Free

Essential Of Will Making & Get More Value For Your Insurance Policy

Event Information

Share this event

Date and Time

Location

Location

Purvis Capital

17 Phillip Street #02-00

Grand Building

Singapore 048695

Singapore

View Map

Friends Who Are Going
Event description

Description

Topic: Essentials of Will Making

Speaker: Mr. Tay Teng Pong, Director, Will And Legacy Pte Ltd

Synopsis

Writing a will is much more than expressing your wishes on a few pieces of paper and stashing it away so safely that it cannot be found. It may sound funny but it happens all the time.

Marriages & family structures in Singapore have been undergoing tremendous pressure and changes. It helps to understand how divorce and remarriage affect one’s estate plan or wealth distribution without a will.

This seminar cover as follows:

  • Problem with dying intestate?
  • What to include in a will?
  • Who need to write a Will?
  • Will Planning Service

This seminar would help attendees to appreciate the complete process of Will Planning Services.

Speaker

Mr Tay Teng Pong is the Senior Estate Planner of Rockwills International Group. He was the principal officer of The EPS Practice, a firm set up to train fellow practitioners to provide Estate Planning Service in the market place. His clientele then includes Great Eastern Life, Keppel Insurance, NTUC, IPPFA, and agencies from AIA, Manulife, Prudential, etc.

Topic: Get More for Your Insurance Policy

Speaker: Ms Lina Su, Business Development Manager, Purvis Capital

Synopsis

Giving up one’s insurance policy is a personal decision. However, if the choice is made to give up the policy, the owner may be able to receive a better offer for his policy from an independent resale insurance company. The owner can then make an informed decision on whether to sell the policy to the resale insurance market for a higher price or surrender it to the insurance company.

This seminar cover as follows:

  • Call I Sell My Policy & get more pay out than Insurance Company?
  • How Does It Work?
  • What Information To Provide?
  • What To Ask Before Selling Your Policy?
  • Why Sell Your Insurance Policy To Us?

Come and find out about how you can get more for your insurance policy by selling to the resale market.

Availability for this seminar is on a first-come-first-served basis.

For enquiries, call us at 65336528 or email us at sellpolicy@purviscapital.com

Speaker

Ms. Lina Su, Business Development Manager from Purvis Capital provides education seminars to the public & financial advisers. Prior to her current role, she was a Branch Manager with Phillip Investor Centre managed a team of Relationship Managers on Wealth Advisory & oversea the daily operation of the branch.

Share with friends

Date and Time

Location

Purvis Capital

17 Phillip Street #02-00

Grand Building

Singapore 048695

Singapore

View Map

Save This Event

Event Saved