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Why Eugene ?

Estate + Financial planning is a potent combo that can level up sales figures exponentially!

As 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 agency leaders and top producers ready for the next big breakthroughs in their careers…estate + financial planning is a potent combo that can level up sales figures exponentially!

I am the Top Trust Planner under PreceptsGroup International for consecutive years and I’ve been invited to share my estate planning expertise on several media platforms like The Straits Times, Mediacorp TV and 93.8 Live.

Let me empower them with the ability to achieve their next sales breakthrough.

More importantly, I’ve trained many financial consultants on how to integrate estate planning with financial planning.

Their results have been really good as well. 

Are you always worried about sales?

That’s Why I’m Writing This Short But Important Message To You

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. As is how some team members are not performing. And also how to help them do better.

Estate planning was my solution for them.

After applying it in their sales presentations, they’re now high performing units of dedicated financial planners, who have no problems closing clients from all walks of life (including high net worth clients).

Are you always worried about sales?

That’s Why I’m Writing This Short But Important Message To You

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. As is how some team members are not performing. And also how to help them do better.

Estate planning was my solution for them.

After applying it in their sales presentations, they’re now high performing units of dedicated financial planners, who have no problems closing clients from all walks of life (including high net worth clients).

Now, My Solution Can Be
Yours Too!

What I’m proposing :

Partner with me. Let me train your team in the art and science of estate planning. Let me empower them with the ability to achieve their next sales breakthrough.

So come have a chat with me. Let’s meet up for coffee (I’m buying), let me explain how exactly estate planning has helped my team and I, and how I can add value to your team.

Here’s a sneak preview of what
I’ll be sharing

  • The Estate Planning Advantage

    Critical steps to seamlessly integrate estate planning with insurance solutions (Universal Life plans, Single Premium Life Insurance, Term, 3G Plans) to level up sales figures exponentially within a short time.

  • How To Use Estate Planning To Gain Access To High Net Worth Clients

    You’ll also get a step-by-step script with new and effective sales angles to close more deals with this exclusive group.

  • What I Learned From Personally Setting Up Close To 200 Family Trusts

    By learning from my experiences in legacy and trust planning for clients, you can accelerate your sales cycle and enjoy bigger sales quantums.

  • The MDRT And COT Fast Track

    A key component to achieving this goal is by focusing on jumbo policies and risk management solutions. I’ll be sharing exactly how you and your team can implement this when we meet up!

  • How Estate Planning Can Uncover Your Client’s Life Worth And Hidden Assets

    Without estate planning, it may take a lifetime (or sometimes not at all) to find out your client’s true worth. Which means plenty of missed opportunities, and a failure to capitalize on the maximum value of a client.

Many Other Estate Planning Strategies, Techniques And Insights To Help You And Your Team

Sell More, Sell Faster And Sell More Easily!
I Want To Find Out More

Register For An Estate Planning Coffee Session With Me Now!

Here are a few raving reviews from my previous participants. You and your team can be my next success story!

Register For An Estate Planning Coffee Session With Me Now!

Here are a few raving reviews from my previous participants. You and your team can be my next success story!

Video Testimonials

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

Hear how these Financial Managers open up more doors and cases through Estate Planning training by Eugene, which
complement their insurance solutions, resulting in new sales.

AIA Financial Services Manager, Xerxes Huang

Great Eastern Financial Services Manager, Noel Lim

Hear what the CEO Lee Chiwi, of PreceptsGroup International has to say about Eugene in his years of business,

helping families to structure a well-planned distribution.

CEO of PreceptsGroup International, Lee Chiwi

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!

Very engaging! Clear and easy presentation to understand! Will strongly recommend this for fellow industry friends.

New perspective of strategies to transition into insurance sales! Will strongly recommend this.

Very easy to understand and apply for clients appointments right after the sharing! Eye opening!

Very solid sharing! Learn a lot from this session! Very valuable sharing to take away!

The case studies were very helpful! Thank you!

Concepts are very innovative and easy to apply in real life. I have learned alot from this session!

I feel more confident talking to higher net-worth clients now!

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!

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!

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.

Learnt how to integrate Insurance Solutions through Estate Planning angles which will help a lot in my future prospecting of clients!

Very informative and also had new insights! The methods are easy to apply for clients’ appointments right after the sharing! Thank you so much!

Very engaging and integration is clear and easy way to understand! Definitely help a lot in future prospecting!

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!

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!

The process flow and tips are clear and easy to follow. There are also some useful tricks that we can use. As a leader, we can implement all these for our team after the sharing too.

From Eugene’s sharing, I’ve learnt how to integrate Insurance Solutions with Trust selling. It is very helpful and insightful. I am glad that we engaged him for the sharing.

One key takeaway from Eugene’s sharing is to set up your Trust immediately. Integration of Estate Planning and Insurance solutions are very innovative!

Very insightful! The way Eugene presented is easy to understand by all, even if you are not in the Estate Planning industry.

Very helpful and insightful! Learned how to integrate Insurance Solutions with Estate Planning in Singapore!

Being a fellow industry player, Eugene’s concepts are eye-opening! Will strongly recommend this.

Eugene’s sharing is very professional and I get to better prospect my clients through his methods!

Learned about Estate Planning in Singapore and how to integrate Insurance with Trust! Glad we engaged him!

I believe Eugene’s sharing will help a lot in my future prospecting of clients!

Eugene sharing process is clear and easy to understand! Strongly recommend this for fellow industry friends!

Concepts are innovative and easy to apply in real life! Clear and engaging!

Eugene’s Singapore Distribution Method and Standby Trust with Insurance concepts are eye opening!!

Engaging! Clear and easy! Very innovative! Learnt a lot from this session!

From Eugene’s sharing, I’ve learned new ideas on how to connect to Insurance Solutions. Believe this will help in sales!

Learnt how to enhance client’s portfolio through a more comprehensive planning approach! Very useful!

I’ve learned how to better prospect clients through the methods Eugene taught us! Help to open up new angles especially for new profile of clients! Strongly recommend!

The overall training is very practical and relatable in our field of work. I’ve learned how to approach my clients in another way which I believe will make me stand out from my peers. Very insightful class unlike any other!

Eugene has presented in a clear and easy way to understand from our point of view. I’ve learned how to introduce Insurance Solutions through Estate Planning. Glad I signed up for this Masterclass!

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!

Very practical and the methods taught are easy to implement for our future clients appointments. There are also practical scripts and checklists given for us to use during our appointments! Very useful and really enhance our knowledge.

Key takeaways are 3G Planning and wealth distributions! Very personal and easy to apply!

Eugene’s concepts and sharing are very unique and I have not heard about it from any other Estate classes!

The case studies are a good way to let client understands!

Still Have Questions

I understand that most of you will still have questions about how exactly our potential partnership can work.

After all, there’s only so much I can share here on a website.

So if you want to find out more, please fill in your details on the form, and I’ll contact you to share more.

What I can tell you is this – My estate planning strategies will be customized to fit your agency objectives.

Over the years, I’ve tested my estate planning strategies and techniques extensively on the ground with other financial consultants.

Honestly, the initial training sessions I did were not fantastic.

But I did not give up. I learned from those experiences. I tweaked. Improved. Enhanced.

Tried it again a few more rounds. Got better. But still not at my ideal level. So rinse and repeat – Tweaked, improved and enhanced even more.

Until I finally figured out the winning formula – The “final form” of my estate + financial planning integration. My participants are now reaping the rewards, and doing much better in their sales careers!

In other words, integrating estate planning with financial planning can be the gateway to levelling up your team’s sales performance!

And trust me when I say this: When we meet, it won’t be a ra-ra superficial chat.

I’ll share everything and anything I know about estate planning with you…no-holds-barred.

This is the way I add value. And this is the way you can use my knowledge for your team’s benefit.

More sales for your team?

More high net worth clients?

More MDRTs and COTs?

Let’s meet up for coffee (I’m buying)

Really can’t wait to meet up and share more with you really soon!

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