S1E8: The Sales Tactics Behind Whole Life Plans - podcast episode cover

S1E8: The Sales Tactics Behind Whole Life Plans

Mar 04, 20229 minSeason 1Ep. 8
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

In this episode, I will present one common tactic used to simplify the way to pay estate duty - use of whole life plans. If you're an investor of foreign assets, this information would be very useful to you.

The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/

Music courtesy of ItsWatR.

For the best experience, listen in Metacast app for iOS or Android