Rockwills' Special Gifts and Promotion for 2015

PROMOTION PERIOD:  1/1/15 TO 31/12/15

If you are a Rockwills' client who subscribed to annual custody, you can now upgrade your custody to lifetime custody and receive the beautiful special edition of Rockwills' thermos flask as above.

Call Rocwkills Service Centre at 012-303 9383 to find out more details.

The Benefit of Business Value Protection trust (BVPT)

To find out more about our BVPT, please call Rocwkills Service Centre at 012 303 9383.

Activities after a Training session in CMY Group.

I conduct regular training, once every two weeks at Rocwkills's Pear Hotel Training room, The sharing session enable practical method of presentation, legal knowledge and all other aspects of the business is taught so that the new Reps and other Reps under CMY Group have better exposure in estate planning. This is one of the reason why every Rep in CMY Group are doing well if they are focus in this business.

If you intend to venture into estate planning business, please consider the premier group in Rockwills ie the CMY Group as I will be able to help and assist you to excel in the business.

As a leader, I have been in full focus in estate planning business under Rockwills brand for the past 14 years and do not have other business like insurance, unit trust like which most REPs in Rockwills have.

If you want to explore the potential of Rockwills's business, please drop me a line at info@rockwillsonline.com.my or call 012 303 9383.

Below are some photographs taken when some REP enjoying their lunch after one of the training session.

Group Presentation on Business Value Protection Trust (BVPT)

On 26/8/2015, The management of Fronteam Construction Sdn Bhd at Kelana Jaya Office invited me to share with them on the interesting topic  'Business Value Protection Trust (BVPT)' or exist plan in simple term for the board of directors.

During the sharing, I explained the concept of BVPT, Why it is a more effective tool as compared to some other trust deeds signed among some shareholders.

BVPT is an arrangement that all the SME should have to put in place in order to ensure that the business can continue to operate smoothly even though one or two of the shareholders passed on. The arrangement also ensure the deceased's family will be compensated on a fair basis etc.

To know more about this product, please call Rockwills Service Centre at 012- 3039383.

Will Talk at Hilton Kuala Lumpur

On 26/8/2015, on the invitation of the HR Department, I was sharing with  a group of management and staff on the important of Will and Trust. The non Muslim section took about 1 hour and followed by another session on the Muslim Will and Trust by my associates.

In total, there are about 50++ persons attended the two sessions. Everyone benefited and learned something about Will and Trust.

If you organisation with to have a group presentation on Will and Trust, please do not hesitate to contact 012 303 9383.

Regular Training at Pearl Hotel for REPs in CMY Group

As a group leader of CMY Group in Rockwills, I have been providing regular training for REPs under CMY Group. Knowledge is most important in estate planning as the nature of business is very advisory in nature. Thus, with little knowledge, the REP can harly provide good and quality solutions to clients to address their concern in estate planning.

We have training once a fornight at 12pm to 2pm.   It is FOC. Thus, if you want to excel in estate planning under the brand of Rockwills, please choose the right mentor and join a group that provide regular training.

Quite often, We also invite practising lawyers to share on many tropics relating to Will and Trust for the benefit of REPs.

For more information on how to be an estate planning, please call Rockwills Service Centre at  03-7782 1993.

Will Talk at Prudential Assurance Malaysia Berhad, Taman Sea, Petaling Jaya

On 14/8/2015, at 2.30pm I was at Prudential Assurance Berhad's Taman Sea Office sharing with a group of Prudentail insurance agents under Mr Liew.

It was an interesting sharing as I explained that Rockwills is not just selling 'Wills'. As a Rockwills Estate Planner, the Will and trust that we recommend to clients should cover various aspects like liquidity, debt cancellation, extra protection for the assets and beneficiaries and exist plan etc. Writing a simple Will just to distribute assets in many situation is not sufficient, proper estate planning tools and solutions need to be incorporated to address the concern the clients might have or any legal problems that beneficiaries might faced when they received their gifts.

If you are interested to find out more about Rockwills estate planning services, please do not hesitate to call 012 303 9383 for more information.