Sifu Lee’s Short Talk Series on various Estate Planning topics to help you upgrade your knowledge on INTEGRATED approach to estate planning (for a limited time, you can watch these video-ready talk for FREE)

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Topic 1 – Will & Estate Planning for Parents with Young Children – what’re the advantages & short-comings of life insurance nomination under FSA 2013? Date: 8th July 2023 Saturday Topic 2: Insurance Trust – How to Minimise or Avoid the Cost of Stamp Duty?  Topic 3: What’s the mechanism to advice the clients with regards […]

Sifu Lee’s Short Talk Series on various Estate Planning topics to help you upgrade your knowledge on INTEGRATED approach to estate planning (for a limited time, you can watch these video-ready talk for FREE) Read More »

Article (Part 5 of 5): FA platform removes inherent limitations in the agency system

Transition from Agent to Financial Adviser:

This article is mainly written for the existing life insurance agents who have outgrown the agency environment; those who are considering a career in life insurance and financial planning; and life insurance purchasing public who want to know the changes happening in the industry that will benefit them. This is the 5th and final arti­cle

Article (Part 5 of 5): FA platform removes inherent limitations in the agency system Read More »

Article (Part 4 of 5): Paradigm shift needed for agents planning to upgrade to the IFA platform

Transition from Agent to Financial Adviser:

This article is mainly written for the existing life insurance agents who have outgrown the agency environment; those who are considering a career in life insurance and financial planning; and life insurance purchasing public who want to know the changes happening in the industry that will benefit them. This is the 4th of the series

Article (Part 4 of 5): Paradigm shift needed for agents planning to upgrade to the IFA platform Read More »

Article (Part 3 of 5): How consumers get wider financial product range through FA channel

Transition from Agent to Financial Adviser:

This article is mainly written for the existing life insurance agents who have outgrown the agency environment; those who are considering a career in life insurance and financial planning; and life insurance purchasing public who want to know the changes happening in the industry that will benefit them. In the first article of this series

Article (Part 3 of 5): How consumers get wider financial product range through FA channel Read More »

Article (Part 2 of 5): What can Malaysian life insurance agents learn from US life insurance market changes in 1970s?

Transition from Agent to Financial Adviser:

This article is mainly written for the existing life insurance agents who have outgrown the agency environment; those who are considering a career in life insurance and financial planning; and life insurance purchasing public who want to know the changes happening in the industry that will benefit them. “ Now the public became more educated.

Article (Part 2 of 5): What can Malaysian life insurance agents learn from US life insurance market changes in 1970s? Read More »

Article (Part 1 of 5): From ‘Life Insurance’ to diversification

Transition from Agent to Financial Adviser:

This article is mainly written for the existing life insurance agents who have outgrown the agency environment; those who are considering a career in life insurance and financial planning; and life insurance purchasing public who want to know the changes happening in the industry that will benefit them. Way back in 2008, I wrote in

Article (Part 1 of 5): From ‘Life Insurance’ to diversification Read More »