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.