Agency Leader just bought an Office & Want to set up Estate Planning Office:

Date: 4/2/2009 6:12:51 AM
Hi Lee,
this is Agency Leader from ABC Insurance Company. We met before and at some points i do agreed with what you shared.

I just bought an office which is at KL city centre, 1st floor facing main road and thought of what to do with it for my business.

You know, after 20 yrs in the biz, we either drive by passion and remain focus or half-hearted as no more enthusiasm left for the biz due to lack of consistency in direction from the company.

By the way, I thought of setting up estate planning for my biz and make use of my new office. I wld appreciate your ideas how i can work things out.

Regards.
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Date: 4/2/2009 10:26:49 PM
Hi,

Thanks a lot for your reply. I certainly remember you.

.. I can certainly understand how you feel. I may not be in the biz as long as you but I joined the agency in 1997 ( long enough ) ( 1995-1997 I was a Company Trainer ) .. and I have your same feeling now. Time to INNOVATE and remodel our biz concept.

Glad that you are now looking at using Estate Planning model now to do our insurance business. Actually some MDRTs had been doing this for donkey years.

Having a " neutral " office is an essential to do it big in Estate Planning. You can turn it into your own private office with Rockwills logo. Your location is very strategic. RW provides subsidy for your signboard; monthly office subsidies, etc.

I will be in KL soon and hope you can make time to meet and I can give you some valuable inputs on how you can strategise using Estate Planning to do high networth market and recruit better quality associates ( esp graduate bank officers & CFPs )

Will share with you some more in my coming emails.. I will take a video first of my nicely done "private office" targeting high networth clients & do their Will, Children Maintenance Trust... Then upgrade their coverage...

cheers..kheechuan

P/s: meanwhile, please visit my website www.lkcestateplanning.com to get some idea of Integrated Estate Planning I am advocating. I can put your new office address in my web site as well when it is ready.
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