Enhancing a Financial Advisory Practice With Estate Planning

Precepts Academy’s Associate Director, Eliss Chen, recently caught up with Delia Wong, who was a key speaker in the MDRT Day Singapore 2024. She is a 13-year MDRT Qualifying & Life Member with 1 COT qualification. To bolster her success in her financial and insurance advisory business, she decided to add Estate and Succession Planning to her repertoire. We asked her why she did that and how her journey has been so far:

Hang Tight

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