Wealth Distribution Process is not complicated
What complicated is the PROCESS BEFORE DISTRIBUTION
Here is why to date, there is 70 Billion of wealth still stay unclaimed and the figure is still climbing
My asset will be distribute or transfer ownership automatically after I pass on? The answer is NO.
Writing a WILL is not for yourself, in fact is to reduce the hassles and unnecessary trouble for your next of kin.
WILL is for everyone, regardless the size of the asset, EMOTIONAL & FAMILY RELATIONSHIP are the bigger puzzle to handle during the period, and it can be pre-arrange inside your WILL.
As to date, there are RM 90 Billions of asset from those who pass on, STAY FROZEN and yet to be claimed. In fact, asset distribution process is not as complicated, where there are law and regulations been lay down. What cause the unclaim assets, is the family challenges & alignment prior before application of distribution processes. WILL is the instrument to lay down what need to done and who gets what in minimizing the family challenges.
WILL is for everyone.
Objectives:
At the program's conclusion, participants should be able to:
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Understand the financial planning goals
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Differentiate the pros and cons of different type insurance tool
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Understand the ONLY 6 major coverages that they need
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Identify and calculate the ideal insurance amount that they need
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Read and review insurance policy book within 10 minutes
Course Outline
Module 1: What happen after I pass on?
Module 2: Effective Asset Distribution Tool
Module 3: Function of Will
Module 4: What is Trust (Declaration of Trust & Testametary Trust)