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Play a Pivotal Role

Like to have confident conversations with clients about their Estate Planning needs and options? To play a pivotal role in helping Kiwis put a sound plan in place to protect them, their families and their interests?

Now you can. New and designed for all advisers - mortgage, insurance, investment and financial planning. Watch for more about our new eLearning for Estate Planning and Asset Protection.

Find out more

Estate Planning & Asset Protection

Spot the gaps and have confident conversations with clients.

Estate Planning

Asset Protection & Estate Planning, particularly the importance of knowing how assets are owned.

Relationship Property

What relationship property is and options to protect separate property within a relationship.

Wills

What a Will does, the requirements of a valid Will and what happens if there’s no Will.

EPAs

What EPAs do, the requirements of a valid EPA and what happens if there are no EPAs.

Trusts

What Trusts do, the requirements of a valid Trust and how Trusts can work in different situations.

Scenarios

Confirming key principles through the presentation of different situations, with questions and answers.

Business Legacy Planning

How a buy / sell or an insurance trust mechanism can be used with business insurance to financially protect a business, shareholders and their families.

Conversations

Expanding conversations so clients understand there’s likely to be asset protection and estate planning considerations for every risk event, mortgage, lending or insurance consideration.

Questions about Course Content?

If you would like to find out more about the course modules and content, please contact Jane Eschenbach jane.eschenbach@trustus.co.nz or 027 457 9480.

Add even more value to your clients.


Play a pivotal role in helping Kiwis get their Estate Planning sorted with PIQ's Estate Planning & Asset Management eLearning:
> Up to 14 CPD points
> Learn at your own pace
> Complete all or selected modules
> Interactive, scenario-based learning


Contact the team at Professional IQ on info@professionaliq.co.nz or call 09 306 1731 to find out more.

Estate Planning & Asset Protection

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