PREMIER Integrated Approach to
Estate Planning Course: (include EP for Business Owner & 20 1-on-1 personal coaching sessions)
NEW
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Lee Khee Chuan
- 45/1000 Students
- Integrated Estate Planning
- 98 Lessons /0 Quizes
For the 1st time in Malaysia, insurance agents, will-writers/estate planners/legacy planners, and CFP/RFP students/graduates who want to acquire PRACTICE KNOWLEDGE of Integrated Estate Planning can now learn through an online practice academy from an industry-recognised Sifu.
At the same time, FINANCIAL CONSUMERS can empower yourselves by acquiring practical estate planning knowledge from the easy-to-understand Online Video Library of this online Academy. It has a compilation of many Frequently Asked Questions (and answers) collected from numerous CFP students and webinar participants. Answers are presented in clear video format.
For the 1st time in Malaysia, insurance agents, will-writers/estate planners/legacy planners, and CFP/RFP students/graduates who want to acquire PRACTICE KNOWLEDGE of Integrated Estate Planning can now learn through an online practice academy from an industry-recognised Sifu.
This course is now a PREMIER version because Sifu Lee has added the following enhancements:
a) Section 8: Estate Planning for Business Owner
b) Section 1: providing 1-on-1 personal coaching sessions (20 sessions throughout the subscription year*) by Sifu Lee, to help you close more will, trust, life insurance cases.
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* Terms & conditions apply. Unutilised sessions will not be refunded and will not be allowed to carry forward upon renewal of this course.
Course Curriculum
SECTION 2: FAQs: Frequently Asked Questions with short answers
(Questions asked by CFP students and Participants in Estate Planning talks)
27 Lessons / 0 Quizes
What are the differences between MRTA and MLTA?
Does Insurance nomination take precedence over the Will?
A person covered with MRTA dies, will the bank or family member get the insurance proceed first?
What is Term Insurance Cover/Policy?
What will happen to the insurance proceeds if the insured die without leaving any relative?
I don't want my husband to get my life insurance proceeds. Can I nominate my minor (age below 18) child?
How can Insurance be used in estate planning to ensure the money goes to beneficiaries? Can creditors sue for Insurance payout?
If a policy owner has not name any nominee. After he death, will the Insurance money be paid to his parents or to his estate?
A policy owner Insured himself and named his wife and minor children as nominees. When he dies, his wife receives the money pay-out, then what about the minor children? Are they not recipients of the money too?
At the time of nomination for his life insurance, this owner is still married with children. Then he DIVORCES his wife, so who shall receive the insurance money when he dies?
Does Insurance nomination takes precedence even though I have a clause in my Will that says, if nominations in my life insurance policy fails, I give it to …
Since Personal Accident (PA) policy is cheaper than life insurance, can I include PA into client portfolio to replace life insurance for debt cancellation?
What is the definition of TPD in policy contract? (Total and Permanent Disability) Is the TPD definition same in all the life insurance companies?
If there is no appointed trustee in the Life Insurance policy, can the policy owner change the nomination?
To avoid creditors claim from my death insurance money pay-out, shall I appoint a Trust Company as my trustee by setting up an Insurance Trust?
What documents are required to make a life insurance death claim?
What is the difference between trust & non trust policy in life insurance/PA nomination under Financial Service Act 2013 (Schedule 10)?
Joint bank accounts - How to write in the Will? 2nd Question: about Foreign Will (Actual questions asked during Estate Planning Talk)
What happens if the appointed trustee is a con? 2nd Q: What happens when a trustee becomes a bankrupt/ (Actual questions asked during Estate Planning Talk)
Is corporate trustee fee expensive?
What is Investment-Linked Regular Premium Life policy?
What are the PROBLEMS if an individual is the appointed trustee and he/she dies half way doing his/her job in a testamentary trust?
In a Will, a Trustee is applied to hold cash for the beneficiaries in a testamentary trust. What are the differences between appointing an individual vs a corporate trustee?
Will the instructions in Living Trust cancelled by instructions in the Will? (Actual questions asked by student in CFP class)
Can anyone be appointed as a Trust Protector? (Actual question asked by student in CFP class)
SECTION 3 : EP Sales/Advisor Process
6 Lessons / 0 Quizes
1. EP Sales/Advisor Process - Face to Face OPENING Presentation - Pen & Paper style (Role Play video) - Selling Problems
2. EP Sales/Advisory Process - Discussion on Opening Presentation (Problem Selling)
3. EP Sales/Advisory process - 3 Box (SOLUTIONS) Presentation (Role Play) - Integrated Approach to Estate Planning
4. EP Sales/Advisory Process - Discussion on 3 Box SOLUTIONS Presentation
10 points
5. EP Sales/Advisory Process - Discussion after the 3-Box Solutions Presentation & Will-Taking Instruction Process
6. EP Sales/Advisory Process - Continued Discussion - include Life Insurance as Most Efficient Funding for Estate Planning
SECTION 4: Topical Discussions in CFP Module 2 Lectures (Insurance & Estate Planning)
12 Lessons / 0 Quizes
CFP Lecture - Very Brief Overview on Islamic Estate Planning. (Part of CFP Module topical discussion)
CFP Lecture - 20 Year Convertible Term Insurance vs 5 Year Renew and Convertible Term Insurance
CFP Lecture - Kisah Benar - One of the 4 brothers (Minimart business) who were co-borrowers of the shophouse died.
CFP Lecture - Living Trust vs Testamentary Trust
CFP Lecture - Living trust funded by life insurance through absolute assignment. (Recorded before IRB assesses the stamp duty based on policy sum assured instead of a nominal RM10)
CFP Lecture - Anita Mui's Will story (contested her mother)
CFP Lecture - detailed explanation on integrated estate planning SOLUTION Model (35 min)
CFP Lecture - Questions:
What if the will writer/unit trust agent become Trust Protector of the client's Will?
What if the will writer/unit trust agent become Trust Protector of the client's Will?
CFP Lecture - Revocable trust vs Irrevocable trust, what are the differences and how you use it in planning against creditors claims or bankruptcy planning?
CFP Lecture - Distribution Act 1958.
What's the good news and bad news after the 1997 Amendment?
What's the good news and bad news after the 1997 Amendment?
CFP Lecture/Talk - Question:
What's the difference between Life Insurance Nomination vs Will instruction or vs Simple Will?
What's the difference between Life Insurance Nomination vs Will instruction or vs Simple Will?
CFP Lecture - What happens when a DIVORCEE/Single Parent Nominate Minor Child(men) in her life insurance policy? What are the potential PROBLEMS?
SECTION 5: Estate Planning Awareness Talks by Side Lee (recorded & presented by Lee Khee Chuan)
4 Lessons / 0 Quizes
Lee Khee Chuan was invited by Sean, a long time personal friend to share his estate planning knowledge to real estate investors during a live Facebook telecast organised with a real estate agency. Lee Khee Chuan is not endorsing any brand or company doing the interview.
Estate Planning awareness talk presented to cancer survivors group by Lee Khee Chuan.
Estate Planning awareness talk given to a group of parents who are Mandarin speaking. This presentation was conducted in Mandarin.
This is a Will and Estate Planning awareness talk presented to an NGO whose members are parents with special needs children. The talk was tailor-made for parents with special needs children.
SECTION 6: Estate Planning Avatar Short Videos (for sharing with prospects)
16 Lessons / 0 Quizes
1. Integrated Estate Planning Avatar Video-I already have EPF Nomination. Do I still need to write my Will?
3. Integrated Estate Planning Avatar Video- Estate Planning Made Practical
4. Integrated Estate Planning Avatar Video - Greatest Regret in Life
5. Integrated Estate Planning Avatar Video - Simple Will May not Do a Good Job for You
6. Integrated Estate Planning Avatar Video - Planning For Your Loved Ones Future
7. Integrated Estate Planning Avatar Video-Estate Planning Is Meant for the Well beings of Your loved ones
8. Integrated Estate Planning Avatar Video - Duties & Liabilities of Your Personal Representative
9. Integrated Estate Planning Avatar Video - Covid-19 Virus The Catalyst in Estate Planning
10. Integrated Estate Planning Avatar Video - Biggest Estate Planning Mistake for Business Owners!
11. Integrated Estate Planning Avatar Video - Assets in your Will Are NOT Creditor Proof
12. Integrated Estate Planning Avatar Video - ASSUMPTIONS Leading to Estate Planning Mistakes
13. Integrated Estate Planning Avatar Video - WISDOM Badly Needed in Your Estate Planning
14. Integrated Estate Planning Avatar Video - Challenges Faced by Professional Sole Proprietorship
15. Integrated Estate Planning Avatar Video - Message from a Car Bumper Sticker
TIME to Open Your EYES to Integrated Approach to Estate Planning
SECTION 7: Smart Investor Articles Previously Published by Sifu Lee (For sharing with prospects)
12 Lessons / 0 Quizes
1. LKC Smart Investor Magazine Article - RM40 Billion Problem (free download)
2. LKC Smart Investor Magazine Article - Estate Planning Made Practical (free download)
3. LKC Smart Investor Magazine Article - Plan For Young Children (free download)
5. LKC Smart Investor Magazine Article - Integrated Estate Planning for Business Owner (free download)
4. LKC Smart Investor Magazine Article - Integrated Estate Planning is More Than Just Having a Will (free download)
6. LKC Smart Investor Magazine Article - If Your Business Is Worth Building It is Worth Preserving (free download)
7. LKC Smart Investor Magazine Article - No Guarantee Being a Guarantor (free download)
8. LKC Smart Investor Magazine Article - Wisdom Required when Planning your Estate (free download)
9. LKC Smart Investor Magazine Article - Penny Wise Pound Foolish (free download)
10. LKC Smart Investor Magazine Article - Anita Mui's Will Story (free download)
12. LKC Smart Investor Magazine Article - Estate Planning is Meant for the Well-being of Your Loved Ones (free download)
11. LKC Smart Investor Magazine Article - Give a Fruit but Not the Whole Tree (free download)
SECTION 8: Estate Planning for Business Owner
9 Lessons / 0 Quizes
CFP Lecture - Business Owner DIED - Sole proprietor VS Sdn Bhd shareholder/Director
Biz Estate Planning-Sole Prop Part I of V:
Biz Estate Planning-Sole Prop Part II of V:
Biz Estate Planning - Sole Prop Part III of V:
Biz Estate Planning - Sole Prop Part IV of V:
Biz Estate Planning - Sole Prop Part V of V:
CFP Lecture - Integrated Estate Planning for SME/Business owner
Business Estate Planning - Sdn Bhd (Part 1 of 2) - Diagnose:
Business Estate Planning – Sdn Bhd (Part 2 of 2) – Buy-Sell Arrangement between Shareholders:
SECTION 9: Series of 2023 Short 1 hour+ Estate Planning Talks by Sifu Lee on various Estate Planning Topics
9 Lessons / 0 Quizes
Topic 1 - Will & Estate Planning for Parents with Young Children - what"re the advantages & short-comings of life insurance nomination under FSA 2013?
50 points
Topic 2: Setting Up of Insurance Trust - How to Minimise or Avoid the Cost of Stamp Duty?
50 points
Topic 3: What’s the mechanism to advice the clients with regards to Double Tragedy event? (When both parents die at the same time leaving behind young children)
50 points
TOPIC 4: “Divorce person/Single parent with young children must have proper Will & estate planning!”
50 points
TOPIC 5: “What is Cash Trust? It is safe to invest-ah? And what is private trust, testamentary trust, insurance trust, living trust? What’re their differences?”
50 points
TOPIC 6: Integrated Will & Estate Planning strategy for persons who are worried about how their financial affair is being managed in the event of incapacitation/TPD
50 points
TOPIC 7: “Comprehensive Will & Estate Planning for Parents who are worried about the Welfare of their Special Need/OKU Child
50 points
Topic 8 (Section 9): Integrated Estate Planning for Person with Complicated Relationships (Live Session 20th March 2024)
50 points
Topic 9 (Section 9) New Changes in Life Insurance Nomination Law. How does it Affect you? What're the "Loopholes"?
50 points
Section 10: Positioning, Selling & Marketing aspects: Helping you to Penetrate into the lucrative Higher Income & High Net Worth Market
3 Lessons / 0 Quizes
HOW to Open into Higher Income BizOwners Market using Integrated EP? 6 areas:
50 points
Business & Family Wealth Succession in the era of Capital Gains Tax(CGT) & the Smart use of Labuan private foundation - Advanced Estate Planning
50 points
How can CFP/RFP/Agents Upgrade your Market & Build a more sustainable biz using Integrated Estate Planning? 12 Areas & 3 Main Strategies
50 points