How to Sell Insurance Policies through Estate Planning?

On the invitation of a friend, this afternoon, I was giving a sharing session to a group of insurance agents at No. 10, Jalan Pelukis U1/46, Sek. U1, Tamasya Industrial Park, Shah Alam, Selangor. During the session, I went into detail how insurance policies could be sold going through estate planning. About 20 agents attended.

In Rockwills, we also say 'Start with Estate Planning and end with Wealth Planning'. In fact this should be the correct approach that an insurance agent should take. Through estate planning, we understand the concern, worries, needs of the client and their beneficiaries and we can provide solutions through creation of a trust which can be funded through insurance policies payouts..

For more information on this exclusive talk, please call 012-303 9383 or 03-7782 1993.

4 Days Training Schedule - Month of July 2013

For more information, please call 03-7782 1993.