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S1E8: The Sales Tactics Behind Whole Life Plans
Season 1 · Episode 8

S1E8: The Sales Tactics Behind Whole Life Plans

Providend's Money Wisdom · Providend Ltd

March 4, 20228m 39s

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Show Notes

In this episode, I will present one common tactic used to simplify the way to pay estate duty - use of whole life plans. If you're an investor of foreign assets, this information would be very useful to you.

The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/

Music courtesy of ItsWatR.