{"id":578,"date":"2021-01-01T12:00:26","date_gmt":"2021-01-01T04:00:26","guid":{"rendered":"http:\/\/test.kriesi.at\/enfold-gym\/?post_type=portfolio&#038;p=578"},"modified":"2021-09-08T19:01:05","modified_gmt":"2021-09-08T11:01:05","slug":"smart-estate-planning-programme-smart-epp","status":"publish","type":"portfolio","link":"https:\/\/mu2u.com.my\/index\/portfolio-item\/smart-estate-planning-programme-smart-epp\/","title":{"rendered":"Smart Estate Planning Programme (SMART EPP)"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-he5ca-57ea64f73a53357a439c92c624787a49\">\n.avia-section.av-he5ca-57ea64f73a53357a439c92c624787a49{\nbackground-repeat:no-repeat;\nbackground-image:url(https:\/\/mu2u.com.my\/index\/wp-content\/uploads\/2016\/05\/Course-BG_1500x1000-1-1500x630.jpg);\nbackground-position:50% 100%;\nbackground-attachment:scroll;\n}\n.avia-section.av-he5ca-57ea64f73a53357a439c92c624787a49 .av-section-color-overlay{\nopacity:0.7;\nbackground-color:#000000;\n}\n<\/style>\n<div id='av_section_1'  class='avia-section av-he5ca-57ea64f73a53357a439c92c624787a49 alternate_color avia-section-huge avia-no-shadow  avia-builder-el-0  el_before_av_section  avia-builder-el-first  avia-full-stretch avia-bg-style-scroll av-section-color-overlay-active  container_wrap sidebar_right'  data-section-bg-repeat='stretch'><div class='av-section-color-overlay-wrap'><div class=\"av-section-color-overlay\"><\/div><div class='container av-section-cont-open' ><main  role=\"main\" itemprop=\"mainContentOfPage\"  class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-578'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-4ong7e-3a7e0cc37d0fcd33ad5dc06417893bdb sc-av_three_fourth av-equal-height-column-flextable'>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-4ong7e-3a7e0cc37d0fcd33ad5dc06417893bdb\">\n.flex_column.av-4ong7e-3a7e0cc37d0fcd33ad5dc06417893bdb{\nborder-radius:0px 0px 0px 0px;\n-webkit-border-radius:0px 0px 0px 0px;\n-moz-border-radius:0px 0px 0px 0px;\n}\n<\/style>\n<div class='flex_column av-4ong7e-3a7e0cc37d0fcd33ad5dc06417893bdb av_three_fourth  avia-builder-el-1  el_before_av_one_fourth  avia-builder-el-first  first flex_column_table_cell av-equal-height-column av-align-middle av-zero-column-padding '   ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-h22xe-67e842dad5a52ce38e39b6ad039edc89\">\n#top .av-special-heading.av-h22xe-67e842dad5a52ce38e39b6ad039edc89{\npadding-bottom:0px;\nfont-size:50px;\n}\n<\/style>\n<div  class='av-special-heading av-h22xe-67e842dad5a52ce38e39b6ad039edc89 av-special-heading-h1 blockquote modern-quote  avia-builder-el-2  avia-builder-el-no-sibling  av-thin-font av-inherit-size '><h1 class='av-special-heading-tag '  itemprop=\"headline\"  >Smart Estate Planning Programme <strong>(SMART EPP)<\/strong><\/h1><div class='special-heading-border'><div class='special-heading-inner-border'><\/div><\/div><\/div><\/div><div class='av-flex-placeholder'><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-6pybm-69f448b5e2bef59eab4387ecd244246b\">\n.flex_column.av-6pybm-69f448b5e2bef59eab4387ecd244246b{\nborder-radius:0px 0px 0px 0px;\n-webkit-border-radius:0px 0px 0px 0px;\n-moz-border-radius:0px 0px 0px 0px;\n}\n<\/style>\n<div class='flex_column av-6pybm-69f448b5e2bef59eab4387ecd244246b av_one_fourth  avia-builder-el-3  el_after_av_three_fourth  avia-builder-el-last  flex_column_table_cell av-equal-height-column av-align-middle av-zero-column-padding '   ><\/div><\/div><!--close column table wrapper. Autoclose: 1 -->\n\n<\/div><\/div><\/main><!-- close content main element --><\/div><\/div><\/div><div id='av_section_2'  class='avia-section av-3ftjwa-68bd63966d3e5523bfe6e21fc56f256c main_color avia-section-large avia-no-border-styling  avia-builder-el-4  el_after_av_section  el_before_av_section  avia-bg-style-scroll  container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-578'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-381fsi-e75cb5124c68f34815b7eeef311f4da0\">\n.flex_column.av-381fsi-e75cb5124c68f34815b7eeef311f4da0{\nborder-radius:0px 0px 0px 0px;\n-webkit-border-radius:0px 0px 0px 0px;\n-moz-border-radius:0px 0px 0px 0px;\n}\n<\/style>\n<div class='flex_column av-381fsi-e75cb5124c68f34815b7eeef311f4da0 av_one_full  avia-builder-el-5  avia-builder-el-no-sibling  first flex_column_div av-zero-column-padding '   ><p>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-av_heading-d349e47ee4b3575132c0808f305173f5\">\n#top .av-special-heading.av-av_heading-d349e47ee4b3575132c0808f305173f5{\npadding-bottom:0px;\nfont-size:20px;\n}\n<\/style>\n<div  class='av-special-heading av-av_heading-d349e47ee4b3575132c0808f305173f5 av-special-heading-h3 blockquote modern-quote  avia-builder-el-6  el_before_av_textblock  avia-builder-el-first  av-thin-font av-inherit-size '><h3 class='av-special-heading-tag '  itemprop=\"headline\"  ><strong>Introduction<\/strong><\/h3><div class='special-heading-border'><div class='special-heading-inner-border'><\/div><\/div><\/div><br \/>\n<section class=\"av_textblock_section \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock  '   itemprop=\"text\" ><p><span style=\"font-size: 14pt;\">This programme has been developed to help financial advisors understand the basic needs of estate planning &amp; how to use insurance as a tool to fund the estate plan.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\">This programme is a collaboration between MU Advisory Sdn Bhd and RHB Trustees Berhad. The programme facilitator is Mr Million Lo, a well known speaker cum advisor in estate planning and his co-facilitator team comprises some of the leading practitioners in Asia.<\/span><\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-av_heading-e55ad6ffda3c2b1ea04f280fb6c3cd42\">\n#top .av-special-heading.av-av_heading-e55ad6ffda3c2b1ea04f280fb6c3cd42{\npadding-bottom:0px;\nfont-size:20px;\n}\n<\/style>\n<div  class='av-special-heading av-av_heading-e55ad6ffda3c2b1ea04f280fb6c3cd42 av-special-heading-h3 blockquote modern-quote  avia-builder-el-8  el_after_av_textblock  el_before_av_iconlist  av-thin-font av-inherit-size '><h3 class='av-special-heading-tag '  itemprop=\"headline\"  ><strong>How this program benefits me ?<\/strong><\/h3><div class='special-heading-border'><div class='special-heading-inner-border'><\/div><\/div><\/div><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-kqintykj-6f54d013e7a638eb0aedd27e2785c6c9\">\n#top #wrap_all .avia-icon-list-container.av-kqintykj-6f54d013e7a638eb0aedd27e2785c6c9 .av_iconlist_title{\ncolor:#4c4c4c;\n}\n.avia-icon-list-container.av-kqintykj-6f54d013e7a638eb0aedd27e2785c6c9 .iconlist_content{\ncolor:#666666;\n}\n<\/style>\n<div  class='avia-icon-list-container av-kqintykj-6f54d013e7a638eb0aedd27e2785c6c9  avia-builder-el-9  el_after_av_heading  avia-builder-el-last  '><ul class='avia-icon-list avia_animate_when_almost_visible avia-icon-list-left av-iconlist-small av-kqintykj-6f54d013e7a638eb0aedd27e2785c6c9 avia-iconlist-animate'>\n<li><div class='iconlist_icon av-av_iconlist_item-f914266e88b6481902fdd5c264077d50 avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue810' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color '  itemprop=\"text\" ><p><span style=\"font-size: 14pt;\">An exploration of real case studies on western business succession &amp; the purpose of setting up family trust and insurance trust in legacy planning.<\/span><\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<li><div class='iconlist_icon av-av_iconlist_item-f914266e88b6481902fdd5c264077d50 avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue810' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color '  itemprop=\"text\" ><p><span style=\"font-size: 14pt;\">Why we should have an estate plan that affects the direction of a High-Net-Worth (HNW) Client&#8217;s wealth.<\/span><\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<li><div class='iconlist_icon av-av_iconlist_item-f914266e88b6481902fdd5c264077d50 avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue810' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color '  itemprop=\"text\" ><p><span style=\"font-size: 14pt;\">The 5 biggest challenges faced by High-Net-Worth clients in estate planning &amp; how Insurance can fund the estate plan.<\/span><\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<li><div class='iconlist_icon av-av_iconlist_item-f914266e88b6481902fdd5c264077d50 avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue810' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color '  itemprop=\"text\" ><p><span style=\"font-size: 14pt;\">The preferred approach for high net worth individuals (HNWIs) in wealth transfer using Will, insurance trust and family trust to penetrate into high net worth individuals (HNWIs) marketing.<\/span><\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<li><div class='iconlist_icon av-av_iconlist_item-f914266e88b6481902fdd5c264077d50 avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue810' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color '  itemprop=\"text\" ><p><span style=\"font-size: 14pt;\">Identify how aspects of estate planning can protect your wealth such as bankruptcy, divorce, etc. affect a client\u2019s estate planning needs.\u00a0<\/span><\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<li><div class='iconlist_icon av-av_iconlist_item-f914266e88b6481902fdd5c264077d50 avia-font-entypo-fontello'><span class='iconlist-char ' aria-hidden='true' data-av_icon='\ue810' data-av_iconfont='entypo-fontello'><\/span><\/div><article class=\"article-icon-entry \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='iconlist_content_wrap'><header class=\"entry-content-header\"><\/header><div class='iconlist_content av_inherit_color '  itemprop=\"text\" ><p><span style=\"font-size: 14pt;\">Use our ML SMART estate planning analysis method to enhance your knowledge in handling High-Net-Worth (HNW) clients.<\/span><\/p>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article><div class='iconlist-timeline'><\/div><\/li>\n<\/ul><\/div><\/p><\/div><\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_3'  class='avia-section av-lrx4i-779373ce47cf8a3b7fea61969005f7f8 main_color avia-section-small avia-no-border-styling  avia-builder-el-10  el_after_av_section  el_before_av_section  avia-bg-style-scroll  container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-578'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-1hnru-23b9e5ec91a11c84a39a3491f8a6eb5d\">\n#top .av-special-heading.av-1hnru-23b9e5ec91a11c84a39a3491f8a6eb5d{\npadding-bottom:0px;\nfont-size:20px;\n}\n<\/style>\n<div  class='av-special-heading av-1hnru-23b9e5ec91a11c84a39a3491f8a6eb5d av-special-heading-h3 blockquote modern-quote  avia-builder-el-11  el_before_av_toggle_container  avia-builder-el-first  av-inherit-size '><h3 class='av-special-heading-tag '  itemprop=\"headline\"  >Do you have the below questions ?<\/h3><div class='special-heading-border'><div class='special-heading-inner-border'><\/div><\/div><\/div>\n<div  class='togglecontainer av-kqiob9y7-5ec9219cfb7033066caa1238b6665bcb  avia-builder-el-12  el_after_av_heading  avia-builder-el-last  ' >\n<section class='av_toggle_section av-wqkoq-c42b4bc3952a18eb4d3673f93dff5321'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p data-fake-id='#toggle-id-1' class='toggler   '  itemprop=\"headline\"  role='tab' tabindex='0' aria-controls='toggle-id-1'><strong>Are you an insurance advisor who needs to learn the creative closing ideas of estate planning in today\u2019s competitive environment ?<\/strong><span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-1' class='toggle_wrap  '  ><div class='toggle_content invers-color '  itemprop=\"text\" ><ul>\n<li><span style=\"font-size: 14pt;\">The SMART Estate Planning Program is for you.<\/span><\/li>\n<\/ul>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-qapgq-65ce6d9fcf566a77dd6806fa11f7f28f'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p data-fake-id='#toggle-id-2' class='toggler   '  itemprop=\"headline\"  role='tab' tabindex='0' aria-controls='toggle-id-2'><strong>Were you recently promoted into a management position ?<\/strong><span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-2' class='toggle_wrap  '  ><div class='toggle_content invers-color '  itemprop=\"text\" ><ul>\n<li><span style=\"font-size: 14pt;\">Get up to speed on how to make the most of your new role and build a successful team to serve the HNWI market.<\/span><\/li>\n<\/ul>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-lb0bu-b28691a59499fda3d030a7ca15c72ec0'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p data-fake-id='#toggle-id-3' class='toggler   '  itemprop=\"headline\"  role='tab' tabindex='0' aria-controls='toggle-id-3'><strong>Are you facing new challenges managing your team or the pace of change ?<\/strong><span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-3' class='toggle_wrap  '  ><div class='toggle_content invers-color '  itemprop=\"text\" ><ul>\n<li><span style=\"font-size: 14pt;\">Gain new perspectives and strategies to unleash potential in your team.<\/span><\/li>\n<\/ul>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-dn9mq-8a72f192930432dc825be96024bfea3a'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p data-fake-id='#toggle-id-4' class='toggler   '  itemprop=\"headline\"  role='tab' tabindex='0' aria-controls='toggle-id-4'><strong>Do you want to have a breakthrough in your sales ?<\/strong><span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-4' class='toggle_wrap  '  ><div class='toggle_content invers-color '  itemprop=\"text\" ><ul>\n<li><span style=\"font-size: 14pt;\">Learn to use your most natural leadership style together with our program to exceed your institution\u2019s expectations.<\/span><\/li>\n<\/ul>\n<\/div><\/div><\/div><\/section>\n<section class='av_toggle_section av-7dibe-804a8e30b05d92e47a6566b9ac1978ba'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div role=\"tablist\" class=\"single_toggle\" data-tags=\"{All} \"  ><p data-fake-id='#toggle-id-5' class='toggler   '  itemprop=\"headline\"  role='tab' tabindex='0' aria-controls='toggle-id-5'><strong>Do you aspire to a be a top sales producer in your industry ?<\/strong><span class=\"toggle_icon\"><span class=\"vert_icon\"><\/span><span class=\"hor_icon\"><\/span><\/span><\/p><div id='toggle-id-5' class='toggle_wrap  '  ><div class='toggle_content invers-color '  itemprop=\"text\" ><ul>\n<li><span style=\"font-size: 14pt;\">Get ready now !<\/span><\/li>\n<\/ul>\n<\/div><\/div><\/div><\/section>\n<\/div>\n<\/p>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_4'  class='avia-section av-6wkqy-3cf5af7e47807dd6e54c83d4c8070259 main_color avia-section-default avia-no-border-styling  avia-builder-el-13  el_after_av_section  el_before_av_masonry_gallery  avia-bg-style-scroll  container_wrap sidebar_right'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-small alpha units'><div class='post-entry post-entry-type-page post-entry-578'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-kqio33is-1ec2e9adea6664e615d960de5a892bc4\">\n#top #wrap_all .iconbox.av-kqio33is-1ec2e9adea6664e615d960de5a892bc4 .iconbox_content_title{\ncolor:#d63e2d;\n}\n<\/style>\n<article  class=\"iconbox iconbox_top av-kqio33is-1ec2e9adea6664e615d960de5a892bc4  avia-builder-el-14  el_before_av_button  avia-builder-el-first  main_color \"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class=\"iconbox_content\"><header class=\"entry-content-header\"><div class=\"iconbox_icon heading-color\" aria-hidden='true' data-av_icon='\ue80a' data-av_iconfont='entypo-fontello'><\/div><h3 class='iconbox_content_title  '  itemprop=\"headline\" >Who should attend<\/h3><\/header><div class='iconbox_content_container  '  itemprop=\"text\" ><ul>\n<li style=\"text-align: left;\"><span style=\"font-size: 14pt;\">This program designed for those taking estate planning on new challenges.<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: 14pt;\">Our ML Strategic Partners program brings together the most talented and thoughtfully experienced coach with creative strategies to guide your journey of self-discovery on estate planning for High-Net-Worth (HNW) clients.<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: 14pt;\">This program allows you to identify the High-Net-Worth (HNW) clients by using creatives selling ideas to close largest premium cases.<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: 14pt;\">From one-on-one leadership coaching to insightful feedback assessments to private leadership retreats, we help you to clarify your goals and make your vision real.<\/span><\/li>\n<li style=\"text-align: left;\"><span style=\"font-size: 14pt;\">Everyone who goes through the program has something to gain throughout the course study, assignments, and case studies.<\/span><\/li>\n<\/ul>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article>\n<div  class='avia-button-wrap avia-button-center  avia-builder-el-15  el_after_av_icon_box  avia-builder-el-last ' ><a href='https:\/\/mu2u.com.my\/index\/contact-us\/'  class='avia-button av-1bfup6-c470ec4354e69f4c66b122a884b23c15 avia-icon_select-yes-right-icon avia-size-x-large avia-position-center av-icon-on-hover 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