Deepak Jain

Focus Sessions

Deepak Jain, CWM, has been involved in wealth management, financial planning and estate planning for more than 17 years. Currently the director of Nexgen Estate Planning Solutions and country head of the American Academy of Financial Management India (AAFM), he has also worked with various multinational banks like CitiBank, Standard Chartered and ING Vysya. He is a master trainer for AAFM’s financial certifications and has conducted many training programs in financial planning, financial analysis and behavioral finance.

Life Insurance as an Estate Planning Tool

Language: Hindi

Jain provides a basic understanding of estate planning tools like wills, trusts, durable power of attorney, letters of guardianship and more. You will learn to engage prospects and clients in meaningful conversations about estate planning, show them how it affects personal wealth and highlight the need for wealth transfer planning, all of which will allow you to transform from a product distributor to a wealth advisor. With the right insurance strategies, you will be aware of the financial and non-financial benefits of incorporating estate planning advice.