Long-Term Care Planning

5 MUST-KNOWS Before Branding Yourself As An Estate Planner | Eugene Soo [Video]

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5 MUST-KNOWS Before Branding Yourself As An Estate Planner | Eugene Soo

๐Ÿ“ ๐Œ๐”๐’๐“-๐Š๐๐Ž๐–๐’ ๐ญ๐จ ๐๐ซ๐š๐ง๐ ๐˜๐จ๐ฎ๐ซ๐ฌ๐ž๐ฅ๐Ÿ ๐€๐ฌ ๐€๐ง ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ž๐ซ

โ€œ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐ โ€โ€”๐š๐ซ๐ž ๐˜๐Ž๐” ๐ซ๐ž๐š๐ฅ๐ฅ๐ฒ ๐ซ๐ž๐š๐๐ฒ ๐ญ๐จ ๐š๐๐ ๐ข๐ญ ๐ข๐ง ๐ฒ๐จ๐ฎ๐ซ ๐’๐ฉ๐ž๐œ๐ข๐š๐ฅ๐ข๐ณ๐š๐ญ๐ข๐จ๐ง๐ฌ?

I see a lot of Financial Consultants putting E.P. in their profiles.

For some, itโ€™s probably because they took up an Estate Planning courseโ€ฆ..

โ€ฆโ€ฆor maybe they completed CFP, CHFC, etc.


You can ONLY say you know Estate Planning if youโ€™re well-versed in the 5 Cornerstones I included in todayโ€™s episode.

Watch the FULL video to see if You can Brand Yourself as an Estate Planner!

00:00 How Financial Consultants Brand Themselves as An Estate Planner Nowadays
01:11 The 5 Basic Elements A Competent Financial Consultant Should Be Well Versed In
01:18 The First Element
01:34 The Second Element
01:58 The Third Element
02:18 The Fourth Element
02:33 The Last Element
02:40 What are the 5 Cornerstones You Need To Do

Connect with me! ๐Ÿ‘‹


#cornerstones #estateplanner #WillWriting #WillwritingSingapore #EstatePlanning #EstatePlanningwithEugene #EstatePlanningSingapore #writingawill #estateplanningbasics #estateplanning101 #estateplanningstrategies #estateplanning101youtube #financialadvisortips #financialadvisortraining #financialadvisoradvice #estateplannersingapore #estateplanner #bestestateplanningtips #estateplanningmistakes #estateplanningtips #insurancenominations
#mustknows #5mustknows

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