd, Shah Alam, Selangor

This morning, I was doing a sharing session at Transmacro Concepts Sdn Bhd, Shah Alam, Selangor. The topic was "Will Alerts!" It took me almost 1 hour to finish my session. During the session, I explained in detail the estate administration in Malaysia. How the law affect us etc. If you company wish to organise such a educational talk, please contact us at 03-7782 1993.

Tuesday, April 10, 2012

Will Talk Engagement

This year 2012, I started the year with a big bang, I have conducted more then 8 Will Talks within 3 months! I was talking at Senior Citizen Association in Kota Kinabalu; The Rotary Club Luyang, Kota Kinabalu; a Chinese Secondary School (Pui Teck) in Malacca; Chin Woo Stadium in Kuala Lumpur; a drug factory Xepa-Soul Pattinson Sdn Bhd in Malacca; a German factory in Nilai, Negeri Sembilan and Transmacro Concepts Sdn Bhd in Shah Alam, Selangor and others. During these recent Will Talks, I noticed that the awareness on Will have risen. Many are planning to write a Will to protect their family and assets after attending my talks. Many are also asking me about the establishment of 'Trust'. The structure of a trust and how it works etc. I am glad that more people are starting to realise the importance of estate planning. Will and Trust are two estate planning 'tools' that everyone should have. A Will ensure all you assets are distributed your way, according to your wishes. A trust helps to protect your assets from creditors, prevent wastage, provide liquidity, protect the needy beneficiaries etc. If you are interested to explore more on these subjects, do contact me at 012-303 9383 or visit www.rockwillsonline.com.my.

Monday, April 9, 2012

Looking for interested individual and company to network on Estate Planning Business

Estate planning has become the 'one' business that many are talking about nowadays. More tahn 90% of eligible Malaysian do not have a Will and most Malaysian do not know about Trust.

Will and Trust are two estate planning tools that most people, especially the business man should have to ensure their estate are protected and distributed their ways.

We are looking for interested individual to join the 'Premier Group' in Rockwills. Under The CMY Group, we have a set of operations method which have been proven over the years, that is effective to help anyone to build a business in estate planning, particularly in Will and Trust. This person should have some passion in the business and willing to learn.

We are also looking for groups or company in the industries listed below to net work with the CMY Group.

1. Insurance, unit trust groups that are looking for a Fulltime partner in estate planning to provide added services to their existing clients.

2. Companies like secretarial companies, accounting firm, companies involving in M2H programme etc.

Our specialisation in Will and Trust will surely able to provide added services to your existing clients.

We have been with Rockwills for more then 12 years, fulltime in Will and trust. We are also the consistent award winning team in Rockwills. Our experience and expertise is something that many that are looking for. There will not have any conflict in 'tied up' with The CMY Group.

Do drop us a line if you want to explore more on this Will-Writing and Trust business under the household brand of Rockwills.

visit: www.rockwillsonline.com.my or call 012-303 9383 / 03-7782 1993 (Attention: Chong Mok Yong)