Insurance Applications
Practical Insurance Planning – Module 2 (PIP2)
Overview
Learn about advanced insurance planning techniques that are used by HNW, business and international families.
Highlights
ENGAGING THE HNW
How advisers can engage HNW clients, why the HNW still purchase insurance and the most common insurance products they purchase.
PREMIUM FINANCING
How it works, its pros and cons and how advisers can and must deal with premium financing even if they do not offer it.
HNW PRIORITIES & ADVANCED INSURANCE PRODUCTS
The HNW have illiquid and large assets, complex ownership structures & liabilities. We examine their priorities when it comes to insurance planning.
Curriculum
- HNW Priorities
Bank vs insurer definition of HNW
How do Advisers engage HNW clients - HNW insurance instruments
Such as Universal Life, Single Premium Whole Life, Indexed UL & Term plans
Premium Financing - Understand needs and challenges of HNW
Illiquid and large assets, complex ownership & liabilities
Assets in different countries & tax implication
How to distribute assets fairly and privately to beneficiaries
Course Fees
Online Training
$1,000/person
$100*/person
*After 90% IBF Subsidy.
*Terms & conditions apply. Valid till 31 December 2021.
In-Person Training
$1,200/person
$120*/person
*After 90% IBF Subsidy.
*Terms & conditions apply. Valid till 31 December 2021.
Course Duration
8 hours over 1 day or 2 half days.