Learning Objectives:
- State the benefits of estate planning
- Conduct a fact find interview for estate planning purpose
- Analyse the estate of a prospect
- Make recommendations to meet the obejctives of their clients
- Describe the law relating to estate planning
- Compute estate duties payable
- Use life insurance as a solution for estate planning
Course Outline:
- Introduction to Estate Planning and the various objectives of the client
- Legislations governing Estates
- Tools of Estate Planning
- Wills and Trust considerations and planning
- Succession Laws and Rules/ Regulations
- Detailed Estate Duties computations
- Case Studies on Estate Duties Computation
- Case Studies on Estate Duties Calculation – S73
- Computation of ideal Sum Assured to preserve value of estate
- Process of Estate Planning
- Estate Planner Fact Finder
- Case Studies and Recommendations
- Identifying Potential Prospect
- Prospecting Track
- Sales Presentation Kit
LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)