Want to open up more insurance cases and double your average case size?
Gain Exclusive Access To Singapore’s First Estate Planning Online Academy And Learn…
How To Open More Insurance Cases And Double Your Average Premium Size Immediately
Without buying leads, cold calling, roadshows or spending a cent on advertising
(You Can Even Access for FREE -- and only pay AFTER watching the Estate Planning content, IF you feel it's worth it…)
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Achieve Your Next Breakthrough With My Simple But Effective 6P Estate Mastery Framework
Eugene's course is the only one that taught me very concise and actionable frameworks after attending many Estate Planning courses over the last 8 years!
I even met up and garnered interest with a high net-worth client using concepts & frameworks Eugene taught me a day after the course!
Michelle Ngiam
Executive Senior Financial Consultant | Great Eastern FA
6 X MDRT Qualifier
TOT Qualifer 2022
Eugene helps me to think at a deeper level when designing estate plans for my clients and pointed out several blind spots that I have not considered.
I am now moving forward from being focused on retirement planning to estate planning for my clients!
Lee Song Yong
Financial Services Manager, PIAS
MDRT 2017-2020
TOT 2021
Eugene's course is the only one that taught me very concise and actionable frameworks after attending many Estate Planning courses over the last 8 years!
I even met up and garnered interest with a high net-worth client using concepts & frameworks Eugene taught me a day after the course!
Michelle Ngiam
Executive Senior Financial Consultant
Great Eastern FA
6 X MDRT Qualifier
TOT Qualifer 2022
Eugene helps me to think at a deeper level when designing estate plans for my clients and pointed out several blind spots that I have not considered.
I am now moving forward from being focused on retirement planning to estate planning for my clients!
Lee Song Yong
Financial Services Manager, PIAS
MDRT 2017-2020
TOT 2021
Here’s What You’ll Learn In Your Estate Planning Online Academy
Module 1- How To Prospect With Estate Planning
➡️ How to use Estate Planning as an advantage to stand out from the competition and impress current clients
➡️ How you can reach out to family members with Estate Planning and close 100 families instead of 100 individuals
➡️ The simple 3-minute concept selling script to get your client’s spouse to meet you willingly and at least 2x your closing ratio
Module 1- How To Prospect With Estate Planning
➡️ How to use Estate Planning as an advantage to stand out from the competition and impress current clients
➡️ How you can reach out to family members with Estate Planning and close 100 families instead of 100 individuals
➡️ The simple 3-minute concept selling script to get your client’s spouse to meet you willingly and at least 2x your closing ratio
Module 2 - How Estate Planning Can Be Implemented Into Your Business Today
➡️ Why other financial advisors struggle with Estate Planning
➡️ How to implement Estate Planning into your business and naturally attract the mass affluent and High-Net-Worth clients
➡️ The simple role play exercise you need to review your client’s policies in a new way that adds value and naturally opens new cases
Module 3 - Importance of Will-Writing in Estate Planning
➡️ What are discretionary and non-discretionary clauses and its importance
➡️ The 7 steps to create a will in under 30 minutes
➡️ How to continue adding value to a prospect with an existing Will
Module 3 - Importance of Will-Writing in Estate Planning
➡️ What are discretionary and non-discretionary clauses and its importance
➡️ The 7 steps to create a will in under 30 minutes
➡️ How to continue adding value to a prospect with an existing Will
Module 4 - How To Upsell Insurance Cases From Wills
➡️ The fastest and simplest way to close insurance cases from Wills without being pushy
➡️ Why Will writing can prevent your client from being another financial advisor’s prospect
➡️ How to utilise a little-known technique to incorporate Will writing into your financial advisory process and easily double your average premium size
Module 5 - How To Gain An Unfair Advantage With My 6P Framework
➡️ How to apply the 6 key components in my tested and proven Estate Planning Framework to be seen as a financial expert and naturally close more deals
➡️ The new and only way to open conversations and handle objections without being pushy and seen as the average Financial Advisor
➡️ How to copy and paste my scenario specific scripts to easily achieve 6 figures in annual income
Module 5 - How To Gain An Unfair Advantage With My 6P Framework
➡️ How to apply the 6 key components in my tested and proven Estate Planning Framework to be seen as a financial expert and naturally close more deals
➡️ The new and only way to open conversations and handle objections without being pushy and seen as the average Financial Advisor
➡️ How to copy and paste my scenario specific scripts to easily achieve 6 figures in annual income
Module 6 - LPA As A Lead Generation Tool
➡️ The one simple hack to at least 2X your referrals when applying for a LPA
➡️ How to generate a consistent stream of referrals with my LPA Referral System
➡️ The exact scripts and conversation starters to follow-up and nurture your referrals to have you as the top of their mind
Module 7- Trust Planning And Its Importance
➡️ Key indicators to tell if a client needs a trust
➡️ Type of assets that must be included in a trust
➡️ The only legacy checklist you need to provide a comprehensive trust for your clients
Module 7- Trust Planning And Its Importance
➡️ Key indicators to tell if a client needs a trust
➡️ Type of assets that must be included in a trust
➡️ The only legacy checklist you need to provide a comprehensive trust for your clients
Module 8 - Estate Planning For Business Owners
➡️ How to position Estate Planning and open conversations with business owners
➡️ How to conduct Estate Planning for business succession planning
➡️ Focus on these top 5 things business owners look at in Estate Planning and at least 2X your deal size
I’ll Even Give You Access To The Online Academy… For FREE
Well, it’s kinda free… Let me explain:
The Online Academy is gonna be $4997 for 12 months…
But for our Masterclass students, it's just $2997.
Your investment will be covered with just 1 to 2 insurance cases closed.
BUT…I want to make sure you LOVE it, BEFORE you invest a single cent.
So, this is how it works.
Simply input your credit card details below to reserve your spot… but you won’t be charged ANYTHING YET…
You’ll get access to your Online Academy with Module 1- How To Prospect With Estate Planning pre-loaded.
But, If For Some Reason You Decide The Online Academy Is NOT For You…
At the end of the first module, I'll give you an email address, so you can let me know you didn’t think it was worth the $2997 during the first 14 days of your purchase…
And I’ll cancel your order, and you won't be billed.
Does that sound fair?
Great! (That way, you only pay if you feel it was worth every cent.)
*At the end of the first module, you'll find the email address to contact if you want to cancel your membership.
Just do so within 14 days and you won't be billed.
You Can Access The Online Academy… For FREE…
And only AFTER you’ve fully consumed your first module, IF you LOVE IT, and IF it opens your eyes to what is possible…
I’ll bill you the $2997 and there’s nothing more to do. Your card will automatically be billed 14 days after your registration.
What You’ll Receive In Your Estate Planning Virtual Masterclass!
- My Potent 6P Estate Mastery Framework – Master the simple but effective strategies that I use to incorporate estate planning into my financial advisory process! This is especially useful for new financial consultants practicing estate planning, since it provides a proven-to-work, step-by-step guide to closing massive sales (without all the complex theories). Many of my students have since closed multiple 6-figure annual premiums thanks to this framework!
- The Conversation-Starter Blueprint – Have you ever wondered how the top financial advisors initiate conversations, build rapport with their cold prospects and close the sale? Get access to the exact techniques the used by the best estate planners and skyrocket your sales with estate planning!
- The Confession Method – Don’t you secretly get agitated when your prospects hole up and shut off their inner thoughts from you? Master my favourite 7 leading estate planning questions to make your prospects gladly reveal the information you need (without awkwardly pushing them for answers), so that you can understand their needs and concerns intimately for the close!
- The Big Case Closer – Imagine closing 100 families rather than 100 individuals! Master the secret techniques used by only the top advisors in the financial industry to close families in estate planning. Learn their sales strategies, prospecting methods and how they go about closing more cases. (These are secrets that other coaches are charging thousands of dollars for but I'll be revealing it all to you… for FREE!)
- Secrets To Success In The Brutal Financial Industry – The common reason why many financial and estate consultants fail to make the grade is because they’re relying on outdated methods (such as pestering their friends and family, chasing after strangers outside MRT stations etc). I’ll reveal to you the most current secrets for long-term, consistent sales… without pissing off people around you!
- The Wheel of Fortune Strategy – What if I told you that you can find qualified prospects who will buy from you again and again, year after year, to give you recurring income with minimal effort! This recurring income is the secret behind my 6-figure annual income. When you secure these “big fishes” and get them on your side, you’ll almost GUARANTEE yourself a similar income level as me!
- The Natural Attraction Formula – Don’t you want to stand out from the crowd and naturally attract the attention of your prospects? Stop the pushy and desperate way of sales employed by others in the industry. Apply this natural attraction formula and easily establish yourself as an expert, stand out from the crowd, get loads of qualified referrals and most importantly… close lots of sales!
- Everything you need to know to become a “Million Dollar Trusted Consultant” - Don’t let my relatively young age fool you. My sales figures outshine many others with more experience. That’s why I’ve achieved the Top Trust Producer Award for multiple years running! I’ll reveal all my high-level strategies so you can do the same!
PLUS, Register Now and You Get Access To These Bonuses
I wanted to make sure that you get insane value in your Online Academy. That's why I'm throwing in MORE Estate Planning Training Support... completely FREE!
FREE Quarterly Live Masterclass ($12,997 Value)
Gain up to date market information with new tested and proven strategies. Learn the best practices in the industry as I invite Top Producers for an exclusive closed-door sharing session!
FREE Members Area With Expert Support ($2,997 Value)
Gain private access to a members area where you can have your queries answered by my team and I… all for free!
FREE Exclusive Estate Planning Insider Portal ($1,200 Value)
Want to be updated on the latest estate planning and financial products in the market? Get bite-sized first hand knowledge and key insider updates that you can leverage on to engage your clients and gain an unfair advantage in the financial advisory industry!
FREE Legacy Checklist ($497 Value)
The only checklist you need to provide a comprehensive Estate Plan to your clients. Learn the step by step process to collate information, plan and conduct an Estate Plan in this exclusive done for you checklist!
But That’s Not All!
My Team And I Want To Make This The Easiest, No-Brainer Decision Of Your Life... So You Can Sign Up Today And Start Achieving Breakthroughs Right Away!
Receive A FREE 30-Minute 1-on-1 Strategy Call
(LIMITED SPOTS!)
For the first time ever, I’m offering a free 1-on-1 strategy call. Take advantage of this rare opportunity that you can use to overcome roadblocks and gain clarity in your financial advisory business!
This private call is not for sale anywhere else.
(I have nothing to sell you and there will be no upsells in this call. I’m just providing pure value)
*Only for first 15 paid signups
Here's Everything You'll Receive
Module 1- How To Prospect With Estate Planning (FREE!)
Module 2 - How Estate Planning Can Be Implemented Into Your Business Today
Module 3 - Importance of Will-Writing in Estate Planning
Module 4 - How To Upsell Insurance Cases From Wills
Module 5 - How To Gain An Unfair Advantage With My 6P Framework
Module 6 - LPA As A Lead Generation Tool
Module 7- Trust Planning And Its Importance
Module 8 - Estate Planning For Business Owners
Usual Price: $4997
Price Today: $2997*
That's covered with just one or two insurance case closed!
5 Special Bonuses Included!
BONUS #1 - FREE 30-Minute 1-on-1 Strategy Call (LIMITED SPOTS!)........................(Priceless!)
BONUS #2 - FREE Quarterly Live Masterclass................................................................($12,997 Value)
BONUS #3 - FREE Members Area With Expert Support.........................................($2,997 Value)
BONUS #4 - FREE Exclusive Estate Planning Insider Portal................................($1,200 Value)
BONUS #5 - FREE Legacy Checklist.....................................................................................($497 Value)
BONUS #1 - FREE 30-Minute 1-on-1 Strategy Call (LIMITED SPOTS!) (Priceless!)
BONUS # 2 - FREE Quarterly Live Masterclass ($12,997 Value)
BONUS # 3 - FREE Members Area With Expert Support ($2,997 Value)
BONUS # 4 - FREE Exclusive Estate Planning Insider Portal ($1,200 Value)
BONUS # 5 - FREE Legacy Checklist ($497 Value)
Total Value: $17,961
GET FREE TODAY!
(Just Register For Your Estate Planning Online Academy)
Proof That The 6P Estate Planning Framework Works!
Rare Course That Taught How To Integrate Insurance Solutions With Estate Planning!
Tay Kah Lok, Award-Winning Financial Practitioner
Re-Positioned As A Financial Expert, 2X Average Deal Size & Got Promoted!
Rayvern Chng, Executive Financial Consultant
Cleared First MDRT In 6 Years, 2X FYC & Achieved The International Dragon Award!
Alex Peng,
Senior Manager
This Is How It Works…
Step #1 - Reserve Your Seat
The first step is to put in your credit card right now to reserve your spot at your Estate Planning Online Academy.
Step #2 - Access Your Online Academy
Next, you consume the first module and all the Estate Planning resources and discover how to prospect, sell more insurance cases and 2X your deal size.
Step #3 - Decide If It Was Worth It!
During the 14-Day Trial Period, if you don’t feel transformed and empowered with proven, IMPLEMENTABLE knowledge that can help you grow your financial advisory business… while adding more value and changing your clients’ lives in a meaningful way… then just email my team at a email address (that you'll find at the end of the first module), and you won't pay a cent.
IF YOU LOVE IT - DO NOTHING!
But if you're like most people, you’ll LOVE the experience. If so, do NOTHING. We'll bill you for the $2997 Online Academy price AFTER your first 14 days of registration.
Does that sound MORE than fair?
Great, then reserve your spot NOW,
By filling out the form below:
Usual Price: $4997
Offer Today:
Pay $0 Today and then just $2,997 for 12 months AFTER 14 days from registration, But ONLY if you LOVE it.
We'll automatically bill your credit card for $2997 after the first 14 days of your registration.
Sign Up Now to Get Your First Module FOR FREE
Enjoy 14-Day Free Access then a one-time fee of
SGD $2,997
for 12 month access
DON’T MISS OUT!
Disclaimer:
Kindly note that the subscription fees are non-refundable after payment.
If you have any request, kindly send in your request to [email protected] and the management will assess it.
*Do note that in the event if the management approve any request, there will be a $300 admin cost to process any refund.
THAT'S NOT ALL!
I wanted to make sure that you get insane value when you sign up for your Masterclass.
That's why I'm not holding back and throwing in MORE high-level estate planning material... completely FREE!
Here Are The BONUS FREE GIFTS When You Sign Up Today:
- Big Closer Sales Scripts ($2997 Value) – What if I told you that you can convert your prospect’s objections into sales in a non-pushy manner? And better yet, duplicate my success in estate planning! Sounds awesome doesn’t it? Claim my beginner-friendly Big Closer Sales Scripts that I’ve personally used to close over 6-figures in sales (Works wonders even on the most unfriendly, sceptical prospects!)
- Monthly Live Strategy Session ($2997 Value) – Unlike most courses, coaching does not stop for me after your Masterclass! I’ll be holding a monthly live strategy session where I spend about 45-minutes to refine your estate planning sales process further and answer any queries that you may have!
- Set of 12 Personalised High-Converting Emails ($997 Value) - 12 follow up mails. 12 articles sign off under their name. Proven to convert. (Ask Eugene to elaborate)
- Lifetime Mentorship Guarantee (Priceless!) – The strategies that I teach in this masterclass have been tested and proven effective across hundreds of my students (even for those barely 12 months in the financial industry!) Afraid that you’re not a natural closer? Or unable to grasp the estate planning concepts despite my simple-to-follow frameworks? Not to worry because I’ll handhold you until you close your first insurance case from estate planning. This is my personal guarantee to you!
- Lifetime Support Community ($297 Value) – Join my inner circle community where we discuss about the latest trends in the market, estate planning closing strategies and more!
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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.