Due to overwhelming response and rising requests, we have once again brought back the legacy planning series. This time round, we have invited our service partner, Lawyer Mr. P Sivakumar from Bernard & Rada together with our home grown senior financial consultant Sanjay Wadwani to share on how one can leverage on different legal tools and financial instrument such as universal life insurance to create a lasting legacy.
Departing from the usual corporate seminar style session, this exclusive Premier Client Group (PCG) event, bundled with a Durian Fiesta, was held at the Singapore Flyer Premier Lounge for the first time. While taking in the beautiful night view of the Gardens by the Bay opposite the Flyer, PCG clients were given useful insights and information with regards to Estate Planning and Protection. PCG Clients were treated to a selection of mouth-watering durians and other tropical fruits during the networking session. Many were impressed by the various types of durian available and this added to the enjoyment of all those who were present. As Jesslyn (CEO, GEFA) said, “PCG is delighting our affluent clients with exclusive privileges, bringing planning for their future generation right to their door step”. It was indeed a great networking session for our PCG consultants and our clients.
Kudos to the team that made this event possible!