For Agency Leaders who are always thinking how
to increase your agency overall sales and productivity –

How to Equip your Consultants with Estate Planning Frameworks to Increase Insurance Sales

Leverage On the Power of Estate Planning
to Upskill Your Entire Team
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Agency leaders…

Remember the days when you first brought your consultants on board, and made that heartfelt promise to unleash their full potential within the demanding industry?

Yet, as time has passed, your seasoned consultants find themselves seeking more substantial expertise, especially in areas like Estate Planning and Business Succession.

Many have probably embarked on courses elsewhere, but let’s be candid – these courses often offer theory with little practical help to implement what they have learnt.

This is because the best form of learning is when you learn from a fellow practitioner who has walked the path, conquered challenges, and is eager to impart these invaluable experiences.

Practical, relatable knowledge, not just abstract theories.

That’s precisely why engaging Eugene as your trainer is a definite game-changer. He’s the mentor who brings practical wisdom and a wealth of real-world experience to your team.
Why eugene?

Estate + Financial Planning =
Level up sales figures exponentially!

As Agency Leaders, we are always on the look out for new training, thinking of new ideas and Strategies to help the growth of our Financial Consultants.

I’m sure we all know about the importance of estate planning. But not many know about it in-depth; certainly not to the extent of combining it with financial planning.

That’s because estate planning is not suitable for every financial planner. It’ll only work for the elite few.

For those who are still struggling with the basics like prospecting, client engagement and closing, estate planning is probably too early for them.

But for the cream of the crop, meaning your top producers that are ready for the next big breakthroughs in their careers…estate + financial planning is a potent combo that can level up sales figures exponentially!

Closing Large Cases With High-Net-Worth Clients Is
The Fastest Way To Achieve MDRT, COT, And TOT

But Many Financial Consultants Don’t Know How!
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Hear Directly From These Agency Leaders Who Have Engaged Eugene To Empower Their Team!

Eugene Packaged Estate Planning In A Simple To Understand Matter For All Financial Agents

Goh Chan Joo
Great Eastern FA Financial Services Director

Eugene Captured The True Essence Of Estate Planning And Conveyed It In A Very Simple Yet Powerful Way To My Team

Augustine Seah
Prudential FAM Financial Services Director

Eugene Helped Me To Enhance My Clients’ Portfolio & Effectively Structure Their Wealth Distribution

Xerxes Huang
AIA Financial Services Director

Eugene Helped Me Close New Policies As A Result Of Estate Planning!

Noel Lim
Great Eastern Financial Services Manager

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I’ve Helped Many Financial Agencies

Unlock the power of Trusts, skillfully connecting them with insurance solutions,
paving the way for increased success.
I’ve worked with many financial agency leaders. I know full well the struggles of running and managing a team. Sales is always a worry – how some team members are not performing, how to help them do better etc.

Estate planning is my solution for them. After applying it in their sales presentations, they’re now high-performing units of dedicated financial planners with no problems closing clients from all walks of life (including high net-worth clients).
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Close over
200 Family Trusts

Trained over 1000
Financial Consultants

Over 15 Years
in Industry

As Featured In
Trainings to equip your Financial Consultants to break into the higher net worth market!
Choose A Training Workshop That Best Suit Your Team

Proven Strategies for
Client Acquisition

Learn techniques that will attract and retain high-net-worth clients, making your agency the go-to choice for estate planning and insurance services.

Boost Your Team's
Confidence

Armed with knowledge and practical know-how, your team will exude confidence, inspiring trust and loyalty from clients.

Enhance Cross-Selling
Opportunities

Seamlessly integrate estate planning into your existing insurance services, unlocking new cross-selling possibilities that boost your revenue.

Workshop 1:

The secrets of mastering the 3Rs of High Referability and Sales as a Banker and prospecting clients using estate planning


1.5 hours

I want Workshop 1
Mastering the 3Rs for High Referability and Sales
  • What are the 3Rs?
  • Why are they important?
  • How to apply them into your practice?

Integrating Estate Planning into Your Existing Clientele and Retaining them
  • How to introduce Estate Planning to your clients
  • Using Banking Solutions to integrate with Estate Planning

Case Study: Using Estate Planning to Open Up Insurance Cases
  • How to replicate this success in your practice
Workshop 2:

Discovering how Estate Planning integrates with Financial Planning seamlessly through a Top-Down approach


2.5 hours

I want Workshop 2
Your role as your client’s relationship manager – Why wealth distribution is key?
  • How to build immediate trust within the high-net-worth space

4 practical steps to value-add your existing clients in estate planning
  • Asking the right questions
  • Understanding beneficiaries living in cross-border jurisdictions
  • Providing your clients a peace of mind in wealth distribution
  • Managing a portfolio of assets upon clients’ passing
Workshop 3:

Learn how to execute a pre-planning process for clients on their assets using estate planning


3 hours

I want Workshop 3
Uncovering Blind-Spots for Risk Management Solutions – How to Position Yourself
  • Incorporating 3 essential funding principles into your process
  • Establishing the asset restructuring framework for your clients
  • Mastering the key of scenario-building in estate planning
    • Proposing suitable solutions to your clients (3G Plans, Universal Life, Single Premium SGD/USD, Endowment Plans, Annuities)
Workshop 4:

Combine The Knowledge Of Trust Planning With Estate Planning


4 hours

I want Workshop 4
How to present ‘Trust Solutions’ for your clients
  • Transition from wills to trust solutions
  • Top 5 reasons why clients choose trust solutions
  • Using court judgement to pitch your case

Drafting your clients’ letter of wishes
  • Why the need to use a Legacy Checklist (Marketing / Practical)
  • Clearing the Blind Spots
Workshop 5:

How to Stand Out Against Your Competition with Estate Planning


2 hours

I want Workshop 5
Workshop Objectives
  • Learn how to break into the higher net worth market using Estate Planning
  • Equip yourself with the ability to increase your referability via Estate Planning solutions
  • Adopt simple ways to integrate Estate Planning with your current product offerings

Workshop Outline
  • Master the 3Rs of Estate Planning to reach a new market
  • Grasp the skills on How to integrate Estate Planning with Insurance Solutions seamlessly
  • Sharing of recent Case Study that translates to adding value to Business Client

Prefer A More Tailored Program?
We can customise the training for your Agency too.

We understand that each agency has specific needs and challenges. Our training is customized to address your unique requirements, ensuring maximum impact.

Click the button below to chat with us and organised a customised workshop for your team.
Chat with Eugene

You and your team can be the next success story!

Find out what are the take-aways after the extensive estate training by me and how these Financial Consultants value-add their clients and even future prospects with the newly gained knowledge through Estate Planning.

Real people, real results,
listen to what our Course Graduates say!

1 Case 1 MDRT AGAIN using Estate Planning Strategies In Eugene’s training

Alex Peng
Great Eastern FA Executive Sr. Manager

Closed a 5-digit case with the help of Eugene using Estate Planning angles

Tammy Chen
Prudential FAM Financial Consultant

Hitting MDRT with ONE Client by implementing what I learned from Eugene’s Training

Heng Yi Hao
Manulife FA Associate Director of Sales

Achieved COT with the framework that Eugene taught us

Cynthia Ho
AIA Financial Consultant

Closing more cases by learning how to SIMPLIFY Estate Planning with Eugene

Joshua Lee
Manulife FA Assistant Vice President

Closed a $70k Retirement Plan after Eugene’s training open up a whole new perspective for me

Anthony Goh
AIA Financial Services Manager

Closed a single premium case using one of the sales methods in Eugene’s course

Tay Shi Guan
AIA Personal Wealth Manager

Doubled premium sizes & shortened sales cycle since I attended Eugene’s training

Rayvern Chng
SG Alliance Financial Services Manager

Received 5 INSTANT Referrals by implementing Eugene’s Estate Planning strategies

Shawn Koh
Synergy Financial Advisers Senior Relationship Manager

Closed 4 Wills in 1 Setting right after Eugene’s Masterclass!

Kng Chi Han
PIAS Polaris Advisory Group Financial Services Manager

Met with 6 potential prospects within 2 weeks by following Eugene’s sales process!

Gladys Tan
Finexis Advisory Financial Consultant

Gained more Trust from Clients using Eugene’s questioning techniques

Ong Gim Teng
Manulife FA Assistant Vice President

Insurance can be one of the Solutions in Estate Planning through Eugene’s training

Tay Kah Lok
Finexis Advisory Financial Consultant

My Consultants saw a breakthrough in their sales after attending Eugene’s training

Kuah Rui Han
Synergy Financial Advisers Senior Deputy Director

Closed 4 Facebook Prospects using the Estate Planning strategies from Eugene’s training

Muhammad Fawwaz
AIA Ethiqal Wealth Advisory Financial Services Consultant

These Financial Consultants Are
Already Reaping The Benefits Of My Training.

What Are You Waiting For?

Eugene’s sharing help to open up new angles which we can tap on especially for new profile of clients. I am glad that I signed up for this!
Kurt Ng
AXA Financial Services Director
Very engaging! Clear and easy presentation to understand! Will strongly recommend this for fellow industry friends.
Samuel Teo
Aviva FA Financial Services Director
New perspective of strategies to transition into insurance sales! Will strongly recommend this.

Jasper Chan
Prudential Financial Services Manager
Very easy to understand and apply for clients appointments right after the sharing! Eye opening!
Alex Peng
NTUC Income Financial Services Manager
Very solid sharing! Learn a lot from this session! Very valuable sharing to take away!

Jolene Goh
NTUC Income Financial Consultant
The case studies were very helpful! Thank you!


Wesley Sng
Prudential Financial Services Director
Concepts are very innovative and easy to apply in real life. I have learned alot from this session!

Irene Koh
Great Eastern Senior Executive Life Planner
I feel more confident talking to higher net-worth clients now!


Shaun Chong
Prudential Financial Services Director
I’ve learnt how to integrate Insurance Solutions through Estate Planning angles and I believe this will help a lot in my future prospecting of clients and bring in more cases. I am glad that I signed up for this!
Pauline Lei
Prudential Senior Financial Consultant
I have learn how to better prospect my clients through the methods Eugene had taught us! Helps to open up new angles which we can tap on especially for new profile of clients!
Kaien
Great Eastern Executive Senior Manager
Concepts and sharing are eye-opening! Easy to understand and apply in real life. Very satisfied with the class and the content are excellent! Will strongly recommend this.
Jovon Lee
Prudential Financial Consultant
Learnt how to integrate Insurance Solutions through Estate Planning angles which will help a lot in my future prospecting of clients!
Yvonne Wu
AIA FA Financial Consultant
Very informative and also had new insights! The methods are easy to apply for clients’ appointments right after the sharing! Thank you so much!
Sherilyn Chua
Prudential Financial Consultant
Learnt how to not use technical terms with clients! The various cases studies are helpful too! We can also use the scripts given for clients appointments right after the sharing!

Efon Cheong
AIA Financial Services Consultant
Learnt how to use estate planning to propose insurance products to cater to client’s estate planning needs. Will recommend this for fellow industry friends!
Ivan Lim
Prudential Financial Consultant
Eugene’s concepts and sharing are eye-opening and it help to provoke thoughts that we have not considered about before. A lot to learn from him!
Johann Tay
Will and Legacy Wills & Trust Advisor

Train Your Team In The
Art & Science Of Estate Planning

Let me empower your consultants to achieve their next sales breakthrough!
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Eugene Soo, Estate Planning and Wealth Coach
Awarded as Top Trust Writer for Consecutive Years
Eugene Soo is a well-trusted estate planner and legacy trainer among high-net-worth individuals in Singapore. He holds the title of Chartered Financial Consultant as well as the Associate Estate Planning Practitioner from Wealth College.

Achieving all by incorporating estate planning into his sales advisory process during the past 12 years in the financial advisory business.

Eugene has since set up more than 200 families and business trusts which has led him to win the Top Trust Producer Award for multiple years running. He was also invited to share his expertise on 938 Live, Channel U Money Week, The Sunday Times and have also been interviewed by Eric Feng on his popular podcast ‘Highly Sought After’ on Estate Planning.
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Still Have Questions?
Yes! Estate planning may sound complex initially. But fret not because content covered in our trainings will be made simple to understand with my frameworks, concepts and real case studies which I will be imparting all to you in the training (with minimal use of theories).

There are also easy to use, high converting scripts which I will be giving you access to as a bonus to ensure that you succeed in closing deals from estate planning.

All financial consultants, regardless of qualifications or years in the industry, are welcomed.
Of course not! Estate planning may sound daunting but it’s actually easy to grasp if everyone understands the foundation and logic behind it. I will be using tons of easy to understand lingos (there will not be technical jargons) and they will soon realise how Estate Planning are actually interlinked with Financial Planning.

You may be surprised, but these are actually things that your Financial Consultants may already know just that they do not know how to implement them into their financial process.
If you truly want your Financial Consultants to differentiate themselves in the crowded financial business space and open up more insurance cases and double their average premium sizes, you need to incorporate estate planning into their financial advisory process and attend our trainings right now.

We can always hop onto a discussion to understand more about your agency’s dynamics first as there is no one-size-fits all training!
You don’t need to have an Estate Planning license to attend the training! I will be giving you my tested and proven systems and processes that I’ve been refining over the past 12 years so that your Financial Consultants can easily incorporate estate planning into their financial advisory process and start opening up more insurance cases and doubling their average premium size!
Unlike other theory heavy courses, my Estate Planning trainings are taught with simple, practical and easy to understand Estate Planning Concepts and Scripts. Based on my 12 years of experience in the local landscape and after closing over 200 family and business trusts.

To make the learning environment more inclusive, there will also be time for in-depth discussions and Q&A and your Financial Consultants will be able to tap onto my brains for creative solutions using Estate Planning.
For any inquiries, please write to contact@securinggenerations.com.sg or WhatsApp +65 9725 9034 and we will help you out.