In our Digital Dialogue discussion on Thursday, February 2, we will explore the state of the life solutions industry today, reviewing the latest trends in products, identifying the optimal solutions for individual needs, and analysing where demand is on the rise from different segments of clients in the Asia region, and why.

The industry is replete with a host of acronyms, from UL, to VUL, IUL, PPLI, and there are policies such as Savings Plans and Whole of Life; accordingly, in the current economic and interest rate environment, and given the outlook for financial markets and the continuing course of the pandemic, our panel of experts will debate which products are most popular and why.

They will also look at the major issue of funding policies and whether larger, more leveraged policies are advisable given the state of the financial markets and potentially rising rates. They will discuss the impact of inflation on life policies and their efficacy. They will consider whether private banks and independent wealth management firms are doing the best they possibly can in order to help deliver insurance concepts and solutions in a compliant manner, discussing how they work or perhaps could work with the specialist agents and distributors in the market.

They will discuss how agile the product providers have become in tailoring new products to appeal to current and future market demand. And the experts will discuss how life solutions are playing an increasingly central role in estate & legacy planning and facilitating the smooth transition of wealth from policyholders to their chosen beneficiaries, something that is especially important in a world of intense and proliferating regulation and compliance, as well as in the face of the stark realities of the ongoing pandemic.

The market is most certainly there to be grasped - Asia-Pacific remains one of the world’s fastest growing major regions for HNW individuals (HNWIs). And at the same time, naturally the pandemic has also increased awareness amongst clients of all ranges of wealth in the areas of health, longevity, and legacy planning.

HNW Life Insurance Solutions are most definitely now centre stage in Asia’s dynamic, expansive wealth market. Those who fail to grasp the opportunity are missing out on a signification weapon in their revenue generation arsenal and essentially failing their clients, many of whom might seek initial guidance and direction from their bankers and advisory firms, who within the guidelines of compliance can also participate to varying degrees in the very substantial commission income being generated. Join us on February 2 for what will be a highly informative and stimulating event.

Feb 2

Life Insurance and the Wealthy Private Client – Why, What, W...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Regan Shum

Hywin International

Rohit Ganguli

EFG Bank

Lee Sleight

Lombard International Assurance

Zac Lucas

Spencer West

Marc-Andre Sola

1291 Group

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Event Agenda
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  • 15.00pm

    Life Insurance and the Wealthy Private Client – Why, What, When and How?

    • Migration of wealthy clients - what are the consequences for HNW Insurance?
    • How does HNW insurance factor into the investment portfolio of clients?
    • Are there estate tax issues that clients might not be aware of?
    • What is the state of the life solutions market in Asia?
    • What needs to happen to take the life solutions market in Asia to the next level?
    • UL, VUL, IUL, Whole of Life, Savings Plans, PPLI? Other new products? What types of solutions are in vogue today, what is coming through, what are the key differences, and what suits which types of clients?
    • Does the average private banker or EAM RM/advisor understand enough about the life products and solutions, or what needs to happen to boost their knowledge, engagement and involvement?
    • If you work directly with private clients, how should you begin the conversations, how should you then work with the specialist distributors and agencies to further advance these solutions for Asia’s private clients, and very importantly, how do you participate properly and legally in the fee income/commissions?
    • How do wealth managers promote each of these solutions yet stay within the bounds of regulation/compliance, and are the rules/guidelines changing?
    • Leverage is also an important part of the life solutions market, so how does leverage apply to life policies, does it still work with higher/rising rates, who can provide the funding and how and when do you get involved?
    • Is inflation now a major factor to consider when assessing the right policies?
    • What role can life solutions play in estate and legacy planning, and which are the most appropriate structures?
    • What sort of additional training and education is required for any RMs or advisors to be able to promote these sophisticated products?
    • Should the wealth industry be engaging the second and third generations in such discussions, and if so, how?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Regan Shum

    Head of Insurance Brokerage

    Hywin International

    Rohit Ganguli

    Head of Wealth Planning Asia

    EFG Bank

    Lee Sleight

    Head of Business Development, Asia

    Lombard International Assurance

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

  • 16.00pm

    Webinar Ends

Feb 2

Life Insurance and the Wealthy Private Client – Why, What, W...

3.00pm - 4.00pm HKT/SGT

REGISTER
Speakers

Regan Shum

Hywin International

Rohit Ganguli

EFG Bank

Lee Sleight

Lombard International Assurance

Zac Lucas

Spencer West

Marc-Andre Sola

1291 Group

Feb 2

Life Insurance and the Wealthy Private Client – Why, What, W...

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners
Feb 2

Life Insurance and the Wealthy Private Client – Why, What, W...

3.00pm - 4.00pm HKT/SGT

REGISTER