Exclusive Invite For Financial Agency Leaders!
“The 3-In-1 Estate Planning Advantage Masterclass”
Discover A Time - Tested Approach To Cross/Up Sell Effectively To The High Net Worth... By Gaining An Advantage Over Other Consultants Through Estate Planning
Featuring 2 Esteemed Speakers With Over 30 Years Of Combined Experience In Divorce Planning, Legacy Planning & Financial Planning:
Darren Tan, Master Estate Planner, PTEPPL
Monalisa, TOT, Victoire Advisory
Exclusive Invite For Financial Agency Leaders!
As a fellow financial leader, I’m sure that you know the about importance of estate planning.
In such a saturated industry, gaining mastery in estate planning can be your (and your team’s) advantage over other FCs.
Not many financial consultants can do it.
Because estate planning is only suitable for the elite few.
For those still struggling with the basics like prospecting, closing and product knowledge, integrating estate planning into the mix is probably too early for them.
In my 22 years in the industry, I’ve trained thousands of consultants in the art and science of estate planning…to devastating effect:
“Today I found interesting fact that, a lot of savings account, (e.g. DBS, POSB) that are not claimed. Because, nobody knows about it. Many unclaimed insurance policies out there. And that is, such a waste.“
- Albert Swe, Happy Participant
“With this knowledge, I can reach out & start a lot of conversations with my clients. I'm going to use that, speak to more of my clients about it, and hopefully bring more value to my clients.“
- Jason Long, Happy Participant
I Like To Invite You To My Upcoming “3-In-1” Estate Planning Advantage Masterclass”
Together with my fellow speaker, TOT qualifier Monalisa, we’ll be sharing plenty of legacy planning, divorce planning and financial planning nuggets you won’t find anywhere else.
There’ll be content aplenty.
There’ll be lessons of high quality.
There’ll be takeaways to apply immediately.
In other words…don’t miss out!
Here’s a sneak preview of what we’ll be sharing during this 2-day masterclass:
- The 3-In-1 Estate Planning Advantage – How to utilize legacy, divorce and financial planning to differentiate from your competition.
- Practical, Step-By-Step Case Studies You Can Model After – Follow our structure to add massive value to your clients!
- The Fast Track To TOT – It may seem out of reach to many, but TOT can be achieved with the right strategies and approach. Who better than a serial TOT qualifier (Monalisa) to share her secrets with you?
- The Secret To Attracting And Retaining High-Net-Worth Clients – When you apply our strategies, these desirable clients will have little choice but to choose you to manage their financial affairs!
- Many other strategies, formulas and actionable learning lessons featuring the integration of estate planning with financial planning.
Event Details:
Date: 21, 22 September 2023
Time: 10am – 5pm
Venue: “Only U Space”
10 Anson Road #31-06
Singapore 079903
Hold On…Is This A Free Masterclass?
No, it’s not.
This isn’t a preview.
This isn’t a sharing session.
This isn’t a teaser meant to upsell you later.
This is the real deal.
It’s a full, 2-day program packed with content you won’t find anywhere else.
For our previous programs, we were charging $888 per pax.
And we were always oversubscribed.
Because despite the small fee, FCs can see the value in what we offer.
This time though…
We are opening a few more slots,
At only $688,
But due to limited amount of seats,
We can only keep it open for few more slots until 10th September 2023.
So hurry and secure your seats at this limited-time discount!!
I’m Reaching Out To YOU First - My Fellow Team And Agency Leaders
Because I want to collaborate.
And if there’s synergy, to work something out in the long-term.
That’s how I see our training business growing; with your support.
And in return, we’ll empower you and your team members with new skillsets to up their game and grow their sales.
Sounds like a fair deal?
I certainly hope so!
If you’re keen to explore a partnership, click the button below, fill in your details and I’ll contact you myself to discuss.
(Or you can reply to the email I sent you)
The benefits, the terms, the timeline, and all the important details.
So let’s talk.
Leader to leader.
And let’s work out a win-win partnership!
Can’t wait to share more with you soon!
To Our Upcoming Estate Planning Partnership,
Darren Tan, Master Estate Planner
P.S. I apologize for sending over this message to late. The 3-In-1 Estate Planning Advantage Masterclass is not that far away.
I don’t mean to rush you. But if you’re keen to work something out with us, do register below ASAP so we can make the necessary arrangements.
Join us on 21st – 22nd September 2023 for our next Singapore Estate Planning Masterclass: “Legacy Planning + Financial Planning + Divorce Planning”
At this forum, we collaborate and exchange insights to become more effective Estate Planners. Here’s a sneak peek at our September 2023 topics:
Speaker 1 = Darren Tan – Legacy & Financial Planning
Speaker 2 = Monalisa – Legacy Planning + Divorce Planning
Our speakers are experienced practitioners with backgrounds in the Financial Advisory industry.
In this full 2-day masterclass organized by Private Trust Estate Planning, you will get to learn invaluable information about the importance of Wills, Trusts, and LPAs in legacy planning, specifically pertaining to divorce cases.
REGISTER NOW – SPACE IS LIMITED!!
Privacy & PDPA Policy Note: By submitting your information and contact details, you agree that we may collect, use and disclose your personal data as provided in this application form or (if applicable) as obtained by our organisation as a result of your membership, for the following purposes in accordance with the Personal Data Protection Act 2012 and our data protection policy.
Sign Up Now - Only Until 10th September 2023!
Current Seats At $688 - Only 50 18 Seats Left
Master Estate Planner
PT Estate Planning Pte Ltd
By joining this Estate Planning Masterclass,
You will be able to completely peel into How The Top Financial Consultants Are Closing More Cases & Increasing Their Average Premium Size,
Specifically pertaining to families facing divorce, because divorcing couples often:
High Net-Worth.
Own multiple assets (even including insurance),
Almost always have legacy (assets) distribution issues,
Always looking for advice on life, marriage, and/or asset management.
Within this 2-day program, you'll dive deeper into Estate Planning
And learn how it can differentiate you with other financial advisors that are just beside you.
Position yourself as a more trustworthy advisor in the eyes of your clients & prospects.
Remember!
We are opening a few more slots, At only $688,
But due to limited amount of seats,
We can only keep it open for few more slots until 10th September 2023.
So hurry and secure your seats at this limited-time discount!
See you in the event!