Training session for a group of insurance agents at Kuchai Lama, Kuala Lumpur on 3/7/2013

I was giving a sharing session on how to sell insurance policies through estate planning. For insurance agents, it is earlier to start with estate planning to find out the need of the clients and use insurance policies for funding purposes. When a client write a Will or create a trust or sign up for business protection trust (BVPT) under Rocwkills, the issue of funding can be addressed through purchase of insurance policies. To ensure there is liquidity from the date of death to the extraction of GP and distribution of assets, set up declaration of trust for a bank account or purchase an insurance policy will solve the liquidity problem. For more information on Will and trust, please call 012-303 9383 or PSC at 03-7782 1993.