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We tailor
the portfolio decision by quantifying each client's tax situation by fusing the
appropriate insurance products and services into "synergy package" in enhancing
their Return on Investment (ROI) up to 26% per year.
Through
this course you will able to understand step-by-step process assisting your
clients maximize their wealth through taxation planning.
Topics:-
1. Insurance Act 1996 and Income Tax Act 1967
2. Role of insurance in Tax Planning for sole proprietorship
& partnership
3. How to use tax to maximise our return in insurance
investment
4. EPF vs insurance in the context of tax treatment
5. Products packaging
6. Tax fundamental presentation and approach skills
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