Warmest greetings to everyone!

As we usher into another great new year 2010, RBS is pleased to kick start our 1st 2010 Business Trust Seminar especially for you!

Our all time well-demanded 2-day business trust seminar – BUSINESS VALUE PROTECTION TRUST (BVPT) plus 3G FAMILY BIZ TRUST SEMINAR is now open for registration!

This seminar is now being made available in the beginning of the year because we want to help you plan and strategize your 2010 business plan especially in closing more BIG insurance policies for your clients. It is very relevant to all financial consultants and advisors, estate planners, professionals, business owners and especially insurance consultants! Insurance professionals will also learn how to sell BIG insurance policies worth millions using BVPT from many real-life examples!


What is Business Value Protection Trust (BVPT)?

When one’s business begins to bear fruit and wealth of the business owner continues to grow, the next step a business owner should plan for is his estate protection and that includes devising an exit strategy from the business and to ensure continuation of the business by the co-owners as well, whilst protecting the value of the business. Business value protection or business succession involves planning for the smooth transfer and continuation by the co-owners due to retirement, death, illness or disability.

This seminar will answer critical questions for business owners such as:
1) When a business owner decides to retire or suffers a life threatening illness or dies, is there a proper exit strategy put in place?
2) Is the exit strategy stated in writing to ensure smooth transfer and continuation of the business? Has it been structured properly?
3) In the event of death or disability, can the heirs be compensated in any way to ensure adequate income for them?
4) Will the co-owners have the available funds to be able to purchase the business owner’s interest or shares when the times comes to do so?


What is 3G Family Biz Trust?

A family business is a business in which one or more members of one or more families have a significant ownership interest and significant commitments toward the business’ overall well-being. Some of the largest companies in Malaysia are family owned such as YTL and Genting. Family businesses may not necessarily be managed by family members but individuals. However, family members are often involved in the operations of their family business in some capacity and, in smaller companies, usually one or more family members are the senior officers and managers.

The 3G Family Biz Trust creates a structure for the continuation of the family business with or without the involvement of the family members. The existence of family participation in the business can strengthen the company because family members are often loyal and dedicated to the family enterprise. However, family participation as managers of a business can present unique problems because the interests of a family member may not be aligned with the interest of the business.

Using various strategies, the 3G Family Biz Trust is designed to benefit the family members to receive the dividend income received by the trustee and the profits generated by the business to ensure the continuity and preservation of the business within the family.


This 2-Day HIGH impact seminar aims to help you to:

» Identify opportunities for estate planning, especially for business value protection.
» Know how to ask relevant and important questions to determine the need for business value protection.
» Learn how to answer clients’ questions on the structure of business value protection and ancillary matters such as the valuation, funding, agreement, tax      implications, power of attorney and usage of trust.
» Fully utilize insurance planning as the funding option to help clients, hence get bigger insurance cases.
» Understand how certain existing funding & structures without the components of business value protection can cause material losses to the clients & their heirs.
» For family business, the available estate planning tools to ensure that the business is kept within the family and managed by qualified heirs or appointed professionals.
» The relevant questions to ask to structure a proper 3G Family Biz Trust.


To date, over 800 participants from various industries and professions had attend the BVPT seminar.
This remarkable number of participants record speaks for itself on the credentials of the seminar and its speakers!

This course has been accredited with 15 CPD Hours by Malaysian Financial Planning Council (MFPC)!

The details of the seminar are as follows:

Date : 20 & 21 January 2010
Time : 9 am to 5.30 pm
Venue : Wisma Rockwills, No. 62, Jalan 2/131A, off Jalan Klang Lama, 58200 Kuala Lumpur.


Seminar Fee:

Rockwills Member : RM250.00
Non-Rockwills Member : RM450.00 + FREE one year RBS Membership
Refresher + 3G : RM150.00 (*Strictly for past BVPT Seminar Participants)

(Seminar fees is inclusive of seminar materials, CD, certificate, take-away lunches and tea breaks.)

Good News! Sign up before 8 Jan 2010 to get a FREE Rockwills Gift!
Please refer to the attached seminar flyer for the detailed info and registration form.

Downloads

• BVPT + 3G Family Biz Trust - Jan 10.pdf

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