Module 2 - Advanced Training on GoalsMapper (U.P. S$388)

Find out how you can effectively use the Goals and Scenarios on the GoalsMapper platform to create a sense of urgency in your clients to start planning for their retirement and insurance needs.

The training will focus on the following topics :

1)    Retirement Planning

-       Understand the concepts of retirement planning behind GoalsMapper.

-       Learn how to conduct an accurate retirement needs analysis before recommending a solution that matches the retirement shortfall required.

-       Learn how to generate the GoalsMapper Financial Report

2)    Insurance Planning

-       Understand the concepts of insurance planning behind GoalsMapper.

-       Learn how to conduct an accurate insurance needs analysis to show the gaps in insurance coverage for death, disability and critical illnesses.

-       Learn how to read and use the Policy Summary Report.

3)    Getting Referrals

-       Learn how you can use GoalsMapper to position yourself to be more referable to new prospects.

-       Learn tips on increasing the numbers of referrals that you can get from your clients.

Who should attend:Financial Planners who wants to use technology to enhance their performance.

About the speaker:

Ryan Yeo joined the financial advisory practice since 2007 and has successfully completed his MDRT Life Member, 10 years after he joined the industry. Over the decade, he has also achieved his COT in 2016 and 4 years of Double MDRT under his belt.

In his advisory career, he has provided financial advice to clients from more than 20 countries, all over the world. And his professionalism in his planning practice has attracted him countless referrals, which is his sole method of prospecting.

As a strong believer in financial planning, he has also successfully attained the designation of ChFC®/S and CLU®/S by The American College of Financial Services, and he also holds the AEPP® designation awarded by Estate Planning Practitioners Ltd.

Kindly take note of the following:

1. Login to your GoalsMapper account at live.goalsmapper.com before the training. If you have difficulty, please contact us at info@goalsmapper.com and we will scurry to assist you. 

2. Try out the different functions of the software, perhaps model your own profile for a start, to get a feel of how common scenarios are modelled.

3. Be punctual and participative throughhout the training. GoalsMapper trainings are designed to be hands-on and intensive for maximum learning. 

Thank you and see you at our training soon!