Expand your professional impact beyond wealth management by becoming a Chartered Estate Planning Adviser. Navigate Asia’s complex legal and tax landscape confidently, enhance your expertise, deepen client trust, and stand out in the industry. Join our upcoming info session to find out more!
In this session, you’ll learn how to:
✅ Use a life insurance policy to replicate a portion of an ultra-high-net-worth individual’s wealth, taking into account underwriting considerations and funding sources for the policy
✅ Place the life insurance policy within an Asset Protection Trust
✅ Establish a trust nomination under Section 132 of the Insurance Act
✅ Address and manage the ongoing complexities associated with jumbo life insurance policies
Reserve your spot today!
