11.27 【UTOPIA Masterclass】From Risk Isolation to Wealth Succession

In the insurance industry, many aspire to close multi-million-dollar deals and become the most trusted advisors to high-net-worth (HNW) clients. But to truly reach that level, it’s not enough to know products — you must know how to build a comprehensive wealth succession #framework for your clients.

That’s why UTOPIA has invited Effy, MDRT Life Member and District Director, to host a special Masterclass on 27 November (Thursday). She will walk you through the end-to-end strategies of “From Risk Isolation to Wealth Succession”, opening the gate to your path as a professional advisor.

This is not just a class — it’s an opportunity to elevate your professional journey to new heights. Free admission, limited spots available — don’t miss out!

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Masterclass Highlights:

🔎 Risk Identification and Isolation

Learn how to identify the key risks high-net-worth clients face across their business and family assets, and how to use legal and financial tools to build a solid asset firewall

🔎 Integrating Legacy Planning Tools

Understand the differences and synergies among insurance, trusts, and wills, and design tailored, long-term solutions for your clients

🔎 Full-Spectrum Solution Design

Master the complete process — from initial consultation and proposal design to post-implementation — to help clients achieve stable and lasting wealth succession

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Event Details:

Date: 27 November 2025 (Thursday)

Time: 20:00 - 21:00

Format: Online Session

Fee: Free

Language: Mandarin

(* Registration is not open to AIA agents. Please accept our apologies.)

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Guest Speaker:

Effy Feng | AIA District Director

🔹 Master’s Degree, The University of Hong Kong

🔹 MDRT & COT Life Member

🔹 CPB Certified Private Banker

🔹 Co-author of the bestselling book “Big Deals”

🔹 Speaker at the MDRT Global Annual Meeting

🔹 QMA Winner

🔹 ERA Gold Award

🔹 FLA Platinum Award

🔹 IMA Platinum Award