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New-FPP: Advanced Level

  1. BE-WSP is a sales system for Business Insurance & Estate Planning with essence of  financial planning processes
  2. BE-WSP embraces F.E.E.S.S
    1. FAST
    2. EASY
    3. EFFECTIVE
    4. SIMPLE
    5. SALES ORIENTED
  3. 3 Simple Steps of BE-WSP   
    1. Arousing Interest in ONLY 10 Minutes
    2. Fact Findings via CA/CC in ONLY 5 Minutes
    3. Analysis and Product Solutions in  ONLY 15 minutes
  4. Business Analysis via 6P (People, Product, Process, Place, Properties & Principal)
  5. Business Valuations via ‘Large Amount Sum Assured’ (Financial Underwriting)
  6. Business Planning via AIA Product Propositions (Income Assurance, Cash Guarantee, Assets Value Assurance & Potential Payments exceed 100%)
  7. Estate Planning via AIA Product Propositions (Cash Guarantee, Assets Value Assurance & Potential Payments exceed 100%)
  8. Business Insurance Proposition (BIP) via individual life & PA , GMD, WSM & P-Line
  9. BI Sales Presentation : 4-3-2-1 & 3
  10. EP Sales Presentation: 3 phase/stages in Estate Planning & 3 GUARANTEE
  11. Ability to demonstrate WSIS/ILS & product analysis

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