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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

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.

The question is: How do you combine it effectively with financial planning?

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.

But for the cream of the crop, meaning agency leaders and top producers like you, estate planning can be your game changer to elevate your sales production to the next level!

In my 22 years in the industry, I’ve trained thousands of consultants in the art and science of estate planning…to devastating effect:

I Learned Impactful & Emotional Ways To Sell More Easily!

- Albert Swe, Happy Participant

Learning Lessons To Add More Value To My Clients!

- Jason Long, Happy Participant

On that note…

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.