Alan Wong

Senior Estate and Succession Practitioner

Alan, a dedicated trainer, has immense passion for estate planning and has mentored numerous professionals to plan for their clients.

Through his deep understanding of estate planning, Alan has mastered the art of initiating conversations with clients, he seamlessly transitions into providing insurance as a solution to safeguard assets and ensure the smooth transfer of wealth.

Among his notable achievements, Alan secured a jumbo insurance case to fruition, which not only provided invaluable protection for the client but also earned Alan the significant qualification.

Presenting

SME Business Succession with Insurance and Trust

01:30pm to 02:00pm

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