PROGRAMMES
" Integrating CPF Schemes into the retirement planning process with the CPF Projection Toolkit "
IBF Accredited Programme (FTS)
RETIREMENT PLANNING WITH CPF PROJECTION TOOLKIT
LEVEL UP RETIREMENT PLANNING
Proven concepts and strategies to close bigger cases
Retirement planning typically includes identifying sources of income, estimating expenses, implementing savings/investment programmes, and managing assets and risks. Future cash flows are then estimated to determine if the desired retirement income goal and lifestyle can be achieved.
In this programme, you will learn how to use our CPF Projection Toolkit to help your clients better plan their retirement with more clarity with their CPF and CPF LIFE. With confidence in the planning process, clients are more willing to commit a bigger savings budget in your proposed solutions.
" Be empowered with Drawmetrics, a drawing-based AI technology tool that quickly connects you with your prospects and/or candidates with valuable insights. "
IBF Accredited Programme (FTS)
EFFECTIVE COMMUNICATION & CONVERSION WITH CLIENTS AND PROSPECTS USING THE DRAWMETRICS
LEVEL UP YOUR CONNECTION WITH OTHERS
How to accurately connect with prospects and candidates
"People do business with people they like and trust;
People don't care how much you know until they know how much you care."
To navigate this and be connected positively to prospects and candidates, effective communication is key. Without it, Financial Consultants/Advisors and Agency Leaders may find the messages you’ve intended to send aren’t the messages that are received.
In this programme, you will learn how to connect with your prospects or potential candidates in the shortest time possible by identifying their current state of professional and personal well-being, so that you can improve your conversion to close cases or attract talents.
LEVEL UP ESTATE & LEGACY PLANNING
Wealth distribution concepts to create opportunities
Estate and legacy planning opens door for the trusted financial planning practitioners who possess the specialised knowledge and skills. Are you prepared when opportunity knocks? Or do you perhaps want to create opportunities and develop a niche market in the HNW space with estate and legacy planning concepts and ideas?
" Let our advance worrying become our advance thinking and planning"
" Effective tracking of your clients’ portfolio of investment-linked funds with the ILP Investments Tracker toolkit"
LEVEL UP INVESTMENT PLANNING (ILPs)
There is a Fund 4 Everyone
To paraphrase John Bogle of Vanguard Investment fame, “The secret is there are no secrets”. Want financial success for our clients? We have to educate ourselves on the fundamentals and be able to guide them in their investment journey.
In this programme, you'll learn how to present 3 wealth accumulation concepts to create interest in investing and apply the 3-Step formula to guide the client during an ILP investment portfolio review. Further, you will learn to use our ILP Investments Tracker toolkit to help clients stay on track with their investment goals. With the toolkit, you can now differentiate yourself from the rest and position yourself favourably.
" It's not enough to be busy...
Question is: What are we busy about? AMS mobile app empowers you
with the answers to be productive. "
LEVEL UP YOUR GAME WITH AMS APP
Easy and convenient activity tracking to build sales discipline
One big challenge for sales people is to inculcate the sales discipline to engage in productive activities and stay on track to achieve their targets or goals. The Activity Management System (AMS) mobile app makes it convenient to create your own success track and uses point system and pipeline visibility to help you stay on track.