15 Reasons Why The Financial Planning Business Should Interest You NEW & HOT! - As financial planning is fast becoming the buzzword of the nation, this module will illustrate the tremendous potential in the newly transformed industry.

Financial Planning & You HOT! - Simple but effective financial planning covers income & medical protection, retirement, education, investment planning and asset distribution (Will & Trust).  This holistic approach creates the awareness of the need for financial planning and it will help you produce quality business because clients are made aware of their problems.

The Basics of Financial Planning HOT! - The tidal wave of Financial Planning is sweeping across the entire globe, but what exactly is Financial Planning?  This module expounds the concept as well as the process in implementing Financial Planning.  How one manages his finances will have a profound impact on the different stages of his life. The questions raised in the module will guarantee to enlighten the viewers to take immediate action.  (This is an educational module, 'Financial Planning & You' is a presentation module).

Money! Money! Money! - The ultimate key to financial success is knowledge -- about how money works, how to get the best value for the Ringgits you spend and how to make responsible, well-informed decisions. This educational module illustrates the intricate and yet interesting relationships between time, money, and interest rate.  It also includes facts, jokes and tips about money management.  A must-have for those who are in the financial services industry.

Critical Illness Protection - 1 in 3 Malaysians died of heart diseases and cancer, and the cost of treatment is increasing at a rate much higher than the inflation.  Many do not realize that above 50% of critical illnesses strike at the prime of our productive lives - when we are between 30 - 45 years old.  Moreover, we need insurance not because we are going to die, but because we are going to live!  So what are the options when one is contracted with a dreaded disease?  This module shows them all, a highly animated and interesting presentation!

Retirement Planning (Life Insurance Based) - Life is a long and winding journey during which everyone will have many ups and downs and many questions go unanswered.  This module shows that life expectancy generally has improved, but is living longer necessary better?  According to statistics, people deplete their pension savings within 3 years from their retirement, and those who have failed financially during their old age said it was because of, “Lack of Planning" – no one plans to fail BUT many fail to plan!

Key Person Retention Plan - A critical problem of most corporations - difficulty in hiring and retaining key people, and at the same time headhunters are searching for them tirelessly.  The consequences of loosing a key person can sometimes bring down a company, but salary alone may not be effective enough in retaining them.  This module shows you how to use a supplementary plan (funded by life insurance policy) to retain the key executives, because they are payable only if they die or stay until retirement.

Business Continuation Plan (Corporation & Partnership) - Most corporations or partnerships do not declare dividends or bonuses and profits are usually plowed back to expand the business.  Upon the demise of a shareholder or a partner, the salary will stop and dividends or bonuses are not forthcoming.  So the family is left with a worthless piece of share or partnership certificate.  This module shows you a win-win situation - The heirs to receive full value of their shares in CASH, and the surviving shareholders or partners to receive full ownership of the company.  In a ball game a referee is needed to ensure fair play, a life insurance funded Buy-Sell agreement is the referee in any business organizations with partners and shareholders!

  Business Continuation Plan (Sole-Proprietor) - Most small businesses are one-man-shows and upon the demise and disability of the Sole-Proprietor, the business will suffer.  The crucial concerns are family financial security and the continuity of the business.  This module shows how life insurance is used to provide the necessary fund for a Family Business Continuation Plan, a Liquidation Plan, and even a Buy-Sell agreement with a key employee.

  Why Invest in Unit Trusts? - Provides the viewers with the understanding of this relatively new and exciting investment vehicle, how it works and compares with other investment choices.  Why full-time professional management, liquidity and diversification of their investments are important to them. A must-have for those who are in the industry and those who are keen to invest in unit trusts.

  Retirement Planning (Unit Trust Based) - Life is a long and winding journey during which everyone will have many ups and downs and many questions go unanswered.  This module shows that life expectancy generally has improved, but is living longer necessary better?  According to statistics, people deplete their pension savings within 3 years from their retirement, and those who have failed financially during their old age said it was because of, “Lack of Planning" – no one plans to fail BUT many fail to plan!

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