Learning Outcomes :
By the end of this video session, learners will be able to:
- Understand the role and differences between trust and nomination in estate and insurance planning.
- Identify appropriate situations to use trust or nomination, based on client objectives, family structure, and asset distribution needs.
- Explain trust and nomination structures clearly, including beneficiary rights, control, and legal implications.
- Position trust and nomination effectively in client discussions, ensuring proper wealth transfer and protection of beneficiaries.
