APA 3.0 Proposal | Pre-Advisory Essentials

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Phase 4: Proposal

Risk Management Planning

Introduction to risk management planning (11:13)
Introduction to Critical Illness Planning (15:08)
Guaranteed Protect Plus Product Training (Whole Life insurance) (20:05)
Guaranteed Protect Plus Proposal (Whole Life insurance) (18:54)
Healthshield Gold Max Product Training (Hospitalisation Coverage) (14:27)
Healthshield Gold Max Proposal (Hospitalisation Coverage) (10:53)
AIA Solitaire PA (Personal Accident Coverage) (4:04)
Pro Lifetime Protector (Investment-linked insurance) (29:02)
APA 3.0 Training (14:06)
APA 3.0 Proposal (23:49)

Concept selling

Concept Selling for Insurance (4:34)
Concept Selling for Investments (13:19)

Wealth Accumulation Planning

AIA Pro Achiever Proposal (26:00)
Platinum Wealth Venture Training and Proposal (25:22)

Scenario Planning

Scenario Planning Case Study Approach (Student) (14:38)
Scenario Planning Case Study Approach (Expat) (10:27)
Scenario Planning Case Study Approach (Fresh Graduates) (8:49)

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APA 3.0 Proposal

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