Family Wealth Structure System Course - Life Insurance Series
Module C: Theoretical Course on International Life Insurance Structure
Module D: Practical Course on International Life Insurance Structure
Theoretical Course on International Life Insurance Structure
Leading Speaker: Janet Zhang
【Course Introduction】
Wealth planning practitioners must have many tools, not just one will, nor only wills and trusts. Wills, trusts (including family charitable trusts), life insurance, family charters, etc. are a combination of punches. Life insurance in the United States and offshore areas has developed into a financing tool, a sound financial management tool, and an asset holding tool. It holds various assets like a trust, and even under the premise of proper planning, it has become the last line of defense for global taxation. Professionals need to pass the core course of life insurance structure, master the principle of "combination punch", and better serve customers.
【Key Points】
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Life insurance is a tool for holding assets
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Life insurance is the last tool for global taxation
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The protection attribute, cash flow attribute, investment attribute and structure attribute of life insurance
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Trust and life insurance are not "Yu Liang relationship", but complementary relationship
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Life insurance can be used at home as well as in a "sustainable" business
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The role of life insurance as a structural tool, and its respective responsibilities, rights and interests
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What are the important clauses in a life insurance contract?
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Attitudes around the world towards domestic and international life insurance
Practical Course on International Life Insurance Structure
Leading Speaker: Spacer Fang
【Course Introduction】
There are many practitioners who are optimistic about family trusts, but do not know where to enter the game; there are many practitioners who have potential customers around them, but do not know how to use family trusts to meet the needs of customers. The final goal of this course is business implementation. The content design closely focuses on the problems and difficulties that practitioners may encounter in the process of developing their business. There are both professional theoretical interpretation, practical experience sharing, and landing resources docking; both trustees From the perspective of customers, there is also the perspective of customer consultants, from identifying customers to program design, from project initiation to follow-up management, and comprehensively interprets every step of the implementation of trust business. Senior practitioners of family trusts at home and abroad jointly give lectures to help each student upgrade their knowledge reserves, improve their professional capabilities, and serve more high-net-worth clients with complex backgrounds and diverse needs.
【Key Points】
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The basic concept and five functions of family trusts: asset protection, inheritance planning, investment planning, charitable planning and tax optimization
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Identify potential family trust clients and their pain points: what characteristics and conditions does a client need for a family trust? How can family trusts help clients solve these pain points?
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Chinese Family Trust:
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Thresholds and conditions for family trusts: how much assets can be done? What assets can do?
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Typical cases and design points of family trusts in China: cash trusts, equity trusts, real estate trusts and other property rights trusts
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Basic procedures for establishment and management of family trusts in China
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Overseas family trust:
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Comparison of trust systems in several common overseas jurisdictions
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The main difference between Chinese and foreign family trusts
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Basic procedures for the establishment and management of foreign family trusts
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Several typical and commonly used overseas family trust structures
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China Family Charitable Trust:
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The Current Situation of Family Charitable Trusts in China
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Advantages of charitable activities through trusts
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Examples of family charitable trusts
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Establishment and management of family charitable trusts
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The Significance of Charitable Trust in Family Governance, Establishment of Family Rules and Inheritance of Family Tradition
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